Episodes

  • David DeCelle Co-Founder & Chief Partnership Officer, WealthReach

    David DeCelle Co-Founder & Chief Partnership Officer, WealthReach
    Jun 30 2026
    David DeCelle is the co-founder and Chief Partnership Officer of WealthReach, and the President and CEO of Model FA — the advisory growth firm whose intellectual property WealthReach acquired in April 2026. He has built his career helping some of the largest registered investment advisors in the country crack the organic growth problem, coaching 250+ firms on client acquisition, personal branding, marketing funnels, and the referral systems that separate billion-dollar producers from everyone else.

    Learn More: https://www.wealthreach.ai

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/david-decelle-co-founder-chief-partnership-officer-wealthreach
    Show More Show Less
    27 mins
  • Interview with Tracy Lownsberry, Founder of The Annuity Giants

    Interview with Tracy Lownsberry, Founder of The Annuity Giants
    Jun 11 2026
    A top-producing annuity-focused agent, global annuity trainer, and recognized as one of the most influential voices in the annuity space. He has sold millions in annuities virtually and in person.

    He continues to test new ideas, develop new tools, and stay on the front lines as a daily producer so the training advisors get is always current, practical, and built from real experience.

    What Tracy Brings to the Table
    ✦ Actively producing an expert. Not just theory.
    ✦ Creator of AG Simulator and AG Academy
    ✦ Expert contributor to Aspire Mag., U.S. News, Insurance News Net, Forbes, and more
    ✦ Knowledge-Based Sales Practice
    ✦ Virtual and in-person sales experience across all markets
    ✦ Known for an educational, client-first approach

    God first.
    Father of 3 boys.
    Husband to wife Elizabeth. Been together 13 years.

    Learn more: http://www.theannuitygiants.com/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-tracy-lownsberry-founder-of-the-annuity-giants
    Show More Show Less
    23 mins
  • Interview with Leslie Kaz President & Founder of Syndicated Insurance Agency Discussing Overcoming Medicare Enrollment Anxiety

    Interview with Leslie Kaz President & Founder of Syndicated Insurance Agency Discussing Overcoming Medicare Enrollment Anxiety
    Jun 8 2026
    Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.

    Learn more: http://www.877VIPQuote.com

    Not affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-overcoming-medicare-enrollment-anxiety
    Show More Show Less
    17 mins
  • Interview with Leslie Kaz President & Founder of Syndicated Insurance Agency Discussing Choosing the Right Medicare Advisor

    Interview with Leslie Kaz President & Founder of Syndicated Insurance Agency Discussing Choosing the Right Medicare Advisor
    Jun 8 2026
    Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.

    Learn more: http://www.877VIPQuote.com

    Not affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-choosing-the-right-medicare-advisor
    Show More Show Less
    16 mins
  • Interview with Leslie Kaz President & Founder of Syndicated Insurance Agency Discussing The Medicare Maze

    Interview with Leslie Kaz President & Founder of Syndicated Insurance Agency Discussing The Medicare Maze
    Jun 5 2026
    Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.

    Learn more: http://www.877VIPQuote.com

    Not affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options

    https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-the-medicare-maze
    Show More Show Less
    21 mins
  • Interview with Michael Clanin, Certified Financial Fiduciary® with Safe Money Solutions Discussing Guaranteed Income & Annuity Strategies

    Interview with Michael Clanin, Certified Financial Fiduciary® with Safe Money Solutions Discussing Guaranteed Income & Annuity Strategies
    May 29 2026
    Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client’s hard-earned retirement money.

    Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.

    Michael’s mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.

    Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.

    Learn more: https://safemoney123.com/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-guaranteed-income-annuity-strategies
    Show More Show Less
    20 mins
  • Interview with Michael Clanin, Certified Financial Fiduciary® with Safe Money Solutions Discussing Roth Conversion Strategies

    Interview with Michael Clanin, Certified Financial Fiduciary® with Safe Money Solutions Discussing Roth Conversion Strategies
    May 28 2026
    Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client’s hard-earned retirement money.

    Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.

    Michael’s mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.

    Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.

    Learn more: https://safemoney123.com/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-roth-conversion-strategies
    Show More Show Less
    21 mins
  • Interview with Michael Clanin, Certified Financial Fiduciary® with Safe Money Solutions Discussing Business & Estate Planning Structures

    Interview with Michael Clanin, Certified Financial Fiduciary® with Safe Money Solutions Discussing Business & Estate Planning Structures
    May 28 2026
    Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client’s hard-earned retirement money.

    Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.

    Michael’s mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.

    Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.

    Learn more: https://safemoney123.com/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-business-estate-planning-structures
    Show More Show Less
    25 mins