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Carey (Mac) Hanna Interviewed on Influential Entrepreneurs Podcast About Leaving Money to Loved Ones.

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Mac Hanna, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy as it relates to leaving money to loved ones.

During the interview, Mac discusses considerations for people who may have a child with mental/physical disabilities and the various types of trusts that should be looked into.

Hanna explained, “I do not give tax, legal or investment advice, but there are critical decisions that should be made related to establishing your estate and financial plans according to your wishes, goals and objectives utilizing estate attorneys, accountants, financial advisors and other financial professionals who understand trusts and other vehicles including insurance whether it be malpractice, auto, health, business, home, disability, errors and ommissions, and long term care so that they give you the most cost effective benefit possible. You should have a team of these professionals looking out for your best interests, and I am honored to be part of so many clients’ lives to serve them in understanding their financial, retirement and estate picture.”

He continues, “I am very excited to not only educate but prepare my clients for their retirement years so that they may continue a stress-free standard of living in their retirement years. Preparation is such a vital piece of their strategy. I pride myself in being able to develop long-term relationships with my clients, and I have had some for over 30 years!”

Tune in for the interview on iTunes, Stitcher, iHeartRadio, and the Business Innovators Radio Network.

https://businessinnovatorsradio.com/interview-with-carey-mac-hanna-on-leaving-money-to-loved-ones/

About Mac Hanna

Mac is experienced with over a combined 45 years in banking and insurance. He was with New England Securities, Multi-Financial Securities, and Cetera Advisors for 25 of those years as a broker and an investment advisor representative.

Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken High School, he attended both The Citadel and the United States Naval Academy, where he earned a Block N as a Brigade boxing champion. He graduated from the University of South Carolina with a degree in business management and has a master’s degree in education administration. At USC, he lettered in football, was a member of the Block C Club, residence hall counselor, and served as president of Delta Sigma Pi, a professional business administration fraternity.

Professionally, not only was he formerly a National Board Certified Teacher in social studies but he holds Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in King of Prussia, PA. He is a Fellow of the Life Underwriter Training Council and moderated courses for life and disability insurance agents.

Before moving to Aiken, the road to Eagle Scout taught him many lessons that he honors to this day, especially as they pertain to service to others. He was recognized in 1958 as one of 12 outstanding Explorer Scouts nationwide to present to President Dwight D. Eisenhower an annual Report to the Nation of activities of the Boy Scouts of America. Since his return to Aiken in 1964, he has been active in his church, St. Thaddeus Episcopal, as a Girl Scout troop leader, former vestry member, Sunday School teacher,  basketball coach, Mead Hall board member, Lay Reader, Eucharistic Minister, and Lay Visitor.

Service and veteran organizations include the American Legion; Jaycees (past president, regional vice president and was honored as a key man and outstanding state chairman); Aiken Association of Life Underwriters (president); Salvation Army (board of directors); mentor to Eagle Scout candidates and adult leaders in the Georgia-Carolina Council; coach for Aiken Parks and Recreation teams; Aiken County Public Schools middle school rezoning committee chairman, PTO president at two elementary schools, coach of Aiken High School academic team for 17 years (thanks to the students the team became one of the nation’s best). Mac was named by the South Carolina Department of Education and the State Board of Education as a South Carolina Ambassador of Academic Excellence.

Mac credits his deceased wife, Anna Estelle, with their following the path of servanthood. She taught him much, and he actively participated with her in reaching out to others especially in the Soup Kitchen at St. Thaddeus, hosting celebrations, funeral receptions and taking meals to shut-ins. They were blessed with four children, two are disabled and all of whom live in Aiken. Jim, the eldest, is a Wofford grad, a football All-American who is married to the former Anita Tatum, a regular in Heart Fund productions. The two of them own AHH Sunshine, a screen print, embroidery, and promotional products company. They have one daughter, Tatum, a student at USC-Columbia. Anna Estelle and Mac’s youngest son, David, is a Magna Cum Laud graduate of USC-Aiken and has a master’s degree in education leadership from Ole Miss. He coordinates testing for the Aiken County School District and is married to the former Tara Jean Wessinger, a talented art teacher at Aiken High. David and Tara are the parents of Cody and Zoe.

Call Mac today to schedule a time to tamp down your gorilla in the room. That beast might be higher tax brackets, Required Minimum Distributions, increasing inflation, a volatile stock market, getting out of debt and especially if your concern is about retirement planning, college planning, estate planning, when your retirement plan will run out of money, life insurance, annuities, disability and long-term care.

