Podcasts about insurance brokers

www.floridacpabookkeeping.comwww.insurancebrokerplus.comwww.strategicconsultingexperts.ccom

Today, my guest is Guffy Wright. Guffy Wright is a multifamily insurance expert 20 years or with 20 years experience helping operators protect and grow equity. He built the Mahoney Group's Real Estate Practice, oh, and to over 100 million in premiums, and has created tools that turn insurance into strategic advantage. And in just a minute, we're going to speak with Guffy about why your insurance broker might be your biggest competitor https://www.linkedin.com/in/guffy-wright-752679b  

On May 19, 2026, 914INC. proudly celebrated its 16th annual Wunderkinds Awards with a special cocktail reception at the Mamaroneck Beach & Yacht Club. This year's event honored 26 exceptional professionals under the age of 35 who were handpicked by the magazine's editors for their standout talent, innovative thinking, and meaningful contributions to the Westchester community. Featured in the May/June 2026 issue, these rising stars represent the future of the region's business landscape. A warm congratulations goes out to all of this year's honorees, along with a sincere thank you to the event sponsors who helped make this memorable celebration possible.Westchester Talk Radio host Joan Franzino Teddy Bugniazet, a Property and Casualty Insurance Broker at Marsh McLennan Agency, specializing in risk management and insurance programs for small to middle-market businesses. A Manhattanville University alumnus who grew up in Rye and now lives in Port Chester, Teddy has built a robust local network over the last three years. He enjoys the dynamic challenge of analyzing corporate risk and helping business owners navigate changing exposures.

This episode is brought to you by Kilpatrick, a leading global law firm with a dedicated search fund team that works with searchers from inception, to acquisition, to exit.*This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  *  ⁠⁠⁠Click Here to Subscribe to the In The Trenches YouTube Channel⁠⁠⁠*There's a well-known maxim that states “Strategy without execution is hallucination”, and in today's episode I'll share with you why I think that's true. I'll do so by sharing some of the lessons that I learned as a CEO related to executing on the strategy that I set at the beginning of each year. In my experience, strategy is actually the easy part: Almost any mediocre CEO can set logical and compelling goals for a company, but it's the truly skilled CEO who adjusts her tools, systems and processes to regularly and successfully execute on those same goals.  As Jim Collins and Jerry Porras (authors of Built to Last) rightly said: “Building a visionary company requires one percent vision and 99 percent alignment.” Today, I'll share with you the best tools that I'm aware of to create that very alignment. 

Smythe LLP has been producing a P&C brokerage report for a number of years so we had Alex Wong, Partner in Advisory Services, talk about the data and answer a few questions about the state of the brokerage industry last year.In this episode:What are the fears most brokers have?How are the trends driving change and where?Will consolidation continue and how?Where are the growth opportunities?What do brokers need to do to keep having sucess?How will technology impact the future of the channel?It's never easy to be honest and up front about an industry that is changing so fast, but Alex lays out the facts and backs it up with data and his own experience advising companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This episode is brought to you by⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  *  ⁠⁠Click Here to Subscribe to the In The Trenches YouTube Channel⁠⁠*When building a model and underwriting an acquisition more broadly, many prospective acquirors understandably struggle with how to balance calculated optimism about the future on one hand, with a sense of what is realistically achievable on the other. While investing is an inherently optimistic act (after all, you wouldn't make the investment if you didn't believe that the future was likely to be better than the present), acquirors must balance that optimism against the company's historical performance, possible future headwinds outside of their control, and execution challenges common to first-time CEOs, among other considerations.In today's episode, I present prospective acquirors with ten different ideas on how to underwrite a conservative and realistic base case.

