Podcasts about insurance agents

For years, Shane has said don't dabble. Now, he is saying, "Do it smart." We discuss the difference between reckless dabbling and strategic expansion, and why being an informed dabbler may be the shift your agency needs for growth.Learn more at IntegraPartnerNetwork.com.

Inconsistent production?It's not motivation — it's visibility.LIVE Thursday at Noon CTSee how top agencies prove accountability on every call.

Have a client that wants to switch Med Supp plans? If they live in a Med Supp birthday rule state, it might be easier than you think! Learn more about the states and their rules in this ASG Podcast episode.   Read the text version  

Silence creates assumptions, and assumptions spread fast. In this four-year anniversary episode, we discuss how perception forms in the absence of communication, and if you don't define who you are, your competition (or social media) will do it for you. Learn more at IntegraPartnerNetwork.com.

In this podcast, I interview Cayden Sanchez, one of the best insurance sales trainers I've ever had on the channel. He goes deep into breaking down the sales script, handling objections with confidence, framing the conversation the right way, and closing more deals consistently.If you're an insurance agent looking to sharpen your skills and increase your production, this is a training you don't want to miss.Follow Cayden here: https://www.instagram.com/the_caydensanchezSubscribe to Cayden's channel: https://www.youtube.com/@UCwUG9tT7G7usaK7ghFRf8Xw #lifeinsurance #insuranceagent #sales

If you're an insurance agent or adjuster with questions about licensing in Texas, you're in the right place. Whether you're applying for your first license or preparing for renewal, this guide answers the most common questions about Texas insurance licensing. How long does it take TDI to review my insurance license application? The Texas Department of Insurance (TDI) typically reviews license applications within one business day. If your application is complete, accurate, and free of qualification issues, you could receive your license as soon as the next business day. After submitting your application, watch for any follow-up questions from TDI and respond promptly to avoid delay. How often do Texas insurance agents need to renew their license? Your Texas insurance license expires every two years on the last day of your birth month. For first time applicants, the initial license term may be shorter so that future renewals match your birth month. What do agents need to do to keep their Texas insurance license active? To maintain your insurance license, you must renew it every other year before it expires at the end of your birth month. The renewal process calls for completing all required continuing education (CE) hours, submitting your renewal application, and paying the renewal fee. There's a $25 fee if it's late. How many CE credits do I need to renew my Texas insurance license? Most Texas insurance licenses require 24 hours of CE every two years, including three hours of ethics courses. At least half of all CE hours must be in a classroom or classroom equivalent setting. CE requirements vary by license, so check the requirements for your specific license type. If you miss your CE deadline: You'll be fined $50 per late credit hour, up to $500.Your license will not renew until you:Complete all required CE.Pay the CE fine.Submit your renewal application.Pay the late fee, if applicable.If you don't renew your license within 90 days of the expiration date, your license will become inactive and you'll have to apply for a new one.Where can I get help with the Texas licensing process?Visit TDI's Agent/Adjusters page and select the license type. There, you'll find guidance on:Accessing required forms.Applying for a license. Renewing a license. Changing your address.Updating your name. If you still have questions, call TDI at 512-676-6500 or email license@tdi.texas.gov.Careers in insurance: How to become an insurance agent or adjusterIndividual license online renewal or reinstatement guideContinuing education information for agents and adjustersWhat you need to know about continuing edHave a question about your agent or adjuster license?00:00 How to become a licensed insurance agent in Texas00:35 Who needs an insurance agent license?01:25 What can you do if you're a licensed insurance agent?01:50 What are the requirements to become a licensed insurance agent?02:25 What is the process to get an insurance agent license?03:40 What types of insurance agent licenses can you get in Texas?04:16 How fast can you get an insurance agent license in Texas?04:49 How often do you have to renew your insurance agent license?05:53 If a licensed insurance agent moves to Texas, how do they update their license?06:45 How to find insurance agent license on TDI.texas.gov07:25 For more insurance license questions, call TDI at 512-676-6500 or email license@tdi.texas.gov07:54 What are licensed insurance agents required to do to maintain a license?10:16 For more info on insurance agent licenses visit TDI's Agent/Adjusters page or call 800-252-3439

Can your clients afford hybrid long-term care insurance? It might be more affordable than they think. Learn more about the ways hybrid or linked-benefit LTCi can be funded in this episode.   Read the text version   Get Connected:

If you're tired of chasing quotes and ready to build a book of business through connection, this episode will change how you think about growth. We discuss how to “get your competition fired” without being negative, and how association selling creates warmer, faster-moving opportunities. This isn't a theory. It's practical, human, and immediately usable to create agency growth.Learn more at IntegraPartnerNetwork.com.

