Podcasts about insurance agents

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.

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.

Rene Thomas Folse, JD, Ph.D. is the host for this edition which reports on the following news stories: WCAB Denied Commutation of 76% PD Award to Pay Bills. Exclusive Remedy Applies if Contracting for 52+ Hour Job. Community Colleges Face Massive "Pell Runner" Financial Aid Fraud. Accounting Chief at Girardi Keese Law Firm to Serve 10 Years. Labor Alliance Officers Sentenced For WC and Pension Fraud. Insurance Agent and Son Charged With $1.4M Commission Fraud. Misdated VA PACT Act Disability Decisions Cost Millions. Studies Show Surgeons Continue to Leave Materials in Patients.

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.

INSURANCE AGENT OR BROKER FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

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.

David Watson joins host Aaron Levine for a conversation that blends technology, entrepreneurship, and personal transformation.David is the founder of RiskAdvisor, a platform born out of necessity—one that's now helping insurance agencies streamline their intake processes, elevate their client experiences, and sell on value instead of price.In this episode, David shares how a chance flight delay led to a pivotal partnership, how automating the right things gave his team back their time, and why building better systems isn't just about profit—it's about purpose.They also dive into how Atomic Habits influenced his personal journey (he's down nearly 40 pounds!) and why 1% improvement isn't just a mindset—it's a strategy.

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

In this episode of the And I Quote podcast, Ashleigh Burden of Coterie Insurance speaks with Alexandria Cardoze, the Digital Marketing Manager at Applied Systems. They discuss the evolution of marketing in the insurance industry, emphasizing the importance of data-driven marketing and personalization. Alex shares insights on effective marketing strategies, tools, and the future trends that will shape the industry. The conversation also touches on advice for those looking to enter the marketing field within insurance, highlighting the significance of understanding one's passion in marketing.Learn more about Alex and Applied Systems: Follow Alex on LinkedIn: https://www.linkedin.com/in/aeisenhardt/Find Applied Systems on LinkedIn: https://www.linkedin.com/company/applied-systems/Learn more about Applied Systems: https://www1.appliedsystems.com/en-usLearn more about Ashleigh and 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/00:00-02:58 - Introduction to Marketing in Insurance02:58-05:57 - The Importance of Data-Driven Marketing05:57- 08:48 - Personalization Strategies for Engagement08:48- 11:51- Tools and Tech Stack for Marketing11:51- 13:00 - Future Trends in Marketing and Insurance13:00 - 14:26 - Advice for Aspiring Marketers in Insurance

Resilience isn't just a word, it's a way of showing up when things get tough. In this episode, Shane and Tonya dive into what resilience really looks like in the independent agency world, why relationships matter more than ever, and how honest conversations can move your business forward. 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.

CMS just released the 2026 MA and Part D Rate Announcement! Listen to learn more about what this means for the upcoming coverage year.   Resources: 3 Additional Effective Techniques for Closing Insurance Sales: https://lnk.to/asg656 4 Effective Techniques for Closing Insurance Sales: https://lnk.to/asg655 CMS Updates, Content Library, & More! https://lnk.to/asgf20250328 Introducing a Content Marketing Solution for Insurance Agents: https://lnk.to/contentlibrary  The Best Appointment Schedulers for Insurance Agents: https://lnk.to/asg657   References: “2026 Medicare Advantage and Part D Advance Notice Fact Sheet.” CMS.Gov, Centers for Medicare & Medicaid Services, 10 Jan. 2025, www.cms.gov/newsroom/fact-sheets/2026-medicare-advantage-and-part-d-advance-notice-fact-sheet. “2026 Medicare Advantage and Part D Rate Announcement.” CMS.Gov, Centers for Medicare & Medicaid Services, 7 Apr. 2025, www.cms.gov/newsroom/fact-sheets/2026-medicare-advantage-and-part-d-rate-announcement. “Announcement of Calendar Year (CY) 2026 Medicare Advantage (MA) Capitation Rates and Part C and Part D Payment Policies.” CMS.Gov, Centers for Medicare & Medicaid Services, 7 Apr. 2025, www.cms.gov/files/document/2026-announcement.pdf. Tong, Noah. “CMS Finalizes 5.06% Medicare Advantage Benchmark Increase.” Fiercehealthcare.Com, Fierce Healthcare, 8 Apr. 2025, www.fiercehealthcare.com/payers/cms-finalizes-506-medicare-advantage-benchmark-increase. “CMS Finalizes 2026 Payment Policy Updates for Medicare Advantage and Part D Programs.” CMS.Gov, Centers for Medicare & Medicaid Services, 7 Apr. 2025, www.cms.gov/newsroom/press-releases/cms-finalizes-2026-payment-policy-updates-medicare-advantage-and-part-d-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 (CMS-4208-F).” CMS.Gov, Centers for Medicare & Medicaid Services, 7 Apr. 2025, www.cms.gov/newsroom/fact-sheets/contract-year-2026-policy-and-technical-changes-medicare-advantage-program-medicare-prescription-final. “Final CY 2026 Part D Redesign Program Instructions.” CMS.Gov, Centers for Medicare & Medicaid Services, 7 Apr. 2025, www.cms.gov/newsroom/fact-sheets/final-cy-2026-part-d-redesign-program-instructions.   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/   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Not affiliated with or endorsed by Medicare or any government agency.

