62 Who Knew

Thanks to the incredible subject matter of last week’s show, and an incredible panel of guests, we pick up today's 62WhoKnew – The Longevity Initiative right where we left off.

Can we really bring Long Term Care Insurance to the masses, by offering them a financing option that has never been available before?

With 2 new people on the panel, some with some very different points of view, today’s show promises to be one of our best!

Michael L. Banner

President & CEO

Professional Mortgage Alliance, LLC.

E-Mail – [email protected]

Cell – 727-224-3859

NMLS# - 386692

Peter Gelbwaks -

Gelbwaks Executive Marketing Corp.

www.gelbwaks.com

[email protected]

954-684-2000

Bill Comfort

Comfort Assurance Group, LLC.,

[email protected]

314-651-1454

WWW.comfortltc.com

Mark Goldberg

FPS Insurance

www.fpsinsurance.com

[email protected]

561-379-5184

Hosted on Acast. See acast.com/privacy for more information.

Thanks to the incredible subject matter of last week’s show, and an incredible panel of guests, we pick up today's 62WhoKnew – The Longevity Initiative right where we left off.

Can we really bring Long Term Care Insurance to the masses, by offering them a financing option that has never been available before?

With 2 new people on the panel, some with some very different points of view, today’s show promises to be one of our best!

Michael L. Banner

President & CEO

Professional Mortgage Alliance, LLC.

E-Mail – [email protected]

Cell – 727-224-3859

NMLS# - 386692

Peter Gelbwaks -

Gelbwaks Executive Marketing Corp.

www.gelbwaks.com

[email protected]

954-684-2000

Bill Comfort

Comfort Assurance Group, LLC.,

[email protected]

314-651-1454

WWW.comfortltc.com

Mark Goldberg

FPS Insurance

www.fpsinsurance.com

[email protected]

561-379-5184

Hosted on Acast. See acast.com/privacy for more information.

Tonight our guest is Mr. David Lykken, a 47-year veteran of the mortgage industry,

Founder, President & Chief Transformational Officer of Transformational Mortgage Solutions (TMS). Lykken and his team of top mortgage professionals are transforming the way businesses do business while at the same time improving the lives of owners, their executives, sales, and operational staff. This is accomplished thru CONSULTING, executive COACHING, and various COMMUNICATIONS strategies. He has been a frequent guest on FOX Business News and occasional guest appearances on CNBC & CBS Evening News. He hosts a widely listened-to weekly podcast called “Lykken On Lending” heard Monday’s at 1 pm ET at www.LykkenOnLending.com .

More recently, he launched another podcast called “Lykken On Leadership” that can be heard at www.LykkenOnLeadership.com.

Joins us and our panel of experts as discuss two very important topics:

Should financial planners secure their mortgage license and how can we get the financial planning and long-term care insurance worlds to come together?

Michael L. Banner

President & CEO

Professional Mortgage Alliance, LLC.

E-Mail – [email protected]

Cell – 727-224-3859

NMLS# - 386692

Peter Gelbwaks -

Gelbwaks Executive Marketing Corp.

www.gelbwaks.com

[email protected]

954-684-2000

David Lykken

Transformational Mortgage Solutions

512-632-2900

www.transformationalmortgagesolutions.com

[email protected]

Mark Goldberg

FPS Insurance

www.fpsinsurance.com

[email protected]

561-379-5184

Hosted on Acast. See acast.com/privacy for more information.

Tonight we bring back the nation’s leading expert on the topic of Medicare and Medicare Supplemental policies, Ms. Diane Daniels.

Diane, Founder and Host of Medicare Nation, and the Medicare Nation podcast work with political organizations, social organizations, companies, and individuals answering their questions and solving the Medicare needs.

Recently, the Medicare nation podcast was named the #1 podcast in the Country on this incredibly relevant subject. Tonight, we discuss changes in the Medicare industry, during the COVID 19 crisis, and what these insurance carriers have done right and wrong….And believe me, Diane is not going to hold back!!!

Michael L. Banner

President & CEO

Professional Mortgage Alliance, LLC.

E-Mail – [email protected]

Cell – 727-224-3859

NMLS# - 386692

Hosted on Acast. See acast.com/privacy for more information.

Tonight we bring back one of our favorite guests, Mr. Peter Gelbwaks.

Known throughout the Country as an expert and Pioneer in the Long Term Care Insurance industry, today we bring Peter back to speak on 2 more personal topics.

Why he and his wife decided to be among the first people to get the new COVID 19 vaccine and how going without spending time with his children and grandchildren has affected their lives these past 9 months…

This topic is very close to all of our hearts and we have lived with this burden, in one way or another, since March of 2020.

Join us at 5:00 PM at WWW.WeBeamTV.com

Michael L. Banner

President & CEO

Professional Mortgage Alliance, LLC.

E-Mail – [email protected]

Cell – 727-224-3859

NMLS# - 386692

Hosted on Acast. See acast.com/privacy for more information.

Once again the topic of long-term care insurance takes front and center as we bring back two of our national panelists, Mr. Bill Comfort and Mr. Mark Goldberg. Both nationally recognized as experts in this field.

