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By Scott Heinila
4.9
1717 ratings
The podcast currently has 112 episodes available.
Scott was joined by Brad Shepard for a virtual episode about Long-Term Care. Fall and the Holidays will be here before you know it and November is LTC Awareness Month.
For the past 24 years, Brad has enjoyed an area of focus in selling, training and marketing Long-Term Care and Linked Benefit solutions. His current role, Regional Sales Director, with OneAmerica is to help distribution partners, advisors and agents develop and grow their Long-Term Care Planning business through extensive business planning, marketing, training and support. He has also been a speaker, on the topic of Long-Term Care Planning, at hundreds of educational seminars, workshops and webinars across the country.
Brad is a Pennsylvania native and a graduate of the University of Pittsburgh. He resides in New Bloomfield, PA with his wife, Denise, son Logan, and daughter Linsay.
In this episode you will learn the following:
Connect with Scott on LinkedIn
Connect with Brad on LinkedIn
For more on The Optimized Advisor Podcast click here
To learn more about One America products click here
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**
This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]
Optimized Insurance Planning
Scott Heinila welcomed Jason Labrum back to the studio for a discussion on Intelligence Driven Advisers (IDA) holistic and integrated approach to financial planning, which includes in-house CPAs for tax planning, the complexities of annuities, and they share their personal philosophies and lifestyle choices that contribute to a fulfilling life.
Jason has been helping individuals, families, and businesses with comprehensive financial planning, portfolio management, and business retirement plans since 1998. Jason founded Intelligence Driven Advisers (IDA), in 2009 after spending 12 years with two major Wall Street brokerage firms. Jason has been active in his community serving on the Board of Directors at the Boys & Girls Clubs of Carlsbad and Daybreak Community Church. In 2015 he launched Financial Detox®, a consumer advocacy brand with the mission of delivering transparent and simple financial education to the masses. Jason is the author of Financial Detox® published in 2018 as well as a radio show and podcast which can be accessed on any podcast medium. Jason has contributed to the following publications; Fox Business, CNBC, Forbes, Newsmax Finance, and Investor’s Business Daily. When not pursuing his professional endeavors, Jason spends time with his family and enjoys everything active and outdoors.
In this episode you will learn the following:
Connect with Scott on LinkedIn
Connect with Jason on LinkedIn
For more on The Optimized Advisor Podcast click here
For more on Intelligence Driven Advisers click here
Follow us on LinkedIn
Follow us on Instagram
Follow us on Facebook
**
This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]
Optimized Insurance Planning
Scott invited David Buck to join the virtual studio for the latest episode to discuss David’s philosophy on time management, emphasizing the proactive nature of "time optimization" over the reactive concept of "time management."
In 35+ years of business development, David developed a strong awareness of what it took for people to be productive and efficient, not just busy. He also personally sought to gain a balance of having a successful career along with the ability to pursue a meaningful personal life.
That led David to start Kairos Management Solutions, and then the Infinity Lifestyle Design program, focusing all his attention to guide business professionals who struggle with a lack of flexibility in their life to gain more quality personal time. Dave helps his clients craft a strategy around their current management of time, and then define a lifestyle of intention, ease, and joy.
In April 2024, David will release his first book called, The Time Optimized Life. The book reframes the reactive nature of time management and replaces it with a proactive method of time optimization.
In this episode you will learn the following:
Connect with Scott on LinkedIn
Connect with David Buck on LinkedIn
For more on The Optimized Advisor Podcast click here
For more on Infinity Lifestyle Design click here
Order The Time-Optimized Life click here
Download and work through the Life Purpose Statement click here
Download the first chapter of The Time-Optimized Life click here
Follow us on LinkedIn
Follow us on Instagram
Follow us on Facebook
**
This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]
Optimized Insurance Planning
Scott welcomed Jay Rosencrance, RICP, WMCPin studio for a discussion on annuities and the history of Athene. Jay is the VP/Relationship Manager at Athene.
Jay the VP/Relationship Manager for Athene covering accounts across the country. He has spent bulk of his 32 year career involved in retirement income planning. Prior to Athene, he worked at Genworth Financial as VP, Sports and Entertainment, where he worked on post career income planning for professional athletes. Before that, he was a Master Black Belt at GE Transportation Systems. He finds that wherever he has worked, he bring three key strengths to the table: strong interpersonal skills (team player), detail oriented with strong analytical and problem solving skills, and the ability to succeed through a strong work ethic. When not working, he loves to spend time with his wife of 32 years (Amy), and their 2 children (Sean - 25, and Erin - 22). He also enjoy running, and has completed 10 marathons.
In the episode, you will learn the following:
Connect with Scott on LinkedIn
Connect Jay with on LinkedIn
For more on The Optimized Advisor Podcast click here
For more on Athene click here
Follow us on LinkedIn
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Disclosures:
Guarantees provided by annuities are subject to the financial strength and claims paying ability of the issuing insurance company.
Any information regarding taxation contained herein is based on our understanding of current tax law, which is subject to change
and differing interpretations. This information should not be relied on as tax, legal or financial advice and cannot be used by any taxpayer for the purposes of avoiding penalties under the Internal Revenue Code. We recommend that taxpayers consult with their tax or legal professionals for applicability to their personal circumstances. Under current tax law, the Internal Revenue Code already provides tax deferral to qualified money, so there is no additional tax benefit obtained by funding a qualified contract, such as an IRA, with an annuity; consider the other benefits provided by an annuity, such as lifetime income and a Death Benefit.
Required Minimum Distribution as defined by Internal Revenue Code Section 401(a)(9).
A diversified allocation does not ensure positive interest credits in any given year.
**
This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]
Optimized Insurance Planning
Scott welcomed Brian Ott to the studio along with Nick Bernatowicz to discuss the importance and intricacies of long-term care (LTC) planning.
