We sit down for personal conversations with the top insurance and financial advisors, executives, experts, and regulators; to learn about their journey to success, how they achieved their ambitions, and became experts in the financial industry. Tune in!
Sam has been marketing and selling insurance on the Internet since January of 1999, gaining national prominence as an expert in travel insurance, international benefits and war risk insurance before transitioning focus to the senior market in 2004. Transferring lessons learned from online travel insurance, Sam developed innovative, first generation web-based tools and services throughout the...
Join us for a conversation with Larry Adams at LongevityQuest. Their algorithmic biotech analysis (created in conjunction with Quest Diagnostics and MIT) encourages and empowers people to pursue a long, good life. They help organizations improve employee health and reduce costs by intelligently managing what has previously been unknowable. Their innovative myLQAnalysis® reports provide individuals...
In this episode we are excited to share a conversation with Silicon Valley virtuoso and Ascend co-founder, Andrew Wynn. Take a few minutes to learn about this innovation which facilitates funds flow through the various stakeholders in insurance, all while prioritizing your customer's experience. Bio: Ascend is co-founded by insurtech entrepreneur Andrew Wynn (Co-CEO) who...
We are thrilled to spend an hour with attorney and author Joel Schwartz as he shares insights into the true-life murder mystery regarding insurance proceeds. This story would be unbelievable if it weren't true! Joel's case has become the most watched Dateline story in decades, as well as the top rated miniseries staring Renee Zellweger. ...
Grace Grant is the Executive Director of the insurance industry's premiere collegiate talent pipeline, Gamma Iota Sigma. We are very pleased to share a few minutes of our conversation with Grace about how GIS brings the stakeholders of our industry together to serve those seeking talent and those seeking careers! Grace joined Gamma Iota Sigma...
Take a few minutes to listen to a conversation with Chris Gandy. Learn how Chris grew his business by helping his clients create custom financial strategies designed to help make their dream retirement lifestyle a reality. In 1999, Chris started his own firm and, since then, has worked with business owners, physicians, professional athletes and...
Attorney Harley Gordon is a nationally recognized authority on long-term care issues. He has been voted one of the “100 Most Influential People in Long-Term Care” by McKnight’s Long-Term Care News and was also named one of the “10 Most Influential People in Long-Term Care” by Senior Market Advisor. His book, How to Protect Life Savings from...
Richard Szuch is a senior member of the Securities Litigation and Regulation practice group of Bressler, Amery and Ross. Richard regularly represents investment advisors, broker-dealers and banks; defending an array of fraud based claims. He defends clients in regulatory inquiries, arbitration concerning securities transactions and employment disputes. He has been in trials and hearings related […]
Jay Stubbs is celebrating over 20 years in the financial services industry. He has been a qualifying member of the Million Dollar Round Table, served as President of the NAIFA chapter in his hometown of Mobile, AL, as well as the President of NAIFA-Alabama. He is past President of the Estate Planning Council in Mobile, […]
Seth Preus is an entrepreneur whose endeavors span 20 years and have touched multiple industries including insurance, paperboard & packaging, real estate, search engine optimization (focused on real estate), and lead generation. He is passionate about productivity. The last 10 years of his career have been devoted to building and utilizing productivity tools that enable […]
Bill Wienhoff is the founder and CEO of ClearCert, which is an independent, centralized training certification clearinghouse for producers and leading Long Term Care Insurance and annuity carriers. His firm publishes carrier authorized state-by-state rules, pre-certifies training courses that meet carrier requirements, and maintains a direct reporting network with hundreds of training firms across the United States. The ClearCert […]
DON’T GET LEFT BEHIND! The insurance industry is going through a revolution, but too many carriers, brokers, agents, and team members aren’t keeping up with the changes. Today we live in an Amazon.com world of convenience, information, and choices. People expect every product and service – including insurance – to be as easy and efficient […]
Jeff Brown is the EVP of sales for Imprezzio, Inc., a Spokane-based proprietary software company that helps insurance carriers and agents manage data for better growth and distribution. The company provides sales software to over 150,000 users with several of the largest carriers in the nation. At Imprezzio, Brown is responsible for the software company’s […]
The internet’s philosophy of open communication permits us to express ourselves freely. It also leaves us immensely vulnerable. Criminals depend on the cyber world to conduct their illegal activities just as industriously as legitimate business and ethical people do. Unfortunately, the illegal and unethical use of cyber technology has made your job more complicated. Knowing […]
Did you know that human error continues to be one of the most significant causes of data and security breaches? In today’s world these risks and exposures come into play with just about everything we do. Experiencing a security compromise can include not only the ones we usually think about such as when we make […]
Andy Jewell is a successful insurance agent located in historic downtown Lynden, Washington. Andy works diligently to help clients understand how insurance can help them and protect them from loss due to risks they encounter daily in their personal and business lives. In the twelve years Andy has been with Farmers Insurance, he has attended […]
