Jul 8, 2026
Succession planning is one of the most important—and most overlooked—conversations for business owners. In this episode, Morgan sits down with Dan Lehner of Principal Financial Group to discuss why many owners delay planning, the risks of waiting too long, and how advisors can guide meaningful
Jun 3, 2026
Every insurance advisor hears “no,” but the best advisors know how to turn those moments into stronger relationships, better positioning, and future opportunities.
In this episode of Life Linked, Morgan sits down with marketing strategist, keynote speaker, and advisor coach Tiffany Markarian to unpack the real...
Apr 14, 2026
In this episode, Chad Preston sits down with veteran advisor Ed Steffens to unpack how life insurance evolved from an uncomfortable topic into a core responsibility within his practice. Ed shares how a real-life client tragedy reshaped his perspective, turning life insurance from a “nice-to-have” into a moral...
Mar 24, 2026
Many business owner clients face the same problem, but rarely plan for it correctly. One child takes over the business. The others do not. That is where estate equalization becomes essential. In this episode of the Life Linked Podcast, Morgan sits down with Ron Lee, Vice President of Advanced Markets at Mutual of Omaha,...
Mar 3, 2026