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Insurance Videos

ANCHOR ELEMENT FOR Beyond Stocks and Bonds

Beyond Stocks and Bonds: Where Insurance Fits in a Modern Portfolio 

Welcome to Beyond Stocks and Bonds: Where Insurance Fits in a Modern Portfolio, a conversation series exploring how permanent life insurance may fit into a broader financial strategy beyond traditional investing.

 

Hosted by Joanne Kaban and Melissa McGuire of Isle Wealth at Raymond James, with insights from insurance specialist Jacqueline Knoblauch, the series examines how insurance can support wealth preservation, tax efficiency, and legacy planning as part of a comprehensive financial plan.

 

📘 Each episode explores a different aspect of insurance planning:


  • Episode 1: Insurance as an Asset Class
  • Episode 2: Insurance and Legacy Planning


Ep 1: Insurance as an Asset Class



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Ep 2: Insurance and Legacy Planning


ANCHOR ELEMENT FOR Protecting What You have Built

Protecting What You’ve Built: The Business Owner’s Guide to Commercial Insurance

Insurance is often treated as just another business expense, but the right coverage can play an important role in protecting your company’s future.


In this episode, Melissa McGuire and Joanne Kaban sit down with commercial insurance expert Jen Warman to discuss coverage gaps, evolving business risks, and why the lowest premium isn’t always the best choice.


Learn how insurance and financial planning can work together to protect what you’ve built and prepare your business for what comes next.

ANCHOR ELEMENT FOR INSURANCE WITHOUT THE SNOOZE BUTTON

Insurance Without the Snooze Button

Welcome to Insurance Without the Snooze Button — a candid conversation series that tackles insurance head-on, cutting through confusion, misconceptions, and avoidance around a topic many people put off.


Hosted by Joanne Kaban and Melissa McGuire of Isle Wealth at Raymond James, the series reframes insurance as a practical planning tool, one that protects income, independence, and the people who matter most.


📘 Each episode breaks down a key topic:

  • Episode 1: Life Insurance Myths Busted: Scam or Essential Protection?
  • Episode 2: The Insurance Everyone Ignores… Until They Need It: Disability & Critical Illness Explained


Ep 1: Life Insurance Myths Busted



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Ep 2: The Insurance Everyone Ignores



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