Podcast: Play in new window | Download
Subscribe: Apple Podcasts | RSS
In this episode, we ask:
- Who is resilient?
- Who is Marilyn Blosser?
- How did Marilyn get into financial services?
- What about the federal government’s mandate to hire women in the insurance industry?
- What about a stable salary?
- What about commissions only?
- What about a subsidy?
- What about an unlimited income potential?
- What about working from the heart?
- Will Marilyn ever retire?
- What about the Million Dollar Round Table (MDRT)?
- How has Marilyn dramatically changed people’s lives?
- What about the hiring culture?
- What about Marilyn’s work with CNA?
- What about working with property and casualty agents?
- What happened with Henry?
- When did Marilyn open her own business?
- What about high net worth individuals?
- What are the changes Marilyn has witnessed in the industry over her career?
- Is life insurance only about the death benefit?
- What about the living benefits alongside the death benefit?
- What about Dave Ramsey?
- What about Suze Orman?
- What about buy term and invest the difference?
- What about the 401(k)?
- What about the volatility?
- What’s the plan when the market drops?
- What about Walt Disney and J.C. Penney using the living benefits of their whole life insurance?
- Will it go backwards?
- How can you protect yourself from volatility, regardless of age?
- What is the best a 401(k) can do?
- What about risk?
- What is not understood about life insurance?
- What about Ed Slott?
- Does the insurance company send a 1099?
- What about working with happy clients for decades?
- Why can’t certain clients put more money into their policies?
- What about converting term insurance to whole life insurance?
- What about overcoming the fundamental challenges?
- What about financial illiteracy?
- What about the busyness of life?
- What happens in an emergency?
- What about the cash flow spreadsheet?
- What about paying attention?
- What are some interesting client experiences?
- What about Marilyn’s client who was also a convicted felon?
- Did the felon get approved for life insurance?
- What about the Rockefeller family’s dynastic trust?
- What about the Vanderbilts?
- What about Marilyn’s policies?
- What about setting up a trust?
- What about the policies in the family?
- What about Ben Franklin?
- What about long term thinking?
- Why is Marilyn blowing the horn for properly designed whole life insurance?
- Would you like to reach out to Marilyn by phone at 305-934-7705?
- Would you like to reach out to Marilyn by email at mmb@blosserfinancial.com?
Marilyn Blosser was born in Miami & has lived in Florida all her life. She’s been in the financial services business for almost 45 years.
Marilyn is very active in her professional organization WIFS, Women In Insurance & Financial Services, having served many terms on both the National & Local Board of Directors. She also belongs and is active in several service organizations including the American Legion. Marilyn enjoys spending time with family & friends as well as playing golf and is an avid poker player. Reach out to Marilyn by phone at 305-934-7705 or email her at mmb@blosserfinancial.com.
Stephen Devlin co-founded two of Canada’s leading companies in creating safe and secure wealth-building systems for personal use and business, taking advantage of an underutilized strategy with whole life policies. With offices across Canada and as President and Chief Financial Officer with 
Pamela Yellen, Financial security expert and best-selling author, investigated more than 450 savings and retirement planning strategies seeking an alternative to the risk and volatility of stocks and other investments. Her research led her to a time-tested, predictable method of growing and protecting wealth she calls Bank On Yourself (
Daniel Lapin was born into a prestigious Torah family. He was a student of his father, Rabbi A.H. Lapin, who served the Jewish communities in Johannesburg and Cape Town, South Africa, eventually immigrating to America with his wife where they established the Am Echad synagogue in San Jose, CA.
Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP® is the managing director of Carson Coaching and the Director of Retirement Research for Carson Group. He is a finance professor of practice at Creighton University’s Heider College of Business and is the author of the book Rewirement: Rewiring The Way You Think About Retirement Planning. Jamie helped co-create the Retirement Income Certified Professional (RICP®) designation at The American College of Financial Services. He was named as a top 40 young attorney by the American Bar Association and a top 40 financial service professional under the age of 40 by InvestmentNews. In 2020, his work on retirement planning and the SECURE Act won an award from WealthManagement.com for being the best Thought Leadership Advisor Education in the industry. You can contact him at 
Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers on the west coast. His audiences are challenged to lean into multiple capital gains tax deferral strategies, create and develop a tax-deferred transformational exit wealth plan of their own, and execute on this plan so they can create and preserve more wealth.
Tom Wheelwright is a CPA, CEO of WealthAbility®, Best-Selling Author of “Tax-Free Wealth”, Owner and Active CPA for Wheelwright Manahan, Speaker, and Host of 2 popular podcasts, including The WealthAbility® for CPAs Show. Wheelwright advises CPAs, accounting professionals, small business owners, entrepreneurs, and investors how to permanently and legally reduce their taxes by 10-40%. Previously, Wheelwright was a Manager in the National Tax Office of Ernst and Young, an Adjunct Professor in the Masters of Tax Program at Arizona State University for 14 years, and a Fortune 500 in-house tax advisor and tax lobbyist.