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121 ⎸ Replacing your corporate benefits with Karrisa Martino

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Manage episode 380829201 series 3357763
Content provided by Serena Shoup, CPA, Serena Shoup, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Serena Shoup, CPA, Serena Shoup, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

Dubsado Decoded Summer Sale (20% off) CLICK HERE

Join the next free training at ambitiousbookkeeper.com/training

  continue reading

Chapters

1. 122 - Replacing your corporate benefits with Karrisa Martino (00:00:00)

2. Introduction (00:04:10)

3. Where should you start with benefits? (00:07:29)

4. Getting Access to Information (00:09:45)

5. Example Consultation (00:13:04)

6. What to Focus on (00:16:17)

7. How to stay in-network (00:21:55)

8. Supplemental Insurance (00:25:02)

9. How to offer benefit packages (00:25:44)

10. How to shop for your own insurance (00:33:50)

11. Connecting to Karrisa (00:39:42)

168 episodes

Artwork
iconShare
 
Manage episode 380829201 series 3357763
Content provided by Serena Shoup, CPA, Serena Shoup, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Serena Shoup, CPA, Serena Shoup, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

Dubsado Decoded Summer Sale (20% off) CLICK HERE

Join the next free training at ambitiousbookkeeper.com/training

  continue reading

Chapters

1. 122 - Replacing your corporate benefits with Karrisa Martino (00:00:00)

2. Introduction (00:04:10)

3. Where should you start with benefits? (00:07:29)

4. Getting Access to Information (00:09:45)

5. Example Consultation (00:13:04)

6. What to Focus on (00:16:17)

7. How to stay in-network (00:21:55)

8. Supplemental Insurance (00:25:02)

9. How to offer benefit packages (00:25:44)

10. How to shop for your own insurance (00:33:50)

11. Connecting to Karrisa (00:39:42)

168 episodes

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