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Healthcare costs are no longer just a line item — they're a growing liability for employers. In this episode of Insurance Shoptalk, host Eric Stein sits down with Brandy Thompson, CEO of BenefitBay, to explore how ICHRA (Individual Coverage Health Reimbursement Arrangements) is reshaping the way larger employers approach employee benefits. With renewal volatility, self-funded risk exposure, fiduciary pressure, and increasing administrative burden, many CFOs and HR teams are feeling squeezed from every direction. Brandy breaks down how a defined contribution model can restore budget control, preserve pre-tax advantages, and give employees true plan choice across multiple carriers — all while significantly reducing internal administration. The conversation covers: • How ICHRA works for groups 200+ lives • Why large employers are moving away from traditional self-funded models • How employees can shop plans based on their own doctors and prescriptions • The role of technology in simplifying enrollment and payroll coordination • How brokers and P&C agents can expand advisory value in the benefits space If you work with CFOs, HR leaders, or growing organizations facing healthcare cost pressure, this episode offers a fresh perspective on a rapidly evolving market. Watch now and learn how this model is changing the benefits conversation. #InsuranceShopTalk #EmployeeBenefits #ICHRA #HealthcareStrategy #CFOInsights #AgencyGrowth #InsuranceIndustry
Insurance agencies don't just need more people — they need smarter operations. In this episode of Insurance Shoptalk, Eric Stein sits down with Travis MacMillian of Xceedance to unpack how automation, AI, and strategic back-office support can completely transform the way property & casualty agencies operate. From policy checking and COI management to remarketing, loss runs, endorsements, accounting reconciliation, and even claims coordination — Travis explains how agencies can eliminate repetitive portal work, reduce manual data entry, and create 30%+ more operational capacity without stacking on more headcount. This isn't about replacing people. It's about removing friction — so principals can put more in their pocket, pay producers and CSRs more, and build a modern digital footprint that supports real growth. If you're tired of adding bodies just to keep up with volume, this conversation will shift your thinking. #InsuranceShopTalk #AgencyAutomation #InsurTech #InsuranceOperations #AgencyGrowth #DigitalInsurance #PAndC New boost
The postpartum period isn't just about the mother—it's a critical window where partner support can make or break recovery. In this episode, I'm joined by Eric Stein to talk about the essential role men play after birth, why so many partners want to help but don't know how, and how others underestimate their responsibility altogether. We unpack how intentional nourishment, rest, and a strong support system can radically change the postpartum experience. This conversation is a must-listen for any family wanting a calmer, more supported fourth trimester. Click HERE to access the show notes for this episode or to learn more about Eric, he and his wife's business collaboration and where you can find all things Restorative Roots.
In this episode of Insurance Shop Talk, host Eric Stein introduces a game-changing workers' compensation opportunity for P&C agents in Ohio and surrounding states. With Ohio's monopolistic system long limiting agent participation, a newly approved Alternate Employer Organization (AEO) program now allows agents to earn ongoing commission while delivering meaningful cost savings and improved claims management for their clients. Eric breaks down how the program works, who it's best suited for, and—most importantly—the practical sales strategy agents can use to position it with existing clients and prospects. From pay-as-you-go billing and simplified claims handling to real-world savings examples, this webinar offers a clear roadmap for agents looking to unlock new revenue and strengthen client retention in a competitive market.
In this episode of Insurance Shoptalk, host Eric Stein sits down with Walter Sabrin of Venture Employer Services for a wide-ranging conversation on the realities of hiring, recruiting, and retaining talent in today's insurance agency environment. Drawing on decades of experience, Walter breaks down why agencies should always be recruiting, how internal referral programs and small-scale job fairs can deliver outsized results, and why traditional job boards often fail to reach the best candidates. The discussion also explores proactive headhunting, building a recruiting pipeline for future needs, leveraging nearshore and remote talent to reduce costs while increasing productivity, and the importance of communication, training, and career progression in improving retention. Together, Eric and Walter share practical, real-world insights that agency owners can use to strengthen their teams, adapt to a changing workforce, and build a sustainable hiring strategy for the future.