Ben is the director of Built-in Insurance Brokers, a firm exclusively protecting the construction industry from catastrophic financial loss. He exposes the fatal gaps in generic retail liability policies, explaining how a simple occupation mismatch or the standard "building defects exclusion" can leave you completely uninsured against million-dollar leaky home lawsuits. Owen and Ben also break down the operational risk of underinsuring your tools against floods. They detail the exact administrative process required to force homeowners to secure their own contract works cover before your crew steps on site for a renovation. If you want to access the free Top 10 Risk Review checklist or schedule a zero-obligation insurance audit to see what you are actually covered for, visit their website at https://builtininsurance.co.nz/

Tuesday April 14, 2026 Insurance Brokers to Pay $135 Million to Settle False Claims Charges

strategicconsultingexperts.combestinsuranceplanning.com

Glenn Morgan, Head of Digital Assets at Aon, joined me to discuss the company's completion of the first stablecoin insurance premium payment and its digital asset strategy.Topics: - Aon tests stablecoin payments with Coinbase and Paxos - Utilizing USDC and PYUSD for payments - Genius Act and Stablecoin market - Insurance for Crypto assets and services Brought to you by

On this episode of The Ty Brady Way, Ty sits down with Dan Dearden, a 25-year veteran of the group health insurance industry who has spent his career helping small and mid-sized businesses navigate one of their biggest frustrations: the relentless, compounding cost of group health coverage. Dan lays out the landscape employers are dealing with right now. Hyperinflation in healthcare is running in the double digits with no slowdown projected for at least three to five years. Employers are capping employee hours to stay under the 50-employee mandate threshold, offering plans with $6,000 to $8,000 deductibles while still paying enormous premiums, and in some cases simply paying the government penalty because it costs less than the insurance itself. Trent Staggs, traveling the country talking to business owners, heard the same answer almost unanimously: the cost of health insurance is the number one problem in business today. Dan explains why so many employers stay stuck, and why the traditional brokerage model is part of the problem rather than the solution. Then he walks through the alternative his firm Spica Employee Benefits is most committed to: Pareto Health, the largest employer captive in the country with nearly 4,500 member companies. The model pools smaller employers together to create the same buying power as a Fortune 500 company, driving down the cost of medical procedures, surgeries, and prescription drugs while actually improving the quality of care. Dan shares that a top-ranked orthopedic surgeon in Bountiful, Utah performing robotic knee surgery can cost half of what a lesser surgeon down the street charges, and that steering employees toward the best providers in every category means better outcomes and lower total cost. His firm's goal is to get employers from 100% of their current fully insured cost down to around 80%, and often better, with one local Utah company saving $109,000 in their first year on 65 employees. Dan closes with the wellness piece, sharing his own story of dropping his A1C from 5.9 to 4.1 through coaching, dietary changes, and targeted supplements, going from nearly being put on diabetes medication to his doctor calling him in disbelief. His message is that a culture of proactive health is just as important as the financial structure of the plan, and that a lot of expensive medical interventions are avoidable with the right support. For any employer with 50 or more employees who thinks they are already getting the best deal possible, Dan's ask is simple: give his team 30 minutes. His parting wisdom for anyone building a career mirrors that same straightforward approach: work hard, become the subject matter expert in your field, and never stop investing in the people around you.  

Crypto News: Nasdaq partners with Kraken for issuer-centric tokenized equities. Aon tests stablecoin payments for insurance premiums with Paxos, Coinbase.Brought to you by

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  *  Over the past handful of years, there has been substantial growth in the number of companies who have decided to implement formal “operating systems” to govern certain strategic and operational decisions within their businesses. I implemented EOS (short for “the Entrepreneurial Operating System”) in my own company beginning in 2015, and we continued to operate under its various principles and structures until successfully selling the company in late 2020. Based on that first-hand experience, I thought it would be worthwhile to dig into a number of recurring FAQs that I often receive from other CEOs who are considering implementing an operating system within their own companies. To help me work through these FAQs, I was joined by Alex Hodgkin. In addition to being an entrepreneur and CEO himself, Alex also co-founded the Entrepreneurship Through Acquisition program at the University of Chicago's Booth School of Business. Currently, Alex runs his own business specifically to help small business CEOs implement the Entrepreneurial Operating System.