Brian Ott, RICP, CLTC, is founder and president of 525 Advisors LLC, an independent insurance agency that specializes in asset-based long-term care insurance planning. He is also the host of Long-Term Care Radio which is aired in multiple markets and produced as a weekly podcast. Brian has been recognized nationally as a top producer and continues to build his practice through marketing focused on education.
In this episode you’ll learn the following:
Connect with Scott on LinkedIn
Connect with Brian on LinkedIn
Connect with Nick on LinkedIn
For more on The Optimized Advisor Podcast click here
For more on 525 Advisors click here
Follow us on LinkedIn
Follow us on Instagram
Follow us on Facebook
**
This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]
Optimized Insurance Planning
In this episode, Scott welcomed Paul Garofoli to the studio to discuss annuities. Paul Garofoli, Annuity Regional Sales Director for the Standard, has a 40-year career touching upon all aspects of our industry, especially independent distribution. Nicknamed the “Annuity King,” his enthusiasm is legendary. A nationally recognized speaker, Paul is known for his entertaining presentations.
Most recently, Paul was the recipient of the NAILBA ID 20 Award, honoring a diverse group of insurance professionals who are the most fascinating trailblazers, change-makers or architects shaping the future of independent distribution.
Connect with Scott on LinkedIn
Connect with Paul on LinkedIn
For more on The Optimized Advisor Podcast click here
For more on The Standard click here
Follow us on LinkedIn
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Follow us on Facebook
**
This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]
Optimized Insurance Planning
Part 2 with Lara Galloway:
In this episode Scott was joined by Lara Galloway virtually to discuss building trust and emotional connection in the seminar marketing world. At the time of recording, Lara was the SVP of Channel Management at White Glove, where she leveraged her expertise in Business Development, Marketing, Product and Sales to build enterprise partnerships that offer financial advisors lead-generating workshops and nurturing programs to keep them in front of their clients and prospects. Now, Lara is the Chief Marketing Officer at Goldstone Financial Group.
Her entrepreneurial background and 12-year tenure running her own coaching firm, where she provided advice and consulting to small business owners, make her a valuable coach to White Glove's employees and clients. In her free time, Lara enjoys baking, craft beer, hiking with her husband and kids and spending time with her dog, Tuck.
In this episode you will learn the following:
Connect with Scott on LinkedIn
Connect with Lara on LinkedIn
For more on The Optimized Advisor Podcast click here
For more about White Glove click here
Follow us on LinkedIn
Follow us on Instagram
Follow us on Facebook
**
This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]
Optimized Insurance Planning
In this episode Scott was joined by Lara Galloway, virtually, to discuss seminar marketing and estate planning. At the time of recording, Lara was the SVP of Channel Management at White Glove, where she leverages her expertise in Business Development, Marketing, Product and Sales to build enterprise partnerships that offer financial advisors lead-generating workshops and nurturing programs to keep them in front of their clients and prospects. Since the recording, Lara changed jobs and is now the Chief Marketing Officer at Goldstone Financial Group.
Lara's entrepreneurial background and 12-year tenure running her own coaching firm, where she provided advice and consulting to small business owners, make her a valuable coach to White Glove's employees and clients. In her free time, Lara enjoys baking, craft beer, hiking with her husband and kids and spending time with her dog, Tuck.
In this episode you will learn the following:
Connect with Scott on LinkedIn
Connect with Lara on LinkedIn
For more on The Optimized Advisor Podcast click here
For more about White Glove click here
Follow us on LinkedIn
Follow us on Instagram
Follow us on Facebook
**
This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]
Optimized Insurance Planning
Scott welcomed back Anthony Nizzi to the podcast studio to discuss behavioral finance.
The conversation delved into various biases that can impact decision-making in financial planning and highlighted the importance of understanding these biases to better serve our clients.
In this episode you will learn the following:
Anthony is responsible for developing and executing sales strategies with Guaranty’s key partners as well as crafting simplified sales concepts for our financial representatives. In 2022 Anthony earned his Accredited Behavioral Finance Professional Designation from the College for Financial Planning. This unique program is devoted to understanding the nature and role psychological biases and emotions play in the decision-making process in an uncertain environment. Through this program Anthony has learned how to help financial advisors recognize these behaviors in themselves and their clients and provide solutions to mitigate client financial behaviors. Anthony earned his bachelor’s degree in Business Administration from AIB College of Business, holds FINRA Series 6, 63, and 26 licenses as well as Iowa Life & Health Insurance Licenses.
Connect with Scott on LinkedIn
Connect with Anthony on LinkedIn
For more on The Optimized Advisor Podcast click here
Follow us on LinkedIn
Follow us on Instagram
Follow us on Facebook
**
This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]
Optimized Insurance Planning
Podcast collaboration episode with The Zandbergen Report:
Host Bart Zandbergen was joined in the podcast studio by Scott Heinila to discuss the art and power of discipline. The duo discussed how discipline plays a factor in their personal and professional lives as they navigate business, relationships, family matters, fitness and beyond. They began by unpacking people’s willingness to, “Do what others won’t do, to be or have what others won’t have,” and how a powerful motivating factor plays into the matter. Whether you are looking to rewrite your story, or design the chapter of your life called 2024, this episode will inspire you to take action to achieve the goals you plan to set for yourself by channeling discipline.
In this episode you will learn the following:
Connect with Scott on LinkedIn
Connect with Bart on LinkedIn
For more on The Optimized Advisor Podcast click here
For more on the Zandbergen Group click here
Follow us on LinkedIn
Follow us on Instagram
Follow us on Facebook
**
This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]
Optimized Insurance Planning
The podcast currently has 112 episodes available.