Podcasts about insurance agents

Just because a policy renewed doesn't mean your client is loyal. Shane and Tonya discuss the surprising difference between renewals and retention, explore why insurance agents often confuse the two, and why that mindset is costing them long-term business. You'll hear practical ideas for building stickiness, touchpoints that matter, and how communication style can make or break your retention strategy.  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.

Thinking about becoming an insurance agent? In this episode, we weigh the pros and cons of selling insurance, so you'll have the information you need before you make that big decision!   Read the text version   Get Started by Registering with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/   Learn More with These Resources: 2025 Maximum Broker Commissions for Medicare Advantage & Medicare Part D Update: https://lnk.to/dFX1s1 2025 State of the Senior Market Address: In Review: https://ritterim.com/blog/2025-state-of-the-senior-market-address-in-review/ 5 Perks of Being a Part-Time Insurance Agent: https://lnk.to/YGJ3KX Agent Survival Guide Podcast: https://lnk.to/asgpodcast Building Client Loyalty: More than Just a Plan: https://ritterim.com/blog/building-client-loyalty-more-than-just-a-plan/  Contact the Ritter Sales Team: https://ritterim.com/contact/ Four Reasons Why Ritter Should Be Your FMO Insurance Agency: https://ritterim.com/blog/four-reasons-why-ritter-should-be-your-fmo-insurance-agency/ Get Access to Exclusive Leads When You Become a PlanEnroll Network Agent: https://lnk.to/3pKJsF   How Insurance FMOs Work: https://ritterim.com/how-insurance-fmos-work/?utm_source=asg_podcast_link How Much Can Agents Make Selling Under-65 Insurance? https://lnk.to/TlGBGH How Much Can Insurance Agents Make Selling Medicare? https://ritterim.com/blog/how-much-can-insurance-agents-make-selling-medicare/ How Professional Organizations Make You a Better Agent: https://ritterim.com/blog/how-professional-organizations-make-you-a-better-agent/  REWIND: 8 Relationship Marketing Strategies for Insurance Agents: https://lnk.to/9b3cTl Ritter Insurance Marketing eBooks & Guides: https://ritterim.com/guides/ Ritter Insurance Marketing Events: https://ritterim.com/events/ The Advantages of Being a Field vs. Call Center Insurance Agent: https://ritterim.com/blog/the-advantages-of-being-a-field-vs-call-center-insurance-agent/  The Guide to Earning a Living Selling Health Insurance: https://ritterim.com/earning-a-living-selling-insurance/?utm_source=asg_podcast_link Your Step-By-Step Guide to Getting Started in Insurance Sales: https://ritterim.com/free-guide/?utm_source=asg_podcast_link   References: Cubanski, Juleette. “A Current Snapshot of the Medicare Part D Prescription Drug Benefit.” KFF.Org, KFF, 9 Oct. 2024, www.kff.org/medicare/issue-brief/a-current-snapshot-of-the-medicare-part-d-prescription-drug-benefit/. “Marketplace 2025 Open Enrollment Period Report: National Snapshot.” CMS.Gov, Centers for Medicare & Medicaid Services, 17 Jan. 2025, www.cms.gov/newsroom/fact-sheets/marketplace-2025-open-enrollment-period-report-national-snapshot-2. Rosanes, Mark. “Want to Build a Career Selling Insurance? Here Are the Pros and Cons.” Insurance Business America, Insurance Business, 22 Jan. 2024, www.insurancebusinessmag.com/us/guides/want-to-build-a-career-selling-insurance-here-are-the-pros-and-cons-473774.aspx.   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. Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

Carol discusses the upcoming American Flag giveaway at her office June 27th on the WRAM Morning Show.

In this special Father's Day episode, I sit down with my dad, Brian Askins. From my very first days as a life insurance agent to now running a huge brand in the industry, his influence has been monumental.We dive into the early days of my career, the lessons he taught me, and the critical role he played in my success. You'll also hear how he continues to mentor and inspire new agents across the country, and how he built a remarkable business through values, vision, and relentless work ethic.We also talk family — the highs, the challenges, and what it's really like working with your child. If you're a parent whose kid is considering this industry, or an agent wondering how to leave a legacy, you won't want to miss his advice.This one's special. Let's celebrate dads who lead, love, and leave something meaningful behind.

In this episode, I sit down with Tommy Overton — a rising star in the insurance world who, after just three years, is now taking home $40,000 a month. His secret? A laser-focused Medicare sales strategy and smart cross-selling that maximizes every client interaction.Tommy breaks down exactly how he built his book of business, the systems he uses to generate consistent income, and how you can replicate his success — whether you're new to the game or looking to level up.