تواصل معانا وشاركنا افكاركنتعمق في عالم الوساطة التأمينية كوظيفة استشارية تبني الثقة وتدير المخاطر بذكاء، من تأسيس الفريق إلى تقديم حلول متقدمة مثل السايبر إنشورنس. نشارك دروساً عملية حول المواسم، هيكلة الشركات، وإدارة العلاقات التي تقود لنتائج ملموسة.• دور الوسيط بين العميل وشركات التأمين• بناء فريق مبيعات منضبط بالتدريب والبيانات• نظام متابعة متعدد القنوات يخلق ثقة• مواسم التأمين وتوقيتات الاكتتاب• هيكلة الشركات والحوكمة وتأثيرهما على التسعير• تنويع القطاعات ومواجهة الأزمات• قيمة حلول السايبر إنشورنس ومتطلبات المطالبات• نصائح مهنية لمسار الشباب في الوساطةاشترك وفعل الجرس وشارك الحلقة، ولو في أى أسئلة عندكم لضيفنا أو مواضيع حابين نتكلم عنها أكتر، اكتبوا لنا فى الكومنتس ونشوفكم فى حلقة جديدة من Business Belaraby PodcastSupport the showاستمتع بتجربة سماع بودكاست فريدة من خلال ابليكشن بزنس بالعربي واستفيد من محتوى اضافي وحصري في البزنس وتطوير ذات حمل تطبيق من بزنس بالعربي من خلال الرابط: https://m.mtrbio.com/BBA-Application رعاة بودكاست بزنس بالعربي:

Harvey S. Perle, Principal of Perle & Co., a St. Paul, MN based Insurance Broker, joins host Ken Haglind on “Living Healthy and Aging Well” to talk about to talk about what is ahead for Medicare in 2026. Perle & Co. specializes in Medicare education, enrollment, and client servicing. Having someone from “Perle and Company”…

bestinsuranceplanning.com

In this episode, we talk with Dana Griffin, principal agent of Choice City Health in Northern Colorado. Dana specializes in helping people make a smooth and informed transition into Medicare. Learn more at:  Dana Griffin - Medicare Insurance Broker in Fort Collins, COInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com

Kyle Thompson is the Senior Vice President in Risk Management at Arthur J. Gallagher, where he leads large teams on complex risk. He played pro golf for 17 years before pivoting to risk management in 2019. In this live from RIMS 2025 episode, Kyle reflects on the ways that his golf career prepared him for risk management. He highlights the similarities between the two careers, reflects on some of his biggest wins, and details the athletic characteristics that have helped him excel in his new career.   Key Takeaways: ● Kyle's experience with golf was a family affair that is in his DNA. ● Advancing through the PGA was a multi-year-long effort. ● Kyle's pivot from pro golf to risk management. ● Risk and insurance knowledge started with earning accreditations. ● Kyle has zero regrets about his career in risk management. ● Reflections on Kyle's biggest wins and AJG's growing success. ● Addressing the male-dominated insurance landscape. ● Surprising discoveries that Kyle made once he joined the traditional workforce. ● Characteristics of ex-athletes who thrive in risk management.   Mentioned in This Episode: Kyle Thompson Arthur J. Gallagher   Tweetables:   “I had a few offers to go into real estate, but it just didn't speak to me the way insurance did.”   “I was a pro at golf; now I'm an aspiring professional insurance broker.”   “I know what I know, and I know what I don't know.”   “Golf itself is really nothing but risk management.”

