『On Life With Helen』のカバーアート

On Life With Helen

On Life With Helen

著者: Helen Ornellas
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Welcome successful Business Owners and Executives. On this podcast, my purpose is to provide wisdom on how Life Insurance can provide security and abundance in all stages of life. You’ll find a lineup of topics and guests, who uniquely understand the different needs required as you age in life.

Hosted on Acast. See acast.com/privacy for more information.

Helen Ornellas
社会科学 経済学
エピソード
  • Is "Uncovering" the TRUTH More Important than Building TRUST?
    2025/05/06

    If you're struggling to close deals or feel your sales pitches are hitting nothing but air, this episode is a must-listen!


    Today, I'm talking with the Sales Performance Expert Patrick Ryan. Patrick is the CEO and President of Eureka Performance Training, an author, keynote speaker, and expert in sales conversations. With over 40 years of sales experience, he discovered early in his career (selling cable television door to door on 100% commission) that effective communication was the key to success.


    Listen to episode 66 of On Life With Helen to learn Patrick's method to produce lasting success in sales. He breaks down the psychology of trust-building, patterns to identify, anticipate, and react to buyers' behaviors, and how salespeople can increase their conversion rates. You'll also hear about the barrier between prospects and the salesperson, the importance of compiling and analyzing data, the Predictive Sales Index, and much more.


    In This Episode, You Will Learn:

    • Patrick reveals an approach to sales that can transform how you see your selling process (3:10)
    • Why your subconscious mind could be sabotaging your sales (4:40)
    • Being understood is more important than being loved (11:00)
    • Patrick explains the psychology of trust-building (13:50)
    • Why paying attention to your data is crucial to increase sales (17:00)
    • Patrick talks about his Predictive Sales Index (26:20)


    Connect with Patrick Ryan:

    • LinkedIn
    • Email: patrick@eurekaperformance.com
    • Eureka Performance Training
    • 319 Elm Street, Roseville, CA 95678
    • Phone: 916-956-8928
    • Eureka Performance Training LinkedIn
    • Eureka Performance Training Instagram
    • Eureka Performance Training Facebook


    Let's Connect!

    • Email
    • LinkedIn
    • Website - Ornellas Insurance
    • Facebook Page - Ornellas & Associates Insurance Services
    • Facebook Profile Helen Ornellas Lanham

    Hosted on Acast. See acast.com/privacy for more information.

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    29 分
  • Succession Planning. Guaranteeing the Success of a Business That'll Outlive You, with Craig Gussin
    2025/04/15

    Do you have everything in place in your business if — God forbid — you don't make it home tonight?


    In today's episode, we are joined by one of Helen's mentors and a true giant in the insurance space, Craig Gussin. Craig is a seasoned health insurance agent based in San Diego and the co-founder of Retire with Renewals, a company created to help retiring agents plan their business transition and ensure their clients continue receiving care. He also helps media and consumers understand insurance through Auerbach & Gussin, where he serves as President and CEO.


    Listen to episode 66 of On Life With Helen to learn how Craig helps agents to be ready for the unexpected, why every agent should be incorporated, and why he believes succession planning is way more than a handshake — it's a lifeline. You'll also hear about the real-world impact of staying connected through trusted associations, why Helen and Craig feel community service isn't just a value — it's the heartbeat of what they do, and much more.


    In This Episode, You Will Learn:

    • Craig shares the story of how Retire with Renewals was born (6:30)
    • Why most agents and business owners delay succession planning — and why they shouldn't! (13:20)
    • You might find your successor in the most unexpected places (18:00)
    • Why our industry must attract and mentor young agents (21:40)
    • Working with agents that are "plugged" matters more than ever (25:50)


    Connect with Craig Gussin:

    • LinkedIn
    • Retire with Renewals
    • Retire with Renewals LinkedIn
    • Email: craig@rwragency.com
    • Phone: (858) 658-0405
    • Auerbach & Gussin. Insurance and Financial Services


    Let's Connect!

    • Email
    • LinkedIn
    • Website - Ornellas Insurance
    • Facebook Page - Ornellas & Associates Insurance Services
    • Facebook Profile Helen Ornellas Lanham

    Hosted on Acast. See acast.com/privacy for more information.

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    28 分
  • Why Sell Your Life Insurance Policy
    2025/04/01

    Most people don't expect to ever use, enjoy, or even see the money from their life insurance policy. As today's guest brilliantly pointed out, life insurances feel more like death insurance because their benefits are available only after the policyholder passes.


    Today, you'll learn there's a way for policyholders to access their money while they're still alive.


    In this episode, Rob Haynie explains how to sell your life insurance policies for cash through Life Insurance Settlements. With over 30 years in the life settlement industry, Rob is the Managing Director at Life Insurance Settlements, a recipient of LISA’s AHB Leadership Award, a podcaster, and a NAILBA ID20 Award honoree.


    Listen to episode 65 of On Life With Helen and learn how to turn life insurance policies into cash that could solve many issues, turn lifelong dreams into a reality, and even avoid family disputes over inheritance. You'll also hear success stories from permanent and term policy settlements, why life insurance settlements are gaining awareness, whether or not you'll pay taxes after selling them, and much more.


    In This Episode, You Will Learn:

    • What is a life insurance settlement? (2:10)
    • Who is eligible to sell their life insurance policy? (8:00)
    • Am I going to pay taxes on my life insurance settlement? (11:20)
    • Why not use your settlement for healthcare and take care of your aging? (12:30)
    • Your life insurance is a dormant asset (16:50)
    • How settlements can avoid family disputes (20:00)
    • Success stories of permanent and term policy settlements (23:10)


    Connect with Rob Haynie:

    • LinkedIn
    • Life Insurance Settlements
    • Subscribe to the Life Insurance Settlements YouTube channel
    • Follow Life Insurance Settlements on LinkedIn
    • Follow Life Insurance Settlements on X
    • Follow Life Insurance Settlements on Facebook


    Let's Connect!

    • Email
    • LinkedIn
    • Website - Ornellas Insurance
    • Facebook Page - Ornellas & Associates Insurance Services
    • Facebook Profile Helen Ornellas Lanham

    Hosted on Acast. See acast.com/privacy for more information.

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    30 分
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