Learn More:

https://www.machanna.net/

E-mail: [email protected]

Phone (803) 270-9248

Neither Carey (Mac) Hanna, nor his company give legal or tax advice. Refer to your tax, legal or financial advisor. Mac and his company believe in striving for wealth beyond wall street to mitigate potential losses through downturns or volatility in the stock market and preservation of capital. Mac is licensed in South Carolina, North Carolina, Georgia, Florida, Alabama, and Virginia.

Media Contact

Company Name: Marketing Huddle, LLC
Contact Person: Mike Saunders, MBA
Email: [email protected]
Phone: 1-888-467-6374
Country: United States
Website: https://www.AuthorityPositioningCoach.com

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Interview with Michael Wright, Insurance Agent with Trailstone Insurance Group About Bringing Customers the Best Options for Insurance

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Michael Wright discusses his approach to bringing his customers options for their insurance. Insurance is an essential part of protecting families; Asset and Liability Protection is the surest way to preserve wealth.

Trailstone Insurance Group is an independent insurance agent that represents multiple insurance companies. They are not locked into just one insurance company, which allows them to find the best options for coverage and the best pricing available. There is no charge to use their service; the insurance carriers pay them. 

Listen to the interview on the Business Innovators Radio Network

https://businessinnovatorsradio.com/interview-with-michael-wright-insurance-agent-with-trailstone-insurance-group/

Wright commented, “With a Bachelor’s degree from the University of Colorado Denver where I studied Risk Management and Insurance and an insurance claims handling background, I bring a unique perspective to my clients. I can guide them in making decisions to protect them from mistakes I have seen firsthand from past claims. Having this ability saves my clients money and worry, allowing me to be their Personal Trusted Advisor.”

Having access to over 25 insurance companies means when rates go up with one company, Trailstone has the ability to move their clients’ insurance to a better option…in fact, they have an entire department in their agency focused on just renewals and finding the best coverages!

Dave Ramsey has endorsed Trailstone Insurance Group. Wright commented, “It took us years to pass Dave’s vetting process. We had to prove to Dave’s team that we have the “Heart of a Teach” in our selling approach with our clients. This means we put your needs first before ours or the insurance carriers. Insurance agencies cannot purchase Dave’s endorsement, and it must be earned. Also, if our customers are not happy with our service, we will lose “The Dave Ramsey Trusted” endorsement. To make sure we are continually improving, Dave’s team does monthly training with the leadership here at Trailstone Insurance and asks for feedback directly from our customers.”

About Michael Wright

Michael likes to refer to himself as a Colorado Native, but technically he is not. He was born in the Midwest and relocated to the Denver Metro Area shortly thereafter, where he met his wife, Kelsey. Colorado has a lot to offer, and it was truly a blessing to grow up on the Front Range.

The move to Colorado led to many great life experiences. He obtained his Bachelor’s degree at the University of Colorado Denver, where he studied Risk Management and Insurance. The opportunity in the aging industry is what led him to the decision for his academic studies. From there, he found an opportunity for a Claims Handling position with a national insurance carrier here in Denver. From auto to property to business claims, he is versed in the intricacies of what can be seen as a complex process. He is passionate about helping my clients protect their assets through insurance and helping them navigate any hurdles that may arise.

Learn More: https://www.trailstoneinsurancegroup.com/michael-wright/

Cell: 720-441-0488  

 

Media Contact

Company Name: Marketing Huddle, LLC
Contact Person: Mike Saunders, MBA
Email: [email protected]
Phone: 1-888-467-6374
Country: United States
Website: https://www.AuthorityPositioningCoach.com

This post was originally published on this site

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Susie Carder, Profit Coach, Teaches Entrepreneurs How to Scale a Business Without Losing Their Greatness

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Although fast growth is tempting, entrepreneurs usually lose sight of what matters by focusing on achieving it immediately and forgetting what really matters.

Entrepreneurs need a plan, staff, processes, technology, and partners to make this work.

On March 25-27, 2022, Profit Coach Susie Carder is conducting a LIVE virtual event- “Scaling Your Business Without Losing Your Greatness!” Because scaling doesn’t just mean getting bigger. It means being more effective.

Carder commented, “Getting some things in your business wrong can result in your business failing and wasting time and resources. Over the 3 days, you will meet other game-changers who are playing big and making an Impact!” 

