Podcasts about insurance agents

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

Insurance Agents and Brokers I’m David Holub, an attorney focusing on personal injury law in northwest Indiana. Welcome to Personal Injury Primer, where we break down the law into simple terms, provide legal tips, and discuss personal injury law topics. In our last two episodes, we discussed insurance policy ambiguities and an insurance carrier's duty […] The post Ep 334 Insurance Agents and Brokers first appeared on Personal Injury Primer.

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.

In this episode, I sit down with Derek Thrasher, a former GM of a bar who completely transformed his life when he decided to get into insurance sales. After years in the hospitality industry, Derek wanted more — more freedom, more opportunity, and more income.Within just two weeks of becoming a life insurance agent, he wrote $16,000 in AP. By the end of his first month, he made over $27,000, and in his first 8 months, he earned an incredible $400,000 in commissions.In this interview, Derek shares the mindset that helped him win fast, how he learned the business from scratch, and what every new insurance agent can do to find success faster. This is real, raw motivation for anyone chasing big goals in the insurance industry.

Premiums keep climbing. Customers are tired. Agents are exhausted. So how do you keep client loyalty when everyone's feeling the pressure? Shane and Tonya break down how to play defense for your book, turn frustration into understanding, and prove why the independent advisor still wins. Learn more at IntegraPartnerNetwork.com.

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

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

The hard market isn't just hitting premiums, it's hitting people. Shane and Tonya discuss what burnout really looks like for overwhelmed frontline teams and exhausted agency owners. They share strategies for rebuilding capacity, keeping your best people, new perspectives, and practical ideas.Learn more at IntegraPartnerNetwork.com.

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.

The Fleetwood review of my newest book:                                                    "Medicare for the Lazy Man: BARE BONES" is a dire warning that it was written by  (gulp) an INSURANCE AGENT! To quote the review: BEWARE! Returning to format, we began with the Medicare Advantage Minute: BC/BS of Texas announced the cessation of sales commissions for all of their MA plans. In the Your Medicare Benefits 2025 we address the Welcome to Medicare Preventive Visit and learn what is included as well as how Medicare will cover it. Department of Corrections: A previous trivia item about the origin of the Pink Panther had to be corrected. Finally, we dipped into the folder labelled "Correspondence" to enjoy some Q & A about two distinctly different situations. As an aside, both principals are now happy clients of mine, and I am happy to have them!   Contact me at: DBJ@MLMMailbag.com (Most severe critic: A+)                   Visit us on: BabyBoomer.ORG Inspired by: "MEDICARE FOR THE LAZY MAN 2025; SIMPLEST & EASIEST GUIDE EVER!" "MEDICARE DRUG PLANS: A SIMPLE D-I-Y GUIDE" "MEDICARE FOR THE LAZY MAN: BARE BONES!" For sale on Amazon.com. After enjoying the books, please consider returning to leave a short customer review to  help future readers. Official website: https://www.MedicareForTheLazyMan.com.

I'm joined by Dana Nesen who gives some invaluable tips for telesales agents - don't miss this one!Learn more about Dana's agency here: https://www.empowerlifegroup.com/join-empowerFollow Dana on Social:Instagram: @finalexpensetelesales and @empowerlifegroup Facebook: search for Dana NesenEmail me: Dana@empowerlifegroup.com Website: www.empowerlifegroup.com #finalexpensetelesales #lifeinsurancesales #finalexpenseinsurance #lifeinsuranceagent #telesales #workfromhome #finalexpenseinsurance

If you want to learn how to start making money FAST as a life insurance agent, this is the video for you!Learn more about Ashley's Dream Makers Team here: https://www.thedreammakersteam.com/careersFollow Ashley on Instagram here: https://www.instagram.com/ashleyfoorcolie/Subscribe to Ashley's YouTube channel here: https://www.youtube.com/channel/UC-gOJY9srclG6RaQsGhdAMQ#lifeinsurance #insuranceagent #sales #success #career #podcast #insurancesales

Want to crush it as a life insurance agent? Tony Steuer worked in the life insurance field for 35 years before becoming an author on insurance and financial literacy. In this episode, Tony shares his tips for starting a successful career as a life insurance agent, including the daily habits of winners, how to find your niche, certifications, building your network, and more. Tony has graciously provided Achievable podcast listeners with a free copy of his e-book "The Questions and Answers on Life Insurance Workbook" at https://www.tonysteuer.com/pl/2148701471. Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66, and the insurance life & health exam. Try our courses for free at https://achievable.me.

