Shows
CBS SpotlightJen Fox - Finseca2025-07-0829 minCBS SpotlightHector Martinez - Head of Insurance - John Hancock Part 2In this episode of CBS Spotlight, Hector Martinez from John Hancock discusses the transformative impact of generative AI in the insurance industry and elaborates on John Hancock's unique approach to behavioral insurance through the Vitality program. He highlights how this program encourages clients to engage in healthier lifestyles while also providing life-saving medical technology and emphasizes the importance of leveraging technology without replacing human advisors. Hector expresses the vision to cover as many lives as possible and make a lasting difference for clients.2025-05-3017 minCBS SpotlightHector Martinez - Head of Insurance - John Hancock Part 1In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes interview Hector Martinez, the Head of Insurance at John Hancock. Hector discusses his extensive career in the insurance industry, sharing insights about his journey from early career to leading roles at various organizations. The conversation delves into the importance of consistency in sales, the role of technology in the insurance sector, and the shift towards behavioral insurance at John Hancock.2025-05-1914 minCBS SpotlightJeannie UnderwoodIn this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes discuss the importance of engaging women in the financial industry with Jeanie Underwood from Global Atlantic. They explore strategies that can help financial professionals better connect with female clients, emphasizing that women will control a significant portion of wealth in the coming years. Underwood shares insights on why traditional approaches may leave vast sums of money unclaimed and discusses techniques to improve client retention rates among women.2025-05-0233 minCBS SpotlightTom HegnaIn the latest CBS Spotlight episode, retirement expert and economist Tom Hegna shares his insights on achieving a financially secure retirement. With over 30 years of experience, Tom emphasizes the importance of guaranteed lifetime income and offers strategies to ensure financial stability throughout retirement. His engaging presentation simplifies complex financial concepts, making them accessible and actionable for all.2025-04-0721 minCBS SpotlightKara Murphy Chief Investment Officer - KestraIn this episode of CBS Spotlight, co-hosts Eric Alvarado and Ted Hikes interview Kara Murphy, Chief Investment Officer of Kestra. Kara shares her unconventional journey into finance and reflects on her experiences, which ultimately shaped her investment philosophy. Emphasizing the importance of making an impact beyond just financial gains, she discusses her roles and responsibilities at Kestra and how she fosters relationships with financial advisors to help their clients make informed decisions while also supporting a collaborative and supportive company culture.2025-03-1421 minCBS SpotlightMatt Regan - Wealthcare Capital ManagementIn this episode, Matt Regan from Wealthcare Capital Management discusses the importance of goals-based financial planning and the evolution of the financial advising industry. He highlights the shift towards holistic wealth management, the value of empathy in client relationships, and the support Wealthcare provides to independent advisors. Regan also shares insights on industry trends and the significance of personalized client experiences in successful financial planning.2025-03-0624 minCBS SpotlightAaron Anderson - Fit Asset ManagementIn this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes speak with Aaron Anderson, president of FIT Asset Management, about the integration of insurance and investment strategies in wealth management. They explore Aaron's journey into the finance industry, the philosophy behind FIT, the importance of effective communication and listening to clients, and the firm's impressive growth in assets under management. Aaron emphasizes the significance of understanding clients' holistic financial situations, addressing emotional aspects of wealth management, and removing conflicts of interest in advisory roles.2025-02-2123 minCBS SpotlightDavid Reynolds - Enhancing PPVUL and PPVA CapabilitiesIn this episode of CBS Spotlight, we sit down with David Reynolds, a leading expert and partner at Spearhead, to delve into the world of Private Placement Variable Universal Life (PPVUL) insurance. David shares his insights on when PPVUL can serve as a planning tool for high-net-worth individuals. We discuss the mechanics of PPVUL, its potential benefits, and when it’s an appropriate fit. If you're curious about PPVUL, this episode is packed with valuable insights you won’t want to miss.Disclaimer: PPVUL is a security, and decisions regarding its use should be made in consultation with...2025-01-0919 minCBS SpotlightAndrea Caruso - MIB: The Risk ReportIn this episode of CBS Spotlight, we’re joined by Andrea Caruso, Senior Vice President and Chief Operating Officer of MIB Group, to explore how MIB is shaping the future of the insurance industry. Andrea shares her insights on leveraging data and analytics to drive innovation, improve risk assessment, and streamline underwriting processes. With her extensive expertise, Andrea sheds light on how MIB is empowering insurers to make smarter decisions while enhancing the customer