Harvey S. Perle, Principal of Perle & Co., a St. Paul, MN based Insurance Broker, joins host Ken Haglind on “Living Healthy and Aging Well” to talk about to talk about what is ahead for Medicare in 2026. Perle & Co. specializes in Medicare education, enrollment, and client servicing. Having someone from “Perle and Company”…

In this episode of The Tiberius Show, we explore the world of insurance with the energetic and witty Tracy Milner, Insurance Broker, Business Owner, and former restaurant professional.From dishwashing at age 12 to running his own insurance company, Tracy brings a mix of humor, honesty, and real-world lessons as he shares:• What makes a broker different from an agent—and why that matters• Why insurance is more exciting (and necessary) than most people think• The wildest thing someone asked him to insure (hint: $100,000 of bourbon!)• How running restaurants taught him the value of promises and relationships• Why integrity and reputation are everything in business and life• The truth about what really drives the “boring but sexy” world of insuranceWhether you're a teen dreaming about driving, a parent navigating policies, or someone curious about building a stable, meaningful career, this conversation with Tracy will keep you laughing—and learning.#InsuranceBroker #InsuranceExplained #CreativeCareers #SmallBusinessOwner #TiberiusShow #InsuranceLife #CareerAdvice #TracyMilner #YouthPodcast #PodcastInterview #IntegrityInBusiness #Entrepreneurship #InsuranceTips #CommunityBusiness #BehindTheScenesInsuranceBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-tiberius-show--3352195/support.

Claims-Made Insurance - The Policy That Changed the Industry: A Deep Dive, Review, and History by Frederick J. Fisher, J. D.Frederick J. Fisher's "Claims-Made Insurance - The Policy That Changed The Industry" is an indispensable guide for insurance professionals navigating claims-made policies. This comprehensive book explores the evolution and critical aspects of these policies that have transformed the insurance landscape.This book serves as a manual for industry professionals, brokers, underwriters, and claims adjusters, teaching them how to navigate and explain claims-made policies. It also empowers policyholders by clarifying their rights and responsibilities, helping them avoid coverage gaps and denial scenarios.Fisher's engaging writing style and authoritative knowledge make this book informative and accessible. It provides practical advice and best practices, fostering transparency and trust between insurers and insureds. As the industry faces challenges from private equity and market dynamics, this primer is a vital resource for anyone involved in professional liability insurance.Whether you are a veteran or newcomer, "Claims-Made Insurance - The Policy That Changed The Industry" is your essential guide to mastering claims-made policies and ensuring robust coverage in a changing landscape.“Frederick Fisher delivers an authoritative yet accessible guide to one of the most important types of insurance coverage. With clear explanations and practical tips, this book empowers readers to make informed decisions about liability insurance and avoid costly mistakes. A must-have for anyone seeking to understand and navigate the complexities of claims-made policies!”~ Kevin Quinley CPCU, Principal of Quinley Risk Associates LLCFrederick J. Fisher, J.D. is the President of Fisher Consulting Group, Inc and was the Founder of E.L.M. Insurance Brokers, a Wholesale & MGA facility specializing in ProfessionalLiability and Specialty Line Risks.  He is a member of the Editorial Board for Agents of America; was a Faculty Member of the Claims College, and Member of the Executive Council,School of Professional Lines sponsored by the Claims & Litigation Management Alliance an Instructor for the Academy of Insurance and is a Founding Member and Past President of theProfessional Liability Underwriting Society. He has worked in Specialty Lines Insurance for almost 50 years.   https://www.amazon.com/dp/B0D6SWXSPFhttps://www.fishercg.com/WP1/https://www.christianworksmedia.com/http://www.bluefunkbroadcasting.com/root/twia/9425fjfcwm.mp3     

On the phone-in: insurance broker Jen MacLeod discusses how climate change may affect insurance coverage. And off the top: the Bee's Knees General Store in the Annapolis Valley is switching gears to help those in need from the Long Lake wildfire.

