This podcast is about the often-forgotten insurance toolbox and how it's there to support you, the advisor, and the RIA in building and protecting your clients and their legacies. 

Eric Alvarado and Michael Kohrmann are Senior Marketing Directors at CBS Brokerage, a boutique independent insurance Broker General Agency, and their job is to teach, live, and breathe risk management for their offices and clients. They have both sat on “your side of the table” being responsible for client plans, knowing you are the first call after family when a life event happens.

In this podcast, we are going to have some great conversations about how insurance can be a powerful tool in your toolkit, enhancing your ability to provide comprehensive financial solutions for your clients. Twice a month we are going to KICK open the “toolbox” and pick a “tool” AKA a concept and discuss it in detail.

We tend to be afraid of the unknown; so let’s kick open that toolbox, and play with some tools because more knowledge equals less fear of the unknown.