Episodios

  • Bill Comfort, Part 2, How to have the conversation
    Sep 4 2024

    We are back with a fresh episode of CBS Spotlight and the second 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 how advisors can prompt a discussion around LTC planning with their clients, specifically exploring how advisors can discuss the clients’ needs, as well as the needs of their parents or other loved ones.

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    23 m
  • Bill Comfort, Part 1, What is LTC?
    Aug 28 2024

    Our hosts Michael Kohrmann and Eric Alvarado sit down with Bill Comfort, CSA, CLTC, owner of Comfort Long Term Care and Director of Training for the Certification for Long-Term Care (CLTC) designation. We are thrilled to spotlight Bill's perspective as an industry-leader in this three-part series on long-term care insurance. In today's episode, he offers his take on the current LTC landscape and why having a strategic plan in plan is so essential for aging adults.



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    32 m
  • Melissa Bova and the State of LTC
    Aug 14 2024

    Join CBS Spotlight as Melissa Bova, SVP of State Affairs at Finseca, discusses about long-term care and its current place in the legislative process. Do not miss what Melissa has to say; LTC helps people achieve financial security and is an important part of every financial plan.

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    19 m
  • Army Robinson & the Tax Sunset
    Jul 29 2024

    Join CBS Spotlight as Army Robinson, Chief Advocacy Officer at Finseca, discusses the upcoming Tax Sunset. Do not miss what Army has to say; there are strong potential changes for both you and your clients.

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    25 m
  • Annuities & More with Sheryl Moore
    Jul 8 2024

    Join CBS Spotlight as we discuss the truth and misconceptions of annuities with The founder, creator, & CEO of Wink Inc. & Moore Market Intelligence - Sheryl Moore! Gives us a listen, you might be surprised what Sheryl Moore has to say.

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    18 m
  • Foundational Information
    May 7 2024

    In this episode of CBS Spotlight, we lay down some ground rules. Never assume someone else has the same knowledge or experience you do. We go over key terminology in the Risk Management space advisors and RIA’s need to know, because everyone should have a good foundation.


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    13 m