EPISODE · Jul 3, 2026 · 31 MIN
Bringing Urgency, Perspective and Heart to Legacy Planning: Dan Engel on Leading with Love
from Spotlight on the Community · host Cloudcast
Dan Engel, Managing Director of JAG Legacy and Insurance Solutions, shares how his personal journey with both stage four melanoma and stage four prostate cancer has led him to bring urgency, perspective and heart to financial planning, trusts, and life insurance. Dan chats about legacy, philanthropy, and the Miracle League of San Diego's impact, offering actionable insights for San Diego executives focused on purpose-driven wealth and estate strategies. Listen Where You Live!About Spotlight and Cloudcast Media "Spotlight On The Community" is the longest running community podcast in the country, continuously hosted by Drew Schlosberg for 20 years. "Spotlight" is part of Cloudcast Media's line-up of powerful local podcasts, telling the stories, highlighting the people, and celebrating the gravitational power of local. For more information on Cloudcast and its shows and cities served, please visit www.cloudcastmedia.us. Cloudcast Media | the national leader in local podcasting. About Mission Fed Credit Union A community champion for over 60 years, Mission Fed Credit Union with over $6 billion in member assets, is the Sponsor of Spotlight On The Community, helping to curate connectivity, collaboration, and catalytic conversations. For more information on the many services for San Diego residents, be sure to visit them at https://www.missionfed.com/
Embed this episode
NOW PLAYING
Bringing Urgency, Perspective and Heart to Legacy Planning: Dan Engel on Leading with Love
No transcript for this episode yet
Similar Episodes
Feb 11, 2026 ·45m
Similar Podcasts
No similar podcasts found.