Rob Has a Podcast | Survivor / Big Brother / Amazing Race - RHAP
Who is Rob Cesternino?- A Traitors S4 Profile Welcome to RHAP’s coverage of ALL the Traitors iterations from around the world, including New Zealand, Australia, and Canada. The Traitors US is a high-stakes reality competition set in a secluded castle, where contestants must work together to complete challenges and earn a prize pot—while rooting out the secret traitors hidden among them. Today, Pooya is joined by Mike Bloom and Eric Stein to preview our podfather, Rob Cesternino, ahead of the Traitors US Season 4 premiere. Never miss all our Traitors US recaps plus recaps from other versions around the world! LISTEN: Subscribe to The Traitors Around the World podcast feed WATCH: Subscribe to the podcast on YouTube SUPPORT: Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks!
Traitors RHAP-up: Recaps of The Traitors from Around the World with Pooya
Who is Rob Cesternino?- A Traitors S4 Profile Welcome to RHAP's coverage of ALL the Traitors iterations from around the world, including New Zealand, Australia, and Canada. The Traitors US is a high-stakes reality competition set in a secluded castle, where contestants must work together to complete challenges and earn a prize pot—while rooting out the secret traitors hidden among them. Today, Pooya is joined by Mike Bloom and Eric Stein to preview our podfather, Rob Cesternino, ahead of the Traitors US Season 4 premiere. Never miss all our Traitors US recaps plus recaps from other versions around the world!LISTEN: Subscribe to The Traitors Around the World podcast feedWATCH: Subscribe to the podcast on YouTubeSUPPORT: Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Insurance Shoptalk, host Eric Stein sits down with Vlada Lotkina, CEO and co-founder of SUPERAGENT, to explore how AI is changing the way P&C agencies train and scale their sales teams. Vlada breaks down how SUPERAGENT's AI personas create realistic roleplay for new producers, how the real-time sales co-pilot improves conversion rates for experienced reps, and how their outbound AI agent can qualify leads, gather data, and follow workflows with almost no integration. She also discusses how agencies are using the platform to gain visibility into performance, deliver personalized coaching, and turn months of training into days of meaningful progress. If you want a clear, practical look at how AI is actually improving insurance sales—not just adding hype—this episode delivers a firsthand view of what's possible. About Insurance Shoptalk: Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/. If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.
Would your P&C agency benefit from nearshore or offshore back-office solutions? Find out more in this episode of Insurance Shoptalk! In this episode, host Eric Stein is joined by guests Mark Stetson and Henderson Watkins from Solvo Global. They share more about Solvo Global and their many services for P&C agencies, like processing certificates, scrubbing accords, forwarding policy information, and handling reinstatements and cancellations. Eric, Mark, and Henderson also delve into the differences between offshore and nearshore service, and how they differ in cost savings, productivity benefits, and more. To learn more about Solvo Global, find them online at www.solvoglobal.com About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. If you enjoyed this episode of Insurance Shoptalk, follow us on our social media pages to learn the latest on commercial insurance industry.
In this episode of Insurance Shoptalk, host Eric Stein sits down with Terry McLean, CEO of SageSure, to discuss how the company has built one of the largest independent property insurance platforms serving catastrophe-exposed markets. Terry shares insights into navigating the hardest property market in decades, managing risk in wildfire and coastal regions, and balancing technology with hands-on underwriting and claims operations. From Florida's ENS market to California's wildfire challenges, this conversation reveals how disciplined underwriting, data-driven modeling, and long-term relationships with agents help SageSure thrive where others retreat. Tune in for a candid look at the future of homeowners insurance, reinsurance cycles, and what agents can do to succeed in high-risk markets. About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/ If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.