Harvey S. Perle, Principal of Perle & Co., a St. Paul, MN based Insurance Broker, joins host Ken Haglind on “Living Healthy and Aging Well” to talk about to talk about what is ahead for Medicare in 2026. Perle & Co. specializes in Medicare education, enrollment, and client servicing. Having someone from “Perle and Company”…

Claims-Made Insurance - The Policy That Changed the Industry: A Deep Dive, Review, and History by Frederick J. Fisher, J. D.Frederick J. Fisher's "Claims-Made Insurance - The Policy That Changed The Industry" is an indispensable guide for insurance professionals navigating claims-made policies. This comprehensive book explores the evolution and critical aspects of these policies that have transformed the insurance landscape.This book serves as a manual for industry professionals, brokers, underwriters, and claims adjusters, teaching them how to navigate and explain claims-made policies. It also empowers policyholders by clarifying their rights and responsibilities, helping them avoid coverage gaps and denial scenarios.Fisher's engaging writing style and authoritative knowledge make this book informative and accessible. It provides practical advice and best practices, fostering transparency and trust between insurers and insureds. As the industry faces challenges from private equity and market dynamics, this primer is a vital resource for anyone involved in professional liability insurance.Whether you are a veteran or newcomer, "Claims-Made Insurance - The Policy That Changed The Industry" is your essential guide to mastering claims-made policies and ensuring robust coverage in a changing landscape.“Frederick Fisher delivers an authoritative yet accessible guide to one of the most important types of insurance coverage. With clear explanations and practical tips, this book empowers readers to make informed decisions about liability insurance and avoid costly mistakes. A must-have for anyone seeking to understand and navigate the complexities of claims-made policies!”~ Kevin Quinley CPCU, Principal of Quinley Risk Associates LLCFrederick J. Fisher, J.D. is the President of Fisher Consulting Group, Inc and was the Founder of E.L.M. Insurance Brokers, a Wholesale & MGA facility specializing in ProfessionalLiability and Specialty Line Risks.  He is a member of the Editorial Board for Agents of America; was a Faculty Member of the Claims College, and Member of the Executive Council,School of Professional Lines sponsored by the Claims & Litigation Management Alliance an Instructor for the Academy of Insurance and is a Founding Member and Past President of theProfessional Liability Underwriting Society. He has worked in Specialty Lines Insurance for almost 50 years.   https://www.amazon.com/dp/B0D6SWXSPFhttps://www.fishercg.com/WP1/https://www.christianworksmedia.com/http://www.bluefunkbroadcasting.com/root/twia/82125fjf.mp3    

This week on Arcade, the boys get into more monkey business with Donkey Kong Bananza. Chugs revisits South of Midnight, while Uno jumps into the early levels of Ninja Gaiden: Ragebound and checks out the point-and-click adventure Thimbleweed Park. Later on, the boys look ahead to Gamescom, running through the confirmed lineup for Opening Night Live and some of the cool stuff that will be going on there.In gaming news, Battlefield 6 has already topped 1 million preorders with players racking up $70 billion in virtual property damage, a Far Cry TV series from the writers of Always Sunny is on the way, and Mortal Kombat 1 somehow stands as the best-selling fighting game of this generation despite selling worse than past entries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of the Cannacurio Podcast, Ed Keating speaks with Tiffany Maggard, Vice President of Sales at Heffernan Insurance Brokers. They dive into the complexities of cannabis insurance—from coverage gaps and product recalls to cyberattacks and vault security. Tune in to hear real claims, practical advice, and industry insights. Heffernan considers themselves problem solvers. No matter what your insurance needs may be — conventional coverage or harder-to-define insurance needs—they are here for you! Find out more at https://www.heffins.com/business-insurance/cannabis/. Head over to http://www.cannabiz.media/cannacurio for a full transcription and find us on social media for more clips of new and upcoming episodes. Visit http://www.cannabiz.media to join thousands of reputable companies from around the world who are engaging and connecting with the cannabis and hemp industry! You can also find the Cannacurio Podcast on Apple Podcasts, Spotify, and iHeartRadio.

