Tag: Client Education
Numbers into Clarity: How Steve Goldstein Empowers Advisors with Retirement Analyzer (Ep. 93)

Numbers into Clarity: How Steve Goldstein Empowers Advisors with Retirement Analyzer (Ep. 93)

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What began as a clunky Excel-based solution has transformed into a tool used by thousands of advisors to help clients make informed financial decisions with clarity and precision.

In this episode, Jeremy Houser sits down with Steve Goldstein, CFP®, ChFC®, Founder of Thomas Gold Solutions, to explore how Retirement Analyzer has evolved over 15 years into a highly detailed yet accessible financial planning software. 

They discuss how user feedback, thoughtful development, and a focus on simplicity help advisors deliver more confident and customized client experiences.

Steve discusses:

  • How Retirement Analyzer developed from a vague spreadsheet tool into a detailed, client-focused software solution
  • The importance of simplifying financial concepts for clients while giving advisors full control over plan depth
  • How new features like client portals and docu trackers foster stronger advisor-client collaboration
  • The role of community feedback in shaping ongoing updates, features, and training opportunities
  • Why focusing on planning outcomes, not products, creates longer-lasting client relationships
  • And more!

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About Our Guest:

Steve, a graduate of Drexel University in Philadelphia, resides in Western Pennsylvania. He began his career in the financial industry 1983, where he worked on Wall Street for 22 years trading stock and index options in New York, Philadelphia, and Chicago. Steve was a Partner at Liberty Capital Group through the late 1990s and a Senior Vice President of Sales and Marketing of a large FMO from 2008 to 2010. 

In 2010, Steve teamed with partner Brooke Thomas to purchase Cravens & Associates and form Thomas Gold Solutions. His experience as an advisor is an asset when creating software solutions that help advisors and clients understand the value of the financial planning process. Steve and Brooke work continuously to keep the Retirement Analyzer software cutting edge with updates and new functionality. Steve holds his CFP® and ChFC® designations.

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How To Leverage Life Insurance with Jeremy Bickler, CLU® (Ep. 56)

How To Leverage Life Insurance with Jeremy Bickler, CLU® (Ep. 56)

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New innovations are making life insurance more accessible! 

Join us for this episode of The Advisor Mentorship Podcast’, where InsurMark Vice President Jeremy Houser welcomes back Jeremy Bickler from NIW, part of the Simplicity Family. Together they dive into challenges and celebrate successes, particularly spotlighting NIW’s innovative Kaizen life insurance plan.

Key Highlights:

  • Discover how federal rate hikes and AG 49 regulations are transforming the insurance industry
  • Learn about the triumph of the Kaizen plan, which excels despite challenges, thanks to technological advancements and extended partnerships
  • Find out about the innovative monthly payment feature for life insurance, designed to assist budget-conscious clients and perfectly suited for executive bonuses
  • Explore the digital revolution in insurance, highlighting the move towards online, paperless client enrollment processes
  • Understand how services are customized for diverse clientele, from medium-sized businesses to large corporations, especially in executive bonus scenarios
  • And much more!

 

Resources: 

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Connect with Jeremy Houser:

 

About Our Guest:

Jeremy Bickler is VP of Sales for the Central Region at NIW. He brings over 20 years of industry experience, working across multiple areas of the business. While life insurance is his passion and focus, he has marketed and sold annuities, asset-based LTC, and disability. Jeremy has worked as an external wholesaler for multiple top-rated insurance carriers and is the former owner of an IMO where he presided over the life insurance division. In his current role at NIW, he assists IMOs in implementing Kai-Zen® and other premium finance strategies into their business. He also trains IMO sales staff and individual agents on using leveraged IUL for estate planning and supplemental income solutions. 

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