CBS Spotlight

We’re thrilled to have had Jason Gordo, Co-Founder of Modern Wealth Management (MWM), join our latest CBS Spotlight podcast episode! Jason shared insights from his impressive career leading up to building MWM. We delved into MWM’s unique approach to financial planning, how they build a winning culture, the critical role of risk management, and how insurance enhances client strategies. Don’t miss t...

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.

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...

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...

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 Certification for Long-Term Care (CLTC) designation. Bill joins our hosts Michael Kohrmann and Eric Alvarado to discuss how advisors can prompt a discussion around LTC planning with their clients, specif...

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. We are thrilled to spotlight Bill's perspective as an industry-leader in this three-part series on long-term care insurance. In today's episode, he offers his take on the current LTC lands...

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 people achieve financial security and is an important part of every financial plan.

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 clients.

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 surprised what Sheryl Moore has to say.

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 and RIA’s need to know, because everyone should have a good foundation.