CBS Spotlight
Our podcast is tailored to those in the RIA space. More knowledge equals less fear or the unknown, so we are here to kick open the toolbox, play with the tools, and have a honest/blunt conversations about the insurance toolbox accessable to you and your clients.
Episodes
16 episodes
Kara Murphy Chief Investment Officer - Kestra
In this episode of CBS Spotlight, co-hosts Eric Alvarado and Ted Hikes interview Kara Murphy, Chief Investment Officer of Kestra. Kara shares her unconventional journey into finance and reflects on her experiences, which ultimately shaped her i...
•
Season 1
•
Episode 17
•
21:27
Matt Regan - Wealthcare Capital Management
In this episode, Matt Regan from Wealthcare Capital Management discusses the importance of goals-based financial planning and the evolution of the financial advising industry. He highlights the shift towards holistic wealth management, the valu...
•
Season 1
•
Episode 16
•
24:25
Aaron Anderson - Fit Asset Management
In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes speak with Aaron Anderson, president of FIT Asset Management, about the integration of insurance and investment strategies in wealth management. They explore Aaron's journey in...
•
Season 1
•
Episode 15
•
23:58
David Reynolds - Enhancing PPVUL and PPVA Capabilities
In this episode of CBS Spotlight, we sit down with David Reynolds, a leading expert and partner at Spearhead, to delve into the world of Private Placement Variable Universal Life (PPVUL) insurance. David shares his insights on when PPVUL can se...
•
Season 1
•
Episode 14
•
19:46
Andrea Caruso - MIB: The Risk Report
In this episode of CBS Spotlight, we’re joined by Andrea Caruso, Senior Vice President and Chief Operating Officer of MIB Group, to explore how MIB is shaping the future of the insurance industry. Andrea shares her insights on leveraging data a...
•
Season 1
•
Episode 13
•
18:43
Episode 12 - Derrick Pfau
Petersen International Underwriters’ Derrick Pfau shares expert insights into the world of excess disability insurance and specialty coverage. Learn how these innovative products address gaps left by traditional insurance, offering critical pro...
•
Season 1
•
Episode 11
•
20:23
Jason Gordo- Building a Modern Wealth Management Firm
We’re thrilled to have had Jason Gordo, Co-Founder of Modern Wealth Management (MWM), join our latest CBS Spotlight podcast episode! Jason shared insights from his impressive career leading up to building MWM. We delved into MWM’s unique approa...
•
Season 1
•
Episode 10
•
23:26
Karen Reifel - A Conversation about Success
CBS Spotlight talks with Karen Reifel, Senior Wealth Advisor, and named “Advisor of the Year” at Beacon Pointe over the insight of creating, implementing, and running a successful career in the financial services industry. You do not want to mi...
•
Season 1
•
Episode 9
•
30:43
Matt Gibson – Tech Innovations in Financial Planning, Insurance, & Longevity
Join Michael Kohrmann and Eric Alvarado for the latest episode of CBS Spotlight as they welcome Matt Gibson, Head of Behavioral Insurance Activation at John Hancock. Matt joins our team for a discussion on new screening techniques and wearable ...
•
Season 1
•
Episode 8
•
32:15
Bill Comfort Part 3: What are the options:
We are back with a fresh episode of CBS Spotlight and the final installment of our three-part series with Bill Comfort, CSA, CLTC, owner of Comfort Long Term Care and Director of Training for the Certification for Long-Term Care (CLTC) designat...
•
Season 1
•
Episode 7
•
27:37
Bill Comfort, Part 2, How to have the conversation
We are back with a fresh episode of CBS Spotlight and the second installment of our three-part series with Bill Comfort, CSA, CLTC, owner of Comfort Long Term Care and Director of Training for the Certification for Long-Term Care (CLTC) designa...
•
Season 1
•
Episode 6
•
22:41
Bill Comfort, Part 1, What is LTC?
Our hosts Michael Kohrmann and Eric Alvarado sit down with Bill Comfort, CSA, CLTC, owner of Comfort Long Term Care and Director of Training for the Certification for Long-Term Care (CLTC) designation. We are thrilled to spotlight Bill's perspe...
•
Season 1
•
Episode 5
•
31:36
Melissa Bova and the State of LTC
Join CBS Spotlight as Melissa Bova, SVP of State Affairs at Finseca, discusses about long-term care and its current place in the legislative process. Do not miss what Melissa has to say; LTC helps people achieve financial security and is an imp...
•
Season 1
•
Episode 4
•
19:10
Army Robinson & the Tax Sunset
Join CBS Spotlight as Army Robinson, Chief Advocacy Officer at Finseca, discusses the upcoming Tax Sunset. Do not miss what Army has to say; there are strong potential changes for both you and your clients.
•
Season 1
•
Episode 3
•
24:44
Annuities & More with Sheryl Moore
Join CBS Spotlight as we discuss the truth and misconceptions of annuities with The founder, creator, & CEO of Wink Inc. & Moore Market Intelligence - Sheryl Moore! Gives us a listen, you might be surprised what Sheryl Moore has to say....
•
Episode 2
•
18:23
Foundational Information
In this episode of CBS Spotlight, we lay down some ground rules. Never assume someone else has the same knowledge or experience you do. We go over key terminology in the Risk Management space advisors and RIA’s need to know, because everyone sh...
•
Season 1
•
Episode 1
•
13:10