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.

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Episoder(33)

John Swystun - Auxesys INC

John Swystun - Auxesys INC

In this episode of CBS Spotlight, John Swystun shares his unconventional career path from producing snowboard videos to becoming the CEO of Auxesys, Inc., a digital marketing firm specializing in weal...

19 Nov 202524min

Fabian Gonzalez - National Vice President Symetra

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 Okt 202530min

Mark Lingenfelter and Jamie McGill - Christopher Steet Financial

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 Sep 202526min

Shane Keith - KDI Wealth

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 Sep 202521min

Jen Fox - Finseca

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 Jul 202529min

Hector Martinez - Head of Insurance - John Hancock Part 2

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 Mai 202517min

Hector Martinez - Head of Insurance - John Hancock Part 1

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 Mai 202514min

Jeannie Underwood

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 Mai 202533min

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