Your eyes are not deceiving you. Big Brother LEGEND - The Mastermind - America's Player - ERIC STEIN, is our guest on this week's episode! In what turned into our longest episode of the podcast thus far, we pick Eric's brain on all things Big Brother, and of course send three more players to round 2. Each week in The Diary Room, a wheel of names will randomly select SIX players from North American Big Brother history to enter the bracket. In three separate head-to-head matchups, three players will advance to the next round and three players will be eliminated. Someday, we'll find the best Big Brother player of all time! Join us on Patreon for more Diary Room! Vote in Battle Backs and even cast a vote for the actual Diary Room episodes! Follow us on BlueSky! @thediaryroom @mattliguori @amanadwin Follow us on Twitter! @diaryroompcast @mattliguori @amanadwin Subscribe on YouTube! Follow us on Facebook! Learn more about your ad choices. Visit megaphone.fm/adchoices
Send us a textAs a postpartum provider, you already know the postpartum anxiety and postpartum depression epidemic is real. But we are avoiding a massive blind spot. We're talking about the missing partner in postpartum care—the fathers. Eric Stein, co-founder of Restorative Roots (the nationwide postpartum meal delivery service), to dive deep into how sidelining the masculine partner is costing maternal health dearly, often fueling postpartum resentment and a profound lack of safety. This isn't just about making dads feel useful; it's about functional postpartum recovery and safeguarding the mother's entire well-being. Eric shares his raw journey from an unprepared first-time father to a fully present birth partner and why finding a men's group was the game-changer for his family's harmony. Learn how, as a provider, you can help your clients' family dynamics and foster genuine holistic postpartum health for both parents.Check out this episode on the blog HERE. Key time stamps: 01:55: Why most fathers feel unprepared and excluded from postpartum care.02:22: The cost of sidelining partners: increased maternal anxiety and slow progress.03:07: Addressing the guilt of partners who can't take time off work.04:03: Provider tip: Tailor communication to the partner (listener, talker, reader).06:23: Societal pressure and why men feel pushed out of the birth process.08:43: The trap of "robot mode" doing vs. the power of being present.09:48: The missing inter-generational transfer of fatherhood knowledge.10:18: Addressing postpartum resentment when partners are unsupportive.14:30: Defining "masculine leadership" as showing up prepared and confident.15:30: Why partner self-care is mandatory before the baby arrives.20:41: The #1 intervention: Men's support groups for direct, masculine feedback.25:59: Call to action: Providers must create or push men's groups for support.Connect with Eric: Co-founder of Restorative Roots, (formerly known as Mama Meals) a nationwide postpartum meal delivery company. He spent the last 3.5 years growing their business from weekly pickups out of their garage to nationwide direct-to-consumer frozen delivery right to your door.Website NEXT STEPS:
In this episode of Insurance Shoptalk, host Eric Stein of Insured Solutions speaks with Bob Butts of Alternative Comp Solutions (ACS) about Ohio's newly approved Alternative Employer Organization (AEO) program—an innovative alternative to the state's traditional Bureau of Workers' Compensation system. They discuss how this new model allows agents to finally earn commissions on workers' comp, helps employers save 20–30% on premiums, introduces a convenient pay-as-you-go billing structure, and simplifies claims management. The conversation also explores how AEOs differ from PEOs, what agents need to know about the AC3 form and quoting process, and why this change opens major opportunities for agencies across Ohio. About Insurance Shoptalk: Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/ If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.
In this episode of Insurance Shoptalk, guest Jamie Fortier from isolved joins host Eric Stein to discuss how insurance agents can expand into payroll services through flexible referral and white-label models. Jamie explains how isolved supports agents with full back-office operations—from payroll processing to tax management—allowing them to grow revenue without adding staff. The conversation dives into isolved's focus on enhancing employee experience, the advantages of consolidating services under one provider, and strategies for protecting core insurance business while building new income streams. Tune in to learn how payroll partnerships can help agencies strengthen client relationships and scale their service offerings. About Insurance Shoptalk: Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/ If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.
Ever wondered what happens when a realtor decides to take the leap into investing? Meet Eric Stein, who started selling homes at just 18 years old and turned that hustle into a thriving flipping and rental business!In this episode of Finding Discounted Property Podcast, Eric shares how his first flip in 2010 (a rundown 3-family he grabbed for just $210K!) turned into a career-changing moment. From making $80K on that deal to doing multiple flips a year, his story is packed with lessons on timing, resilience, and taking calculated risks.
In this new episode of Insurance Shoptalk, join host Eric Stein and guest Jim Urseth, president of Reliable Premium Management (RPM), for a deep-dive into their pay-as-you-go solutions. RPM has many unique offerings, including a pay-as-you-go general liability program billed by payroll instead of the company's revenue. Their pay-as-you-go offerings also include Workers' Compensation programs, with superior options, flexibility, and benefits like easy implementation, a simplified audit experience, and pay-as-you-go insurance premiums to minimize the upfront costs of Workers' Compensation. To learn more about RPM and their pay-as-you-go solutions, find them online at https://reliablepremium.com/. About Insurance Shoptalk: Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. If you enjoyed this episode of Insurance Shoptalk, follow us on our social media pages to learn the latest on commercial insurance industry.