In this podcast, I sit down with Dylan Crane, the winner of Ultimate Agent Season 3, who crushed it in his very first year as an insurance agent — hitting $1.9M AP!

Choosing the right agency network can shape your agency's growth, profitability, and long-term success, but most agents are only looking at how many carriers they get and the commission split. We're discussing what independent agents should expect from a network, what often gets overlooked, and why “fit” matters more than buzzwords or promises.Whether you're evaluating a network, already part of one, ortrying to build a stronger independent agency, this episode will help you think more strategically about the partnerships that support your business.Learn more at IntegraPartnerNetwork.comLearn more at IntegraPartnerNetwork.com.

We're celebrating 300 episodes the only way we know how: with real talk, a little chaos, and the lessons that actually matter when you're building an agency. We didn't get here because something went viral. We got here because we kept showing up. In this milestone episode, we break down what consistency really looks like, why most people quit before the results show up, and how agency owners can stay in the game long enough to win it.Learn more at IntegraPartnerNetwork.com.

Learn more about the Medicare prescription payment plan program. Get the information you need now so you can answer questions from your clients.  

You've heard people say "you can't write everything for everyone," but you also still have to pay the light bill. We break down how to focus on profitability, how agents “drift” into lines they never planned to write, and why saying yes to the wrong business can cost you way more than it earns.We share practical ways to build guardrails (through carrier strategy, marketing focus, and referral boundaries) so you can grow profitably without getting trapped in a book you hate servicing.Learn more at IntegraPartnerNetwork.com.

Want to see how AI actually fixes accountability inside a real agency?Join the live demo + Q&A and see how agencies are using AI to coach consistently, track performance, and stop revenue from slipping through the cracks.

Most people fear recessions — but smart agents see opportunity. In this episode of the Pass Your Life and Health Insurance Exam Podcast, discover why the insurance industry actually grows during economic downturns. You'll learn why more people shift their money into life insurance and fixed-index annuities, how 401(k) rollovers can be done tax-free, and why now might be the perfect time to get licensed. Hear how one family lost nearly $90,000 in a 401(k) during COVID until switching to a fixed-index annuity — and how that single rollover generated over $11,000 in commission. If you're looking for a recession-proof career or a second income stream, this episode will inspire you to act and start building stability through life insurance.

Happy New Year!Here's a tribute to YOUR most valuable asset: time.Time is your best friend...and also your worst enemy. I hope you can reign it in and use it to your best advantage to massive success this year.YouTube version: https://youtu.be/fxjyGbtprWcIf you have any questions, you can reach us here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Have an idea or topic suggestion? Talk to me:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

Shifting coverage options and rising health care expenses are creating widespread uncertainty for families. The evolving landscape is prompting closer review of insurance choices, increased demand for guidance, and renewed focus on affordability, clarity, and long-term access to care. Insurance4Dallas City: Houston Address: 2700 Post Oak Blvd Website: https://insurance4dallas.com/group-health-insurance-houston/ Phone: +12816882540

In this episode, we're tapping our past podcast guests for more advice. This time around, we asked what advice they would offer to more seasoned insurance agents.   

New Year's resolutions sound great until reality hits. This episode discusses why most resolutions fail, what actually leads to results, discipline over motivation, planning for obstacles, and why progress beats perfection every time.This episode is a reality check for independent agency owners who are tired of vague goals and ready to make decisions that create momentum. No hype. No guilt. Just practical insight on building habits, adjusting the plan when life gets messy, and staying in motion when motivation fades. Because results don't come from wishing. They come from deciding, then doing.Learn more at IntegraPartnerNetwork.com.

Just starting out in the insurance industry? There's a lot to learn! We've compiled some tips from past podcast guests on the advice they would give to new insurance agents.   

In this video, I'm joined by special guest Jeremie Pielemeier from Eldercare Insurance Services as we dive into a question that has plagued countless insurance agents: Why do so many agents fail and quit the business?Book A Call with Eldercare here: https://meetings.eldercarebroker.com/meetings/eis-jennifer/eis-intro?uuid=4fe8f8c9-5f92-485b-965b-649583af8987Want to get in contact with Jeremie? Reach him at 1-800-999-7340 or email jeremie@eisgroup.net#lifeinsurance #insuranceagents #insurance #sales

We are taking a step back from the holiday to-do lists, to discuss why clarity and intention matter more than urgency as we prepare for 2026. This episode isn't about strategies or checklists, but about perspective, gratitude, and giving yourself permission to breathe before the next year begins.Learn more at IntegraPartnerNetwork.com.