In this episode of The Broker Link,  Mike Papuc and Trey Owens from the Health team at The Brokerage Inc., explore what it means to be truly independent as an insurance agent. They break down the importance of carefully reading and negotiating contracts, ensuring agents aren't locked into unfavorable terms that limit their growth.   Trey shares why being a 1099 agent is essential for long-term success and business control, while Mike talks about the power of ongoing support through tools like Monday masterminds and personal outreach. If you're an agent looking to maintain independence, communicate effectively, and grow with confidence—this episode is for you. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

You've built something, thinking about walking away, and are now asking, “Do I have it in me to start again” Shane and Tonya explore why starting over isn't a step back, it's a strategic move forward. With experience, clarity, and relationship capital on your side, this might be the smartest time to build your agency, your way. If you're still thinking about it, it's not too late. 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.

Aaron Steffey is the co-founder and co-CEO of Propeller, an online platform that enables insurance agents and brokers to issue surety bonds instantly — without the lengthy paperwork or back-and-forth typically involved in bonding. Aaron was an insurance agent, and his co-founder cousin, Chris, was a surety bond underwriter before 2019, when they set out to revolutionize the way surety bonds are bought and sold. They initially bootstrapped with a software development partner who accepted equity instead of fees. Their first version drastically simplified the process of buying and selling surety bonds in the digital world, allowing them to grow quickly. They raised $7 million in SAFE notes from strategic partners to accelerate growth in 2021 and grow to nearly $20 million in revenue. They sold 100% of the company to Arch Capital in a strategic acquisition in early 2024. In this episode, Aaron also talks about: How this sleepy, paper-based market changed quickly in COVID Why they raised growth funding from strategic investors and not VCs Why they sold the company and are still leading the business after the sale Quote from Aaron Steffey, co-founder and co-CEO of Propeller “My biggest advice for startup founders is simply just that endurance wins. It's the whole thing of getting back up after you're knocked down, like everyone says. I had to live that so many times. So many No's when it came to our first carrier pulling out. No, I don't want to invest. No, I don't want to use your surety product.  “There were so many times when I wanted to give up. And the same with my cousin. Had we not founded the company together, I don't know that we would have continued because there were probably times when I would have given up.   “As long as both of us weren't on the floor, one of us would just pick the other up when the other person usually was more sane, and we dragged each other along.  “A successful founder needs to have a pretty high pain tolerance and endurance to succeed. You just have to keep pushing forward. It just sounds so cliche, but that's what it was for us.” Links Aaron Steffey on LinkedIn Propeller on LinkedIn Propeller website Arch Capital website The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com.

Show Summary: In this episode of the Grow My Accounting Practice podcast, Donna Lim shares her powerful journey with Profit First and how it transformed both her business and the insurance agents she serves. Once a reluctant accounting firm owner who found the profession “boring and sterile,” Donna realized her deeper calling was to support business owners. That mission drove her to embrace discomfort and growth—even when it meant raising prices and losing clients. But what she gained was far more valuable: clients who were willing to do the work and pay what she was truly worth. Donna's story is one of courage, challenge, and learning to own both the wins and the hard lessons. Donna also dives into what makes her work with insurance agents so impactful. By truly understanding their industry and the trajectory of their processes, she customizes her approach to meet their unique needs. She talks about the importance of transparency—with clients and her team—and how shedding the wrong employees and clockworking her business helped her achieve more with fewer people. Her story is packed with lessons for accountants and bookkeepers who want to serve with purpose, step into growth, and guide their clients to real financial transformation.   Website: www.sooterconsulting.com LinkedIn: https://www.linkedin.com/in/donnasooterlim/ Facebook: https://www.facebook.com/sooterconsulting https://www.facebook.com/donna.sooter   Corporate Partner:People Processes - http://www.peopleprocesses.com/   Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