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

In this episode of the Real Estate Pros podcast, host Kristen Knapp interviews Nick Ramirez, an insurance broker based in Los Angeles. They discuss the importance of personalized insurance services, especially for real estate investors, and how to navigate insurance needs in fire-prone areas. Nick shares insights on various types of insurance, including earthquake and flood coverage, and emphasizes the significance of custom solutions tailored to individual needs. The conversation also covers builder's risk insurance for renovations and the critical role of brokers in advocating for clients during claims processes. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

 This is Matt Reustle. Today's Breakdown caters to both public and private investors alike. My guest is Aaron Cohen, head of the Financial Services and Technology Group at GTCR, and our topic is insurance Brokers. I was initially intrigued by Aaron and GTCR after seeing their announced $13 billion sale of Assured Partners to Arthur J.Gallagher, an incredible success story in the insurance brokerage space that we covered in a previous breakdown.  But, what I failed to appreciate, and you'll hear Aaron politely correct me in the episode, is that not only did GTCR own Assured through two separate periods, they actually built the business with CEO Jim Henderson from the ground up. We cover GTCR's approach to scaling businesses, the nuances of their leadership strategy, and why this space is so attractive to the PE market. Please enjoy this Breakdown on the insurance brokerage space.  For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠⁠ ⁠here⁠⁠⁠⁠⁠. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠). Show Notes (00:00:00) Welccome to Business Breakdowns (00:03:34) GTCR's Investment Strategy (00:05:31) Importance of Leadership in Investments (00:10:04) Insurance Brokerage Industry Insights (00:12:52) Changes and Trends in Insurance Brokerage (00:27:49) Role of Technology in Insurance (00:31:25) The Challenges of System Integration (00:32:52) Revenue Growth in the Insurance Industry (00:33:39) The Impact of Social Inflation (00:34:25) Emerging Risks and Cybersecurity (00:35:12) Insurance Brokers and Revenue Models (00:40:45) Financial Metrics and EBITDA Margins (00:42:58) Private Equity and Insurance Brokerage (00:45:49) The Assured Partners Story (00:54:16) Risks and Market Cycles in Insurance (00:57:35) Regulation and Industry Stability (00:58:49) Lessons From This Industry

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  *This episode is brought to you by ⁠⁠⁠B⁠⁠⁠⁠⁠oulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠⁠⁠⁠⁠⁠⁠⁠*Although the vast majority of Search Funds seek to acquire businesses that are both “asset-light” and “capital-light” (that is, companies that don't have a large base of tangible assets that need to be added to, refurbished, or replaced to either maintain operations or pursue growth), I don't believe that the mere presence of capex should necessarily disqualify a company from consideration. In this episode, we begin by exploring the circumstances within which capex can be a tolerable part of any given deal, and we'll conclude by discussing how buyers should adjust their approach to valuation based on the asset intensity of the target company in question.