It's important that agents are equipped to handle Medicare grievances when they arise. Listen to learn how to prepare and best practices for avoiding these situations.   Read the text version  

The Affordable Care Act health insurance is a great option for many. But it may not be the right fit for your clients. Discover ACA alternatives that fit your clients' needs.   Read the text version  

https://bit.ly/APP-Website☎️ Your words matter — but your tone matters even more! In this Ridiculously Amazing Insurance Agent Podcast episode, Kelly Donahue-Piro dives deep into the power of tone vs. words in customer service and how it can make or break your client relationships. Discover why the way you say something is often more impactful than what you say — especially when serving your insurance clients.

Everyone's talking about AI, but customers aren't convinced it's in their best interest. This episode explores where AI improves the insurance experience, where it raises red flags, and what agency owners need to know before leading with tech. Learn more at IntegraPartnerNetwork.com.

What if the secret to business growth, tech success, and mastering AI isn't just working harder—but staying relevant, innovative, and fearless in your approach? In this episode of Healthy Lifestyle, Host & America's #1 Take Action Success Coach & Strategist, Coach Lori Anne (De Iulio Casdia), sits down with Mark Weithorn, Founder and CEO of DPI Showcase Websites. For 21 years, Mark has helped Realtors and brokers across the USA and Canada elevate their online presence while teaching marketing and sales strategies at the Miami Association of Realtors for over 25 years. Now, with DPI's first AI tool generating leads for real estate, mortgage, and insurance professionals, Mark is showing how tech, marketing, and innovation intersect to create real business results.

In today's episode, I sit down with Katie Owen — “The Insurance Gal” — who has been serving clients and crushing the insurance game for over 22 years.Katie's journey is nothing short of incredible. From starting out as a brand-new agent, to becoming a top producer year after year, to now leading her own thriving agency… her story is packed with lessons every agent needs to hear.Visit Katie's website here: https://insgal.com/Follow Katie on Instagram here: https://www.instagram.com/katieinsgal/

One of the most misunderstood decisions independent agency owners face is building a carrier portfolio that actually supports profitability and scale. We discuss how top-performing agencies use a focused carrier mix to drive better results, create efficiency, capitalize on contingency income, and create long-term growth.This episode also marks the debut of the IA Forward Quad Squad, as we welcome new voices and perspectives to the conversation.Learn more at IntegraPartnerNetwork.com.

In today's episode, I sit down with Mallory Kroos, one of the most impressive rising stars in the insurance industry. Mallory wrote over $620,000 of personal production in just 12 months — and she breaks down exactly how she did it.Follow Mallory on Instagram: https://www.instagram.com/themallorykroos/?hl=enFollow Mallory's agency here: https://www.instagram.com/upliftagencies/

If you're a Life Insurance Agent or Final Expense Agent looking to grow your income, expand your opportunity, and build LONG-TERM renewals… this interview is for you.Today I'm sitting down with Chris Smith from Loyal Insurance Group, one of the sharpest guys in the Medicare space. Chris breaks down EXACTLY why so many life insurance agents should be transitioning into Medicare… and how you can start doing it today even if you've never quoted a Medicare plan before.

As the holidays ramp up, most agency owners quietly hit pause and tell themselves, “We'll circle back after the first of the year.” Shane and Tonya challenge that mindset and discuss how to use the six weeks from Thanksgiving to New Year to your advantage. They talk micro adjustments vs. massive overhauls, why rhythm beats resolutions, how to rethink “thinking time” as real work, and ways to set 2026 up for progress over perfection, without sacrificing family, football, or much-needed psychological white space. Learn more at IntegraPartnerNetwork.com.

Learn more about how the Telephone Consumer Protection Act applies to insurance agents. ⚠️ Spoiler Alert: the TCPA also applies to text messages.   Read the text version  

In this episode, I sit down with John Kerksiek, an insurance agent who's mastered the art of getting 150+ referrals every year — without spending a dime on leads. John breaks down exactly how he builds strong referral networks, leverages local business and networking groups, and keeps his pipeline full all year long.

Can a new insurance agent sell $100,000 in one month — using only Caboom Leads?

If you're a new or Spanish-speaking agent looking for inspiration and proven sales strategies — this episode is a must-watch!Marian Medinilla's story is nothing short of inspiring. She came to the U.S. from Cuba with almost nothing — no car, no money, and had to take the bus to her insurance appointments. Fast forward to today, and Marian is a top-producing life insurance agent who made $12,000 in a single month and is now leading a team that recently sold $86,000 in premium!Follow Marian here: https://www.instagram.com/mdinilla/?hl=en

In the independent channel, freedom isn't just a philosophy, it's your competitive edge. Shane and Tonya unpack the recent sale of Trusted Choice, what it reveals about branding, autonomy, and the true power of local trust, and how owning your name, your brand, and your client relationships can build a stronger, more sustainable agency than any national label ever could.Learn more at IntegraPartnerNetwork.com.

