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(32)

Matt Gibson – Tech Innovations in Financial Planning, Insurance, & Longevity

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 discussi...

25 Sep 202432min

Bill Comfort Part 3: What are the options:

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 Cert...

11 Sep 202427min

Bill Comfort, Part 2, How to have the conversation

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 Cer...

4 Sep 202422min

Bill Comfort, Part 1, What is LTC?

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...

28 Aug 202431min

Melissa Bova and the State of LTC

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 peo...

14 Aug 202419min

Army Robinson & the Tax Sunset

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 cl...

29 Jul 202424min

Annuities & More with Sheryl Moore

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 sur...

8 Jul 202418min

Foundational Information

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...

7 Mai 202413min

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