Small business have a few different options for offering coverage to their employees Learn about these 3 options and how your role as an agent fits in.   Read the text version   Register with Ritter Insurance Marketing   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: ACA 101: Selling Under-65 Health Insurance ACA Enrollment Periods Explained Contract & Get Appointed to Sell with Health Insurance Companies Community-Based Marketing for Insurance Agents Meet Your Sales Team Simplify Marketplace Enrollment with HealthSherpa Six Ways to Generate ACA Leads Social Media Marketing for Insurance Agents FREE eBook DOWNLOAD The Insurance Agent's Guide to Generating Referrals FREE eBook DOWNLOAD The ICHRA Opportunity for Agents ft. Lisa Marzolino & Danica Stover   References: “Agents & Brokers: How to Register to Sell Shop Insurance.” HealthCare.Gov, www.healthcare.gov/small-businesses/agents-and-brokers/. Accessed 25 Aug. 2025. Author: Louise Norris | Date Posted: October 11. “Can Small Businesses Use the ACA's Health Insurance Marketplaces (Exchanges)?” Healthinsurance.Org, 2 May 2025, www.healthinsurance.org/faqs/ive-heard-a-lot-about-health-insurance-exchanges-but-what-are-shop-exchanges/. “Find Local Help.” Local Assistance for Health Insurance Application, www.healthcare.gov/find-local-help/. Accessed 25 Aug. 2025. “Individual Coverage Health Reimbursement Arrangements (HRAS).” HealthCare.Gov, www.healthcare.gov/small-businesses/learn-more/individual-coverage-hra/. Accessed 25 Aug. 2025. “Nexben.Com.” Nexben, 22 May 2024, www.nexben.com/. “Promoting Healthcare Choice and Competition Across the United States.” Federal Register, 17 Oct. 2017, www.federalregister.gov/documents/2017/10/17/2017-22677/promoting-healthcare-choice-and-competition-across-the-united-states. “What Is a QSEHRA?” Healthinsurance.Org, 7 July 2025, www.healthinsurance.org/glossary/qualified-small-employer-health-reimbursement-arrangement/.   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.

Is Whole Life always better than buying term and investing the difference? Does buying term and investing the difference give you a better return on your money? What happens if you need to use some money from your investment along the way? Is any whole life insurance policy good for infinite banking?  These are a few of the questions that come up and we answer in this episode. Not everything is as clear as it first appears.

Nike's iconic Just Do It has shifted to Why Do It, but what does that mean for independent agency owners? Shane and Tonya break down Nike's pivot, the risks of fixing what isn't broken, and why asking “why” may be the most important step in building an agency that's truly yours. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

How do you communicate effectively when your clients and staff can span generations? Traditionalists trust paper, Boomers want a phone call, Gen X prefer bullet-point emails, a millennial seeks collaboration, and Gen Z has a s video-first mindset. Shane and Tonya break down what each generation values and explore how agency owners can adapt without losing efficiency. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

In this interview, I sit down with Clark Stanley, a new life insurance agent who's crushing it in Final Expense telesales. Clark shares exactly how he went from zero experience to earning over $300K in commissions in his first 8 months — and how Caboom Leads played a huge role in his success.

Discover the benefits to selling hospital indemnity plans!     Download Your FREE Copy – The Insurance Agent's Guide to Understanding Hospital Indemnity Policies    Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.    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.

Artificial intelligence can streamline and automate menial tasks for agents. In this episode find out the pros and cons of using AI for your insurance business.    Read the text version   Partner with Ritter Insurance Marketing!   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: Ask Integrity Gen Z and Insurance Sales: The Perfect Match How to Recruit Agents to Your Downline Integrity Tools for Agents Introducing Integrity for Agencies: Innovate Your Downline Insurance Business Register with Ritter Insurance Marketing Tips for Becoming a Top Producing Insurance Agency   References: “Siri.” Apple, https://www.apple.com/siri/. Accessed 6 Aug. 2025. “What Is Gemini and How It Works.” Gemini, https://gemini.google/overview/. Accessed 6 Aug. 2025. “Why Is Artificial Intelligence (AI) so Important?: CSU Global.” Colorado State University Global, 22 Apr. 2025, https://csuglobal.edu/blog/why-ai-important.   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.

