Retail Checks & Balances
Welcome to Retail Checks & Balances!
I'm your host Kevin Spencer and this podcast takes you behind the scenes of the bustling world of commerce and culinary delights to help you grow your business and WIN!
For the past 22 years I've been helping retail businesses with maximizing their profitability along with process deliverables and I would like to share my expertise and what I've learned along the way.
In each episode, we'll bring you captivating interviews with industry experts, passionate chefs, epic restauranteurs and inspiring retailers, as they share their insights, experiences, and the recipe for their achievements.
So join us as we explore the fascinating stories, trends, and challenges that shape the retail and hospitality industry, from cozy corner cafes to sprawling shopping malls.
If you want to star in your own episode reach out to
bookings@retailchecksandbalances.com
Retail Checks & Balances
Life and Health Insurance 101 with Lorena Tomasini
In episode 38 of Retail Checks and Balances, Kevin Spencer interviews Lorena Tomasini, owner of MALM Life and Health Insurance Agency, as she discusses the distinction between health insurance and health supplements, clarifying common misconceptions.
Tune in to gain insights into the life and health insurance field
TIMESTAMPS
[00:04:01] Financial protection through insurance.
[00:07:36] Common misconceptions about insurance.
[00:08:17] Protecting your finances with insurance.
[00:12:48] Life insurance age demographics.
[00:18:03] Hobbies and interests of guests.
[00:21:43] ICRA and health insurance trends.
[00:24:46] Life insurance policy trends.
[00:29:00] Importance of personalized insurance plans.
QUOTES
- "Always doing what's right for the client and not based on what you're going to get paid or anything like that. It's always offering a solution to the client that meets their needs." - Lorena Tomasini
- "It's about protecting your finances if something were to happen unexpectedly, that you don't have to owe the $50,000 bill at the hospital." - Lorena Tomasini
- "I think everybody needs to have that life and health insurance covered, especially in this modern day where anything can happen spontaneously." - Kevin Spencer
SOCIAL MEDIA LINKS
Kevin Spencer
Instagram: https://www.instagram.com/kspencer007/
LinkedIn: https://www.linkedin.com/in/kevinspencer007/
Lorena Tomasini
Instagram: https://www.instagram.com/lore0125/
Facebook: https://www.facebook.com/malmins22
LinkedIn: https://www.linkedin.com/in/lorenatomasini/
WEBSITES
Rod Plus Solutions: https://rodplussolutions.com/
MALM Life and Health Insurance Agency: https://www.malmins.com/