The Future of Insurance Sales is HEREhttps://agencycoachai.com This is the first and only 24/7 AI-powered sales coaching platform built exclusively for insurance professionals.

As select Medicare Advantage and Medicare Part D plans go non-commissionable, we've been hearing whispers about consulting fees. Rather than stay silent, we've got some words of caution and solutions for agents to consider.   Read the text version   Contact Us! Email ASGPodcast@Ritterim.com or reach out to Ritter's Sales Team near you!    Resources: 7 Actions You Can Take If Your Medicare Plans Go Non-Commissionable 8 Reasons Why Insurance Agents Should Sell ACA Plans ACA 101: Selling Under-65 Health Insurance A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products Final Expense Insurance: How Much Can Clients Expect It to Cover? Register with Ritter Insurance Marketing Selling Hospital Indemnity with Medicare Advantage: Is It Worth It?   References: Are Brokers Still in the Crosshairs? Policy and Market Updates for 2026 Medicare Advantage Program Regulations Medicare Part D Communication Requirements AEP Media Toolkit from NABIP   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Brianna Johnson. A dynamic entrepreneur and founder of Legend Life Financial. Here's a breakdown of the key highlights and insights from the episode:

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Brianna Johnson. A dynamic entrepreneur and founder of Legend Life Financial. Here's a breakdown of the key highlights and insights from the episode:

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Brianna Johnson. A dynamic entrepreneur and founder of Legend Life Financial. Here's a breakdown of the key highlights and insights from the episode:

Don't let anxiety take away your potential. In this episode, we've got tips to help insurance agents overcome anxiety, turning it into fuel for your success.   Get Connected:

If you're struggling to get more referrals as an insurance agent, then this is the podcast for you! ☎️ Contact Jeremy at (801)599-1393

Mastering Social Media for Insurance Agents with David DenningIn this episode, Matt interviews David Denning, co-founder of Jumpstart Go, to discuss the importance of social media for insurance agents. They cover best practices for organic social media, the significance of understanding your Ideal Client Profile (ICP), and the value of personal connection in business growth. David shares his journey from marketing consulting to focusing exclusively on the insurance industry and provides actionable steps for leveraging Facebook, creating engaging content, and overcoming the fear of video. The episode also explores the integration of AI in content creation and offers valuable insights into maximizing social media efforts for better client engagement and business growth.00:00 Introduction and Guest Welcome00:30 David Denning's Origin Story02:33 Transition to Insurance Marketing05:27 Social Media Strategies for Agents19:04 The Importance of Personal Branding23:37 Active Engagement Strategies24:30 Common Mistakes Agents Make25:13 Maximizing Personal Profiles26:06 Transitioning Engagement to Business28:50 Avoiding Fear-Based Tactics32:09 Leveraging AI in Social Media38:17 Jumpstart Programs for Agents42:44 Connecting with David Denning43:39 Final Thoughts and Farewell

You’ve heard of life insurance, but do you know what it actually is? And do you really need it? Hosts Lea Palmieri and Matt Stillo are joined by Life Insurance Advisor Dennis Carlson who explains the purpose of life insurance, how you can find the best agent and policy for you, and so much more. You can connect with Dennis on LinkedIn: https://www.linkedin.com/in/denniscarlson/See omnystudio.com/listener for privacy information.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3311: Jeff Rose explains why working with an independent life insurance agent can simplify the often confusing process of finding coverage. Unlike exclusive agents tied to one company, independent agents compare policies across multiple insurers, helping clients, especially those with unique health conditions or risky hobbies, secure better rates and tailored options. With no conflicts of interest, they act as unbiased guides to ensure individuals find the most affordable and suitable protection for their needs. Read along with the original article(s) here: https://www.goodfinancialcents.com/independent-life-insurance-agent/ Quotes to ponder: "Your rates are tied to your health." "Working with an independent agent is not only the best way to get affordable life insurance, it's one of the easiest as well." "There is no 'perfect amount' of life insurance that works well for everyone." Learn more about your ad choices. Visit megaphone.fm/adchoices