This week, we tackle 5 Medicare myths that your clients may believe. Learn how to respectfully refute these myths, educate your clients, and empower them to make informed choices.   The Content Library from Ritter Insurance Marketing  

How to Train Insurance Customer Service Teams to Unwind Upset Customers

In this interview, I sit down with Jack Hawthorne, Chief Revenue Officer at Clearwater Benefits, as he shares his exact strategy for insurance agents to earn $100,000 in residual income within 6–12 months. Jack breaks down actionable steps, tips for scaling your business, and the mindset shifts you need to achieve long-term success.If you're an insurance agent ready to grow your income and build lasting residual revenue, this is a must-watch!My videos are made possible by the amazing members of CAStudios, our Exclusive Streaming Service. Consider joining us! ► https://castudios.tv/

Shane and Tonya discuss what it means to pivot with purpose, and why embracing change isn't risky when it's rooted in strategy. Whether you're an agency owner stuck in the daily grind, a producer ready to lead, or someone clinging to what you've built out of fear of losing it, this conversation will challenge the way you think about growth, reinvention, and leadership. Because sometimes, the smartest move isn't staying the same. It's making the right kind of change. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

What happens when a Division I athlete spends her summer interning in the insurance world? You get a fresh, insightful look at how Gen Z views our industry. Shane and Tonya talk with Campbell Bagshaw, University of Kansas softball player and Integra's summer intern, to talk about what surprised her, what agency owners need to know about Gen Z, and why she thinks athletes are built for insurance. From marketing and communication to career potential and workplace culture, this episode is packed with new perspectives. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Fresh from a transformative three-week safari in Africa, Michael Weaver joins us to discuss his philosophy of building businesses that prioritize lifestyle alongside profit. From his award-winning days as a State Farm Agent to launching groundbreaking AI training software, Michael shares how he's created systems that allow true freedom while revolutionizing how insurance professionals train and grow.Key Takeaways & Action ItemsLifestyle Design - Build businesses around your desired lifestyle, not the other way around.AI Adoption - Start experimenting with AI tools now; the learning curve is worth the investment.Focus Strategy - Limit priorities to 3 key items per 90-day cycle for maximum impact.Team Development - Invest heavily in systems and team building for true business freedom.Mindset Foundation - Personal development and morning routines are critical to professional success.Resources & Contact InformationAgency Coach AIWebsite: agencycoachai.comText "AI" to: 816-727-7610Launch Date: August 21st (out NOW)Connect with Michael WeaverLinkedIn, Facebook, InstagramHost of "The Insurance Buzz" podcast (#2 ranked insurance podcast for 2025) https://www.youtube.com/playlist?reload=9&list=PLKFwk1109tsycme25jikxtojl-6-ucTd2Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or commissions. More money & more freedom: that's what Autopilot Recruiting help business owners achieve.

Headlines say rising insurance premiums are crushing the American dream of homeownership. But is insurance really the problem? Shane and Tonya discuss FHA loans, skyrocketing costs, and why insurance keeps getting blamed for issues created elsewhere. This conversation tackles affordability, financial reality, and the vital role independent agents play in helping clients see the truth behind the clickbait. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Are you wondering if AI will make insurance agents obsolete? We put artificial intelligence to the test with four real-world insurance scenarios to see if it could handle the job. From simple term life quotes to complex cash value life insurance strategies, we wanted to know if AI could truly replace human expertise. You'll discover how AI performed when we asked it to quote term life insurance for a 35-year-old male needing $1 million in coverage. We also tested its ability to analyze indexed annuity illustrations and make recommendations for retirement income planning. The results ranged from surprisingly accurate to completely made-up numbers. We explore why AI struggled with company recommendations, often suggesting businesses that no longer exist or don't offer the products mentioned. You'll learn about the fundamental misunderstandings AI has about how indexed universal life insurance works. We also discuss where AI actually excels, like summarizing complex policy illustrations and organizing information. You'll hear our thoughts on where AI could genuinely improve the insurance industry, particularly in customer service and underwriting processes. We explain why term life insurance might be the first area where AI becomes truly useful for consumers. We also discuss the barriers preventing AI from accessing the real-time data it needs to be more effective. _____________________ Ready to work with real insurance professionals who understand your unique situation? Contact us today for personalized guidance on life insurance, annuities, and retirement planning strategies that AI simply can't match.

Hear tips and advice from industry veterans about making sales and connecting with new clients. If you just started in the insurance industry, this episode is for you!   Work with Ritter Insurance Marketing   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Ritter Resources: How Insurance FMOs Work – FREE eBook Integrity Tools & Resources PlanEnroll – Take Your Business to the Next Level The Ritter Platform Your Step-By-Step Guide to Getting Started in Insurance Sales - FREE eBook   Ritter Blog: 10 Essential Tools for Beginner Insurance Agents Are You Self-Sabotaging Your Insurance Sales Success? Questions to Ask Clients Shopping for an ACA Plan   More episodes from ASG: AHIP Test Tips and Tricks for Medicare Certification Medicare Enrollment Periods Explained The Difference Between Captive and Independent Agents   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.