  Wondering what the difference between Medicare and Medicaid is? Learn all about it in this episode!   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 4 Effective Techniques for Closing Insurance Sales: https://lnk.to/asg655 2025 Maximum Broker Commissions for Medicare Advantage & Medicare Part D: https://ritterim.com/blog/2025-maximum-broker-commissions-for-medicare-advantage-and-medicare-part-d/ FREE DOWNLOAD – The Guide to Earning a Living Selling Health Insurance: https://ritterim.com/earning-a-living-selling-insurance/ How Much Can Agents Make Selling Under-65 Insurance? https://lnk.to/TlGBGH Leveling Up: From Chill Mode to Growth Mode ft. Christian Brindle: https://lnk.to/brindle2025 Ritter Insurance Marketing: https://ritterim.com/    References: Alice Burns, Elizabeth Hinton. “10 Things to Know about Medicaid.” KFF, 10 Apr. 2025, https://www.kff.org/medicaid/issue-brief/10-things-to-know-about-medicaid/. Nall, Rachel. “Am I Eligible for Medicare Part D?” Medicalnewstoday.com, Medical News Today, 21 Apr. 2020, https://www.medicalnewstoday.com/articles/am-i-eligible-for-medicare-part-d. “Compare Original Medicare & Medicare Advantage.” Medicare.Gov, https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/your-coverage-options/compare-original-medicare-medicare-advantage. Accessed 15 May 2025. (DCD), Digital Communications Division. “What's the Difference between Medicare and Medicaid?” HHS.Gov, U.S. Department of Health and Human Services, 7 Dec. 2022, https://www.hhs.gov/answers/medicare-and-medicaid/what-is-the-difference-between-medicare-medicaid/index.html. “Does Medicaid Cover Dental Care?” HHS.Gov, U.S. Department of Health and Human Services, 8 Dec. 2022, https://www.hhs.gov/answers/medicare-and-medicaid/does-medicaid-cover-dental-care/index.html. “Medicare Adult Dental Benefits Coverage by State.” Chcs.org, Center for Health Care Strategies, Inc., Sept. 2019, https://www.chcs.org/media/Medicaid-Adult-Dental-Benefits-Overview-Appendix_091519.pdf “What's the Difference between Medicare Part a and Part B?” Healthline, 25 Feb. 2020, https://www.healthline.com/health/medicare/medicare-part-a-vs-b. ‌”Understanding Medicare Advantage Plans.” Medicare.gov, Feb. 2025, https://www.medicare.gov/publications/12026-understanding-medicare-advantage-plans.pdf   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.

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Selling your agency might sound like the ultimate success, but is it the best path for your financial future? Shane and Tonya discuss the options of cashing out or creating long-term, sustainable revenue. They explore what buyers are really looking for, how to structure your agency like an annuity, the emotional side of selling, and the hidden risks of “staying on” after the sale.  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.

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Luis Rivera of Solutions 21 joins host Chip Arenchild to explore the real challenge facing independent insurance agencies: developing the next generation of leaders. From military insights to succession planning analogies, this episode uncovers how brokerages can address generational shifts, preserve institutional knowledge, and build leadership at every level. If you're navigating retirements, M&A, or growth challenges, this conversation is a must-listen. Stick around for practical advice that blends strategy, human behavior, and hard-won experience.Timecodes 00:00 – Welcome and guest introduction 00:52 – What Solutions 21 does and why it started 02:00 – Why the name “Solutions 21” matters 02:35 – The military connection and leadership philosophy 05:09 – Generational shifts in today's workforce 06:32 – The silver tsunami and Gen X talent gap 08:11 – Preparing millennials and Gen Z to lead 09:34 – The baton analogy for leadership transition 11:02 – When leadership handoffs go wrong 13:05 – Ideal clients for Solutions 21 14:15 – Leadership lessons from the military 15:48 – The power of 1-on-1s and influence 18:19 – Solutions 21's work with the Council of Insurance Agents 19:08 – What firms must analyze before investing in people 21:08 – Tools vs. carpenters: how leadership is developed 22:09 – M&A, onboarding, and protecting culture 23:17 – Final takeaways on human capital and agency successResources:Become a member at RiskProNet.comConnect with Luis Rivera on LinkedinConnect with Chip Arenchild on LinkedIn

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Big change isn't always the answer. Shane and Tonya break down how small, strategic adjustments can create a massive impact on your agency. From tweaking processes to rethinking priorities, learn how to stay nimble, lead with clarity, and build momentum one micro move at a time. 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.

Everyone wants work-life balance — especially in insurance. But what does it actually take to get there?In this episode, Ryan, Grant, and Ashton break down the truth behind what “balance” looks like at different stages in your insurance career — from brand-new agent to full-time builder.They cover:✅ Why the balance you want starts with intentional imbalance✅ How to structure your day, your team, and your systems for long-term freedom✅ The real mindset shift that separates struggling agents from scaling leaders✅ What “seasons” of hustle look like — and how long they should last✅ How to define work-life balance on your own termsWhether you're producing, building, or trying to do both — this episode will help you finally stop spinning and start building a career that works with your life (not against it).