In this episode, Christian Rodwell sits down with insurance expert Josh Munt to explore the often-overlooked world of insurance for property investors, business owners, and professionals. Josh shares practical tips, common pitfalls, and actionable strategies to ensure you're properly covered—without overpaying or leaving yourself exposed.Key Discussion PointsJosh's Background & Core Audience:20+ years' experience as a specialist insurance brokerFocus on property professionals and commercial clientsWhy Insurance Matters:The real purpose: making sure claims are paidWhy underinsurance is so common (76% of UK buildings are underinsured)Most Common Mistakes:Incorrect Rebuild Values:Many insure for market value, not rebuild costRebuild values have risen sharply post-COVID; regular reviews are essentialTools and affordable surveys for accurate valuationsTenant Type Disclosure:Changing tenants (e.g., from office to restaurant or social housing) alters riskNot notifying insurer can lead to denied claimsIgnoring Policy Conditions:Most skip reading policy wordings—key is to check ‘endorsements' or ‘conditions' sectionsFailing to meet conditions (like property inspections) can void coverPremiums vs. Cover:Why focusing solely on the cheapest premium can backfireImportance of tailoring cover to your real risksBenefits of Using a Specialist Broker:Tailored policies for unique risksWide market access and claims assistanceSupport for both property and business insurance under one roofInsurance Tips for Business Owners:Insure for loss of income, not just propertyConsider all eventualities: liability, legal expenses, cyber risksAdvice for Solopreneurs & SMEs:Cyber insurance is crucial for online businessesManual trades need robust liability coverProfessional indemnity for service providersWays to Lower Insurance Costs:Self-insure for small risks and increase excessBundle multiple properties under one policy for savings and simplicityFinal ThoughtsInsurance may not be the most exciting part of wealth-building, but as Josh explains, it's one of the most critical. Failing to declare something or reviewing your cover too late could cost thousands. With the right advice, you can ensure you're covered properly, avoid costly mistakes, and potentially save money in the long run. As a special bonus, Josh is offering a waived admin fee for WealthBuilders listeners who mention the podcast when they enquire.Resources mentioned in this episodeYour admin fee is waived! Simply mention WealthBuilders when you enquire to Insurance Desk.LinkedIn: Josh MuntConnect with WealthBuildersListen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

A million-dollar book isn't success anymore—it's table stakes. In this episode, join business advisers John W. Sbrocco and Craig Lack as they reveal the specific habits and mindsets that drive brokers to multi 7-figure success and give you a practical roadmap to scale beyond your current limitations.What we cover in this episode:Why million-dollar books are like million-dollar houses (not what they used to be)How to invest 8-12% of revenue back into growth (masterminds, coaches, marketing)Why targeting 150-350 life groups beats chasing small accountsThe #1 factor that separates elite producers: getting in front of more peopleDaily prospecting habits that never stop (even between meetings)LEARN MOREHeads Up Adviser: https://virtuealliance.com/heads-up-adviser/Virtue Health: https://virtuealliance.com/CONNECT ON LINKEDINJohn W. Sbrocco: https://www.linkedin.com/in/johnwsbrocco/Craig Lack: https://www.linkedin.com/in/craiglack/

What people to know to win in business.

Send us a textUnderstanding the Nuances of Transportation Insurance and Broker LiabilitiesIn this episode of the Trucking Risk and Insurance Podcast, Jason Rogers, Senior Vice President at World Insurance Services, discusses the critical importance of working with specialized brokers for transportation-related insurance. He explores the differences between asset-based carriers, domestic freight forwarders, and domestic property brokers, highlighting their distinct roles in risk management and statutory liabilities. Jason also explains critical industry terms such as non-admitted carriers, the significance of the bill of lading, and the mechanics of liability limitations under the Carmac Amendment. The conversation emphasizes the need for thorough understanding and communication among logistics providers to prevent fraud and manage risks effectively.Jason OdgersSenior Vice President at World Insurance Services https://www.worldinsuranceagency.com/about/ https://www.linkedin.com/in/jasonodgers/ (954) 703-0918 Fort Lauderdale, FL, USAYour Hosts:John FarquharNational Risk Services Specialist, Transportation, Gallager GGBhttps://www.ajg.com/ca/M: 437-341-0932John_Farquhar@ajg.comChris HarrisCEO, Safety Dawg Inc.905 973 7056Chris@SafetyDawg.comhttps://safetydawg.com/00:00 Introduction: Importance of Specialized Brokers00:16 Understanding Risks for Asset-Based Trucking Companies00:47 Show Introduction and Guest Introduction01:34 Specialization in Transportation Insurance02:52 Non-Admitted Market and Its Implications06:04 Ownership Structure and Mission of WIS07:50 FMCSA Designated Authority Options17:48 Liability Structure in the US30:25 Collaboration and Communication in the Industry33:25 Conclusion and Final ThoughtsKeeping it Safety Dawg Simple!#trucksafety #truckinsurance #truckpodcastDo you need a "Truck Driver Safety Policy?" Get it today! https://safetydawg.com/policy

Adding new clients does not have to be difficult. The brokerage/consulting firm gives expert advice.