In this episode of Insurance Shoptalk, explore the world of human resources (and more!) with host Eric Stein and special guest host Ryan Floyd. Eric and Ryan talk with David Ainsworth and David Bell from Zynergia, a trusted HR partner that offers a variety of services, including payroll, benefit management, risk management, and more. They discuss Zynergia's the coverage, features, and benefits of their unique programs, especially their PEO and Workers' Compensation offerings. To learn more about Zynergia and their services, please find them online at https://zynergiahr.com/ About Insurance Shoptalk: Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. If you enjoyed this episode of Insurance Shoptalk, follow us on our social media pages to learn the latest on commercial insurance industry.
Rob Has a Podcast | Survivor / Big Brother / Amazing Race - RHAP
Rob Cesternino and Taran Armstrong sit down with Eric Stein for a deep dive into his surprise appearance as one of the "masterminds" behind Big Brother 27's season-long twist.
Big Brother Recaps & Live Feed Updates from Rob Has a Podcast
Rob Cesternino and Taran Armstrong sit down with Eric Stein for a deep dive into his surprise appearance as one of the "masterminds" behind Big Brother 27's season-long twist.
Host Sharon Tharp catches up with Big Brother 8's Eric Stein for her "Legends Only" series where she talks to icons of the game. Known as America's Player, Eric opens up about how the twist really shaped his game — and affected his life outside the house. He also shares the story of how his surprise return as the Mastermind in Big Brother 27 came about, plus his unfiltered thoughts on the franchise, the fans, and more.
In this episode of Insurance Shoptalk, join host Eric Stein and guest Vladimir Vladimirov for an in-depth exploration of NowCerts and their cloud-based integration CRM and agency management system, Automate 365. In this episode, NowCerts system manager Vladimir talks though the many uses and benefits of Automate 365, including the system's ability to assist P&C agents with task like online quoting, sales, marketing, customizable reporting, and workflow automations. To learn more about NowCerts, please visit www.nowcerts.com. You can also learn more about Automate 365 at www.automate365.com. About Insurance Shoptalk: Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. If you enjoyed this episode of Insurance Shoptalk, follow us on our social media pages to learn the latest on commercial insurance industry.
Ohio Workers' Comp Just Changed – Here's What Agents Need to Know: In this episode of Insurance Shoptalk, host Eric Stein talks with Bob Butts, Chief Risk Officer at Alternative Comp Solutions (ACS), about a major change in Ohio's workers' compensation market. For the first time, agents can now sell workers' comp in Ohio and earn commission, thanks to Senate Bill 2011 and approval by the Ohio Bureau of Workers' Compensation. Bob explains how ACS is leading the way with an Alternative Employer Organization (AEO) model that saves employers 10–30% on premiums, simplifies claims handling, and eliminates the need to switch payroll systems. The discussion covers the differences between AEOs and PEOs, how the pay-as-you-go approach helps employers with cash flow, and why this new model is such a big opportunity for insurance agents. About Insurance Shoptalk: Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/
In this Season 3 opener of The Carbon Trading Chronicles, we're joined by Eric Stein, Lead Trading Meteorologist at E.ON, to dive into the powerful role weather plays in shaping the EU ETS. From shifting weather patterns to the rise of advanced forecasting technologies, climate conditions are becoming an increasingly important driver of carbon prices. We explore the direct influence of weather renewable generation, the indirect effects via gas market, and how funds consider weather as driver for carbon price Tune in and find out if forecasting tomorrow's weather could mean forecasting tomorrow's carbon price.Stefan Feuchtinger - Head of R&A at Vertis Environmental Finance.Riham Wahba - Senior Market Analyst at Vertis Environmental Finance.Eric Stein - Lead Trading Meteorologist at E.ONDisclaimer: https://legal.vertis.com/api/document/282/get_document/
Welcome to another episode of Insurance Shoptalk, where host Eric Stein provides P&C agents with industry updates and in-depth information about new tools and programs they can use to improve their business! In this episode, Eric chats with guest John Tillery, one of the founder's of Whiteboard Risk, a commercial property and casualty agency located in Southern California and operating in all states. In this episode, Eric and John take a deep-dive into Whiteboard Risk's subscription risk management services, including its unique programs and many benefits, including higher commissions, contingency bonuses, and reduced Workers' Compensation claims and premiums. To learn more about Whiteboard Risk and their subscription risk management services, please visit https://www.whiteboardrisk.com/ About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. If you enjoyed this episode of Insurance Shoptalk, follow us on our social media pages to learn the latest on commercial insurance industry.
