Steven A. Lippman LUTCF, MBA Founder of Lippman Insurance Group, Interviewed on the Influential Entrepreneurs Podcast Discussing Fixed Indexed Annuities

Steven Lippman discusses Fixed Indexed Annuities; listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-fixed-indexed-annuities/ Steven explained: “Fixed-indexed annuities are popular retirement planning tools that offer several benefits. This type of annuity provides fixed income with the potential to earn interest linked to the rise and fall of stock market indices. By understanding the top five benefits of these annuities, you can make an informed decision about how it fits into your long-term financial strategy.” Guaranteed Income Stream for Life An individual investing in a fixed-indexed annuity is…

Read More

Scott MacKillop, CEO of First Ascent Asset Management, Interviewed on the Influential Entrepreneurs Podcast

Scott MacKillop discusses the top benefits of using a Turnkey Asset Management Provider for financial planning firms.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-scott-mackillop-ceo-of-first-ascent-asset-management/ Scott explained: “One of the major advantages of using a turnkey asset management provider is that they offer various services to help manage investments more efficiently. This includes research and analysis, portfolio optimization, performance monitoring, risk management, rebalancing, tax planning, and cost savings. They can also provide advice on how to utilize resources best. Additionally, they can handle the paperwork associated with…

Read More

Andrew Carrillo, President and Founder of Barnett Capital Advisors, Interviewed on the Influential Entrepreneurs Podcast, Discussing Social Security Claiming Options

Because Social Security is a necessary part of a comprehensive retirement income strategy, there are important considerations before choosing to claim early. Working with a financial professional is crucial in coordinating these types of benefits. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors-discussing-social-security-claiming-options/ When deciding when to claim Social Security, it is crucial to understand the impact that this decision will have on retirement. Different claiming strategies, such as delaying or changing benefits, may affect the total lifetime Social Security benefit and other aspects of retirement income.…

Read More

Steven A. Lippman LUTCF, MBA Founder of Lippman Insurance Group, Interviewed on the Influential Entrepreneurs Podcast Discussing Hybrid Life Long-Term Care Plans

Steven Lippman discusses Hybrid Life/Long-Term Care Asset Protection Plans. Listen to the interview on the Business Innovators Radio Network:   https://businessinnovatorsradio.com/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-hybrid-life-long-term-care-plans/ Steven explained: “Hybrid life long-term care plans offer a range of benefits, enabling individuals to remain independent and in control of their own financial lives for as long as possible.  Additionally, hybrid plans often provide additional features such as inflation protection or waivers of premiums if health deteriorates.” Hybrid life long-term care plans are also beneficial in terms of estate planning. Providing a range of options for funding and managing…

Read More

Stephen Ross, CEO of Ross Insurance Brokers-Dave Ramsey Trusted Provider, Interviewed on the Influential Entrepreneurs Podcast Discussing Term Life Insurance

Stephen Ross discusses how he serves his clients by making the best decisions on term life insurance and able the new type of term life with living health benefits that can pay out while you are alive. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-stephen-ross-ceo-of-ross-insurance-brokers-dave-ramsey-trusted-provider/  When making decisions about term life insurance, one must consider their current financial situation and long-term goals when selecting the right option. It’s also essential to determine how much life insurance they need to cover potential costs such as funeral expenses, medical…

Read More

Josh D. Millang, President of Retirement Protectors, was Interviewed on the Influential Entrepreneurs Podcast Discussing IRA Maximization Concepts

Josh Millang discusses IRA Maximization Concepts.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-ira-maximization-concepts/ Maximizing an IRA is a smart financial move that can help people build economic security for themselves and their families. There are several strategies they can use to maximize the potential of their IRA, such as contributing the maximum amount allowed by law, taking advantage of tax-deferred growth, and utilizing catch-up contributions if they’re over 50. Contributing the Maximum Amount Allowed by Law: As long as a person is below a certain income…

Read More

Jeffrey P Morand, RFC Registered Financial Consultant & College Funding Coach, Interviewed on the Influential Entrepreneurs Podcast Discussing Career Planning

Career planning can be complicated and often overwhelming for many, with the career landscape constantly shifting. However, career success is attainable by taking some simple yet effective steps. Morand says, “61% of college graduates wish they had a different major. College is more expensive than ever before; plan ahead on how to pay for college without affecting your retirement planning.” Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jeffrey-p-morand-rfc-registered-financial-consultant-college-funding-coach-discussing-career-planning/ Here are some top tips to help individuals plan their career aspirations: – Make sure to have a clear…

Read More