Mortgage Loan Officer, Conor Patterson, has formed The Patterson Group, a mortgage loan origination team in Tucson, Arizona. The Patterson Group is affiliated with CrossCountry Mortgage LLC.
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Beshears discusses: What is “Bank On Yourself,” and how is it different from other retirement strategies? How is this different from what other Financial Advisors/Agents offer? Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-marc-beshears-entrepreneur-and-founder-of-top-wealth-agenda/ Several strategies can be used to make retirement funds last longer. One such method is to use permanent life insurance to supplement income. Permanent life insurance policies have a death benefit paid out to beneficiaries upon death. This death benefit can help cover expenses such as funeral costs and outstanding debts or provide…
Read MoreA ribbon cutting is planned to celebrate a nationwide program, Homes for Heroes, that’s growing in the Miramar Beach, Florida area.
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Bob Chitrathorn Discusses His Approach to Helping His Clients with Financial and Retirement Literacy. Bob provides personalized wealth planning services tailored to each client, including investment planning, distribution strategies for retirement income, estate-conservation planning, and risk-management analysis. While other digital investing solutions offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor. Simplified Wealth Management is dedicated to helping its clients reach their goals, helping to guide them through the investing process. Tune in for the interview on iTunes, Stitcher, iHeartRadio, and the Business…
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Merrit Strunk discusses his book which advises on working towards a retirement that works for you. The largest transition to retirement in U.S. history is happening right now and it’s critical to make decisions that will lead to a retirement that works for you. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-author-of-your-retirement-unbroken/# Merrit says: “The disturbing reality is that for many Americans, their Retirement may already be broken if they don’t make the needed critical changes now. This book’s mission is to sound the wake-up call to…
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Walt Wilson discusses the key elements that deplete retirement assets: Taxation Depreciation Inflation Government Regulation Volatility Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-retirement-strategist-discussing-permanent-life-insurance-strategy-for-stretching-your-retirement-funds/ Several strategies can be used to make retirement funds last longer. One such method is to use permanent life insurance to supplement income. Permanent life insurance policies have a death benefit paid out to beneficiaries upon death. This death benefit can help cover expenses such as funeral costs and outstanding debts, or it can provide a financial cushion for your loved ones. In…
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Walt Wilson discusses the main elements of a key employee benefits strategy. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-retirement-strategist-discussing-the-key-employee-benefit-strategy/ Walt explained, “There are many factors to consider when designing a key employee benefits strategy. The main elements of a key employee benefits strategy include: Eligibility requirements Benefit levels Funding sources Vesting schedules Administration and compliance Communication and education Monitoring and review Eligibility requirements are the criteria used to determine which employees will be eligible for the benefits. Benefit levels are the amounts of money, or other…
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The Inspired Business Leaders Podcast is a series of interviews with top business professionals empowering listeners to understand the current business climate and the successes and struggles other business professionals have overcome. “We are excited to launch this new podcast and provide our listeners with insights from some of the top business leaders out there,” said Nick Bour, Founder, and CEO of Inspire Wealth. “These leaders have achieved great things in their careers, and we believe their stories will inspire others to reach for their success. The podcast will feature…
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Sybil Ackerman-Munson discusses her over 20 years of experience as a nonprofit professional and foundation advisor. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-sybil-ackerman-munson-donor-advisor-and-founder-of-do-your-good/ Sybil explained, “With over 20 years of experience as a nonprofit professional and foundation advisor, I work with philanthropic institutions and foundations interested in successful, high-impact grant making so that you can make a true and lasting positive contribution to the world on your terms. Passion fuels my work. I’ve served on numerous boards, task forces, and stakeholder groups with incredibly important causes.…
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Tim Corrigan discusses how his insurance agency specializes in Medicare and Health Insurance Solutions. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-tim-corrigan-owner-of-the-health-plan-superstore/ Corrigan explained, “The Insurance Health Plan Superstore is an independent insurance agency specializing in Medicare and Health Insurance Solutions. We work with the major insurance companies so we can offer our clients appropriate coverage for them. Our clients are located across Ohio, giving us a great feel for the insurance landscape. We design plans with a focus on low costs and proper benefit structure, which…
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