Jesse R. Slome, an award-winning public relations professional recognized for his work marketing the Cabbage Patch Kids dolls, is one of the nation’s leading experts in the field of marketing insurance and financial products. Slome is founder and president of Sales Creators, Inc., the nation’s largest producer of generic LTCI sales and marketing material. Prior […]
Matthew Wolk is a very successful and award winning District Manager with Farmers Insurance Group in St. Louis, Missouri. He has been named District Manager of the Year 5 of the past 6 years and has over 80 producers and store fronts he assists to achieve their goals. Matt’s personal insurance career began as a […]
Ask anyone about Chris Ingram, and the first thing they will say is he’s competitive. Very competitive. It will also be followed up by his other qualities of leadership, vision, and dedication. For clients at Jettison, a passion for making sure they win will always come first. He views every client through the lens of […]
David Stansfield is an award winning agency owner in Ft Collins, Colorado. In 1994, he interviewed with Farmers and the District Manager at that time told him he was too young so he should work for another agent. He interviewed with another company and they told him he should work as a claims adjuster. He […]
Marvin Feldman signed his first New York Life contract in 1966 while he was a senior at Ohio State University, and started his career as an Agent with New York Life in Columbus, OH. Immediately after graduating he transitioned into New York Life’s Management Program. In 1974 Marv returned to personal production in East Liverpool, […]
The Raul Hernandez Agency is based in Bolingbrook, Illinois which is a southwest suburb of Chicago. Raul was married and began his family at the age of 19. His first opportunity in the insurance business was with a non-standard insurance company in 2001. In 2003 he entered the real estate business and did well until […]
Jeff Hastings knows all about the good intentions that pave the road to success. He has been in our shoes and experienced great triumphs and tribulation and has lived to tell the tale. As a small business owner, he developed one of the largest and most productive sales teams in the Farmers Insurance Groups of […]
Kirk Miller is a very accomplished insurance agency owner in San Diego, California. In only 11 years in business he has grown to a staff of five which serves over 1,700 clients and over 3,400 policies in force. Kirk has received numerous awards and recognitions from his insurance company, the Farmers Insurance Group including Toppers […]
As one of New Mexico’s most decorated Farmers agents, Christian Slayton is a consistent leader in the industry with an adherence for customer service. Her reputation is characterized by a commitment to educating and protecting families. She has gained an unprecedented amount of respect in the community – not only for her exceptional professional performance […]
Jessie Navarro began his insurance agency in Redondo Beach, CA with Farmers Insurance Group in 2007. Since then he and his staff have built the agency from zero policies to just over 1,500 accounts and over 3,700 policies in force. His staff includes two fully licensed customer service representatives, one retention specialist, a commercial producer […]
After graduating from the University of Wyoming with double degrees in Economics and Finance, Lisa and her husband, Regi Powell, started their scratch Farmers Insurance agency in Omaha, Nebraska in 2004. Together they have built a 4000+ PIF agency almost exclusively from referrals. Their agency has been selected for the prestigious President’s Council Award twice. […]
Stacy A. Korsgaden is a prosperous insurance agency owner in Grover Beach, California. She is a graduate of Cal Poly State University, in San Luis Obispo, with a Bachelor of Science Degree in Business Administration. Stacy began her agency right out of college by cold calling individuals from the local phone book. Now, 28 years […]
Joe Wimpee is the owner of an award winning insurance agency in Rockwall, Texas. Joe is a life long resident of Rockwall and over the past 27+ years has built his agency to include over 7 staff members and 6,000 policies in force. He has received numerous awards such as agent of the year and […]
Sandy Widmer is a successful business owner in Casper, Wyoming. Sandy began her insurance career at the young age of 48. Prior to that she taught high school Physical Education and also coached Volleyball both at the high school and junior college level. She began her Farmers agency with 200 policies and one staff member […]
An advisor for more than 30 years, Christie Mueller is Council President and top agent at New York Life. Since 2001 Christie has been ranked among the top 50 agents every year, in a field force of more than 12,000. More importantly, she has earned the trust and loyalty of hundreds of clients who praise […]
Robert Gibson is a top producer and insurance agency owner in Wheat Ridge, Colorado. Robert became an agent with Farmers Insurance Group in 1985. Since then he has qualified for 7 President Councils, 4 Championships and 28 Toppers Clubs. A primary focus of his business these past 30+ years has been on Commercial Insurance. His […]
Braden Draggoo has built a successful business providing insurance, estate planning and financial strategies to business owners, farmers, and families. His most valuable client service is developing a roadmap for each client to help them navigate the potential financial risks that could prevent them from achieving their critical financial goals – for business and family. […]
Steve Kaneski, MSFS, and the financial professionals at Kaneski Associates have a combined 50 years of financial expertise in meeting the financial services needs of physicians and other members of the medical community. Steve is a highly sought after speaker. His financial acumen and presentation style have garnered him invitations to address audiences across the […]
