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Mark Bertrang

8 Podcast Episodes

Latest 1 May 2021 | Updated Daily

Weekly hand curated podcast episodes for learning

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Investments Don’t Hug, with Mark Bertrang

The Money Advantage Podcast

https://www.youtube.com/watch?v=UpA90RRTBUMHave you wanted a way to share your greatest possible gift of love with your spouse, children, and loved ones, but weren't exactly sure how? The best gift requires out-of-the-box thinking because it's not something you can buy at Hallmark. Investments Don't Hug, by Mark Bertrang, shows you how. It's the most poignant, emotional, and compelling book about life insurance that demonstrates the real-life significance of an asset that is truly the embrace that outlasts you.In this episode, we interview the author about the embracing power of life insurance.So if you want to simplify financial planning with a disciplined approach that gives the most certainty, make the financial choices today that you will be most grateful for in the future, and take the absolute best care of your family so you can preserve your family’s respect and dignity even during the most challenging circumstances, tune in now!In this episode on Investments Don't Hug with Mark Bertrang, you'll discover:How life insurance offers the greatest reassurance, hope, and love when you go through your worst.How to plan as if you will die tomorrow, and live as if you are going to live forever. Why having a default plan allows great opportunities to present themselves today.Why the pandemic has reminded us of the importance of guarantees and ‘safe’, liquid assets.How life insurance allows you to begin with a Plan B, in the event Plan A fails.The whole life nonforfeiture options for the worst-case scenario, and why the safety net and flexibility can be a tremendous source of comfort and confidence.Why you can never be insurance poor.How life insurance embraces and carries you as you transition from one stage of life to another.How exactly you can do what's in your control today to gain certainty for your future.Why your family's estate plan should be refreshed at least once every ten years.How to store years' worth of income, so you never lose sleep about losing a job. Real-life stories of how life and disability insurance carried clients through life circumstances, so you can come face to face with your own mortality, and still have the final say.Who Is Mark Bertrang?Mark Bertrang, CLU®, ChFC® is the creator of the Financialoscopy®. As a professional communicator, broadcasting was his first career. But for more than a generation, Mark has communicated the message of financial security. In his book Investments Don't Hug, Mark shares stories of pain, anxiety, and joy that illuminate tools for clients to take charge of their own lives. Important lessons are woven through the stories of real people living real lives, instead of imaginary tales where everything goes right and there’s always a happy ending. Two values come through loud and clear. The first is love: the love for your spouse and the love for your children. The second is a belief that we are all called to a higher purpose, a greater good. It’s not about being centered on ourselves. Instead, it’s about the giving of our time, our talents, our resources, and our love which can impact our family and our communities for generations into the future.Want to Talk About Life Insurance?If you have life insurance questions, we'd love to connect.We'll help you make the financial choices today that you will be most grateful for in the future, and take the absolute best care of your family with the greatest gift of love that money can buy.To discuss your life insurance strategy, or implement Infinite Banking, alternative investments, or cash flow strategies to keep more of the money you make, book your strategy call with The Money Advantage advisors today.Investments Don't Hug Links and Mentions From This ShowGet your copy of Investments Don't Hug on Amazon, Audible, or HERE: https://www.investmentsdonthug.com.Check out the Discovering Wisdom Over Coffee, with Mark Bertrang podcast.

1hr 3mins

25 May 2020

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Expressing Love for Your Family by Taking Important Steps with Mark Bertrang

BetterWealth with Caleb Guilliams

For over 30 years, Mark Bertrang has been a trusted advisor to families. He is the creator of Financialoscopy®. As a professional communicator (broadcasting was his first career), for more than a generation, Mark has communicated the message of financial security. Engaging audiences at financial conferences and industry meetings throughout the country provides an outlet to share his passionate message. In today's episode, Caleb talks with Mark about his story, his vision, and his mission to help clients ensure their loved ones. Enjoy! Links and Resources from this Episode https://betterwealthsolutions.com For additional information go to http://betterwealthpodcast.com/ or check out Caleb at https://calebguilliams.com Connect with Mark Bertrang http://www.bertrangfinancial.com/ http://www.bertrangfinancial.com/content/about-us/the-team https://twitter.com/financialoscopy?lang=en https://www.linkedin.com/in/markbertrang Mark’s book: https://www.amazon.com/Investments-Dont-Hug-Embracing-Insurance-ebook/dp/B01N0WIOTE Get Your Free Copy of The AND Asset https://andasset.com/book Show Notes How Caleb and Mark met - 2:21 Mark's background - 3:14 Is it all about assets? - 3:55 Accelerating clients' career and knowledge - 4:57 Keeping your cash your safe- 6:25 The value of controlling your money - 7:33 Mark's book: Investments Don't Hug - 9:00 Having a plan is vital! - 9:43 Learn about life insurance - 10:03 A product that offers you something that others cannot guarantee - 12:10 About Financialoscopy® - 13:32 Mark's examples using life insurance - 16:01 Emotional stories - 19:06 Mark's answer for the legacy question - 19:33 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you’re subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher

20mins

24 Feb 2020

Similar People

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What’s on Mark Bertrang's reading list?

