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

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Shannon Riley discusses her approach to bringing her customers options for their insurance. Serving Colorado mortgage lenders 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 mortgage lender partners look like trusted advisers to their clients by providing the highest level of service to them through the homebuying process.”

Listen to the interview on the Business Innovators Radio Network

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

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

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LM Stamper, Managing Director with Evermore Wealth, Interviewed on Influential Entrepreneurs Podcast Discussing Retirement Planning for Women

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LM Stamper, Managing Director with Evermore Wealth, Interviewed on Influential Entrepreneurs Podcast Discussing Retirement Planning for Women

Published on January 19, 2022


During the interview, LM “Stamp” Stamper discusses the extraordinary value proposition he provides women over 50 to help them properly plan for retirement.

Stamp says, ” We believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of strategies and services, designed to help you address your financial needs and concerns.”

Listen to the interview on the Business Innovators Radio Network   

https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-retirement-planning-for-women/

Stamp continued, ” Our firm specializes in helping individuals develop sound retirement strategies. Our goal is to help you take the mystery out of investing, insurance, estate conservation, and preserving wealth so you can focus on what matters most to you.”

They accomplish this by addressing financial needs, including:

  • Income planning so you don’t run out of money
  • Organization of your complete financial picture in one easy-to-find area
  • Addressing market volatility within your investments
  • Creating tax-conscience plans
  • Helping find ways to pay for life insurance, long-term care, and healthcare expenses
  • Establishing an advisor relationship for the surviving spouse
  • Providing solutions to efficiently pass down assets to heirs

With their personalized, hands-on service, their clients are guided toward building their ideal financial futures.

 


About
LM Stamper

LM Stamper’s (“Stamp”) mission is to help educate the general public about the laws of money so they can make better, more informed decisions regarding their finances.

Stamp received his degree in Management Information Systems with a minor in Business from Texas Tech University and went on to study at The American College for Financial Services. Stamp has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.

Stamp oversees a successful team of financial advisors at his Fort Worth office, mentoring and assisting with client interaction and plan development. He is also The Living Balance Sheet® go-to person and trainer for his office. Using a powerful model that begins with education first, Stamp helps his clients move toward a position of financial independence in their lives. His value to the public lies in his desire to educate his clients first and to help provide them with the appropriate financial tools they need to achieve proper financial balance.

Stamp grew up as an Army brat, traveling the world with his family from Los Angeles, to Lubbock, to Austin, to Germany.

He’s thankful to have seen what the world has to offer and now proudly makes Texas his home with his beautiful wife and daughter.

In his spare time, Stamp can be found painting, enjoying good movies, cooking, listening to music, watching sports and mentoring his Little Brother via the Big Brothers Big Sisters program. Still, his favorite activity outside of the office is fantasy football I. He’s the commissioner of his league with good friends of over 25 years, and he says it never seems to get old.

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

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 1150 Houston, Texas 77056. Securities products and services are offered through Park Avenue Securities LLC (PAS). PAS is a wholly owned subsidiary of Guardian. Guardian and PAS are located at 10 Hudson Yards, New York, NY 10001. Important Disclosures 2019-89388 Exp. 11/21. LMStamper.com is not an affiliate or subsidiary of PAS or Guardian. Evermore Wealth is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.

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Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing The Stewardship Paradigm

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Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing The Stewardship Paradigm

Published on January 19, 2022

Marc C. Vasquez discusses the extraordinary value proposition he provides clients. Financial Independence is achieved by teaching how to fundamentally eliminate wealth transfers that occur unknowingly and unnecessarily due to debt, inflation, qualified retirement plans, taxes, and misinformation.

Listen to the interview on the Business Innovators Radio Network

https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company-discussing-the-stewardship-paradigm/

Their Methodology – The Stewardship Paradigm™  The ethic to make, keep, and grow money and is based on time-tested and proven principles:

Principle #1 – Commit To Better Results…

Principle #2 – Increase Your Financial IQ

Principle #3 – Apply Principle-Based Behavior

Principle #4 – Control Your Financial Environment

Principle #5 – Make Money With Money

Principle #6 – Never Lose Money

Principle #7 – Earn Uninterrupted Compound Interest

Vasquez commented, “We exist to foster economic independence and wealth in America by teaching clients how to plan and manage cash-flow, net-worth, and risk. Our Mission and Vision is to close the wealth gap in America one family at a time helping 1-million Americans amass Generational Wealth.”

Marc believes that his diverse education, learned professional skill sets, unique life experiences, quality service standards, and value-added business propositions culminate his competitive differentiation.

 

About Marc C. Vasquez

Marc has co-founded Donumvita, Donumvita Brokerage, and Donumvita Consultants, wholly owned subsidiaries of Donumvita Corporation. The focus is to empower people through Financial Education. Marc helps entrepreneurs to make, keep, and grow money like banks do by teaching them how to implement the Private Reserve System™ to accumulate, distribute, and transfer wealth on a tax-free basis. 

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

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Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing Generational Wealth

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Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing Generational Wealth

Published on January 19, 2022

Marc C. Vasquez discusses the extraordinary value proposition he provides clients. Financial Independence is achieved by teaching how to fundamentally eliminate wealth transfers that occur unknowingly and unnecessarily due to debt, inflation, qualified retirement plans, taxes, and misinformation.

Listen to the interview on the Business Innovators Radio Network

https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company/

Vasquez commented, “We exist to foster economic independence and wealth in America by teaching clients how to manage cash-flow, net-worth, and risk. Our Mission and Vision is to close the wealth gap in America one family at a time and to help 1-million Americans amass Generational Wealth.”

Marc believes that his diverse education, learned professional skill sets, unique life experiences, quality service standards, and value-added business propositions culminate his competitive differentiation.

More than just accumulating wealth, he feels that the initial meeting is an opportunity to discover where there are holes in the financial bucket to fill. This will reduce expenses and reallocate funds to increase cash flow to create wealth. The abundant mindset is an essential aspect of understanding how to close the wealth gap–from where you are–and where you want to be; to thrive in an environment of wealth and create a legacy.

 

About Marc C. Vasquez

Marc has co-founded Donumvita, Donumvita Brokerage, and Donumvita Consultants, wholly owned subsidiaries of Donumvita Corporation. The focus is to empower people through Financial Education. Marc helps entrepreneurs to make, keep, and grow money like banks do by teaching them how to implement the Private Reserve System™ to accumulate, distribute, and transfer wealth on a tax-free basis. 

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

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