CBS Spotlight

By: Michael Kohrmann and Eric Alvarado
  • Summary

  • Our podcast is tailored to those in the RIA space. More knowledge equals less fear or the unknown, so we are here to kick open the toolbox, play with the tools, and have a honest/blunt conversations about the insurance toolbox accessable to you and your clients.

    © 2024 CBS Spotlight
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Episodes
  • 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 mins
  • 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 mins
  • 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 mins

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