CBS Spotlight

By: Michael Kohrmann and Eric Alvarado
  • Summary

  • 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.

    © 2024 CBS Spotlight
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Episodes
  • Karen Reifel - A Conversation about Success
    Oct 21 2024

    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 miss Karen Reifel’s insight, all of this and more on the next CBS Spotlight.

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    31 mins
  • Matt Gibson – Tech Innovations in Financial Planning, Insurance, & Longevity
    Sep 25 2024

    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 health devices that are transforming financial planning and insurance. He touches on expert strategies for effectively discussing health and insurance with clients, and explores how these innovations influence longevity and support healthier lives. Listen to the full episode here:

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    32 mins
  • Bill Comfort Part 3: What are the options:
    Sep 11 2024

    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) designation. Bill joins our hosts Michael Kohrmann and Eric Alvarado to discuss his insights on the latest trends and best practices in the industry, highlighting the importance of comprehensive planning and proactive strategies for securing long-term care needs. Our hosts delve into Bill's extensive experience and expertise, exploring how individuals and families can better prepare for potential future care scenarios. Listen to the full episode for more of their discussion.

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    28 mins

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