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financial services

Ep. 180: How to Bank on Yourself

September 1, 2020

Shownotes Sarry Ibrahim is a financial consultant who helps high net-worth retirees, business owners, and real estate investors with wealth preservation and growth. He is also the founder of FIN Asset Protection, a financial services company that specializes in helping clients with asset protection and wealth preservation.  Before starting his own company, Sarry represented large insurance companies …

Read moreEp. 180: How to Bank on Yourself

Insurance Conversations in Black & White: Creating Diversity in the Next Gen of Insurance Professionals

July 16, 2020

Shownotes On this Spot on Insurance bonus episode we talk to three professors:  C. W. Copeland, Ph.D. is the President of the Financial Planning Division of the National Financial Group.  Dr. Copeland is also an Adjunct Professor of Insurance at The American College of Financial Services, an Adjunct Professor at the College for Financial Planning, …

Read moreInsurance Conversations in Black & White: Creating Diversity in the Next Gen of Insurance Professionals

Ep. 121: Demystifying Life Insurance Settlements

July 16, 2019

Shownotes Lisa Rehburg is the President of Rehburg Life Insurance Settlements. Rehburg Life Insurance Settlements is a company that aims to help people benefit from life insurance policies they no longer want or need. She has over 30 years of experience working in the insurance and financial industry. Lisa is also a featured speaker in …

Read moreEp. 121: Demystifying Life Insurance Settlements

Ep. 99: Uulala: Using Fintech to Bring The Cash-Based Community Into the Mainstream Economy

February 12, 2019

Oscar and Andre share their humble beginnings, the goal of Uulala and how it helps people have financial credibility despite their under/unbanked status.

Read moreEp. 99: Uulala: Using Fintech to Bring The Cash-Based Community Into the Mainstream Economy

Ep. 86: The Science of Epigenetics & Life Insurance

November 13, 2018

Jon Sabes explains how epigenetics can help life insurance companies better understand their clients before they become policyholders.

Read moreEp. 86: The Science of Epigenetics & Life Insurance

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