Discovering Wisdom, over Coffee with Mark Bertrang

If you’re green, you’re growing. If you’re ripe, you rot.  What are you doing to improve yourself mentally?  Mark Bertrang carves out some time to discuss his current reading list and recommendations.

17mins

6 Feb 2020

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Mark Bertrang Spring 2019 Book Recommendations

Discovering Wisdom, over Coffee with Mark Bertrang

Learn what is on Mark Bertrang’s reading list for Spring 2019.

14mins

23 May 2019

Most Popular

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Mark Bertrang: Investments Don't Hug

The Authors Unite Show

Investments Don’t Hug: Embracing the Life Insurance Asset is a collection of love stories about husbands and wives, moms and dads, and families whose lives were forever impacted by the simple purchase of a life insurance policy as a covenant of their love. Important lessons are woven through these real stories, instead of imaginary accounts where everything goes right and there’s always a happy ending.Sometimes life is difficult, but a disciplined, thoughtful approach may prepare your family to preserve their respect and dignity even during the most challenging circumstances. These stories share the pain, anxiety, and joy experienced by loved ones, while illuminating the tools you can use to take charge of your own financial life for the certainty and security for those you love.Investments Don’t Hug is an owner’s manual for life insurance. As you read or listen to the book, have a pen at hand to make notes. You might also want to have a box of tissues close by, as you pause to take in the emotional significance of the book’s message through the tears shed by the narrators and author. An important theme will come through loud and clear: by taking the important steps to ensure your family is taken care of now and in the future by using this smart financial planning tool— is an act of love. You can learn more about Mark here: http://www.investmentsdonthug.com This episode is brought to you by Authors Unite. Authors Unite provides you with all the resources you need to become a successful author. You can learn more about Authors Unite here: http://authorsunite.com/.  Thank you for listening to The Business Blast Podcast!  Tyler --- Support this podcast: https://anchor.fm/authorsunite/support

13mins

12 Feb 2019

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Creating Investments with Life Insurance with Mark Bertrang - Episode 57

The Practical Wealth Show

Curtis talks in this episode with Mark Bertrang, who wrote a book about investments and life insurance assets. He also talks about the worst-case scenario in real estate and what are assets and liabilities. Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - curtmay@gmail.com Call his office - 610-622-3121 http://www.bertrangfinancial.com Mark’s Book https://www.linkedin.com/in/markbertrang Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes How Curtis and me at the Summit for Prosperity Economics Advisors - 1:10 Mark's Background - 2:27 Mark and Curtis talk about the life insurance policy - 4:40 How to help the children of a person who passed away - 5:55 Mark shares a few stories of people that died and what their family did with the life insurance - 7:47 Why every situation is unique - 9:18 They talk about their first death claim as agents - 12:32 What happens if a person dies in the first two years? -14:33 Mark tells us another story of life insurance policy - 16:04 The worst-case scenario in real estate - 19:17 What are assets and liabilities? - 21:17 How we take care family - 23:51 What is whole life insurance? - 28:25 Life Insurance Value and Human Life Value - 29:04 Negotiating with the Life Insurance Company - 36:31 Mark recommends advisors to not practice law - 40:06 Mark gives recommendations to his clients -  41:17 Raising other people's kids costs money - 45:27 You have to have the money first - 46:48 At what age people become a widow - 48:00 They talk about Mark's Book - 50:54 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you’re subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

54mins

17 Oct 2018

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Using Technology for High Touch Relationships with Mark Bertrang - Episode 64

The Advisor Advantage

Mark Bertrang has developed a strategy for using technology in his business to build a strong referral based business. In this episode Mark and Tammi talk about setting the stage before, during and after the meeting so that clients understand how to work with you and keep everyone happily moving along. To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode Links and Resources from this Episode Connect with Guest http://www.bertrangfinancial.com/ Show Notes Mark’s business structure and background - 2:00 Why 99% of their business is referrals - 5:18 What he offers as a thank you gift - 9:59 Understanding the initial meeting - 11:33 Fulfilling compliance regulations and making notes - 14:30 Why people are actually looking for friendship - 20:57 The power of audio - 22:35 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you’re subscribed to the podcast so you get the latest episodes. Click here to subscribe with iTunes Click here to subscribe with Stitcher Click here to subscribe with RSS

25mins

1 Mar 2018

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Investments Don’t Hug with Mark Bertrang - Episode 31

The Advisor Advantage

Mark Bertrang created an impactful way to connect with people by sharing his client stories through a book he wrote called ‘Investments Don’t Hug’ which can be found as a book and audiobook. To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com Links and Resources from this Episode Connect with Mark Bertrang http://www.bertrangfinancial.com Mark’s Book https://www.linkedin.com/in/markbertrang Show Notes Mark’s background - 1:25 The process of writing his book - 3:15 One of his favorite chapters he wrote about - 9:35 How he plans on using this book with marketing and clients - 11:32 The philosophy of “doing good” - 13:13 Money gives you a lot of choices - 16:30 How advisors should purchase the book - 18:59 The struggle of writing a book - 21:35 Mark’s new commitment - 23:04 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you’re subscribed to the podcast so you get the latest episodes. Click here to subscribe with iTunes Click here to subscribe with Stitcher Click here to subscribe with RSS

25mins

5 Oct 2017