But tonight we have a new person joining us, Mr. Keith Bercun, Regional Sales Director of OneAmerica.

This is the first time we actually have a national Insurance Carrier on the show.

OneAmerica is well known for their “Linked Benefits” products of which many people feel is the future of the long-term care insurance industry.

But at least one of our panelists will probably disagree…

This is going to be a great show!!!

Michael L. Banner

President & CEO

Professional Mortgage Alliance, LLC.

E-Mail – [email protected]

Cell – 727-224-3859

NMLS# - 386692

Hosted on Acast. See acast.com/privacy for more information.

Tonight we welcome Mr. Tunde Ogunlana, Founder of Axial Family Advisors, to our show for the first time.

Tunde founded Axial Family Advisors in 2015, after having spent his career employed by one of the world’s largest financial services firms at the time. Feeling limited in his ability to provided independent advice, along with the limitations that come with working at a large organization, the need to step out on his own and form a firm that would provide a holistic approach to working with clients was a natural progression.

For his career, Tunde has earned the Series 7 and Series 66 (Investment Advisor Representative) securities registrations, as well as the Series 24, General Securities Principal registrations. Additionally, to expand his professional credentials, Tunde has earned the designation of Certified Fund Specialist (CFS), along with passing the CERTIFIED FINANCIAL PLANNER Practitioner™ exam in 2009. Tunde has served as an expert witness in several divorce cases in Broward County, Florida, in helping with portfolio distribution analysis and reviewing the complex nature of the financial picture in question.

Guests:

Peter Gelbwaks - [email protected]

954-684-2000

Tunder Ogunlana - [email protected]

Direct: 954-453-7157

Tel: 954-453-7919

Michael L. Banner

President & CEO

Professional Mortgage Alliance, LLC.

E-Mail – [email protected]

Cell – 727-224-3859

NMLS# - 386692

Hosted on Acast. See acast.com/privacy for more information.

Today our guest is Mr. Howard Krooks,

Mr. Krooks' professional practice is devoted to elder and special needs law, estate planning and trusts and estates matters, including representing seniors and persons with special needs and their families in connection with asset preservation planning, supplemental needs trusts, Medicaid, planning for disability, estate planning, guardianship, wills, trusts and advance directives.

Past President of the National Academy of Elder Law Attorneys (NAELA) which currently has members across the United States, Canada, Australia, and the United Kingdom.

Howard Krooks –

Elder Law Associates PA

[email protected]

(561) 750-3850

Peter Gelbwaks –

Gelbwaks Executive Marketing Corp.

[email protected]

954-684-2000

Michael L. Banner

President & CEO

Professional Mortgage Alliance, LLC.

E-Mail – [email protected]

Cell – 727-224-3859

NMLS# - 386692

Hosted on Acast. See acast.com/privacy for more information.

62 Who Knew ?!? Ep 094

Tonight our guest is National Real Estate Expert Mr. Johnny Lowey.

Johnny Loewy, National Trainer, Speaker, and Founder/President of Align Right Realty, began his real estate career almost 30 years ago.

Johnny was named a Top 50 REALTOR® in the US by The Wall Street Journal. While growing superstars within his offices, Johnny discovered his passion to train others. Johnny became a National Sales Trainer in 2008 and has trained 1000's of agents and brokers nationwide with amazing success and rave reviews. Johnny teaches the methods he has developed almost 30 years of trial and error; the exact methods, step by step, phrase by phrase, that ranked him in the Top 50 of 1.4 Million US REALTORS®. In addition to sales training for realtors, Johnny has also developed a proven recruiting process for broker/owners which he has applied in his own brokerages and trained dozens of brokers across North America to execute with amazing success.

All of Johnny's students rave about his fun personality and vast knowledge

Join us tonight as we discuss being in a rising rate environment, for the first time in several years, as well as COVID 19 still playing a very large role in our lives!

Michael L. Banner

President & CEO

Professional Mortgage Alliance, LLC.

E-Mail – [email protected]

Cell – 727-224-3859

NMLS# - 386692

Hosted on Acast. See acast.com/privacy for more information.

62 Who Knew ?!? Ep. 061

Tonight, we bring back one of our favorite guests, Ms. Diane Daniels.

Diane is a nationally known Medicare expert, who brings over ten years of health care experience to her community. She is the owner and Founder of Medicare Nation, which provides superior Medicare education to groups and individuals.

Diane is the host & producer of Medicare Nation, an iTunes Top 200 podcast, dedicated to educating retirees and the adult children of seniors, everything they need to know about Medicare. Diane interviews expert guests, who discuss illnesses, injuries, and chronic ailments that affect Medicare benefits. Diane collaborates with politicians and national associations to advocate for her clients. You can listen to Medicare Nation on smartphones, tablets, and computers (www.TheMedicareNation.com).

Just recently Medicare Nation was named the #1 podcast in the nation on the topic of Medicare

Michael L. Banner

President & CEO

Professional Mortgage Alliance, LLC.

E-Mail – [email protected]

Cell – 727-224-3859

NMLS# - 386692

Hosted on Acast. See acast.com/privacy for more information.