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Influential Entrepreneurs with Mike Saunders, MBA

Influential Entrepreneurs with Mike Saunders, MBA

著者： Mike Saunders MBA
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 Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.Influential Entrepreneurs 経済学
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  • Interview with Scott Leonardi Founder of Complete Solutions Discussing Home Healthcare

    Interview with Scott Leonardi Founder of Complete Solutions Discussing Home Healthcare
    2025/06/16
    Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified Financial Fiduciary® and member of the National Association of Certified Financial Fiduciaries, Scott is committed to putting his clients’ best interests first.

    A passionate advocate for financial education, Scott co-authored *Don’t Go Broke in a Nursing Home* to help people avoid costly mistakes that threaten their life’s work. His mission is to align insurance coverage with each client’s unique needs and lifestyle.

    Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat.

    Learn More: https://www.completesolutions.insure/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-home-healthcare
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    24 分
  • Interview with Ira Koyner Founder of Triathlon Partners Discussing Long – Term Tax-Efficient Investing

    Interview with Ira Koyner Founder of Triathlon Partners Discussing Long – Term Tax-Efficient Investing
    2025/06/16
    Ira Koyner’s successful thirty-year career as an accomplished financial services professional has been driven by sound risk management, effective communication, and a commitment to education.

    Ira Koyner is a devoted husband and father, he knows providing for your family is more than a responsibility; it is a priority. The cost of day to day expenses, paying for several college educations, funding retirement, and providing lifetime financial support for his son with special needs are his priorities. He is grateful to have them. These priorities are not a burden, but rather a part of a rich and prolific life. Financial goals envelop more than responsibilities. They are the journey and destination, fueled by hard work, perseverance, and success. Creating a financial plan that protects your family and secures your financial future doesn’t have to be overwhelming. As your dedicated financial advisor, he is committed to fostering a transparent client-advisor relationship. He is proud that his firm is independent, and not tied to a massive conglomerate’s products, platform, and rigidity. His clients have access to over thirty life and annuity companies, several structured note and alternative investment platforms, and dozens of issuers. Triathlon Partners is located in Weston, CT, in the heart of Fairfield County CT

    Learn more: http://www.triathlonpartners.com/



    TRIATHLON PARTNERS LLC, is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

    Investment Advisory Services are offered through TRIATHLON PARTNERS LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/
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    20 分
  • Interview with Lee Morris, Vice President of Underwriting of Life & Annuity Brokerage with Gallagher, Inc

    Interview with Lee Morris, Vice President of Underwriting of Life & Annuity Brokerage with Gallagher, Inc
    2025/06/16
    Lee Morris is Vice President of Underwriting, Life & Annuity Brokerage who rejoined the Gallagher Life & Executive Benefits consulting team in January of 2023.

    Lee Morris has been in the insurance industry specializing in technical underwriting risk management for over 33 years. She is known for her astute ability to merge the technical attributes of underwriting with the art of modern-day medical advancements and interpretation while protecting the interests of all stakeholders. Lee’s strong experience with the top one percent of the wealth management firms and the ultra-affluent market demonstrates her ability to address the needs of clients requiring an enhanced “boutique” encounter.

    Certified in EKG interpretation and a dynamic presenter, Lee’s past experience of 17 years at the carrier include being Assistant Chief leading one of the top premium distributions in the high-net-worth arena. She is one of very few in the brokerage market who achieved a prior insurance carrier underwriting single signature authority of $20M dollars.

    Lee holds a Cum Laude Bachelor of Science Degree in Accounting from Grambling St. University, Grambling, LA. She enjoys her free time volunteering with the K-12 school she is the co-founder of, hunting, shopping and is the mother to one son, Evan who is a Senior Pre-Med student at Morehouse College in Atlanta, Ga.

    Learn more: http://www.ajg.com/

    Take advantage of the Gallagher Underwriting expertise platform that can move your life insurance consideration from a “success story” to reciprocal “successful solutions”
    Financial Professionals should ensure they continue to follow the current policies and procedures of their broker dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use. This marketing presentation in no way supersedes the requirements of a financial professional’s license requirements or the policies and procedures of your broker dealer or registered investment advisory firm.This content is for informational and educational purposes, and is not designed, or intended, to be applicable to any person’s individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engages in (or refrains from) a particular course of action.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-lee-morris-vice-president-of-underwriting-of-life-annuity-brokerage-with-gallagher-inc
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    22 分

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