Register NOW: https://live.susiecarder.com/order-form-payments1637017498353

Meet Susie

Susie Carder started out as a low-paid hairdresser trying to support her 2 little girls.
But working for someone else became a challenge (to say the least).
So she decided to do whatever it took to create her own business.
After much blood sweat and tears (mixed with cheap mascara) she went on to create, not one, but two $10 Million companies!

Her core genius is the ability to simplify complicated issues by creating simple proven systems that are guaranteed to create dramatic growth for any company.
She has helped over 100,000 entrepreneurs increase their revenues by more than 3000%
and worked with top business moguls including John Assaraf, Lisa Nichols, Steve Harvey, Doug Carter, and Paul Mitchell.

Her newest book (number 10) ‘Power Your Profit’ is a bulletproof start-to-finish plan for taking your business from startup mode to the multi-million-dollar mark.

Learn More: https://www.susiecarder.com/   

Media Contact

Company Name: Marketing Huddle, MBA
Contact Person: Mike Saunders, LLC
Email: [email protected]
Phone: 1-888-467-6374
Country: United States
Website: https://www.AuthorityPositioningCoach.com

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Interview with Shannon Riley Insurance Agent with Trailstone Insurance Group, Interviewed on Influential Entrepreneurs Podcast About Serving Colorado Realtors

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Shannon Riley discusses her approach to bringing her customers options for their insurance. Serving Colorado real estate agents is how Shannon delivers more value to her clients. Providing local personal expertise in guiding her clients to make the best decisions when setting up their homeowners insurance is a strong focus in her business.

Shannon commented that “Buying a home is an exciting time, but there are so many things that can be confusing; I do not want choosing the best homeowners insurance to be one of them! I pride myself in making my real estate agents partners look like trusted advisers to their clients by providing the highest level of service to them through the homebuying process.”

Riley continued, “so many times in a real estate transactions, missing a deadline causes more than just a delay; it can cause huge financial penalties. I deliver fast on-time quotes and policies to my clients so that they never miss a deadline!”

Listen to the interview on the Business Innovators Radio Network

https://businessinnovatorsradio.com/interview-with-shannon-riley-insurance-agent-with-trailstone-insurance-group-serving-colorado-realtors/

Trailstone Insurance Group is an independent insurance agent that represents multiple insurance companies. They are not locked into just one insurance company, which allows them to find the best options for coverage and the best pricing available. There is no charge to use their service; the insurance carriers pay them. 

Having access to over 25 insurance companies means when rates go up with one company, Trailstone has the ability to move their clients’ insurance to a better option…in fact, they have an entire department in their agency focused on just renewals and finding the best coverages!

Dave Ramsey has endorsed Trailstone Insurance Group. Riley commented, “It took us years to pass Dave’s vetting process. We had to prove to Dave’s team that we have the “Heart of a Teach” in our selling approach with our clients. This means we put your needs first before ours or the insurance carriers. Insurance agencies cannot purchase Dave’s endorsement, and it must be earned. Also, if our customers are not happy with our service, we will lose “The Dave Ramsey Trusted” endorsement. To make sure we are continually improving, Dave’s team does monthly training with the leadership here at Trailstone Insurance and asks for feedback directly from our customers.”

About Shannon Riley

Shannon grew up in Evergreen, where she was fortunate enough to spend most of her days soaking up as much of the Colorado wilderness as possible. Skiing, fishing, camping, hunting, four-wheeling, you name it! She was raised a mountain girl through and through. Her favorite thing about where she grew up is the people. You can’t go anywhere in Evergreen without receiving a warm smile from a passerby. She has been immersed in the world of insurance all her life. Following in her mother’s footsteps, she started in the insurance industry while still in high school as a part-time office assistant. There she was able to get her feet wet and start learning the ins and outs of the industry. Once she graduated high school, she jumped headfirst into her insurance career and hasn’t looked back since. During these last 14 years, she has enjoyed working with several different carriers & agencies, both captive and independent, in both personal and commercial lines. After years of searching, she found Trailstone Insurance, an agency that operates with integrity, moral values, and ethical principles. She is extremely proud to be a part of the Trailstone family and feels truly blessed that she is able to share this service with everyone she comes into contact with.

Learn More: https://www.trailstoneinsurancegroup.com/shannon-riley/

Call or Text: 720-990-5649

 

  

Media Contact

Company Name: Marketing Huddle, LLC
Contact Person: Mike Saunders, MBA
Email: [email protected]
Phone: 1-888-467-6374
Country: United States
Website: https://www.AuthorityPositioningCoach.com

This post was originally published on this site

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