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  • Interview with Bill McDowell President of The McDowell Agency Discussing 401K Rollovers

    Interview with Bill McDowell President of The McDowell Agency Discussing 401K Rollovers
    2024/09/15
    Bill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to provide an income for life FOR THEMSELF AND THEIR SPOUSE. He takes pride in helping achieve your specific outcome.

    He is licensed in approximately 20 states and has protected over 250 Million Dollars in Assets. Unlike the bigger agencies he can provide a more personal level of attention and care. He looks forward to seeing you.



    Learn More: https://www.mcdowell-agency.com/

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

    Source: https://businessinnovatorsradio.com/interview-with-bill-mcdowell-president-of-the-mcdowell-agency-discussing-401k-rollovers
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    19 分
  • Interview with Paul Castner President of C & K Healthcare Advisors Discussing Advice for Financial Professionals to Choose Marketing Mento

    Interview with Paul Castner President of C & K Healthcare Advisors Discussing Advice for Financial Professionals to Choose Marketing Mento
    2024/09/15
    Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the way who not only strengthened his knowledge of the insurance products but also the importance it was to the population it served. C & K Healthcare Advisors was developed by Paul Castner and Mike Killmeyer based out of Pittsburgh Pennsylvania, with the concept of giving back to the generations that have came before them. What started out as an agency that only serviced Pennsylvania, Ohio, and West Virginia rapidly grew to now servicing the entire United States. Our agents live and work in your communities and we strive to be the face of comfort and trust. Our pledge to you is that we will always do our best to inform you of the options that fit your needs, lifestyle, and budget, while working ethically and doing what is morally right.

    Discover the peace of mind that comes with Paul Castner and his team of licensed consultants expert guidance—because you’ve earned a retirement that’s as fulfilling as it is secure. Call them today or visit their website at https://www.ckhealthcareadvisors.com/



    C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Medicare Advantage (HMO, PPO and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract. C & K Healthcare Advisors and their agents are not affiliated with the United States Government or the Federal Medicare Program. Enrollment in any plan depends on contract renewal. Medicare is available to some individuals under the age of 65 in limited circumstances. Plans and products may not be available in all areas. Certain exclusions and limitations may apply. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800 MEDICARE to get information on all of your options.

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

    Source: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-advice-for-financial-professionals-to-choose-marketing-mentors
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    20 分
  • Interview with Paul Castner President of C & K Healthcare Advisors Discussing Niche Markets

    Interview with Paul Castner President of C & K Healthcare Advisors Discussing Niche Markets
    2024/09/15
    Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the way who not only strengthened his knowledge of the insurance products but also the importance it was to the population it served. C & K Healthcare Advisors was developed by Paul Castner and Mike Killmeyer based out of Pittsburgh Pennsylvania, with the concept of giving back to the generations that have came before them. What started out as an agency that only serviced Pennsylvania, Ohio, and West Virginia rapidly grew to now servicing the entire United States. Our agents live and work in your communities and we strive to be the face of comfort and trust. Our pledge to you is that we will always do our best to inform you of the options that fit your needs, lifestyle, and budget, while working ethically and doing what is morally right.

    Discover the peace of mind that comes with Paul Castner and his team of licensed consultants expert guidance—because you’ve earned a retirement that’s as fulfilling as it is secure. Call them today or visit their website at https://www.ckhealthcareadvisors.com/



    C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Medicare Advantage (HMO, PPO and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract. C & K Healthcare Advisors and their agents are not affiliated with the United States Government or the Federal Medicare Program. Enrollment in any plan depends on contract renewal. Medicare is available to some individuals under the age of 65 in limited circumstances. Plans and products may not be available in all areas. Certain exclusions and limitations may apply. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800 MEDICARE to get information on all of your options.