The Friday Five for May 23, 2025: Field Notes 5.23.2025 Google Announces NotebookLM App AI Actions in Microsoft Windows 11 TikTok Sleep Meditation for Teens 2025 Social Media Marketing Industry Report   Field Notes 5.23.2025: Register for Ritter Insurance Marketing Summits: https://summits.ritterim.com/   Google Announces NotebookLM App: Beaty, Artie. “Google's Popular AI Tool Gets Its Own Android App - How to Use NotebookLM on Your Phone.” Zdnet.Com, ZDNET, 19 May 2025, www.zdnet.com/article/googles-popular-ai-tool-gets-its-own-android-app-how-to-use-notebooklm-on-your-phone/. Peters, Jay. “Google Releases Its NotebookLM Mobile App.” Theverge.Com, The Verge, 19 May 2025, www.theverge.com/news/669828/google-releases-its-notebooklm-mobile-app. Wang, Biao. “Understand Anything, Anywhere with the New NotebookLM App.” Blog.Google, Google Blog, 19 May 2025, blog.google/technology/ai/notebooklm-app/.   Microsoft Announces AI Actions in Windows 11: Warren, Tom. “Microsoft Is Putting AI Actions into the Windows File Explorer.” Theverge.Com, The Verge, 20 May 2025, www.theverge.com/news/670251/microsoft-windows-11-ai-actions-file-explorer-context-menu. Whitney, Lance. “Microsoft's New AI Tool Lets You Edit Images and Summarize Docs Right in File Explorer.” Zdnet.Com, ZDNET, 20 May 2025, www.zdnet.com/article/microsofts-new-ai-tool-lets-you-edit-images-and-summarize-docs-right-in-file-explorer/.   TikTok Sleep Meditation for Teens: Hasan, Sadiba. “Can TikTok Help Young People Take a Break From Screens?” Nytimes.Com, The New York Times, 19 May 2025, www.nytimes.com/2025/05/17/style/tiktok-guided-meditation-sleep.html. Malik, Aisha. “Tiktok Rolls out a New Meditation Feature to Help You Get off the App and Sleep.” Techcrunch.Com, TechCrunch, 15 May 2025, techcrunch.com/2025/05/15/tiktok-rolls-out-a-new-meditation-feature-to-help-you-get-off-the-app-and-sleep/. Roth, Emma. “Tiktok Will Show Teens Guided Meditation after 10pm.” Theverge.Com, The Verge, 15 May 2025, www.theverge.com/news/668051/tiktok-guided-meditation-wind-down-10pm.   2025 Social Media Marketing Industry Report: Stelzner, Michael A. “2025 Social Media Marketing Industry Report.” Socialmediaexaminer.Com, Social Media Examiner, www.socialmediaexaminer.com/social-media-marketing-industry-report-2025/. Accessed 21 May 2025. Learning to Delight in the Limelight ft. Linda Ugelow: https://lnk.to/asg644 Order Your Copy of Delight in the Limelight: https://lindaugelow.com/delight-in-the-limelight/   Resources: 5 Types of Content to Share on Social Media: https://lnk.to/asgf20250131 Best Video Editing Apps for Social Media: https://lnk.to/8xfGo0 Community Engagement & ACA Marketing Suggestions: https://lnk.to/ASG665  From Chill Mode to Growth Mode ft. Christian Brindle: https://lnk.to/brindle2025  Social Media Marketing for Insurance Agents: https://ritterim.com/social-media-ebook/ The Best Books for Insurance Agents: https://ritterim.com/blog/the-best-books-for-insurance-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. Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

Cameron welcomes Ed Walter of Walter Financial Partners for a fast-paced, eye-opening chat about the truth behind insurance. From rising rates to claims chaos, Ed breaks down why many see insurance as a scam—and how supplemental coverage can actually be a financial game-changer. With real stories, sharp insights, and a no-nonsense approach, Ed makes a compelling case for smarter protection and putting people before policies.   00:26 Journey into Insurance 01:22 Understanding Insurance Skepticism 03:25 The Concept of Supplemental Insurance 06:30 The Importance of Financial Safety Nets 12:18 The Role of Insurance Agents vs. Brokers 15:11 Why Supplemental Insurance Matters 17:44 Educating Clients on Financial Preparedness   Show Links Learn more about the Brighton Chamber by visiting our website. Website: https://www.brightoncoc.org/   Guest Links Website: https://wfpmichigan.com/ LinkedIn: https://www.linkedin.com/in/edward-walter-1ab9a811/ Email: ed@wfpmichigan.com

