Discovery Series: Unplugged

In Episode 54 of the Discovery Series: Unplugged, we are joined by Anna Khan, MBA, EPC, CHS, Senior Advisor for Advanced Planning at Longevity Achieved and Court of the Table with MDRT. Anna shares her remarkable journey from escaping the USSR to becoming a leading advisor in Canada. She discusses how advisors can leverage insurance planning opportunities with real estate

In Episode 53 of the Discovery Series: Unplugged, we sit down with Dave Pike, Business Development Executive at IDC Worldsource – Stoney Creek. Dave shares his personal journey of becoming a widower with a young family and the profound impact life insurance had during that challenging time. He personifies life insurance, emphasizing its role in protecting families and securing financial stability. Dave also discusses his charitable work with Light the Night Walk and Canadian Blood Services. Tune in to our first video podcast, available exclusively on Spotify.

In Episode 52 of the Discovery Series: Unplugged, we sit down with Denise Tulk, Desjardins Insurance Agent and Agency Owner in Stoney Creek, Ontario. Denise shares her journey from an entrepreneurial family and the life lessons learned from her father. She discusses her early sales career and a pivotal moment involving critical illness insurance. Dive into Denise’s insights on designing a successful charitable marketing strategy, enhancing brand power through storytelling, social media, events, and email marketing. Learn how charitable marketing can elevate your brand and discover Denise’s advice for young entrepreneurs.

In this special 50th episode of the Discovery Series: Unplugged, we explore the art of designing life and health insurance products with Nathalie Baron, Vice-President of Actuarial and Insurance Solutions at Desjardins. Nathalie shares her passion for cooking and how it inspires her actuarial work. She reveals her "secret recipe" for crafting successful insurance products, from identifying the target market and defining product features to risk assessment, pricing, and regulatory compliance. Tune in to discover the 9-step process that combines culinary creativity with actuarial precision to deliver innovative insurance solutions.

In Episode 49 of the Discovery Series: Unplugged, Angelina Hung, CFP, CLU, CHS, EPC, and Financial Marketing Nerd at Financial Tech Tools, shares her 20+ years of financial services experience and 12+ years in web development and marketing. Learn how to digitize your brand value through website optimization, effective lead magnets, engaging email newsletters, and strategic social media use. Angelina offers practical tips to help financial advisors enhance their digital presence and grow their business.

In episode 48 of the Discovery Series: Unplugged podcast, join us as we delve into the world of digital storytelling with Jacky Kuk, financial advisor, entrepreneur, and video marketing expert. In this conversation, Jacky shares his journey with multimedia marketing in Hong Kong and the transformative power of dynamic short videos in digitizing advisor brand value. Together with hosts Reh and David, Jacky explores the essential steps to creating impactful YouTube videos, from understanding audience pain points to optimizing for SEO. Discover how videos can serve as a powerful tool not only for educating clients but also for subtly promoting your business and sparking meaningful conversations. Tune in to learn how to empower your advisor voice and forge deeper connections with your audience through the art of video storytelling.

In episode 47 of the Discovery Series: Unplugged podcast, join us for a lively discussion with Chiara Missalino, Life and Health Insurance Advisor, and Director of Business Development for DFSIN BC. The concept? Debunking the age-old myth that insurance is only for the wealthy. Chiara shares her personal journey navigating her parents' health challenges and how it shaped her perspective on the importance of insurance for everyone. From addressing objections like "I don't have enough money" to "Insurance is only for rich people," Chiara, Reh, and David playfully role-play scenarios, providing insights and solutions. Chiara's infectious energy and real-life anecdotes make this episode both enlightening and entertaining, proving that insurance is indeed within reach for everyone, regardless of income level. Tune in for practical tips, heartfelt stories, and a dose of BC camaraderie.

In Episode 46 of the Discovery Series: Unplugged podcast, explore "The Family Business Playbook" with Jai Sukhu, agent and owner of a Desjardins Insurance Agency in Scarborough and Markham, ON. Host Reh Bhanji delves into Jai's remarkable journey, from his belief in the power of numbers inspired by astrology to his passion for basketball and life's defining moments. Discover how Jai leverages winning strategies for mom and pop shops, navigates the ups and downs of the insurance industry, and shares insights on the "ABC formula" for success. Plus, gain exclusive access to compelling case studies, including Jai's innovative solutions for family-owned businesses and his own personal journey of securing financial protection. Join us for an inspiring conversation that unveils the playbook for triumph in family-owned businesses and insurance alike.

In this episode of the Discovery Series: Unplugged podcast, join us as we dive into the inspiring journey of Maria Sangalang, acclaimed financial advisor and top influencer in 2024. Maria shares her profound story of resilience, beginning with the loss of her parents at a young age in the Philippines—a pivotal moment that ignited her quest to understand her "why." Discover how Maria's experiences, including the birth of her daughter with Down syndrome, guided her to unearth her niche in serving transportation and logistics professionals. Learn from Maria's strategies on leveraging social media and personal passion to connect deeply with clients, imparting invaluable advice on aligning personal and business purpose for lasting success.