What separates a 3-app day from a 7-app day? Structure, professionalism, and confidence.In this episode, our guests Josh Manzano, and Chris Clark, break down exactly how top producers run appointments that convert. From building trust in the first 7 seconds to overcoming the most common new agent pitfalls, this episode is a masterclass in running clean, repeatable systems that lead to consistent sales.Timestamps:00:00 – Why “Here's my license” is the wrong opener01:32 – How Josh & Chris open a high-trust appointment05:15 – Why most new agents practice on clients (and lose sales)09:00 – Building credibility through structure11:10 – The “Curiosity, Care, Candor” framework13:45 – What to say to set a clear agenda16:30 – What advanced agents look for during a fact-finder18:40 – The death of ego: stop trying to sell like a leaderboard monster21:15 – Why agents lose sales by over-explaining25:05 – How to involve the spouse (the real decision-maker)27:30 – Silence is a closing tool: The illusion of control

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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/  

Shane and Tonya talk AI in the independent insurance channel with special guests Chad Jackson and Justin White of Strawberry Antler. From automating quoting to solving real agency problems, they explore how AI can transform the way small and midsize agencies operate, why AI isn't as intimidating as it sounds, and how it can turn efficiency into opportunity. 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.

"If you just followed this plan for 30 days, you'd see massive results."  Michael WeaverWhat's in this episode:In this solo episode of The Insurance Buzz, Michael Weaver breaks down a full-day productivity blueprint designed for insurance sales professionals—using ChatGPT as a neutral coach. Whether you're brand new in the business or trying to get back to structure and focus, Michael outlines a time-blocked schedule that balances self-development, prospecting, follow-up, appointments, and marketing.You'll learn how to structure your day hour by hour, what tasks matter most, and how to eliminate distractions and excuses. From mindset prep and morning routines to daily scoreboards and closing rituals, this is your step-by-step plan to increase sales, stay consistent, and hit your income goals.[00:00:00] – Introduction:The truth about time blocking (it doesn't work unless you do)[00:00:45] – Michael removes his own bias—and asks ChatGPT to build the perfect day[00:01:30] – The full time-blocked schedule starts: morning mindset, goals, and training[00:03:00] – The most important 3-hour block of the day: prime prospecting time[00:05:30] – How to structure your lunch, client appointments, and mental resets[00:07:00] – Why social media and email should come last in your day[00:08:00] – Bonus tips from ChatGPT: Protect your morning, track everything[00:10:00] – Michael breaks down why self-development must come first[00:12:00] – Discipline > time: The real reason people don't succeed[00:13:00] – Final challenge: Try this for 30 days and track your resultsCourtney's Prior Episode:322. How to Make Insurance Social Media Content That Doesn't Suck RESOURCES + 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.

Crafting Effective Email Strategies for Insurance Prospects and ClientsIn this episode of the "Insurance Business Babes" podcast, Kathe Kline and Joanna Wyckoff delve into the nuances of email communication in the insurance industry, offering a treasure trove of insights for agents looking to refine their approach.Client Communication: Less is MoreKathe begins by detailing her client email strategy, which revolves around sending just one email per month to prevent overwhelming her clients. This strategic choice not only respects her clients' inbox space but ensures that each communication is valued and not lost in a sea of emails. The Power of the Freebie for ProspectsFor prospects, Kathe emphasizes the importance of lead magnets, or "freebies," which attract prospects seeking valuable information. By offering a checklist on navigating Medicare, she captures emails and gradually nurtures these leads through a well-crafted sequence of informative emails. Kathe's advice to create personalized content, rather than copying from others, highlights the need for authenticity in client interactions.Maintaining Prospect EngagementKathe discusses her prospect 52-week email sequence, designed to keep her prospects engaged without resorting to constant sales pitches. Valuable information forms the core of these communications, with every fifth email gently prompting prospects to schedule an appointment. This approach ensures prospects view the emails as beneficial rather than spam.Maximizing Content and Partner CollaborationThe episode closes with practical advice on repurposing content and collaborating with partners. Using Pretty Links to share concise URLs, Kathe maximizes her content's reach. Encouraging cooperation with referral partners, she suggests utilizing their content, adding diversity and depth to her communication strategy.ConclusionAs Kathe and Joanna reiterate, automation and smart email strategies can transform client and prospect relationships. By striking the right balance between information and promotion, insurance professionals can significantly enhance their engagement and conversion rates.This episode is sponsored by CertifiedMedicareAgents.com Use the code BABES2024 to get the BRONZE membership for FREE.