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Derek Notman, Adam Holt and Dick Weber about changing the way we think about life insurance agent training, retention and compensation. In this episode we discussed:Why life insurance agents struggle to succeed.The compensation structure is at the heart of the issue and needs to be revamped. Very few agents are taught to sell, rather than to service.Consumers need a fiduciary advisor to tell them what insurance they have.Advisors need to facilitate the conversation.We are in a people business and we need technology that facilitates great human connection.Connect with Adam Holt:Websites: (Asset Map) (Rubin Goldman and Associates) LinkedIn: (here) Connect with Derek Notman:LinkedIn:(here)Couplr.ai: (here) Connect with Dick Weber:Website (here)LinkedIn (here)  Podcast: ReThink. Financial Advice podcast with Adam Holt and Derek Notman (here) (YouTube)Bios: H. Adam Holt, CFP, ChFC is the CEO and Founder of Asset Map. Adam has been a financial advisor for over 25 years, during which time he has helped build and manage his wealth management firm to over $1.2B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset led him to found Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide and over 1M consumers. Adam is also the co-host of Rethink the Financial Advisor PodcastDerek Notman is a the Founder & CEO of Couplr AI. Using data science and flip-flop-inspired thinking, we're tackling client acquisition & orphan client problems in the investment and insurance industries. Derek is the co-host of Rethink Financial Advice Podcast: We question everything about financial advice, because sometimes the best way to fix things is to laugh at them first.Richard M. Weber, MBA, CLU®, AEP® (Distinguished) is an Insurance Fiduciary® providing fee-only life insurance expertise to individuals, families and businesses seeking to make smart decisions about buying and managing their life insurance assets. Dick was the 2012-2013 President of the Society of FSP. A 58-year veteran of the life insurance industry, he has been a successful agent, an insurance company executive, and now is one of just a handful of fee-only insurance experts in the U.S.  Author of more than 350 articles encompassing products, sales practices, and the due diligence necessary to buy and place insurance and annuities.  Dick currently serves as a Consumer Representative to the NAIC and is a member of the Standards Resource Commission of the CFP Board.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Graham Haigh has seen a thing or two during his insurance career, now looking at a deserved retirement he sounds off about some of the problems he sees in the P&C sector.In this episode:What he sees as the biggest challenge in the industryScaling up with mergers and acquisitionsShould insurers continue to be a part aggregating distributionWhere new success is being found and who is having itWhy product innovation is hard to do (really?)Why Graham agrees Charles Brindamour owes the hosts a favourAs Graham looks to take a well deserved break before he figures out what to do with his free time we share a great candid chat about the industry, friendships and why it really is an amazing ecosytem to work and live within.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, I sit down with Josh Burns, an insurance agent who has mastered the Medicare seminar game and is now helping other agents do the same.

In this episode, Cody Askins sits down with Tatiana Muchacho-Stein, a powerhouse producer who generated over $450,000 in her very first year selling life insurance — and has already blown past $560,000 in her second year!

Every life insurance agent has an opinion on direct vs non-direct recognition — but does it really matter? In this video, we break down how dividend recognition works, compare major carriers, explore loan interest rate impacts, and zoom out to reveal what truly matters in your policy. Whether you're deep into infinite banking or just curious, this will help you see the full picture. Want Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review Learn More About the And Asset: https://bttr.ly/andasset 00:00 Understanding Direct vs Non-Direct Recognition03:08 The Mechanics of Dividend Recognition05:47 Comparing Direct and Non-Direct Recognition Carriers09:02 Evaluating the Impact of Loan Interest Rates11:48 The Bigger Picture: Life Insurance Purpose14:48 Final Thoughts on Policy Loans DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this episode of the And I Quote podcast, Ashleigh Burden speaks with John Morlan, founder and CEO of Smarter Risk, about the unique challenges small businesses face in risk management. They discuss the importance of having a solid risk management plan, the role of insurance agents, and the partnership between Coterie and Smarter Risk. John shares insights from his journey in the insurance industry and highlights the innovative technology Smarter Risk is developing to simplify risk assessment for small businesses.Learn more about Coterie's Manage My Risk Program: https://explore.coterieinsurance.com/manage-my-risk-agentsbrokersLearn More about SmarterRisk: Follow John Morlan on LinkedIn: https://www.linkedin.com/in/johnbmorlan/Follow Smarter Risk on LinkedIn: https://www.linkedin.com/company/smarter-risk/Visit Smarter Risk's website: https://smarterrisk.com/Learn more about Coterie Insurance: Follow Ashleigh on LinkedIn: https://www.linkedin.com/in/ashleigh-burden/Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsuranceLearn more about Coterie: https://coterieinsurance.com/00:00 - 02:30: The Journey of John Morland and Smarter Risk02:30 - 5:04: Understanding Small Business Risks05:04 - 07:19: The Importance of Risk Management for Small Businesses07:19 - 10:22: The Role of Insurance Agents in Risk Management10:22- 13:00: The Partnership Between Coterie and Smarter Risk13:00- 15:42: Future Innovations at Smarter Risk15:42 - 18:18: Actionable Steps for Small Business Owners18:18- 19:40: Conclusion and ResourcesCoterie, Smarter Risk, small business, risk management, insurance, partnerships, technology, insurance agents, startups, business growth

In this podcast, I sit down with Michael Rose from The Diversified, an Integrity Marketing partner, to break down the REAL differences between field sales and telesales when it comes to selling final expense. We're talking the pros, the cons, what it takes to WIN in both arenas, and how to figure out which one's right for YOU. Michael shares what he's seeing in the industry right now, plus some powerful insights that can help any agent level up.If you're selling final expense – or thinking about jumping in – you NEED to hear this. Let's go!

Great ideas don't build successful agencies, action does! Shane and Tonya discuss why taking big swings (and sometimes missing) is the only way to truly grow. From overcoming analysis paralysis to tuning out the noise of social media “experts,” they share real-life stories and practical advice for agency owners ready to stop overthinking and start swinging for the fences. 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.

