Category: News Room

During the interview, Blair discusses the extraordinary value proposition he provides clients. Chris says, ” Your dreams matter. We understand the challenges that make it harder to achieve your financial goals, and we’re ready to provide the education, coaching, and advice. We believe your financial success is achievable no matter your current situation or economic status. We feel that flat-fee planning is a unique opportunity for our clients which differs from traditional financial advising in some compelling ways.” In the podcast interview some of the items discussed are: Assets Under Management…

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People enrolling in Medicare are often confused about which one to choose. Medicare Supplements are designed to extend Medicare coverage to cover the costs and co-pays that Original Medicare Parts A and B don’t cover. These can be purchased from a private insurance company to help pay the share of the cost and cover the gap. There are many Medicare plans to choose from., with a host of benefits- that’s why it’s so important to compare the different options to find the one that meets all the needs required.  The…

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Ben Trygstad, Business Insurance Advisor with Trailstone Insurance Group Interviewed on Podcast About Helping Business Owners Save Money on Coverage

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Scott Rosenzweig discusses how a Sales Assessment is necessary to leverage periodically for maximum sales performance, understand which of the key performance indicators are the most important to track, and why a Sales Playbook is critical to the growth of a business. Listen to the interview on the Business Innovators Radio Network   https://businessinnovatorsradio.com/interview-with-scott-rosenzweig-president-chief-revenue-officer-of-sales-growth-advisors/ Rosenzweig commented, “We know how to not only create a plan for transforming your sales organization but to roll up our sleeves and help you get the work done. We’ll be there with you, from analyzing where…

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Listen to the Business Innovators Radio Network interview to learn the “secret sauce” to being a successful female entrepreneur. As an award-winning entrepreneur/ businesswoman and certified executive leadership coach, Kim helps her clients define their why for the next chapter of their life. Kim explained her perspective on “re-wirement” vs. retirement and women entrepreneurs’ most significant challenges today in the interview. https://businessinnovatorsradio.com/interview-with-kim-neeson-coach-consultant-award-winning-entrepreneur-and-leadership-executive-with-kim-neeson-consultancy/ Neeson commented that “As a woman, you’ve probably worked harder and longer than many of your counterparts and brought it home with you both physically and mentally. You…

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Nadine Perez, Founder of NBP Insurance Services, Discusses Her Approach to Helping Her Clients with Financial Planning and Retirement Using Life Insurance In the interview, she discusses topics including: How to send your kids to the school of their dreams without going broke How to triple your eligibility for aid How to find scholarships and grants you’ve never even heard of. Can I pass my retirement savings to my kids without having to pay taxes?  Listen to the interview on the Business Innovators Radio Network  https://businessinnovatorsradio.com/interview-with-nadine-perez-founder-of-nbp-insurance-services/ Perez stated, “Every successful…

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