Cohesive Financial & Insurance Solutions

This is going to be a great event!

Exciting Announcement!

We are thrilled to announce that Eszylfie Taylor, renowned expert in personal branding and communication, founder of The Taylor Method, and founder and president of Taylor Insurance and Financial Services, will be headlining the stage as a keynote speaker at our upcoming conference!

Dive into the world of self-discovery and empowerment as Eszylfie Taylor introduces us to The Taylor Method, his revolutionary online sales system tailored specifically for financial advisors.

With years of experience and a unique blend of charisma and expertise, Eszylfie Taylor has inspired countless individuals to amplify their presence, both online and offline. From entrepreneurs to executives, his insights have transformed lives and propelled careers to new heights.

Don't miss this incredible opportunity to learn from one of the industry's brightest minds. Join us at NAIFA-CA's e3 Conference and discover how you can leverage The Taylor Method to stand out in today's competitive landscape!

🗓️ Save the date: October 6-8
📍 Location: Sonesta Redondo Beach

Secure your spot now and embark on a journey of self-discovery with Eszylfie Taylor by your side! https://hubs.ly/Q02BzQN-0

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Some people struggle “flipping the switch” from saving to spending as they enter retirement. This week’s show will show you that with the proper planning in place, you can spoil yourself in retirement! http://alrt.mx/D55mL

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When it comes to retirement, Gary Sirak is one of the best in business! This week, Gary sits down to chat about some important retirement tips that can help you maximize your retirement! http://alrt.mx/D55mL

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Forward this to someone whose first concern is their child’s health and well-being. Where do the finances fit in? http://alrt.mx/P1P3l

Real Wealth® Media Educating, inspiring & motivating Americans to make smart choices with their money.

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When it comes to raising a child or a loved one with special needs, your first priority is their comfort, health, and well-being. You want to provide the highest quality of care and support for them, but the financial load that comes with this is often overlooked. Tune in as Stephanie shares her personal story. http://alrt.mx/P1P3l

Stephanie Thompson admits that although she is a Financial Professional, the family’s finances were not first on her mind when she learned of her son’s diagnosis. Tune into this week’s show to hear her tips on dealing with the financial side of a diagnosis! http://alrt.mx/P1P3l

Happy Monday everyone! Be sure to check out this week’s show and let me know what you think! http://alrt.mx/P1P3l

Don’t be like this guy, talk to me! http://alrt.mx/4ZY0g

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“Money shame” is feeling shameful of the way you got your money, the amount of money you have, the way you spend it, or anything that makes you feel, well, bad about your financial situation. In this episode, we have an open dialogue about the repercussions this can have and how we can help avoid them! http://alrt.mx/4ZY0g

Tammy Lally joins us this week to teach us about Money Shame and the emotions and behaviors that can come from experiencing it. http://alrt.mx/4ZY0g

Fall down, get back up. Failure is not fatal! Let’s find 15 minutes in the next few weeks to meet and discuss your financial goals, struggles, or achievements. http://alrt.mx/4ZY0g

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What if you could take just a couple of hours out of your day to make someone’s dream come true? This week’s episode features and organization that does just that! http://alrt.mx/8bk5o

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Since childhood, Caitlin Crommett has had a passion for helping the elderly. Today, her nonprofit organization DreamCatchers not only aids hospice workers but it also gets young people involved in serving their communities. Be sure to check out this amazing episode and check out the DreamCatchers website to learn more! http://alrt.mx/8bk5o

Dreaming doesn’t have an age limit! This week’s show is all about helping the elderly accomplish their dreams. Click that link and let me know what you think >>> http://alrt.mx/8bk5o

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Long-term care can be a complicated topic. Luckily this week, we’ve got you covered with our brand new episode… http://alrt.mx/P17Qy

Planning for the long term doesn’t have to be stressful or confusing. Learn about the 4 stages of long-term care and how you can prepare for each by hitting that link >>> http://alrt.mx/P17Qy

Dr. Bob Pokorski has crunched the numbers on long-term care, and this week he’s not only sharing what his decades of research has discovered, but also will provide tips on how you can effectively plan for your own long-term care! http://alrt.mx/P17Qy

Happy Monday everyone! We’ve got a great program for you this week and I think all you older folks out there could benefit from giving it a listen! http://alrt.mx/P17Qy

Not only will having a will in place make you feel more confident about your family’s future…they’ll love that you have a will too! http://alrt.mx/En8aG

Check out this week’s episode and let’s chat! http://alrt.mx/En8aG

If you already have a will, you’re off to a great start, but if you haven’t updated it since 2017, you need to revisit it. Ask your financial professional about digital assets, and make sure you know how it could affect you. http://alrt.mx/En8aG

You’ve probably heard the term “estate planning,” but what is it and is it really that important? Attorney Al Spiegel dives into it on this episode and gives you real life examples of what it can mean for you and your family if you don’t plan ahead! http://alrt.mx/En8aG