Fabian Gonzalez - National Vice President Symetra
In this episode, Eric Alvarado and Ted Hikes discuss the high net worth foreign national market with Fabian Gonzalez from Symetra. They cover the attractiveness of US life insurance, market opportunit...
30 Loka 202530min
Mark Lingenfelter and Jamie McGill - Christopher Steet Financial
This episode highlights Christopher Street Financial, founded in 1981 by Robert Casaletto to serve the unique financial planning needs of the LGBTQ+ community. What began as a bold stand for inclusio...
19 Syys 202526min
Shane Keith - KDI Wealth
We sat down with Shane Keith of KDI Wealth to explore how their firm is doing more than just managing money — they’re building a true community. From Valentine’s Day dinners to wellness events, and ev...
2 Syys 202521min
Jen Fox - Finseca
In this episode of CBS Spotlight, Jen Fox, Vice President of Federal and Political Affairs at Finseca, discusses the importance of financial security professionals, the role of life insurance, advocac...
8 Heinä 202529min
Hector Martinez - Head of Insurance - John Hancock Part 2
In this episode of CBS Spotlight, Hector Martinez from John Hancock discusses the transformative impact of generative AI in the insurance industry and elaborates on John Hancock's unique approach to b...
30 Touko 202517min
Hector Martinez - Head of Insurance - John Hancock Part 1
In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes interview Hector Martinez, the Head of Insurance at John Hancock. Hector discusses his extensive career in the insurance industry, s...
19 Touko 202514min
Jeannie Underwood
In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes discuss the importance of engaging women in the financial industry with Jeanie Underwood from Global Atlantic. They explore strategi...
2 Touko 202533min
Tom Hegna
In the latest CBS Spotlight episode, retirement expert and economist Tom Hegna shares his insights on achieving a financially secure retirement. With over 30 years of experience, Tom emphasizes the im...
7 Huhti 202521min