“Create a business that funds your vision—not one that traps you in someone else's.” – Michael WeaverWhat's in this episode:In Part 2 of this real-talk series on The Insurance Buzz, Michael and Courtney continue their deep dive with agency owner and insurance coach Matt Dietz. This episode tackles the hard truths that most agents avoid—budgeting, burnout, delegation, and how to scale without blowing your margins.Whether you're a brand-new agent or already scaling a book, this episode helps you build a business that lasts—not just one that looks good on a leaderboard.If you're serious about building profit, retention, and legacy—this one's for you.[00:00] Marketing on $0: Why your local community is your best lead source[02:00] The pizza shop story and the myth of hustle[04:00] Time Management: The “Power of an Hour” method[07:00] Delegation done right—without dropping the ball[11:00] The trap of training staff before you've trained yourself[14:00] Budget reality check: when payroll goes up, premium must follow[17:00] Why most agents lose money on internet leads[20:00] The hidden cost: lapse/can and the long-term impact[23:00] Lifetime value vs. ego-driven sales[25:00] Final thoughts: Know your dream. Run your race.

Get tips on how to get involved with your community, find potential ACA clients, and market your brand – all in this episode!   Read the text version   The Insurance Agent's Guide to Establishing Successful Affinity Partnerships FREE eBook Download Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 5 Insurance Marketing Tips to Help Agents Stand Out in Crowd: https://lnk.to/asgf20250321 5 Things to Consider When Creating Your Personal Brand: https://lnk.to/asgf20250404 5 Types of Content to Share on Social Media: https://lnk.to/asgf20250131 6 Ways to Generate ACA Leads: https://lnk.to/ASG663 ACA Consumer Authorization Form FREE PDF Download: https://ritterim.com/documents/aca-consumer-authorization-form-template.pdf Apps for Content Creation: https://lnk.to/ASGA81 Best Video Editing Apps for Social Media: https://lnk.to/8xfGo0 Build Your Brand with Community Involvement: https://ritterim.com/blog/build-your-brand-with-community-involvement/ Free Insurance eBooks & Guides: https://ritterim.com/guides/ Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/ Register with Ritter: https://app.ritterim.com/public/registration/ Shop at Ritter Insurance Marketing: https://shopritterim.com/ The Complete Guide to Selling Affordable Care Act Insurance Plans: https://ritterim.com/aca-ebook/   References: “Age Distribution of Internet Users Worldwide 2024.” Statista.Com, https://www.statista.com/statistics/272365/age-distribution-of-internet-users-worldwide/. Accessed 14 Apr. 2025. Instagram, https://www.instagram.com/. Accessed 14 Apr. 2025. “Log in or Sign Up.” https://www.facebook.com/. Accessed 14 Apr. 2025. “Make Your Day.” TikTok, https://www.tiktok.com/en/. Accessed 14 Apr. 2025. “Most Popular Social Networks Worldwide as of February 2025, by Number of Monthly Active Users.” Statista.Com, Statista, Feb. 2025, www.statista.com/statistics/272014/global-social-networks-ranked-by-number-of-users/. “The Growth Engine: Superior Customer Experience In ...” McKinsey.Com, https://www.mckinsey.com/~/media/mckinsey/industries/financial%20services/our%20insights/the%20growth%20engine%20superior%20customer%20experience%20in%20insurance/the_growth_engine_superior_customer_experience_in_insurance_may_2016.pdf. Accessed 14 Apr. 2025. YouTube, YouTube, https://www.youtube.com/. Accessed 14 Apr. 2025.   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.

Shane and Tonya tackle the cultural obsession with busyness and unpack why a full calendar doesn't always equal fulfillment. From personal stories to leadership lessons, they explore how agency owners can shift from hustle mode to healthy balance without sacrificing success. 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.

“Three quotes a day will change your life. It's not flashy—but it's the formula.” Matt Dietz What's in this episode:In Part 1 of this tactical conversation, Michael and Courtney sit down with insurance coach and agency owner Matt Dietz to deliver the 6 critical systems every new agent needs to master. From revenue math to marketing systems and delegation frameworks, this episode covers the real blueprint for long-term success.Whether you're a new agent trying to find your footing, or a few years in and looking to rebuild, this episode helps you stop surviving and start winning—with clarity, direction, and focus.[00:00] Intro: The $0 secret to asking for business[03:00] The blueprint starts here: reverse-engineering your income goals[05:15] Why “3 quotes a day” is the simplest path to success[07:30] Stop depending on internet leads — here's what works instead[10:00] Delegation and time management: what new agents must let go of[13:30] Accountability: how to lead producers without micromanaging[17:00] Main Street marketing: asking for business in everyday life[21:00] Confidence is built in reps — not talent[26:00] The most common mindset trap for new agents[32:00] 10 marketing strategies you can start using this week[37:00] Final thoughts: If you're new, this is your playbookCONNECT WITH MATTLinkedin.com/in/dietzagencyInstagram.com/dietzagencyFacebook.com/matt.dietz.921RESOURCES + LINKSWatch the full episode on YouTube: HERENEW BOOK: "Quote 3: How to Make Multiple 6 Figures in Any Sales Organization"Transform your sales with proven strategies that have helped achieve massive success.

