Captive Insurance, What It Is And What It Does... Craig Lytle’s Content Is For Educational Use & Is Not Intended As Advice. podcast

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Ready to replace your 6-figure salary with real freedom? This is the podcast for high earners who feel stuck in jobs they’ve outgrown. If you’re asking, “How do I actually replace $10K–$20K/month so I can quit and never look back?” — welcome home. At Action Academy, we teach you how to buy small businesses and commercial real estate to create cash flow that actually replaces your job. Monday through Friday, you’ll learn from 7–9 figure entrepreneurs, real estate moguls, and acquisition pros who’ve done it — and show you how to do it too. Hosted by Brian Luebben (@brianluebben), who quit his 6-figure sales role in 2022 to build a global business while traveling the world. If you're a high-income earner ready to become a high-impact entrepreneur, this show is your playbook. Subscribe now and start your path to freedom — or keep pretending your job will get better someday....

Craig Lytle’s content is for educational use & is not intended as advice. »
Captive Insurance, what it is and what it does...

4 anni fa 1:16:17

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M4A•Pagina principale dell'episodio

Contenuto fornito da Craig Lytle. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Craig Lytle o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Income & Estate Planning Partners co-hosted a webinar along with Bureau of Captive and Financial Insurance Products, Delaware Department of Insurance. Hear Steve Kinion, in his own words talk about captive insurance... what it is and what it does.

Be sure to listen until the end, where TIm Welles and Chris Gallo, from CIC Services explain ways in which captive insurance companies are akin to health savings accounts in some ways.

Learn about the process and why you might want to form one. Is this applicable for your company. Let's have that conversation: https://us02web.zoom.us/rec/share/924ee8aNkRh1diblioCh4SkfO7ZmacSqAZrKd9w6wO5hW7TmW3rqHaADwf28Cl9j.ksGcRFpISSoxb-nC?startTime=1615488039000

--- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

… continue reading

22 episodi

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Captive Insurance, what it is and what it does...

Craig Lytle’s content is for educational use & is not intended as advice.

published 4 anni fa

Condividi

M4A•Pagina principale dell'episodio

Contenuto fornito da Craig Lytle. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Craig Lytle o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Income & Estate Planning Partners co-hosted a webinar along with Bureau of Captive and Financial Insurance Products, Delaware Department of Insurance. Hear Steve Kinion, in his own words talk about captive insurance... what it is and what it does.

Be sure to listen until the end, where TIm Welles and Chris Gallo, from CIC Services explain ways in which captive insurance companies are akin to health savings accounts in some ways.

Learn about the process and why you might want to form one. Is this applicable for your company. Let's have that conversation: https://us02web.zoom.us/rec/share/924ee8aNkRh1diblioCh4SkfO7ZmacSqAZrKd9w6wO5hW7TmW3rqHaADwf28Cl9j.ksGcRFpISSoxb-nC?startTime=1615488039000

--- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

… continue reading

22 episodi

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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Captive Insurance, what it is and what it does... 1:16:17

4 years fa1:16:17

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1:16:17

Income & Estate Planning Partners co-hosted a webinar along with Bureau of Captive and Financial Insurance Products, Delaware Department of Insurance. Hear Steve Kinion, in his own words talk about captive insurance... what it is and what it does. Be sure to listen until the end, where TIm Welles and Chris Gallo, from CIC Services explain ways in which captive insurance companies are akin to health savings accounts in some ways. Learn about the process and why you might want to form one. Is this applicable for your company. Let's have that conversation: https://us02web.zoom.us/rec/share/924ee8aNkRh1diblioCh4SkfO7ZmacSqAZrKd9w6wO5hW7TmW3rqHaADwf28Cl9j.ksGcRFpISSoxb-nC?startTime=1615488039000 --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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Yesenia Sanchez is a financial services professional, mother & grandmother. 11:12

