Discovery Series: Unplugged

In episode 65 of Discovery Series: Unplugged, Frank Abate, National Director of Tax & Estate Planning at IDC Worldsource, shares his strategic playbook on partnering with accountants to enhance life and health insurance cases. Frank and Reh dive into how advisors can set the stage for successful collaborations, overcome common challenges, and maximize client outcomes by blending tax expertise with insurance planning. Whether you’re new to partnering or looking to refine your strategy, this episode is packed with practical tips and insights.

In this powerful episode of Discovery Series: Unplugged, we sit down with Dina El-Zeinab, Manager of Member-Client Relations at Desjardins Agency Network (DAN). Dina shares her deeply personal journey of confronting a life-changing health diagnosis and the strength she found in advocacy—both for herself and her clients. As Dina recounts her story, she emphasizes the critical role of advisors in guiding clients through challenging times. Tune in to learn how advocacy can change lives and how critical illness insurance plays a pivotal role in financial security.

Catch the full video episode and gain insights into how you, as an advisor, can make a lasting impact on your clients' lives.

In this episode of the Discovery Series: Unplugged podcast, we welcome Lidia Vijga, Co-Founder and CEO of DeckLinks, to explore how advisors can leverage innovative technology to humanize and enhance the insurance sales experience. Lidia shares insights on using video-narrated PDFs to create personalized and engaging client presentations that improve communication and close more deals. Tune in to discover how you can revolutionize your client interactions and hear about an exclusive 90-day free trial offer for our listeners! Listen to the full episode to unlock the discount code.

In this episode of the Discovery Series: Unplugged, we sit down with Shannon Hooper, a Business Development Executive at IDC Worldsource, who brings 20 years of experience in the insurance industry. Shannon shares her journey of mastering the art of public speaking—a skill she was encouraged to develop at a young age. Discover how Shannon’s experience in public speaking has shaped her career and learn valuable insights into how advisors can harness this superpower to excel in client interactions and sales. Don’t miss the fascinating story of how a simple table conversation with her dad sparked a lifelong passion that continues to drive her success today. Tune in for practical tips, personal anecdotes, and a few surprising twists! 

In this enlightening episode of Discovery Series: Unplugged, we sit down with Nina Romano, a Desjardins Insurance Agent based in Oshawa, Ontario, to discuss the critical topic of Long-Term Care (LTC) planning.

Nina shares her personal journey into elder care planning, inspired by her own parents' health struggles—her mother’s battle with dementia and her father’s recovery from a stroke. With her Canadian Elder Care Planning (EPC) designation, Nina delves into the 5 C’s of planning for your parents’ long-term care: Concern, Care, Cost, Communication, and Courage.

Learn how to navigate the complex and emotional conversations around LTC, understand the financial implications involving CPP and OAS, and discover how to effectively communicate and make tough decisions as a caregiver and business owner. Tune in for valuable insights and advice on managing both the emotional and financial aspects of elder care planning.

Join us for episode 59 of the Discovery Series: Unplugged podcast featuring Tammy Buss, CLU, CH.F.C, CFP, TEP, Family Enterprise Advisor, and author of "Passing Down Your Success." Tammy returns to discuss the differences between Kolbe and PRINT assessments, two powerful communication tools she uses to help clients and advisors understand motivations and reduce conflict. In this episode, Tammy delves into David Lee's PRINT and Kolbe results, revealing insights about his behaviors and motivations. Tammy also shares practical advice for advisors on using these tools to build stronger teams and better serve their clients. Tune in for a fascinating discussion filled with insights and a bit of fun banter.

For more on Tammy's approach, check out her previous appearance on the CE accredited Discovery Series webcast episode "Success in Succession" here: https://bit.ly/4flyzeR

In this episode of Discovery Series: Unplugged, we sit down with Samuel Wong, Business Development Executive at IDC Worldsource in Vancouver, to explore how Gen Z can master the art of life and health insurance planning. Samuel shares his unique journey from growing up in Burnaby, BC, to navigating life in Hong Kong, and back to Vancouver where he started working in the restaurant industry. A competitive dart player and former dog trainer, Samuel uses his experiences to draw parallels between hitting the bullseye in darts and making smart financial decisions. Tune in as we discuss the essentials of financial independence, the importance of protecting oneself, and the strategies Gen Z needs to adopt to ensure a secure future. From understanding the basics to leveraging AI, this episode is packed with insights for young advisors aiming to make their mark.

Join us in Episode 57 of the Discovery Series: Unplugged as we welcome Rupa Dewan, a Financial Security Advisor at Desjardins Financial Security Independent Network. With a background that spans from finance in India to running a home staging company in the UK, Rupa brings a unique perspective to the financial advisory world. In this episode, Rupa shares her innovative approach to setting the stage for vital life and health insurance conversations. Drawing from her personal experiences, including her father’s health struggles and her own disability journey, Rupa reveals how she declutters financial information, engages in deep, meaningful discussions, and

Join us for Episode 56 of the Discovery Series: Unplugged, featuring Dr. Amos Nadler, Founder, CEO, and Chief Scientist of Prof of Wall Street. With a PhD in Behavioral Finance and Neuroeconomics, Dr. Nadler discusses how advisors can harness fintech to better serve their clients. From his personal journey of innovation to parallels between healthcare and wealth management, Dr. Nadler shares valuable lessons on adopting new technologies. Learn from case studies of companies like Blockbuster and Kodak, understand current market dynamics, and discover strategies to build trust and adapt to generational changes. Don't miss this deep dive into the future of financial advisory with cutting-edge fintech solutions. This is the Discovery Series: Unplugged.

Fintech for Financial Advisors: https://docs.google.com/document/d/1XaMmPJkVGXcxQvu6oXl0Ay6UP6DdB041IjUc8r7ZTG0/mobilebasic

In Episode 55 of the Discovery Series: Unplugged, we sit down with Carolyn Maugeri, Desjardins Insurance Agent and Owner of Carolyn Maugeri Insurance & Financial Services in Ajax, Ontario. Carolyn shares her journey in leadership, which began over 20 years ago, and the transformative impact of starting Strategic Coach in 2012. She introduces her successful coaching model, built around the acronym C.O.A.C.H (Confident, Organized, Aligned, Communicative, Helping). Learn how to unlock your potential by embodying these principles and hear real-life examples of how they can be applied.