Are you a P&C agent interested in learning how to quote, bind, and service without the need for multiple logins? Find out more in this episode of Insurance Shoptalk with host Eric Stein and guest Phil Friedman from iBynd! iBynd is a comparative insurance rater that allows P&C agents to quote, bind, and service for property and casualty insurance carriers in Workers' Compensation—all without the need to login to multiple websites to bind coverage. In this episode, Phil shares more about iBynd's unique features and how it can help agents avoid the headache of multiple logins. To learn more about iBynd, please visit www.ibynd.com About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. If you enjoyed this episode of Insurance Shoptalk, follow us on our social media pages to learn the latest on commercial insurance industry.
Host Brian Walsh takes up ImpactAlpha's top stories with editors and journalists from our team. Up this week: Jessica Pothering discusses a new financing tool from Roots of Impact, Simple Agreement for Future Impact. Eric Stein joins from Medellín to talk about impact investing trends he's been seeing during recent travels across Latin America (8:30). And, Jessica shares how a medical oxygen company in East Africa managed to secure financing after the DFC reneged (16:40)."Forget SAFEs. Impact investors are incentivizing growth and impact with SAFIs," by Jessica Pothering and Erik Stein. “Peruvian impact investors are mobilizing capital for inclusive growth in the Amazon,” by Erik Stein"Kenya's Hewatele lands $10.5 million to produce medical oxygen locally, " by Lucy Ngige
Host Brian Walsh takes up ImpactAlpha's top stories with editors and journalists from our team. Up this week: Jessica Pothering discusses a new financing tool from Roots of Impact, Simple Agreement for Future Impact. Eric Stein joins from Medellín to talk about impact investing trends he's been seeing during recent travels across Latin America (8:30). And, Jessica shares how a medical oxygen company in East Africa managed to secure financing after the DFC reneged (16:40)."Forget SAFEs. Impact investors are incentivizing growth and impact with SAFIs," by Jessica Pothering and Erik Stein. “Peruvian impact investors are mobilizing capital for inclusive growth in the Amazon,” by Erik Stein"Kenya's Hewatele lands $10.5 million to produce medical oxygen locally, " by Lucy Ngige
In this new episode of Insurance Shoptalk, host Eric Stein chats with Dan Thompson, Chief Benefits Officer at Venture Employer Services, about how businesses can rethink their healthcare plans. Dan shares insights into modernizing employee benefits and reducing costs while improving the overall experience for employees. Don't miss this eye-opening conversation that could change the way you approach health insurance for your business!
Eric Stein, chief investment officer, Voya Investment Management, says that if the economy can muddle through until the Federal Reserve cuts rates, it will be positive for the stock market and the broader economy, allowing for 2026 to be another year that continues the winning streak for stocks. Stein says that he believes markets "get desensitized to similar news over time," and that the current markets may still be fixated on tariffs, but "general tariff noise" is now priced in and aren't enough to derail the market or create a recession. He says that economic changes, including the building deregulation story, will help small-cap stocks move from laggards to leaders. Matt Freund, co-chief investment officer at Calamos Investments, expects the Federal Reserve to make "a couple of cuts this year, followed by two or three cuts next year," and that those moves will be made while inflation stays at current levels or rises slightly. Like Stein, Freund thinks changes in economic conditions will help the market broaden out to include small-caps, and while he is worried about the market facing a rough patch in the fall, he said the market should be able to enter 2026 with room to run. Jeff Bishop, chief executive officer at RagingBull.com, says that when he examines the technical patterns he doesn't "see any reason to not want to continue to buy the market here." Bishop expects the market to suffer a 10 percent correction in the fall, but wind up higher. He thinks 2026 is shaping up as a year when the market could post low double-digit gains again. Plus, Chuck answers a listener's question about new rules that allow private equity, private credit, cryptocurrency and other alternative assets in retirement plans, and whether that access is really a good idea.
