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121 ⎸ Replacing your corporate benefits with Karrisa Martino
Manage episode 380829201 series 3357763
How do you handle replacing those cushy corporate benefits you’ll lose when you leave your corporate job and strike out on your own?
In todays episode, I’m chatting with a benefits expert who specializes in setting up benefits for small businesses.
In this episode you’ll hear:
- The kinds of Insurance out there
- The importance of working with a broker
- How to determine what you really need in your coverage
- What to do before you go to the doctor if you aren't in an emergency situation
- What to do if you want to offer a benefits package for your team
About our Guest:
Karrisa Martino is a health and life insurance broker specializing in customized plans for small businesses and self-employed individuals. She operates in the greater Cincinnati, Ohio area and serves clients nationwide, empowering them to understand the various insurance options available and how to utilize them effectively. Karrisa embarked on this career path in search of a job that would allow her to have a greater impact on people's lives. Unfortunately, she has experienced the loss of four family members before the age of 30 due to being in the wrong insurance product or lacking proper advocacy. Outside of work, Karrisa is a creative individual who has a deep connection with nature and expresses her creativity through various mediums.
Connect with Karrisa on LinkedIn or Facebook
Want a review of your current policy? Email Karrisa at karrisa@usabg.com OR call/text her at 513-434-4466
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
Thank you for your support of our show. If you haven’t l
Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitious
August 21 - 25
Daily Sessions: 12 PM Eastern
Daily Q&As: 5 PM Eastern
FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
Dubsado Decoded Summer Sale (20% off) CLICK HERE
Wanna win a ticket to XeroCon August 14-15? *travel & accommodations not included
To enter:
- Review the podcast on Apple >
- Screenshot your review & email it to support@ambitiousbookkeeper.com by 11:59 PM Pacific August 1, 2024
- Tune in to YouTube LIVE 9am Pacific Aug 2 to see who won!
Разделы
1. 122 - Replacing your corporate benefits with Karrisa Martino (00:00:00)
2. Introduction (00:03:41)
3. Where should you start with benefits? (00:07:00)
4. Getting Access to Information (00:09:16)
5. Example Consultation (00:12:35)
6. What to Focus on (00:15:48)
7. How to stay in-network (00:23:02)
8. Supplemental Insurance (00:26:09)
9. How to offer benefit packages (00:26:51)
10. How to shop for your own insurance (00:34:57)
11. Connecting to Karrisa (00:40:49)
172 эпизодов
Manage episode 380829201 series 3357763
How do you handle replacing those cushy corporate benefits you’ll lose when you leave your corporate job and strike out on your own?
In todays episode, I’m chatting with a benefits expert who specializes in setting up benefits for small businesses.
In this episode you’ll hear:
- The kinds of Insurance out there
- The importance of working with a broker
- How to determine what you really need in your coverage
- What to do before you go to the doctor if you aren't in an emergency situation
- What to do if you want to offer a benefits package for your team
About our Guest:
Karrisa Martino is a health and life insurance broker specializing in customized plans for small businesses and self-employed individuals. She operates in the greater Cincinnati, Ohio area and serves clients nationwide, empowering them to understand the various insurance options available and how to utilize them effectively. Karrisa embarked on this career path in search of a job that would allow her to have a greater impact on people's lives. Unfortunately, she has experienced the loss of four family members before the age of 30 due to being in the wrong insurance product or lacking proper advocacy. Outside of work, Karrisa is a creative individual who has a deep connection with nature and expresses her creativity through various mediums.
Connect with Karrisa on LinkedIn or Facebook
Want a review of your current policy? Email Karrisa at karrisa@usabg.com OR call/text her at 513-434-4466
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
Thank you for your support of our show. If you haven’t l
Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitious
August 21 - 25
Daily Sessions: 12 PM Eastern
Daily Q&As: 5 PM Eastern
FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
Dubsado Decoded Summer Sale (20% off) CLICK HERE
Wanna win a ticket to XeroCon August 14-15? *travel & accommodations not included
To enter:
- Review the podcast on Apple >
- Screenshot your review & email it to support@ambitiousbookkeeper.com by 11:59 PM Pacific August 1, 2024
- Tune in to YouTube LIVE 9am Pacific Aug 2 to see who won!
Разделы
1. 122 - Replacing your corporate benefits with Karrisa Martino (00:00:00)
2. Introduction (00:03:41)
3. Where should you start with benefits? (00:07:00)
4. Getting Access to Information (00:09:16)
5. Example Consultation (00:12:35)
6. What to Focus on (00:15:48)
7. How to stay in-network (00:23:02)
8. Supplemental Insurance (00:26:09)
9. How to offer benefit packages (00:26:51)
10. How to shop for your own insurance (00:34:57)
11. Connecting to Karrisa (00:40:49)
172 эпизодов
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