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

    Source: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-niche-markets
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    20 分
  • Interview With Chris Patterson, Retirement Income Strategist Discussing Annuities & Income Planning

    Interview With Chris Patterson, Retirement Income Strategist Discussing Annuities & Income Planning
    2024/09/15
    Chris is a CPA/retirement strategist/basketball coach/husband/father!
    He is been assisting clients with tax and retirement income strategies for over 25 years, He loves what he does and wants to assist as many people as possible.

    Learn More: https://innovatemyplan.com/

    Past performance is not a guarantee of future performance. All strategy recommendations must be associated with a full review of a client’s personal situation.


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

    Source: https://businessinnovatorsradio.com/interview-with-chris-patterson-retirement-income-strategist-discussing-annuities-income-planning
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    22 分
  • Interview with Luke Harrison with Olin & Associates, Discussing Retirement Planning

    Interview with Luke Harrison with Olin & Associates, Discussing Retirement Planning
    2024/09/13
    Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines.

    With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more.

    Learn more: https://olininsuranceadvisors.com/

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

    Source: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-retirement-planning
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    20 分
  • Interview with Jim Phillips, SVP – Managing Director of BRB Wealth Discussing Long Term Care

    Interview with Jim Phillips, SVP – Managing Director of BRB Wealth Discussing Long Term Care
    2024/09/13
    Jim has over 30 years of investment and wealth management experience. Jim started his career with Merrill Lynch in Richmond, and most recently developed and managed the investment program at CB&T Wealth Management. Jim believes in a personalized approach to get to know his clients and their financial goals, and then develops a strategy to work toward achieving them. He helps his clients understand the current financial, economic, and political climate to better position their assets to address their preservation, growth, income, or legacy needs. Jim is a graduate of the University of Florida. He lives in Chesterfield with his wife, Nina. Jim enjoys distance running, travel, and spending time with his family.

    Learn More: https://www.mybrb.financial/Wealth

    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Blue Ridge Bank and BRB Wealth are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using BRB Wealth and may also be employees of Blue Ridge Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Blue Ridge Bank or BRB Wealth. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

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

    Source: https://businessinnovatorsradio.com/interview-with-jim-phillips-svp-managing-director-of-brb-wealth-discussing-long-term-care
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    21 分
  • Interview with Rexford Cattanach, President of Keats Group Discussing Working with CPAs on Business Succession

    Interview with Rexford Cattanach, President of Keats Group Discussing Working with CPAs on Business Succession
    2024/09/13
    Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning.

    He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.

    Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.

    Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.

    Learn More: https://www.keatsgroup.com/

    Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.


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

    Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-working-with-cpas-on-business-succession
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    19 分
  • Interview with Leo Climaco, Business Acceleration Specialist Discussing His Book, Align & Unleash The Way to Your Truth-Frame maps

    Interview with Leo Climaco, Business Acceleration Specialist Discussing His Book, Align & Unleash The Way to Your Truth-Frame maps
    2024/09/13
    Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion for IT networking, gaining invaluable experience working with prominent billionaire families. This exposure to elite business practices and leadership skills set the foundation for his entrepreneurial ventures.

    Behaviors of NYC LLC, co-owned with his wife, is a pioneering therapy agency specializing in in-home and in-school behavioral therapy for children with autism. Over the past six years, the agency has established itself as a cornerstone of the New York City community, collaborating with the Department of Education to provide essential support to children and families. Leo’s dedication to improving lives extends beyond his therapy agency; through Alpha Force LLC, he offers a transformative coaching program designed to help entrepreneur family men align their lives for personal and professional success. His Leo Climaco Podcast, available on YouTube and Spotify, serves as a platform to share insights on entrepreneurship, leadership, and personal growth.

    Learn More:
    https://behaviors.nyc/
    https://leoclimaco.com/
    https://Alignandunleash.com

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

    Source: https://businessinnovatorsradio.com/interview-with-leo-climaco-business-acceleration-specialist-discussing-his-book-align-unleash-the-way-to-your-truth-frame-maps
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    36 分