Big news! Insurance Shoptalk has joined the AI Podcast Network! Smart conversations, sharp strategies - coming at you weekly. In this episode of Insurance Shoptalk, Eric Stein sits down with Alex Choroomi from Alkeme Insurance to discuss how digital leads and online quoting are transforming the small business insurance landscape. Alex shares his journey into the commercial insurance world, explaining how Alkeme Insurance is leveraging digital advertising and advanced quoting portals to bring in high-quality leads and close deals quickly. He dives deep into the challenges and successes of targeting industries like contractors, manufacturing, and transportation with tailored workers' comp and general liability coverage.
Rob Has a Podcast | Survivor / Big Brother / Amazing Race - RHAP
This week, with Rob away, Akiva invites Eric Stein onto the podcast to ask him stupid questions.
In this episode of Power Producers Podcast, David Carothers is joined by Eric Stein, the president of Insured Solutions and author of the newly published book The Blueprint. Eric brings a wealth of experience in the insurance industry, especially in alternative workers' compensation and risk management. Throughout the episode, he shares insights into the complexities of captives and alternative risk transfer, breaking down the steps agencies should take to prepare for these advanced insurance structures. From understanding high-deductible programs to managing collateral and underwriting, Eric emphasizes the importance of laying a solid foundation before transitioning into self-insured or captive models. He also delves into the practicalities of running a business with virtual assistants, outsourcing, and the technological tools that have helped him with scale operations. Key Points: Captives and Alternative Risk Transfer Eric Stein explains the transition process from guaranteed cost programs to alternative risk solutions like captives. He highlights the importance of proper preparation, risk management strategies, and collateral requirements that agents need to consider before taking the plunge into captives. Building Risk Management Programs Eric discusses how he built a successful alternative risk workers' comp program, including the creation of custom risk management packages for clients. He stresses the significance of managing risk effectively before committing to high deductible or self-insured programs. Leveraging Offshore Virtual Professionals Drawing from his experience, Eric shares how he successfully utilized offshore virtual assistants to scale his business. He talks about the process of outsourcing back-office work, from telemarketing to CSR tasks, and the importance of developing solid processes to ensure smooth operations. Documenting Processes for Virtual Assistants Eric emphasizes the necessity of having documented workflows before outsourcing tasks to virtual professionals. He provides valuable advice on how agencies can streamline their processes and integrate offshore support effectively, ensuring they get the most out of their virtual team. The Power of Automation and Marketing Eric also touches on how marketing automation has helped him grow his business. From email marketing to using systems like Salesforce and Pardot, he explains how automation frees up time for high-value activities, such as client relationship building and business development. Exclusive Offer For the first 10 listeners who email Eric at eric@insuredsolutions.net, he's offering a free digital copy of his book The Blueprint, where he dives deeper into his unconventional journey and the strategies that led him to success in the insurance industry. Connect with: David Carothers LinkedIn Eric Stein LinkedIn Kyle Houck LinkedIn Visit Websites: Power Producer Base Camp Insured Solutions Inc. Killing Commercial Crushing Content Power Producers Podcast Policytee The Dirty 130 The Extra 2 Minutes
Eric Stein, head of investments and chief investment officer for fixed income at Voya Investment Management, says that the "sequencing of policies" is impacting the market now, noting that if the Trump Administration had done supply-side reforms and de-regulation first, it would boost the market, but instead the first moves have been tariffs, which has made the market outlook tougher. Still, he's expecting a modestly positive year, buoyed in part by the market's "self-correcting mechanism" that will react to tariff policy and impact how and how long those policies stay in place. Veteran technical analyst Martin Pring of Pring Research and the Intermarket Review says that the primary trend he's seeing in the market remains bullish, and the signs that we are nearing a market top are balanced by indicators showing there's more room to run. David Callaway, founder of Callaway Climate Insights, discusses how energy stocks could be set up for a fall; they have boomed as an AI-adjacent play because artificial intelligence requires high levels of power, but got hammered when the market was disappointed in the results at companies like Nvidia. Plus Andrew Graham of Jackson Square Capital talks stock investing in the Market Call.