  Develop your personal brand with help from the Agent Survival Guide Podcast! Set yourself apart from the competition and formulate your marketing strategy at the same time!   Read the text version   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 a Crowd: https://lnk.to/asgf20250321 5 Types of Content to Share on Social Media: https://lnk.to/asgf20250131   Apps for Content Creation: https://lnk.to/ASGA81  Build Your Brand with Community Involvement: https://ritterim.com/blog/build-your-brand-with-community-involvement/  CMS Updates, Content Library, & More! https://lnk.to/asgf20250328 How Relationship Marketing Can Make the Difference in Your Agency: https://lnk.to/asg642 Introducing a Content Marketing Solution for Insurance Agents: https://lnk.to/contentlibrary Marketing Trends for 2025: https://lnk.to/asg639  Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/   References: Sheldon, Robert. “What Is a Unique Selling Point (USP)?” Techtarget.Com, TechTarget, www.techtarget.com/whatis/definition/unique-selling-point-USP. Accessed 2 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.  

Lorena Tomasini owns MALM Life and Health Insurance Agency in Miami, Florida. With over 12 years of experience in the insurance industry, she helps families and business owners with financial protection.    Lorena also hosts the "12-Minute Podcast," where she speaks with entrepreneurs about problem-solving.   Lorena highlights that many people are unprepared for catastrophic events like health issues or death, which can be devastating both personally and financially.   She explains that financial protection, like the products they offer, can help individuals and families avoid going into debt or relying on crowdfunding in times of crisis.   Lorena shares a key takeaway from attending the 10X conference, which was about focusing on daily activities rather than outcomes.   She emphasizes that building trust and relationships with clients takes time, and follow-up is crucial.    Moreover, Lorena points out the importance of maintaining a solutions-focused mindset rather than complaining when challenges arise.   LinkedIn: Lorena Tomasini  Facebook: MALM Life and Health Insurance Agency  Instagram: malmins22   Previous Episode: iam251-health-insurance-agent-and-podcaster-helps-families-and-businesses-with-financial-protection   Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

In this episode, I sit down with Arturo Johnson from Arturo Johnson Consulting, a true expert in helping insurance agents scale their income to six figures and beyond. Arturo has helped hundreds—if not thousands—of agents break through income ceilings by implementing the right strategies, mindset, and systems.If you're a new or struggling agent, or even an experienced producer looking to level up, this conversation is packed with game-changing insights you can apply immediately. Don't leave money on the table—watch now!

