Hector Martinez - Head of Insurance - John Hancock Part 1
In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes interview Hector Martinez, the Head of Insurance at John Hancock. Hector discusses his extensive career in the insurance industry, s...
19 Touko 202514min
Jeannie Underwood
In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes discuss the importance of engaging women in the financial industry with Jeanie Underwood from Global Atlantic. They explore strategi...
2 Touko 202533min
Tom Hegna
In the latest CBS Spotlight episode, retirement expert and economist Tom Hegna shares his insights on achieving a financially secure retirement. With over 30 years of experience, Tom emphasizes the im...
7 Huhti 202521min
Kara Murphy Chief Investment Officer - Kestra
In this episode of CBS Spotlight, co-hosts Eric Alvarado and Ted Hikes interview Kara Murphy, Chief Investment Officer of Kestra. Kara shares her unconventional journey into finance and reflects on he...
14 Maalis 202521min
Matt Regan - Wealthcare Capital Management
In this episode, Matt Regan from Wealthcare Capital Management discusses the importance of goals-based financial planning and the evolution of the financial advising industry. He highlights the shift ...
6 Maalis 202524min
Aaron Anderson - Fit Asset Management
In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes speak with Aaron Anderson, president of FIT Asset Management, about the integration of insurance and investment strategies in wealth...
21 Helmi 202523min
David Reynolds - Enhancing PPVUL and PPVA Capabilities
In this episode of CBS Spotlight, we sit down with David Reynolds, a leading expert and partner at Spearhead, to delve into the world of Private Placement Variable Universal Life (PPVUL) insurance. Da...
9 Tammi 202519min
Andrea Caruso - MIB: The Risk Report
In this episode of CBS Spotlight, we’re joined by Andrea Caruso, Senior Vice President and Chief Operating Officer of MIB Group, to explore how MIB is shaping the future of the insurance industry. And...
18 Joulu 202418min