Eric Stein is the CEO of Mama Meals, which was founded by his wife, Holly. Together they have three kiddos (and we get to hear their birth stories today!). Tune into Eric's journey to CEO, Mama Meals' journey to success and more about how Eric manages fatherhood, business and running the business with his wife. Plus, more on nutrient-dense eating for postpartum healing. Mamameals.com Eric on LinkedIn Mama Meals on IG _________________________________ @kozekozemama on TikTok Purchase Nip Gloss or kozēpee peecup (for ovulation and pregnancy testing) with code THANKYOU20 Nip Gloss on Amazon Want commission + discounts to kozēkozē products? Apply here to be an affiliate and kozēkozē insider :) Sign-up for the kozēkozē newsletter here. *********** Connect with our host on IG: @garrettnwood Follow kozēkozē on IG: @kozekozemama Podcast Instagram for details on past guests: @kozekozepodcast If you like Garrett's voice, check out her meditations here. Email garrett: garrettkusmierz@kozekoze.com
Eric Stein is the CEO of Mama Meals, which was founded by his wife, Holly. Together they have three kiddos (and we get to hear their birth stories today!). Tune into Eric's journey to CEO, Mama Meals' journey to success and more about how Eric manages fatherhood, business and running the business with his wife. Plus, more on nutrient-dense eating for postpartum healing. Mamameals.com Eric on LinkedIn Mama Meals on IG _________________________________ @kozekozemama on TikTok Purchase Nip Gloss or kozēpee peecup (for ovulation and pregnancy testing) with code THANKYOU20 Nip Gloss on Amazon Want commission + discounts to kozēkozē products? Apply here to be an affiliate and kozēkozē insider :) Sign-up for the kozēkozē newsletter here. *********** Connect with our host on IG: @garrettnwood Follow kozēkozē on IG: @kozekozemama Podcast Instagram for details on past guests: @kozekozepodcast If you like Garrett's voice, check out her meditations here. Email Garrett: garrettkusmierz@kozekoze.com
Eric Stein is a Partner at East Bay Investment Solutions, a firm that offers fractional Chief Investment Officer services, supporting over $6 billion in assets under advisement across 26 advisory firm clients. In this episode, we discuss how Eric leverages his extensive investment expertise not by managing portfolios for individual clients as a traditional financial advisor, but rather by embracing his role as an 'investment nerd' serving as a fractional Chief Investment Officer, supporting multiple advisory firms and their clients. Listen in as Eric shares how his fractional Chief Investment Officer service operates, providing investment research, portfolio design, and market commentary while leaving portfolio implementation up to the advisor themselves. He also discusses his winding career path, from commercial banking to Goldman Sachs Asset Management and as a CIO for a national RIA, to his current role, which he found after a careful 'dating' process with his business partner to ensure their visions aligned. Eric also reflects on his experiences across large national businesses and smaller firms, emphasizing the importance of role exploration, effective management practices, and learning from both successes and failures to navigate challenges that arise. For show notes and more visit: https://www.kitces.com/403
Gary chats to Florida-based Eric Stein about his plans to develop a pan-European solo piping contest, and looks ahead to this year's Piping Live festival which takes place in Glasgow next week.PlaylistFred Morrison Trio with the Train Journey North from Live at the Glasgow Royal Concert Hall Seudan with the Tulloch Gorm Set from Seudan Alen Tully with As I Went Out Upon the Earth and The Kerry Polka from The Best of Piping Live Recital Series 06/07 Victoria Police Pipe Band with Eric Stein, Murray's Fancy, the Dirty Lough, Banks of the Lee, Arniston Castle, Shovel Tongue and the New Paradigm from World Pipe Band Championships 1995 Anxo Lorenzo with MacAlambique from Confuxon Eamonn Coyne and Jarlath Henderson with the Craig's Pipes Set from A Celebration of the Music of Gordon Duncan: a National TreasureEric Stein Contactsericmstein53@gmail.com(+1) 6312415757Piping Live 2024https://pipinglive.co.uk/eventsSupport the Show.
