Monthly Archives: May 2019

Episode 18 – Meet the Oregon Pacific family — Introducing Ron Naumann



Knowing your team is fundamental to achieving success. In this episode of Life By Design Podcast, we meet Ron Naumann, who has been an advisor at Oregon Pacific for 18 years.

Ron has taken his professional life on a path he never expected: He went from working as a manufacturing engineer to becoming an accomplished financial advisor. What inspired Ron to become a financial advisor?

In this episode, you’ll learn:

  • About Ron’s role at Oregon Pacific
  • Why he decided to switch careers to become a financial advisor
  • Ron’s financial philosophy and specialties
  • Why he is intrigued by Albert Einstein and how that shapes his approach with clients
  • Ron’s biggest recommendation for listeners
  • And more!

Tune in now and learn more about the Oregon Pacific family!

Resources:  Oregon Pacific Financial Advisors, Inc.

Advisory Services offered through Oregon Pacific Financial Advisors, Inc. Securities offered through United Planners Financial Services of America, Member FINRA / SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.

 


Episode 17 – How to Recognize a Scam and Avoid Becoming a Victim



There are many types of scams and some of them are fairly sophisticated. It’s no wonder that people fall victim to scams more often than not.

For Royal Standley, prevention is the best tool against scammers. In this podcast, Royal gives you insight into the mechanisms that scammers use to get your attention and strategies you can use to avoid scams.

In this episode, you’ll learn:

  • About the most common types of scams
  • Which psychological techniques scammers use to manipulate people
  • How to recognize a scam
  • How to protect yourself from a scam
  • What actions to take if you get scammed
  • And more!

Tune in now and learn how to protect yourself against the most common scams.

Resources:  Oregon Pacific Financial Advisors, Inc.

Advisory Services offered through Oregon Pacific Financial Advisors, Inc. Securities offered through United Planners Financial Services of America, Member FINRA / SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.


Episode 16 – Your Top Life Insurance Questions Answered



Life insurance, with all of its moving pieces, can be a difficult concept to understand. Considering that there are different types of insurance policies to sift through, how can you make an informed decision?

In this episode of The Life By Design Podcast, Royal Standley dives deep into life insurance, explaining its true importance as part of a comprehensive financial plan. Join Royal as he tackles the complexities of life insurance and paints a much simpler picture on this sometimes undervalued financial resource.

In this episode, you’ll learn:

  • About different types of life insurance
  • What tax benefits life insurance can offer you
  • What hybrid life insurance policies are
  • How to find a reputable insurance company
  • Who should get life insurance
  • And more!

Tune in now and change your view about life insurance!

Resources:  Oregon Pacific Financial Advisors, Inc.

Advisory Services offered through Oregon Pacific Financial Advisors, Inc. Securities offered through United Planners Financial Services of America, Member FINRA / SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.