Category: News Room

Paul Castner discusses how to choose Marketing Mentors for Financial Professionals to Choose Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-advice-for-financial-professionals-to-choose-marketing-mentors/ Paul Castner, president of C & K Healthcare Advisors, to discuss the importance of mentorship for insurance professionals. Paul shares his journey, highlighting his experiences in various roles, including management at […]

Rexford Cattanach discusses working with CPAs on business succession  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-working-with-cpas-on-business-succession/ Rexford Cattanach, president of Keats Group, to discuss the essential role CPAs play in business succession planning. Rexford shares insights on how he collaborates with CPAs to enhance their services for business owner clients. He […]

Luke Harrison discusses building your retirement strategy Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-retirement-planning/ Retirement planning is a crucial aspect of financial health that often gets overlooked, especially by younger individuals who may feel that retirement is a distant concern. However, Luke Harrison, a retirement planning expert expressed that the importance […]

Paul Castner discusses niche markets Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-niche-markets/ Paul Castner, president of C & K Healthcare Advisors, to delve into the often-overlooked niche markets within healthcare, particularly focusing on Medicare plans. Paul reveals valuable insights about the Silver Sneakers Tuition Rewards Program, a benefit that many Medicare […]

Rexford Cattanach discusses the value of tax planning for high-net-worth clients Listen to the interview on the Business Innovators Radio Network: Interview with Rexford Cattanach, President of Keats Group Discussing Tax Planning for High Net Worth Clients – Business Innovators Radio Network Rexford Cattanach, president of Keats Group, discusses the importance of approaching wealth management […]