David is joined by Eric Stein to discuss the role of fractional CMOs in supporting financial advisors, and explore the differences between fractional CIO offerings and TAMP solutions. Eric highlights the importance of having a dedicated marketing professional to help advisors navigate the ever-changing marketing landscape. This episode emphasizes the importance of customized investment solutions and outsourcing investment management for financial advisors, highlighting the advantages of adding depth to a firm, providing more resources, and increasing client confidence. This week on The Model FA Podcast: Eric Stein's career path from college to asset management firm. Career paths, subway experiences, and meeting business partner Mario Nardone. Customized investment solutions for financial advisors. Outsourcing investment management to a third-party CIO. Investment management for smaller firms. CMO and OSA roles for financial advisors. Connect with Eric: Website: https://www.eastbayis.com Email: eric@eastbayis.com About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
Elite Agent Secrets, Start, Grow and Scale Your Real Estate Business
20 years in real estate. Over 1000 transactions. 42 agent office with 500 transactions /year [PARTNER WITH US] Get instant 1-on-1 access to over 26 of the top agents in the country to help scale your business.
Elite Agent Secrets, Start, Grow and Scale Your Real Estate Business
20 years in real estate. Over 1000 transactions. 42 agent office with 500 transactions /year [PARTNER WITH US] Get instant 1-on-1 access to over 26 of the top agents in the country to help scale your business.
Elite Agent Secrets, Start, Grow and Scale Your Real Estate Business
20 years in real estate. Over 1000 transactions. 42 agent office with 500 transactions /year [PARTNER WITH US] Get instant 1-on-1 access to over 26 of the top agents in the country to help scale your business.
Rob Has a Podcast | Survivor / Big Brother / Amazing Race - RHAP
Rob & Akiva Need a Podcast, so they watch Groundhog Day with Eric Stein, and then spin the Wheel of Ideas to determine next week's topic.
Rob & Akiva Need a Podcast, so they watch Groundhog Day with Eric Stein, and then spin the Wheel of Ideas to determine next week's topic.
Rob Has a Podcast | Survivor / Big Brother / Amazing Race - RHAP
It's Groundhog Week, and Rob, Akiva & Eric Stein are stuck in a time loop, watching and podcasting about the 1993 film Groundhog Day for SEVEN DAYS STRAIGHT! The post Rob & Akiva Need a Podcast: Groundhog Week Day 7 appeared first on RobHasAwebsite.com.
Rob Has a Podcast | Survivor / Big Brother / Amazing Race - RHAP
It's Groundhog Week, and Rob, Akiva & Eric Stein are stuck in a time loop, watching and podcasting about the 1993 film Groundhog Day for SEVEN DAYS STRAIGHT! The post Rob & Akiva Need a Podcast: Groundhog Week Day 6 appeared first on RobHasAwebsite.com.
Rob Has a Podcast | Survivor / Big Brother / Amazing Race - RHAP
It's Groundhog Week, and Rob, Akiva & Eric Stein are stuck in a time loop, watching and podcasting about the 1993 film Groundhog Day for SEVEN DAYS STRAIGHT! The post Rob & Akiva Need a Podcast: Groundhog Week Day 5 appeared first on RobHasAwebsite.com.
Rob Has a Podcast | Survivor / Big Brother / Amazing Race - RHAP
It's Groundhog Week, and Rob, Akiva & Eric Stein are stuck in a time loop, watching and podcasting about the 1993 film Groundhog Day for SEVEN DAYS STRAIGHT! The post Rob & Akiva Need a Podcast: Groundhog Week Day 4 appeared first on RobHasAwebsite.com.
Rob Has a Podcast | Survivor / Big Brother / Amazing Race - RHAP
It's Groundhog Week, and Rob, Akiva & Eric Stein are stuck in a time loop, watching and podcasting about the 1993 film Groundhog Day for SEVEN DAY STRAIGHT! The post Rob & Akiva Need a Podcast: Groundhog Week Day 3 appeared first on RobHasAwebsite.com.
Rob Has a Podcast | Survivor / Big Brother / Amazing Race - RHAP
It's Groundhog Week, and Rob, Akiva & Eric Stein are stuck in a time loop, watching and podcasting about the 1993 film Groundhog Day for SEVEN DAY STRAIGHT! The post Rob & Akiva Need a Podcast: Groundhog Week Day 2 appeared first on RobHasAwebsite.com.
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