When Bruce came back from recording this episode of The Money Advantage podcast, he told me something that hit hard: https://www.youtube.com/live/r5oyEytzj1w He shared how frustrated he feels every time he hears about a family who loses a loved one without proper life insurance. Suddenly, their friends and community are scrambling to create a GoFundMe page just to cover funeral expenses and basic needs. Life insurance is more than numbers—it's a financial hug that wraps around your family when they need it most. And the person who helps you design and implement it—your insurance agent—has an enormous impact on whether your family experiences peace of mind or financial devastation. Why the Right Life Insurance Agent MattersWhy Learning How to Choose the Right Life Insurance Agent MattersNeeds vs. Wants: A Modern Approach to InsuranceTop Qualities To Look For When Choosing the Right Insurance Agent1. Integrity and Trust2. Longevity and Commitment3. Education4. Process and Personalization5. A Network and Legacy MindsetRed Flags When Deciding How to Choose the Right Life Insurance AgentWhy Infinite Banking Requires the Right Insurance AgentQuestions to Ask Before Hiring an Insurance AgentWhy This MattersBook A Strategy CallFAQ SectionQ1: Why is choosing the right insurance agent so important?Q2: What qualities should I look for in an insurance agent?Q3: What are the red flags of a bad insurance agent?Q4: Do I need a special agent for Infinite Banking?Q5: Should I replace my existing whole life insurance policy? Why the Right Life Insurance Agent Matters Most people don't realize how choosing the right insurance agent can impact their family's entire financial future. The right agent will walk with you for decades, guiding you through life insurance decisions and strategies like Infinite Banking. The wrong one? They may sell you a policy you don't understand, disappear within a year, and leave your family unprotected. In this article, I'll share insights from Bruce Wehner and his guests Rob Brayton and Jesse Durham on what to look for, red flags to avoid, and exactly how to choose the right life insurance agent for your needs. In this article, I want to share the insights Bruce and his guests, Rob Brayton and Jesse Durham, discussed on the podcast. Together, their combined decades of experience in life insurance highlight exactly what you should look for in an insurance agent—and the red flags to avoid. By the end of this article, you'll know: Why your choice of insurance agent matters so much. The difference between traditional “needs analysis” and a modern, values-based approach. The top qualities that separate a great insurance agent from a mediocre one. Red flags that should make you pause before signing on the dotted line. Why Infinite Banking requires a very specific kind of agent. The key questions you should ask before choosing your advisor. This isn't just about buying a product—it's about choosing the right partner for your family's financial future and legacy. Why Learning How to Choose the Right Life Insurance Agent Matters Too often, people see life insurance as a commodity. They Google “cheapest life insurance” and buy the lowest-priced option, thinking they've checked the box. But life insurance is not about buying the cheapest product. As Bruce said, that would be like asking, “What's the lowest price I can get cancer removed from my body?” No one in their right mind would ask that! You'd ask, “Who's the best doctor? Who will walk with me through treatment? Who will actually care for my life?” That's the role of a great insurance agent. They're not just selling coverage. They're protecting your family's future, guiding you through complex financial decisions, and ensuring your strategy works not just today, but decades from now. Needs vs. Wants: A Modern Approach to Insurance In the old days, insurance was sold through a “needs analysis.

LightSpeed VT: https://www.lightspeedvt.com/⁣ Dropping Bombs Podcast: https://www.droppingbombs.com/⁣ ⁣ You're here because you want to win—big. Brad Lea doesn't mess around. In this episode, he sits down with Misty Bolt to tear into her journey from a traumatic childhood to building a thriving business in the insurance industry, proving how resilience, faith, and the right training can transform lives and create lasting financial success through Medicare sales, delivering the unfiltered truth you won't find anywhere else. No fluff, just real talk and actionable steps to crush it in business and life.⁣ ⁣ Misty's links⁣ https://www.medicaremisty.com⁣ ⁣ Brad Lea is a self-made entrepreneur who turned small-town grit into a multi-million-dollar empire. With over 25 years dominating sales and leadership, he's mentored thousands to outsmart, outwork, and out win their competition. His top-rated podcast, Dropping Bombs, brings raw, game-changing insights from the biggest names in business.⁣ ⁣ LightSpeed VT is Brad's brainchild—the world's leading interactive training platform. It's built to make your team sharper, faster, and more effective, without wasting time or money. Whether you're a startup or a Fortune 500, LightSpeed VT is how you scale success and dominate your industry. Curious? Check it out:⁣ https://www.lightspeedvt.com/⁣ ⁣ Brad's also behind Closer School, the go-to program for mastering sales and closing deals like a pro. Want to 10x your income? This is where you start. His book, The Hard Way, lays out the brutal, honest lessons he learned building his empire—your blueprint to winning the game. Get it here: https://bradlea.com/product/the-hard-way/⁣ ⁣ This isn't just a video. It's a wake-up call. Watch it. Share it. Act on it.⁣ Closer School: https://www.closerschool.com/cs