4 years fa11:12

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11:12

Life experiences have led Yesenia Sanchez into financial services. She is passionate about helping women with financial literacy. Check out our conversation and her online courses. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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Craig talks with Ron Graf, owner of Aurista Technologies, about healthcare reform 1:06:14

5 years fa1:06:14

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1:06:14

Ron Graf is a small business owner and critical thinker about the state of healthcare in the United States. In this episode, Craig Lytle talks with Ron about his experiences and observations on the topic of healthcare reform opportunities. Listeners will gain an interesting and informative perspective and learn about proposals from experts. Why is the United States ranked 37th while outspending other countries? --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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Mac Gardner published The 4 Money Bears. Craig and Mac talk about financial literacy &storytelling 15:12

5 years fa15:12

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15:12

Mac Gardner is Craig’s guest in this episode. Mac is working on developing “FinLitTech” to digitize financial literacy programs. Listen to the conversation about find out more about the 4 Money Bears. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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Brad Breeding talks with Craig about retirement communities https://www.mylifesite.net 25:18

5 years fa25:18

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Riproduci in seguito

25:18

Brad Breeding is the author of What’s the deal with RETIREMENT COMMUNITIES? He is a speaker and consultant. The resources Brad makes available will help educate families about retirement living, financial considerations including planning for long term care (with or without insurance) and how you would distinguish one type of retirement community from another. Lean more by visiting: https://www.mylifesite.net --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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Liz Gulliver of Kunik talk with Craig about forming the organization with her partner, Josh. 25:12

5 years fa25:12

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25:12

Liz Gulliver talks with Craig about parents taking time away from work to raise children, the impact of work on one’s identity and support available. Learn more at https://getkunik.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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Audio from Echo Lake income planing/estate planning webinar on Thursday, May 28, 2020 11:12

5 years fa11:12

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11:12

Money, time, health and longevity are particularly important due to our collective immobility during the COVID-19 pandemic. AARP reports a top concern of Americans is running out of money during retirement. The rules of the game change during accumulation, distribution and preservation phases of life. Data from Genworth’s 2019 Cost of Care Survey helps us understand what we are up against. Find out why TIM is not your friend and how the SECURE ACT & CARES ACT provisions may be meaningful in your life. Https//www.iandeplanning.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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May 27, 2020 (PPP) Paycheck Protection Program loan forgiveness documentation requirements 8:11

5 years fa8:11

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8:11

In this episode, you’ll learn about resources for the description of exactly what documentation you’ll need for the PPP loan forgiveness application. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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COVID update on benefits at work with Crystal Hipps. 11:16

5 years fa11:16

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11:16

Crystal Hipps https://www.linkedin.com/in/crystal-hipps-59931568 is an expert in voluntary benefits. In this conversation, she provides an update on the common questions from employees and employers. “It depends” is a honest answer and the reasons why each person’s circumstances, needs & experiences are unique. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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Craig Lytle talks with Crystal Hipps about maximizing benefits at work. 15:28

5 years fa15:28

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Riproduci in seguito

15:28

Life happens. In addition to health insurance and retirement savings, benefits at work may help people through unplanned circumstances that disrupt normal income. http://linkedin.com/in/crystal-hipps-59931568. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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The CARES Act includes “keeping American workers employed and paid” which will help small business 13:32

5 years fa13:32

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13:32

Portions of The CARES Act will help small businesses with “allowable uses” such as payroll, rent, utilities, etc. For example, if your small business is “substantially impacted” then talk with your business banker about the process you’ll need to pursue. In the meantime, The Small Business Guide will help you: https://www.sbc.senate.gov/public/_cache/files/9/7/97ac840c-28b7-4e49-b872-d30a995d8dae/F2CF1DD78E6D6C8C8C3BF58C6D1DDB2B.small-business-owner-s-guide-to-the-cares-act-final-.pdf --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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Larry Kaufman shares his journey and talks about the life insurance industry’s impact on America. 41:34

