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!
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 […]
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 […]
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 […]
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 […]
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 […]
Know-How – Unleash the Power of Your Agency! 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 than half of […]
Know-How – Specialization: The Master Key to Agency Transformation! 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 than half […]
Know-How – Power Position Your Agency, A Guide to Insurance Agency Success! 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 […]
Know-How – Success and Sanity! 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 than half of 1% of all […]
Know-How – The Betterley Report! Rick is the president of Betterley Risk Consultants, a national risk management consulting firm founded in 1932 by his grandfather. He has been president of the firm since 1984 and is the publisher of The Betterley Report, a market survey series of insurance product analysis. He also authors its annual […]
Know-How – Barry Zalma on Insurance Fraud! Barry Zalma has nearly 5 decades of practical insurance claims experience and serves those who are faced with an insurance claims or coverage dispute. Barry assists clients to resolve any insurance problem faced by lawyers representing insurers, lawyers representing policyholders, insurance claims management, insurance claims personnel, and those […]
Know-How – Cyber Security from a Regulators Perspective. Adam Hamm is Past President of the NAIC, and is now chair of the Cybersecurity Task Force. He was selected by his fellow insurance commissioners to serve on the U.S. Financial Stability Oversight Council. FSOC is a fifteen member body comprised of the nation’s chief financial regulators, including U.S. […]
Know-How – The Medicare Coach! Larry Weigel attended Kansas State University on a full basketball scholarship in the mid 1960’s and played for legendary coach Tex Winter. Larry graduated from K-State with a degree in Business Administration and a Master’s in education in 1968. He remained in Manhattan, KS and devoted twenty years working for the […]