Month: September 2024

Jennifer Surmacz discusses Probate Horrors to Private Estate Planning  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-the-horrors-of-probate/ One of the key takeaways from Jennifer Surmacz is the discussion on how probate can be a lengthy and costly process. Jennifer highlighted that probate cases can often drag on…

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Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-transitioning-from-accumulation-to-distribution-mindset/ David shares his journey in the financial services space, including loan originations, selling life insurance and mutual funds, and working in the Medicare sector.  Transitioning from an accumulation mindset to a distribution mindset is a critical aspect of retirement…

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Luke Harrison discusses the importance of life insurance   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-life-insurance/  Luke Harrison from Olin & Associates discusses the importance of understanding life insurance beyond just a payout after death. He explains the two primary branches of life insurance – permanent and…

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Olympia, WA—51% of businesses are owned by baby boomers, meaning that over 16 million people will soon be passing their businesses on to the next generation. Certified Exit Planning Advisor Linda Jensen shares her knowledge on what business owners should know before they leave in her new book: “What is…

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Providing emotional, empathy, and financial support is crucial when assisting individuals facing financial struggles. In a TV interview featuring Kevin Coffey from A Brighter Future, he highlighted how they can put more money into homeowners’ pockets while providing emotional support to homeowners dealing with foreclosure or financial difficulties. Kevin shared…

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POE Strong Barrington, the home of the 15-Minute Full Body Workout, is thrilled to announce its 6th anniversary with a special open house event designed to unite the community. Saturday, September 28, from 9 am to noon, attendees can participate in free fitness demos, receive a complimentary body fat analysis, and engage in informative Q&A sessions focused on fitness and longevity.

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Maurice Bailey discusses guaranteed income  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-guaranteed-income/ Maurice Bailey, President of Wealthy Way Financial, talks the importance of guaranteed income. Maurice shares his journey into financial services, driven by a desire to help families secure their financial future after witnessing the…

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