Passion for Life artwork

Passion for Life

4 episodes - English - Latest episode: about 2 years ago -

The Finseca Foundation Passion for Life limited-series podcast shares the stories of financial security professionals and the clients whose lives they impact.

Investing Business life insurance insurance term life insurance policy guidance preparation relationships
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Episodes

Controlling The Things We Can Control

January 31, 2022 15:00 - 16 minutes - 11.6 MB

Nearing retirement and initially a bit hesitant when it came to financial planning, an educator developed trust for Ryan Smith, a financial advisor with Equitable Advisor through a series of earnest conversations and smart, strategic advice. Ryan's impact on his client was deep and long lasting, affecting not only the few years she got to enjoy of her retirement after a long career of teaching, but continuing to impact her family likely for generations to come. Some information has been cha...

The Best Gift

October 28, 2021 19:00 - 17 minutes - 12.4 MB

Kristine and her husband Wayne had met with Chau Lai to finalize their financial plans. Just six months later, on the most ordinary Friday night out with friends, Wayne had a massive heart attack and died at age 37. Kristine knew the couple had planned well with Chau, but the unavoidable question came to her mind: would it be enough?

One Single Moment

September 07, 2021 18:00 - 16 minutes - 11.7 MB

From the September/October issue of Finseca Focus magazine, Chau Lai tells the story of one of the worst phone calls she has ever received, which led to one of the most deeply meaningful professional successes she has ever experienced.  Chau Lai had been friends with Wayne Lyn, one of her first clients, for over a decade. One night, Wayne’s wife Kristine called to tell Chau that Wayne had died the night before from a heart attack at age 37.  As the devastating news set in, Chau thought of ...

Life Well Lived

August 12, 2021 16:00 - 24 minutes - 16.9 MB

From the July/August issue of Finseca Focus magazine, Karen Diaz reflects on the incredible journey of her family and the life-changing impact of the guidance she received from a trusted financial security advisor, which empowered Karen and her family when they needed it most. Karen Diaz and her husband, Les, had just adopted their nine-month-old daughter when Les was diagnosed with esophageal cancer. Just 18 months later, Les passed away. Today, Karen looks back 10 years to that difficul...