What if one bill could change how you do business overnight? Shane and Tonya discuss the Insurance Regulatory Reform Act, federal legislation that has very real consequences for independent agents. From the threat of dual regulation to the risk of losing speed and flexibility, this episode dives into why the fight to keep insurance oversight at the state level (and out of Washington) matters now more than ever. They explore the politics, the ripple effects, and break it all down in a way that makes sense (and maybe even makes you want to pick up the phone and call your senator). IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Episode Info Reid Holzworth leads Ivans' strategic direction. He is a prominent insurance industry leader with extensive insurance experience in both broker and insurer distribution environments. Reid began as an independent agent, frustrated that the products on the market didn't fit well with his business model. So he founded and became CEO of TechCanary, an InsurTech leader on the Salesforce platform  that Applied Systems acquired in 2019. TechCanary built an innovative set of insurance solutions on the Salesforce platform to create choice and flexibility for agencies who prefer Salesforce.com, which has since been incorporated in Applied's portfolio under the name Applied Epic for Salesforce. Episode Highlights Introduction The video begins with a discussion about Reid's journey into the insurance industry, starting on the broker side and eventually managing an agency. Reid shares insights into their experience of franchising an agency and building a system on the Salesforce platform. Key Topics Discussed Building TechCanary Reid founded TechCanary, a technology company that became the leading insurance solution on the Salesforce platform. They discuss the partnership with Salesforce and the expansion into working with MGAs, carriers, and wholesalers. The Role of Ivans Ivans is highlighted as a crucial player in connecting carriers and agencies. Reid explains how Ivans transitioned from a nonprofit to a for-profit entity and its acquisition by Applied Systems. Technology and Innovation in Insurance The conversation touches on the integration of third-party data sources and the importance of operational efficiency. Reid emphasizes the need for continuous innovation and adaptation in the insurance industry. Challenges and Opportunities Reid discusses the challenges faced in the insurance industry, such as the need for better data management and the potential of AI and other technologies to transform business operations. He does not see AI replacing agents and brokers because of the way relationships are so critical to the work they do, but does see areas will it will have great impact, especially for work that has shifted to lower cost locations globally. Future Outlook The video concludes with a forward-looking perspective on the insurance industry, highlighting the importance of evolving and iterating on business models to stay competitive. Conclusion Reid shares his unique vantage point in the industry, bridging the gap between traditional agency operations and modern technological advancements. The discussion underscores the dynamic nature of the insurance industry and the continuous need for innovation. This episode is brought to you by The Future of Insurance book series (future-of-insurance.com) from Bryan Falchuk. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.

Drawing inspiration from baseball great Derek Jeter, Shane and Tonya discuss how focusing on daily consistency, foundational systems, and small wins can create powerful long-term momentum. Whether you're building a personal lines powerhouse or scaling your team, showing up, doing the work, and building on base hits can take your agency further than any one home run ever could. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

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

Welcome to the Artificial Intelligence Podcast with Jonathan Green! In this episode, we dive into the transformative power of AI in the insurance and healthcare industry with our special guest, Steve Miller, a seasoned consultant with a passion for revolutionizing healthcare systems.Steve brings a wealth of experience and insights into how AI is poised to redefine the insurance landscape, emphasizing the shift from outdated systems to data-driven, efficient processes. He discusses the potential of AI to streamline administrative tasks, enhance transparency, and ultimately improve patient care, while cautioning against the misuse of AI for profit maximization rather than patient benefit.Notable Quotes:"The tricky part with healthcare... there's been no single source of good healthcare information." - [Steve Miller]"It's happening... but we have to be conscious and I don't think people are realizing how fast AI is going to change things." - [Steve Miller]"Imagine that AI already has all those answers... It's going to be game changing." - [Steve Miller]"You start to think of what value is the insurance company actually providing?" - [Steve Miller]Steve underscores the need for transparency and data accessibility to harness AI's full potential, advocating for a healthcare system that genuinely prioritizes patient welfare. He highlights innovative solutions and startups aiming to disrupt the status quo and foster a more equitable and effective healthcare environment.Connect with Steve Miller:LinkedIn: https://www.linkedin.com/in/ebguru/ Steve shares insights about ongoing efforts to bring transparency to healthcare pricing and how AI tools can empower individuals with comprehensive health data at their fingertips. If you're intrigued by how AI can transform healthcare and want to learn from an industry expert, this episode is a must-listen!Connect with Jonathan Green The Bestseller: ChatGPT Profits Free Gift: The Master Prompt for ChatGPT Free Book on Amazon: Fire Your Boss Podcast Website: https://artificialintelligencepod.com/ Subscribe, Rate, and Review: https://artificialintelligencepod.com/itunes Video Episodes: https://www.youtube.com/@ArtificialIntelligencePodcast

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: