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.
Episodes
In Part 2 of our conversation with John Swystun, CEO of Auxesys, Inc., we dive deeper into the strategies that help financial advisors stand out in a crowded market. John shares actionable insights on leveraging authentic storytelling, digital ecosystems, and creative branding to foster trust and long-term client relationships.
We also explore how technology and compliance intersect in marketing—and why adaptability is key for susta...
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 wealth management. He discusses the importance of storytelling, systems thinking, and creativity in marketing, particularly for financial advisors. The conversation highlights how these elements can create organic growth in wealth manageme...
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 opportunities, and the unique challenges faced by foreign nationals in obtaining life insurance. Gonzalez highlights the importance of partnerships, establishing connections in the US, and working with a knowledgeable insurance company to naviga...
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 inclusion has grown into a firm known for empathy, trust, and authentic relationships. Over 40 years later, they remain committed to financial planning that truly understands and supports their clients.
Tune in to hear how Mark Lingenfelter an...
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 even international and domestic trips, KDI is finding innovative ways to bring clients together and deepen relationships. It’s a refreshing take on wealth management: creating experiences that connect people, strengthen trust, and make p...
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, advocacy efforts, and the challenges facing the financial services industry. She emphasizes the need for better education and accessibility to financial planning, particularly for young adults graduating high school or college. Furthermore, s...
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 behavioral insurance through the Vitality program. He highlights how this program encourages clients to engage in healthier lifestyles while also providing life-saving medical technology and emphasizes the importance of leveraging ...
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, sharing insights about his journey from early career to leading roles at various organizations. The conversation delves into the importance of consistency in sales, the role of technology in the insurance sector, and the shift towards b...
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 strategies that can help financial professionals better connect with female clients, emphasizing that women will control a significant portion of wealth in the coming years. Underwood shares insights on why traditional approaches may leave vas...
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 importance of guaranteed lifetime income and offers strategies to ensure financial stability throughout retirement. His engaging presentation simplifies complex financial concepts, making them accessible and actionable for all.
In this episode of CBS Spotlight, co-hosts Eric Alvarado and Ted Hikes interview Kara Murphy, Chief Investment Officer of Kestra. Kara shares her unconventional journey into finance and reflects on her experiences, which ultimately shaped her investment philosophy. Emphasizing the importance of making an impact beyond just financial gains, she discusses her roles and responsibilities at Kestra and how she fosters relationships with...
In this episode, Matt Regan from Wealthcare Capital Management discusses the importance of goals-based financial planning and the evolution of the financial advising industry. He highlights the shift towards holistic wealth management, the value of empathy in client relationships, and the support Wealthcare provides to independent advisors. Regan also shares insights on industry trends and the significance of personalized client ex...
In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes speak with Aaron Anderson, president of FIT Asset Management, about the integration of insurance and investment strategies in wealth management. They explore Aaron's journey into the finance industry, the philosophy behind FIT, the importance of effective communication and listening to clients, and the firm's impressive growth in assets under management. ...
In this episode of CBS Spotlight, we sit down with David Reynolds, a leading expert and partner at Spearhead, to delve into the world of Private Placement Variable Universal Life (PPVUL) insurance. David shares his insights on when PPVUL can serve as a planning tool for high-net-worth individuals. We discuss the mechanics of PPVUL, its potential benefits, and when it’s an appropriate fit. If you're curious about PPVUL, this ep...
In this episode of CBS Spotlight, we’re joined by Andrea Caruso, Senior Vice President and Chief Operating Officer of MIB Group, to explore how MIB is shaping the future of the insurance industry. Andrea shares her insights on leveraging data and analytics to drive innovation, improve risk assessment, and streamline underwriting processes. With her extensive expertise, Andrea sheds light on how MIB is empowering insurers to make sm...
Petersen International Underwriters’ Derrick Pfau shares expert insights into the world of excess disability insurance and specialty coverage. Learn how these innovative products address gaps left by traditional insurance, offering critical protection for high-income earners and unique professions. Perfect for advisors seeking to enhance their offerings and clients looking to safeguard their financial future, this episode highlight...
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 this engaging conversation with one ...
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 clients, and explores how these inn...
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 pla...
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