Dagon L. Garris, Jr. has been a member of the Chairman’s Council of New York Life Insurance Company. Members of the Chairman’s Council rank in the top three percent of New York Life’s elite sales force of more than 12,250 licensed agents. Mr. Garris has been a NYL agent since 2005, in Houston, TX. He […]
Michele Guerin is a second generation agent who has been with New York Life Insurance for over 30 years. She has earned numerous credentials such as CLU, ChFC, AEP, CLTC, and industry awards including Lifetime Member of the Million Dollar Round Table and company recognition as Chairman’s Council Member in 2014. She has previously been […]
Protection of Vulnerable Adults from Financial Exploitation. Joseph Brady is the Executive Director the NASAA (North American Securities Administrators Association). NASAA is the association of state, provincial, and territorial securities regulators in the United States, Canada, and Mexico. NASAA and its members are committed to protecting investors from fraud and abuse in securities transactions, and […]
Robert Strauss, JD is the Founder and CEO of Lifester Corporation, creators of Lifester.com, a web-based, software platform that makes it easier for consumers to make decisions about buying life insurance, while at the same time addressing many of the challenges producers have communicating the many complex product features, proposals and strategies. Lifester.com is expected […]
State Farm Agency in Olathe, Kansas. Harlan C. Parker, CLU, ChFC began as a scratch agent with State Farm Insurance in March of 1979. He is a veteran of the United States Army; his service included two tours in Vietnam. After leaving the service, Harlan attended and graduated from Kansas State University. Harlan is a […]
Author Angela Johnson obtained a BA in Literature in 1996 and after working in mid-level management with a major phone company, started her career as a Farmers Insurance Agent in Friendswood, TX. Angela started a scratch agency in 2005 with zero sales or insurance experience and currently has approximately 5,000 policies in force. She has […]
Al built his insurance and financial services agency using his business principals, management expertise, people management skills and sales and marketing innovations to become a legend in the industry. He has many accomplishments over the past 37 years, both personally and professionally. Al is married to Shalyn Clark, who is also an outstanding State Farm […]
Anne Melissa Dowling, CFA, the Director of the Illinois Department of Insurance (IDOI). Dowling brings nearly 30 years of insurance industry experience to the position. She spent 25 years in the private sector, and she has spent the last three-and-a-half years working in leadership positions for the Connecticut Insurance Department (CID). Most recently, Dowling was […]
Dave has over 37 years of insurance industry experience, including working with carriers, vendors and mostly as agency owner as both a captive agent and currently owns Jackson Insurance Group, an independent agency in Gilbert, Arizona. He is the founder of the IAOA (which stands for Insurance Agency Owners Alliance), which is an industry alliance […]
Paul Binsfeld is the founder and president of Company Nurse, a firm he established in 1997 that specializes in medical triage and injury management for workers’ compensation. Binsfeld has over 25 years of experience in this sector, and his early work at the industry’s genesis lead him to become an influential leader in the workers’ […]
Daniel has been a self-described “computer geek” since his youth, when he made weekly visits to his local Radio Shack store to beg the manager for hands-on time with the TRS80 computer. An early science fair project found Daniel, then 13, writing code that created an animated “stick figure” graphic display loop. His teachers rated […]
Henrietta Nye is President of Keir Educational Resources. She holds the professional credentials of CFP®, CLU, ChFC, CPCU, CASL and has been with the company since 1983. She oversees all aspects of the business management and development. Her feels the key to Keirs success has been hiring great people that produce the products or communicate with the customers. She […]
Laura leads her company’s services delivery teams, including the company’s elite group of human resource experts and the team responsible for ongoing aggregation and analysis of HR knowledge. Prior to joining ThinkHR, Laura held executive HR officer positions for large multi-national companies including AirTouch and Sygen as well as other companies in high tech, financial […]
Vantage Point – Attorney with Adams & Reese and former Louisiana Commissioner of Insurance. Robert Wooley joined Adams and Reese in 2006 and serves on the government relations team of the Special Business Services Group. He is the former Commissioner of Insurance for the state of Louisiana where he managed more than 250 employees and […]
Know-How – The Breakthrough Insurance Agency! Bart Baker is one of the most dependable insurance brokers in the western United States, as designated by Goldline Research. He has served on Farmers Insurance Group’s President’s Council for nine consecutive years and is a Top of the Table qualifier of the Million Dollar Round Table. Bart is a […]
Know-How – If an Elephant Sits on You, Are You Covered? Bart Baker is one of the most dependable insurance brokers in the western United States, as designated by Goldline Research. He has served on Farmers Insurance Group’s President’s Council for nine consecutive years and is a Top of the Table qualifier of the Million […]
Know-How – Profit from Change, Retooling Your Agency for Maximum Profits! Troy has won every production and quality service award offered by the Farmers Insurance Group, including the 2011 Commercial Agent of the Year Award. He has been a Farmers Insurance President’s Council member for 21 consecutive years, which is an elite honor accomplished by less […]