  Free up your work week by using a digital appointment scheduler. Spend more time with clients and less time managing your calendar.   Read the text version   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 3 Insurance Business Tools You Absolutely Can't Live Without: https://ritterim.com/the-ultimate-agent-resource-list/ Best Practices for Video Calls: https://lnk.to/8jc7x9 Digital Marketing for Insurance Agents: Our Top Tips to Boost Business: https://ritterim.com/blog/digital-marketing-for-insurance-agents-our-top-tips-to-boost-business/ Free eBooks & Guides: https://ritterim.com/guides/ Get Your PlanEnroll Site: https://ritterim.com/planenroll/ How to Stay Compliant During All Medicare Sales: https://lnk.to/41gE4C Meet Your Sales Specialist: https://ritterim.com/meet-your-sales-team/ MedicareCENTER: https://ritterim.com/integrity-tools/#medicarecenter Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/ What Are Agents Responsible for Under HIPAA: https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/ Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/ The Ultimate Agent Resource List Pt 3: Staying Organized: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-3-staying-organized/    Appointment Schedulers: Acuity: https://acuityscheduling.com/ Google Workspace: https://workspace.google.com/resources/appointment-scheduling/ Microsoft Bookings: https://www.microsoft.com/en-us/microsoft-365/business/scheduling-and-booking-app OnceHub: https://oncehub.com/ SimployBook.me: https://simplybook.me/en/   References: Lurie, Matt. “20 Integrable Scheduling Tools for Small Business Systems.” Ruby, 11 Nov. 2024, https://www.ruby.com/blog/20-of-the-best-small-business-appointment-scheduling-tools-and-apps/. “Acuity Scheduling: Online Appointment Scheduling Software.” Acuity, https://acuityscheduling.com/. Accessed 3 Mar. 2025. “Acuity Scheduling and HIPAA.” Acuity : Scheduling, https://help.acuityscheduling.com/hc/en-us/articles/16689567523597-Acuity-Scheduling-and-HIPAA. Accessed 3 Mar. 2025. “Agencybloc's AMS+ Solution for Health, Group Benefits, & Senior Insurance.” AgencyBloc Insurance Agency CRM, https://www.agencybloc.com/ams/. Accessed 3 Mar. 2025. “Appointment Scheduler.” Radius Help Center, https://help.radiusbob.com/en/articles/5448715-appointment-scheduler. Accessed 3 Mar. 2025. “Compare All Microsoft 365 Plans.” Microsoft, https://www.microsoft.com/en-us/microsoft-365/business/compare-all-microsoft-365-business-productss. Accessed 3 Mar. 2025. “Free Appointment Booking System.” SimplyBook.Me - Free Appointment Booking System, https://simplybook.me/en/. Accessed 3 Mar. 2025. “Google Workspace.” Google Workspace: Secure Online Productivity & Collaboration Tools, Google, https://workspace.google.com/. Accessed 3 Mar. 2025. “Health Insurance Portability and Accountability Act (HIPAA) & Health Information Technology for Economic and Clinical Health (HITECH) Act - Microsoft Compliance.” Microsoft Compliance | Microsoft Learn, https://learn.microsoft.com/en-us/compliance/regulatory/offering-hipaa-hitech. Accessed 3 Mar. 2025. “HIPAA Compliance with Google Workspace and Cloud Identity.” Google Workspace Admin Help, Google, https://support.google.com/a/answer/3407054. Accessed 3 Mar. 2025. “HIPAA for Professionals.” HHS.Gov, 19 July 2024, https://www.hhs.gov/hipaa/for-professionals/index.html. “Microsoft 365 - Subscription for Productivity Apps: Microsoft 365.” Microsoft 365 - Subscription for Productivity Apps | Microsoft 365, https://www.microsoft.com/en-us/microsoft-365. Accessed 3 Mar. 2025. “Online Appointment Booking Software - Unmatched Free Plan.” OnceHub, https://oncehub.com/. Accessed 3 Mar. 2025. “Online Appointment Scheduling with Google Calendar.” Google Workspace, Google, https://workspace.google.com/resources/appointment-scheduling/. Accessed 3 Mar. 2025. “Online Bookings and Appointment Scheduling: Microsoft 365.” Online Bookings and Appointment Scheduling | Microsoft 365, Microsoft, https://www.microsoft.com/en-us/microsoft-365/business/scheduling-and-booking-app. Accessed 3 Mar. 2025. “Productivity Apps for Business Owners & Entrepreneurs | Google Workspace Individual.” Google Workspace, Google, https://workspace.google.com/individual/. Accessed 3 Mar. 2025. Alder, Steven. “The Use of Technology and HIPAA Compliance.” The HIPAA Journal, https://www.hipaajournal.com/the-use-of-technology-and-hipaa-compliance/. Accessed 3 Mar. 2025. “What Is a HIPAA Business Associate Agreement (BAA)?: TechTarget.” Healthtech Security, TechTarget, 14 Feb. 2022, https://www.techtarget.com/healthtechsecurity/feature/What-Is-a-HIPAA-Business-Associate-Agreement-BAA. “What Is Our Online Scheduler Solution?” Producer Max The Agent-Centric Platform, https://www.producermax.com/Online-Scheduler.html. Accessed 3 Mar. 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.

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Excess and surplus lines (E&S) can open up new opportunities, but it also comes with its own set of challenges. Shane and Tonya break down the common fumbles agents make, share how to avoid costly mistakes, decide when to say no, and discuss how build the processes that make E&S business work for your agency. 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.

Reacting to bad takes on infinite banking and life insurance with Devin Burr Aka, Mr.Brrrr. Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vaultWant a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Connect with Mr. BRRRR: https://www.youtube.com/@Mr_brrrr https://www.instagram.com/mr_brrrr__________________________________________WEBSITE: https://betterwealth.com====================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 the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this first part of a two-part series, Dr. Kevin Kniery interviews Insurance Agent and Certified Financial Planner professional Larry Keller about the fundamentals of disability insurance for physicians, particularly surgeons. They discuss the importance of individual disability policies, key differences between policies, and how to choose the right agent. ***Fellowship Application Form: https://forms.gle/PQgAvGjHrYUqAqTJ9 Please visit https://behindtheknife.org to access other high-yield surgical education podcasts, videos and more.   If you liked this episode, check out our recent episodes here: https://app.behindtheknife.org/listen