In this episode, I sit down with Dan Rose to uncover why so many new insurance agents fail out of the business — and more importantly, how his agency is helping agents launch fast and stick around for long-term success.Get in contact with Dan Rose by emailing him at dan@thediv.com or visiting their website https://thediv.com/

If you're new, struggling or not where you want to be, this podcast is for you. Sometimes as we go along, we drift.This podcast gets you back to the basics of what will truly move the dial quickly so you can start getting profitable with your life insurance business.I hope it helps!YouTube link:https://youtu.be/9IJfYVsU7ygIf you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifemattersagency.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifemattersagency.com/opportunity/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Have an idea or topic suggestion?Talk to me:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

In this episode, I sit down with powerhouse life insurance agent Mallory Kroos, who sold over $645,000 in life insurance in 2024 alone. Mallory breaks down exactly how agents can build a six-figure income with simple, practical strategies — no fluff, no gimmicks. Whether you're brand new or trying to level up, this conversation will light a fire under your business.

Shane and Tonya tee off with a conversation about what The Masters can teach us about agency ownership. From Rory McIlroy's daughter reminding him, “You already know how to play golf,” to recognizing the value of your own strengths and systems, this episode is about presence, persistence, and trusting yourself.  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 video, I sit down with Dustin Bezalel from Creative Financial Network to break down exactly how new insurance agents can build a six-figure income!Whether you're just starting out or looking to level up, this conversation is packed with actionable advice, mindset shifts, and real-world strategies to help you thrive in the insurance industry.

  The Friday Five for April 25, 2025: Dr. Oz shares MAHA vision as CMS admin CY 2026 Part D Coverage Cost Breakdown CY 2026 Selected Drug Subsidy Cost Breakdown Provisions Not Finalized in 2026 MA and Part D Final Rule Impact of Non-Finalized Provisions on Agents   Dr. Oz shares MAHA vision as CMS admin: Simmons-Duffin, Selena. “5 Things to Know as Dr. Oz Prepares to Lead Medicare and Medicaid.” NPR.Org, NPR, 3 Apr. 2025, www.npr.org/sections/shots-health-news/2025/03/25/g-s1-55766/dr-mehmet-oz-medicare-medicaid-cms-trump. “Dr. Mehmet Oz Shares Vision for CMS.” CMS.Gov, Centers for Medicare & Medicaid Services, 25 Apr. 2025, www.cms.gov/newsroom/press-releases/dr-mehmet-oz-shares-vision-cms. Olsen, Emily. “Dr. Oz Sworn in as CMS Administrator.” Healthcaredive.Com, Healthcare Dive, 21 Apr. 2025, www.healthcaredive.com/news/dr-mehmet-oz-sworn-in-cms-administrator/745880/.   CY 2026 Part D Coverage Cost Breakdown: “Final CY 2026 Part D Redesign Program Instructions.” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/newsroom/fact-sheets/final-cy-2026-part-d-redesign-program-instructions. Accessed 23 Apr. 2025. “Medicare and Medicaid Programs; Contract Year 2026 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly.” Federalregister.Gov, Federal Register, 15 Apr. 2025, www.federalregister.gov/documents/2025/04/15/2025-06008/medicare-and-medicaid-programs-contract-year-2026-policy-and-technical-changes-to-the-medicare.   CY 2026 Selected Drug Subsidy Cost Breakdown: John, Stephnie A., and Abdie Santiago. “The IRA in 2025: The Future of Medicare Part D.” Mintz.Com, Mintz, 13 Feb. 2025, www.mintz.com/insights-center/viewpoints/2146/2025-02-13-ira-2025-future-medicare-part-d. “Medicare Prescription Drug Benefit Manual – Chapter 5.” Cms.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/files/document/chapter-5-benefits-and-beneficiary-protection-v92011.pdf. Accessed 23 Apr. 2025. “Factsheet: Medicare Drug Price Negotiation Program.” Cms.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/files/document/fact-sheet-medicare-selected-drug-negotiation-list-ipay-2026.pdf. Accessed 23 Apr. 2025.   Provisions Not Finalized in 2026 MA and Part D Final Rule: “Contract Year 2026 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly (CMS-4208-F).” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/newsroom/fact-sheets/contract-year-2026-policy-and-technical-changes-medicare-advantage-program-medicare-prescription-final. Accessed 24 Apr. 2025. Tong, Noah. “Medicare Advantage Final Rule Excludes Anti-Obesity Drug Coverage under Medicare, Medicaid.” Fiercehealthcare.Com, Fierce Healthcare, 4 Apr. 2025, www.fiercehealthcare.com/payers/medicare-advantage-final-rule-excludes-anti-obesity-drug-coverage-under-medicare-medicaid. “Medicare and Medicaid Programs; Contract Year 2026 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly.” Federalregister.Gov, Federal Register, www.federalregister.gov/documents/2025/04/15/2025-06008/medicare-and-medicaid-programs-contract-year-2026-policy-and-technical-changes-to-the-medicare. Accessed 24 Apr. 2025. “Medicare Coverage of Anti-Obesity Medications.” Aspe.Hhs.Gov, Assistant Secretary for Planning and Evaluation, 26 Nov. 2024, aspe.hhs.gov/sites/default/files/documents/127bd5b3347b34be31ac5c6b5ed30e6a/medicare-coverage-anti-obesity-meds.pdf.   Resources: 2025 Maximum Broker Commissions for Medicare Advantage & Medicare Part D: https://ritterim.com/blog/2025-maximum-broker-commissions-for-medicare-advantage-and-medicare-part-d/ 3 Additional Effective Techniques for Closing Insurance Sales: https://lnk.to/asg656 4 Effective Techniques for Closing Insurance Sales: https://lnk.to/asg655 5 Things About the 2026 CMS MA and Part D Rate Announcement: https://lnk.to/asgf20250411 CMS Updates, Content Library, & More! https://lnk.to/asgf20250328 Recent ACA Coverage Changes Reversed with 2025 Marketplace Proposed Rule: https://ritterim.com/blog/recent-aca-changes-reversed-with-2026-marketplace-proposed-rule/ Subscribe to the Ritter Blog: https://ritterim.com/blog/ The Best Appointment Schedulers for Insurance Agents: https://lnk.to/asg657   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. Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

