Episodios

  • Interview with Jeremy Lach, President of Empire Marketing Partners-Scaling to 8-Figure Annuity Production Without Burning Out
    Mar 11 2026
    Jeremy has spent more than 20 years in the financial services industry building, scaling, and strengthening distribution channels for independent financial professionals across the country. His career began in retail financial services in 1999, shortly after graduating from St. John’s University in Collegeville, Minnesota. He then spent two years with John Hancock Financial, where he built a strong foundation in product knowledge, advisor support, and client strategy.

    In 2001, Jeremy transitioned into the wholesale channel with American Financial in Minneapolis; a move that shaped the trajectory of my career. Since then, He has dedicated myself to helping independent insurance reps, Advisor Representatives (IARs), RIAs, and Registered Representatives grow their businesses with intention and discipline.

    In today’s IMO world, support often comes *after* they’ve already proven themselves. Empire was built to change that.

    Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one.

    He is committed to proving that through service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.

    Today, Jeremy focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.

    Learn more: http://www.empiremps.com/

    Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice. Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier. Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-scaling-to-8-figure-annuity-production-without-burning-out
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    27 m
  • Interview with Jeremy Lach, President of Empire Marketing Partners-Building a Family-Centered, High-Performance Advisor Community
    Mar 10 2026
    Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one.

    He is committed to proving that through service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.

    Today, Jeremy focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.

    Learn more: http://www.empiremps.com/

    Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice.Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier.Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-building-a-family-centered-high-performance-advisor-community
    Más Menos
    18 m
  • Interview with Jeremy Lach, President of Empire Marketing Partners-From Annuity Producer to Recognized Retirement Expert
    Mar 10 2026
    Jeremy has spent more than 20 years in the financial services industry building, scaling, and strengthening distribution channels for independent financial professionals across the country. His career began in retail financial services in 1999, shortly after graduating from St. John’s University in Collegeville, Minnesota. He then spent two years with John Hancock Financial, where he built a strong foundation in product knowledge, advisor support, and client strategy.

    In 2001, Jeremy transitioned into the wholesale channel with American Financial in Minneapolis; a move that shaped the trajectory of my career. Since then, He has dedicated myself to helping independent insurance reps, Advisor Representatives (IARs), RIAs, and Registered Representatives grow their businesses with intention and discipline.

    In today’s IMO world, support often comes *after* they’ve already proven themselves. Empire was built to change that.

    Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one.

    He is committed to proving that through service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.

    Today, Jeremy focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.

    Learn more: http://www.empiremps.com/

    Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice. Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier. Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.


    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-from-annuity-producer-to-recognized-retirement-expert
    Más Menos
    21 m
  • Interview with Jeremy Lach, President of Empire Marketing Partners-Why Top Annuity Producers Outgrow Big Box IMOs
    Mar 10 2026
    Jeremy has spent more than 20 years in the financial services industry building, scaling, and strengthening distribution channels for independent financial professionals across the country. His career began in retail financial services in 1999, shortly after graduating from St. John’s University in Collegeville, Minnesota. He then spent two years with John Hancock Financial, where he built a strong foundation in product knowledge, advisor support, and client strategy.

    In 2001, Jeremy transitioned into the wholesale channel with American Financial in Minneapolis; a move that shaped the trajectory of my career. Since then, He has dedicated myself to helping independent insurance reps, Advisor Representatives (IARs), RIAs, and Registered Representatives grow their businesses with intention and discipline.

    In today’s IMO world, support often comes *after* they’ve already proven themselves. Empire was built to change that.

    Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one.

    He is committed to proving that through service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.

    Today, Jeremy focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.

    Learn more: http://www.empiremps.com/

    Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice. Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier. Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-why-top-annuity-producers-outgrow-big-box-imos
    Más Menos
    24 m
  • Interview with Owen Edwards, with Edwards Investments Discussing the Retirement Tax Trap
    Mar 10 2026
    Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.

    Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.

    Learn more: https://edwardsinvestments.com/

    Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-discussing-the-retirement-tax-trap
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    19 m
  • Interview with Caitlin Wedgewood, Partner with Knoll & Company P.C Discussing Tax PreparationServices
    Feb 25 2026
    With over a decade of hands-on experience in bookkeeping and eight years specializing in tax preparation, Caitlin brings a strong foundation of financial expertise and reliability to our team. Holding an accounting degree and currently working toward CPA licensure, Caitlin is dedicated to providing accurate, timely, and client-focused support to small businesses and individuals.

    Learn more: https://www.knollcpa.com/

    The information provided in this content is for general informational purposes only and should not be construed as personalized financial, tax, or legal advice. While every effort has been made to ensure accuracy, laws and regulations frequently change and may vary depending on individual circumstances. Please consult a qualified financial, tax, or legal professional for advice specific to your needs before making any decisions. Knoll & Company P.C. and its representatives do not provide legal advice. All services are provided in accordance with applicable professional standards and ethical requirements.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-caitlin-wedgewood-partner-with-knoll-company-p-c-discussing-tax-preparationservices
    Más Menos
    16 m
  • Interview with Caitlin Wedgewood, Partner with Knoll & Company P.C Discussing Transition at the firm
    Feb 25 2026
    With over a decade of hands-on experience in bookkeeping and eight years specializing in tax preparation, Caitlin brings a strong foundation of financial expertise and reliability to our team. Holding an accounting degree and currently working toward CPA licensure, Caitlin is dedicated to providing accurate, timely, and client-focused support to small businesses and individuals.

    Learn more: https://www.knollcpa.com/

    The information provided in this content is for general informational purposes only and should not be construed as personalized financial, tax, or legal advice. While every effort has been made to ensure accuracy, laws and regulations frequently change and may vary depending on individual circumstances. Please consult a qualified financial, tax, or legal professional for advice specific to your needs before making any decisions. Knoll & Company P.C. and its representatives do not provide legal advice. All services are provided in accordance with applicable professional standards and ethical requirements.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-caitlin-wedgewood-partner-with-knoll-company-p-c-discussing-transition-at-the-firm
    Más Menos
    14 m
  • Interview with Laura Kelly, Partner with Knoll & Company P.C Discussing Bookkeeping Strategies
    Feb 25 2026
    With over a decade of experience in accounting and bookkeeping, Laura specializes in helping business owners manage and understand their finances. As a partner at Knoll & Company, PC – Next Generation CPA Firm, she focuses on building strong bookkeeping systems that keep businesses organized and positioned for growth. Her goal is to make the numbers clear so owners can confidently move their businesses forward.

    Learn more: https://www.knollcpa.com/

    The information provided in this content is for general informational purposes only and should not be construed as personalized financial, tax, or legal advice. While every effort has been made to ensure accuracy, laws and regulations frequently change and may vary depending on individual circumstances. Please consult a qualified financial, tax, or legal professional for advice specific to your needs before making any decisions. Knoll & Company P.C. and its representatives do not provide legal advice. All services are provided in accordance with applicable professional standards and ethical requirements.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-laura-kelly-partner-with-knoll-company-p-c-discussing-bookkeeping-strategies
    Más Menos
    16 m