5 years fa41:34

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Riproduci in seguito

41:34

Larry Kaufman of Kaufman Financial Services in Wilmington, Delaware shares his 58 years of experience in the industry. His dad owned a small business, one of his best friend’s was his first death claim, he talks about tax planning, life insurance as an asset class and much more... --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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Sustainable retirement income, care coordination & estate planning 3.19.2020 audio from webinar 58:01

5 years fa58:01

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Riproduci in seguito

58:01

Marc Glickman joins Scott Tuozzolo and Craig Lytle for a webinar discussion on structuring sustainable income throughout retirement, coordinating health care using state partnership plans and estate strategies for asset transfer. The Sandwich Generation faces compromises with the prudent use of resources for retirement income, education expenses and healthcare needs of aging relatives. Email: Craig@CraigLytle.com or call/ text (302) 373-0592. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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MaryBeth Franklin via ZOOM with Craig Lytle 39:29

5 years fa39:29

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Riproduci in seguito

39:29

MaryBeth Franklin and Craig Lytle talk about common misnomers regarding Social Security and Medicare. At the end of the interview MaryBeth explains where people can learn more, including where to get her e-book. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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Susan Rupe from InsuranceNewsNet shares her stories of caregiving for family (Sandwich Generation) 35:30

5 years fa35:30

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Riproduci in seguito

35:30

Susan worked, raised a family and served as a care coordinator and caregiver for family members. In this episode, she shares her experiences... “it all starts with a phone call” --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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Group discussion at the Newark Senior Center. Medicare/Medicaid, insurance, HECM 1:55:43

5 years fa1:55:43

Riproduci in seguito

Riproduci in seguito

1:55:43

A group discussion about planning for retirement income, healthcare costs for aging relatives, Medicare and Medicaid, asset protection and the appropriate use of one’s home equity were among our topics. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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The Delaware Elder Law Center 11:12

5 years fa11:12

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Riproduci in seguito

11:12

Wade Scott, Scott Tuozzolo and Craig Lytle talk about The Sandwich Generation at The Delaware Elder Law Center. On Monday, November 18, 2019 --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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Ric Thomas, Senior Executive Director of the Blood Bank of Delmarva introduces Craig Lytle. 5:30

6 years fa5:30

Riproduci in seguito

Riproduci in seguito

5:30

10/24/2019 at the Platelet Donors Appreciation Reception, Ric Thomas introduces Craig Lytle, author of atheism Sandwich Generation for public announcement that a portion of the proceeds from book sales will be donated to the Blood Bank of Delmarva. A copy of his book was given as a door prize. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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Janine Sorbello, Goldey Beacom College, External Affairs, talks with Craig Lytle 1:19:31

6 years fa1:19:31

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Riproduci in seguito

1:19:31

Janine and Craig talk about the Sandwich Generation. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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“911 What’s your emergency?” A story about Jim and Lorna. 8:21

6 years fa8:21

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Riproduci in seguito

8:21

Craig Lytle reads chapter one from The Sandwich Generation. Visit: https://craiglytle.com/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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Craig Lytle talks with Tony Prado, Marketing Communications Specialist at the Blood Bank of Delmarva 19:59

6 years fa19:59

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Riproduci in seguito

19:59

Tony talks about his role and experiences with the blood bank in an interesting and informative way. Learn about the new Blood Mobile, an update about the Summer Blood Drive Challenge and how long a donor must wait after getting a tattoo. An effort is underway to attract 17-34 year old donors, in particular. Learn more at DelmarvaBlood.org or by calling 888-8 BLOOD 8 --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…

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Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle’s content is for educational use & is not intended as advice. podcast artwork

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Craig Lytle and Lou Pettinato Phone interview July 19, 2019 37:34

6 years fa37:34

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Riproduci in seguito

37:34

Lou Pettinato talks about his background in teaching, his transition into the insurance and financial services industry, NAIFA, The American College & experiences with hospice and family relationships --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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