In this powerful interview, I sit down with Emma Searcy, a 20-year-old health insurance agent who made $284,000 in just one year — and she's just getting started.This is more than a success story — it's a blueprint for what's possible when you work hard, bet on yourself, and serve people with passion and purpose.If you're a young entrepreneur, an insurance agent, or just love hearing real stories of people changing their lives through business — this one's for you.

No green thumb? No worries! Tina has two apps that guide you in the gardening process!   From Seed to Spoon Official Website: https://www.seedtospoon.net/  GrowIt Mobile Official Website: https://growitmobile.com/   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: Apps for Content Creation: https://lnk.to/ASGA81 How to Better Market Yourself: https://ritterim.com/blog/how-to-better-market-yourself/ How to Create a Healthy Balance Between Work and Life: https://lnk.to/asg643 Introducing a Content Marketing Solution for Insurance Agents: https://lnk.to/contentlibrary   References: “From Seed to Spoon Vegetable Garden Planner Mobile App.” From Seed to Spoon Vegetable Garden Planner Mobile App, 31 Jan. 2025, https://www.seedtospoon.net/. “Garden App.” Garden and Plant Care, 4 Feb. 2023, https://growitmobile.com/category/garden-app/.   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.

Shane and Tonya discuss the rise of insurance influencers, the pressure to chase visibility over sustainability, and the challenge of rethinking your agency's direction to create a business that aligns with your goals and works for you. 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.

Innovative Tech Strategies for Insurance Agents with Mariah GatesIn this episode, Matt welcomes Mariah Gates, founder and CEO of Accelerated Automation, to discuss innovative strategies for leveraging technology in insurance agencies. Mariah shares her experiences and insights on implementing tech solutions, addressing common challenges such as 'shiny object syndrome' and the importance of procedures and processes in driving efficiency. Both Matt and Mariah emphasize the significance of leadership, accountability, and maintaining a forward-looking approach to ensure business growth and efficiency. The conversation also explores practical tips for managing tech stacks, building a strong team, and maintaining a client-centric approach in a rapidly evolving industry.00:00 Introduction and Greetings00:50 Discussing Technology in Insurance02:42 Challenges in Tech Adoption04:40 Importance of Procedures and Processes09:29 Efficient Use of Time and Resources11:10 Implementing Technology and Training15:58 Building a Self-Sufficient Team26:38 Leadership and Culture in Agencies30:22 Delegation and Trust in Your Team30:43 The Journey of Leadership in Small Business31:25 The Importance of Delegation for Growth32:10 Training Clients and Team for Efficiency38:31 The Value of Business Coaching and Accountability40:27 Simplifying Your Tech Stack45:44 Adapting to Digital Transformation50:02 Experimenting with Business Processes54:47 Concluding Thoughts and Appreciation

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/