experience. Whether you're an industry veteran or new to the field, this episode offers a fascinating look at the intersection of tec...2024-12-1818 minCBS SpotlightDerrick PfauPetersen International Underwriters’ Derrick Pfau shares expert insights into the world of excess disability insurance and specialty coverage. Learn how these innovative products address gaps left by traditional insurance, offering critical protection for high-income earners and unique professions. Perfect for advisors seeking to enhance their offerings and clients looking to safeguard their financial future, this episode highlights strategies to achieve comprehensive coverage.2024-12-1020 minCBS SpotlightJason Gordo- Building a Modern Wealth Management FirmWe’re thrilled to have had Jason Gordo, Co-Founder of Modern Wealth Management (MWM), join our latest CBS Spotlight podcast episode! Jason shared insights from his impressive career leading up to building MWM. We delved into MWM’s unique approach to financial planning, how they build a winning culture, the critical role of risk management, and how insurance enhances client strategies. Don’t miss this engaging conversation with one of the industry's visionaries. Listen now and discover how MWM is redefining wealth management!2024-11-2123 minCBS SpotlightKaren Reifel - A Conversation about SuccessCBS Spotlight talks with Karen Reifel, Senior Wealth Advisor, and named “Advisor of the Year” at Beacon Pointe over the insight of creating, implementing, and running a successful career in the financial services industry. You do not want to miss Karen Reifel’s insight, all of this and more on the next CBS Spotlight.2024-10-2130 minCBS SpotlightMatt Gibson – Tech Innovations in Financial Planning, Insurance, & LongevityJoin Michael Kohrmann and Eric Alvarado for the latest episode of CBS Spotlight as they welcome Matt Gibson, Head of Behavioral Insurance Activation at John Hancock. Matt joins our team for a discussion on new screening techniques and wearable health devices that are transforming financial planning and insurance. He touches on expert strategies for effectively discussing health and insurance with clients, and explores how these innovations influence longevity and support healthier lives. Listen to the full episode here: 2024-09-2532 minCBS SpotlightBill Comfort Part 3: What are the options:We are back with a fresh episode of CBS Spotlight and the final installment of our three-part series with Bill Comfort, CSA, CLTC, owner of Comfort Long Term Care and Director of Training for the Certification for Long-Term Care (CLTC) designation. Bill joins our hosts Michael Kohrmann and Eric Alvarado to discuss his insights on the latest trends and best practices in the industry, highlighting the importance of comprehensive planning and proactive strategies for securing long-term care needs. Our hosts delve into Bill's extensive experience and expertise, exploring how individuals and families can better prepare for potential future care s...2024-09-1127 minCBS SpotlightBill Comfort, Part 2, How to have the conversationWe are back with a fresh episode of CBS Spotlight and the second installment of our three-part series with Bill Comfort, CSA, CLTC, owner of Comfort Long Term Care and Director of Training for the Certification for Long-Term Care (CLTC) designation. Bill joins our hosts Michael Kohrmann and Eric Alvarado to discuss how advisors can prompt a discussion around LTC planning with their clients, specifically exploring how advisors can discuss the clients’ needs, as well as the needs of their parents or other loved ones. 2024-09-0422 minCBS SpotlightBill Comfort, Part 1, What is LTC?Our hosts Michael Kohrmann and Eric Alvarado sit down with Bill Comfort, CSA, CLTC, owner of Comfort Long Term Care and Director of Training for the Certification for Long-Term Care (CLTC) designation. We are thrilled to spotlight Bill's perspective as an industry-leader in this three-part series on long-term care insurance. In today's episode, he offers his take on the current LTC landscape and why having a strategic plan in plan is so essential for aging adults.2024-08-2831 minCBS SpotlightMelissa Bova and the State of LTCJoin CBS Spotlight as Melissa Bova, SVP of State Affairs at Finseca, discusses about long-term care and its current place in the legislative process. Do not miss what Melissa has to say; LTC helps people achieve financial security and is an important part of every financial plan.2024-08-1419 minCBS SpotlightArmy Robinson & the Tax SunsetJoin CBS Spotlight as Army Robinson, Chief Advocacy Officer at Finseca, discusses the upcoming Tax Sunset. Do not miss what Army has to say; there are strong potential changes for both you and your clients.2024-07-2924 minCBS SpotlightAnnuities & More with Sheryl MooreJoin CBS Spotlight as we discuss the truth and misconceptions of annuities with The founder, creator, & CEO of Wink Inc. & Moore Market Intelligence - Sheryl Moore! Gives us a listen, you might be surprised what Sheryl Moore has to say.2024-07-0818 minCBS SpotlightFoundational InformationIn this episode of CBS Spotlight, we lay down some ground rules. Never assume someone else has the same knowledge or experience you do. We go over key terminology in the Risk Management space advisors and RIA’s need to know, because everyone should have a good foundation.2024-05-0713 min