Episode 12: Unpacking M’s Exclusive Products
M Financial Actuaries Bruce Fuller and Brendan Costello talk with Eric Eklund about M reinsurance, how persistency and scale gives M an advantage with...
Inside Voices: M Financial Podcast (Public)
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Insights and strategies for creating custom financial solutions for the high net worth and corporate markets.
Episode 11: I Wanted to Be a Complete Advisor
Tony Yu, President of DSG Family Legacy Insurance Solutions, reveals his unexpected path from law to the family business and how he leveraged his prev...
Episode 10: The World Has Become a Lot Closer
Elliott Robinson, President at The Robinson Financial Group, discusses the charitable planning space, including the use of a donor-advised fund for gi...
Episode 9: Behavioral Finance: The Emotional Side of Investing
Erik Bjorvik and Bret Norris of M’s Wealth Solutions team talk about how “behavioral finance” affects clients’ decisions, how low-volatility portfolio...
Episode 8: The Value of Protecting Our Profession
Jeri Turley, Principal at Winged Keel Group, discusses M’s commitment to client advocacy, the M Government Affairs Committee, the important work our a...
Episode 7: Be Dedicated to Your Clients and Everything Will Fall into Place
Michael Silverberg of Lindberg & Ripple talks about the many changes he’s seen in the industry since he began in 1960, and how clients have largely st...
Episode 6: People Hear What You Feel, Not What You Say
David Downey, Founder of The Downey Group, talks about the history and current use of “split-dollar” policies, shaping the business through advocacy, ...
Episode 5: Always Do What’s Best for the Client
Kristi Barens, Principal at Mullin Barens Sanford Financial, discusses her unusual career path, how she finds fulfillment in community involvement, sh...
Episode 4: What Did You Miss in Your SERP documentation?
This special BoliColi.com edition of Inside Voices features John Gagnon talking with attorney Rick Miller about common mistakes found in SERP document...
Episode 3: Listening Is the Most Important Part of Communication
John Enomoto of Advanced Life Insurance Strategies talks about how he got started in the insurance business, the family nature of his firm, his path t...