There's been a ton of chatter about home insurance coverage; especially when it comes to roofs! We want to invite you into this easy-to-follow breakdown of home insurance and the ins and outs of coverage. We're joined by special guest and Insurance Broker, Don Senkus, of the Icon Group, who dives into various scenarios with us that will arm you with valuable knowledge when it comes to you and your personal home insurance policy. Contact Don Senkus at 317-315-6900 or email him at don@theicongrp.comRemember to rate and review! Wherever you listen to the show :) Thank you so much!_________________HQ: https://linktr.ee/jamalthebrokerYouTube & Instagram: @jamalthebrokerFacebook: @calljamalthebrokerPhone: 317-220-6653Email: hello@jamalthebroker.com -------Podcast Break Music: “Love is F4our” by Clear BluePodcast Intro/Outro MusicSong: Musical Bakery - In Da Hood (No Copyright Music)Music provided by Tunetank.Free Download: https://bit.ly/3eMHsy4Video Link: https://youtu.be/93tW9diWPYM-------

Podcast: ICS Cyber Talks PodcastEpisode: Michal Shlomo Head of cyber-Insurance @Howden Insurance Brokers IL on insurance role & cyber attackPub date: 2025-05-26Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationאחת המחלוקות הגדולות בין אנשי המקצוע בסייבר היא נושא ביטוח הסייבר. כן צריך, לא צריך, האם המוצר הביטוחי מצדיק את ההוצאה והאם הוא נותן פתרון אמיתי בזמן משבר. הדס תמם בן אברהם סגנית הדיקן בקריה האקדמית אונו ונחשון פינקו יועץ ואוונגליסט סייבר מארחים את מיכל שלמה ראש מחלקת ביטוחי סייבר בסוכנות הביטוח האודן, בשיחה על ביטוחי סייבר ומה האמת למול השמועות. האם ביטוח סייבר באמת יקר האם ברגע שיש אירוע סייבר, חברת הביטוח לוקחת את המושכות ומנהלת את המשבר גם אם בניגוד לדעת הלקוח האם ביטוח סייבר הוא במקום התקשרות מבעוד מועד עם חברת איי.אר ועוד One of the most significant disputes among cyber professionals concerns cyber insurance. Is it necessary? Does the insurance product justify the expense? Does it provide a real solution during a cyber crisis? Hadas Tamam Ben Avraham, Vice Dean at the Ono Academic College, and Nachshon Pincu, cyber evangelist and consultant, host Michal Shlomo, Head of the Cyber Insurance Department at Howden Insurance Brokers Israel, in a conversation about cyber insurance and the truth in the face of rumours. Is cyber insurance costly? Does the insurance company take the reins and manage the crisis as soon as a cyber event occurs, even if contrary to the customer's opinion? Is cyber insurance a substitute for a contract in advance with an IR company? And moreThe podcast and artwork embedded on this page are from Nachshon Pincu, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

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.

Data is still the principal currency for insurance businesses but as more try to leverage the value of their data for modernization and AI adoption, what issues do they face? Mike Allee, President of Universal Conversion Technologies, shares what organizations need to consider for their future. In this episode:Why understanding your data before embarking on modernization is key to successThe importance of knowing what data you can use and howHow AI adoption requires data preparedness What processes and considerations insurance entities need to consider when managing dataNEW guest feature- Declared Interests!Mike pulls back the veil of how understanding data and preparing for AI or other system modernization will help with success and allow companies to scale better and faster.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dominique Bland is a Georgia Native. He is a former boxer and successful entrepreneur who specializes in licensing , training, mentorship and development of the next insurance brokers. He is very passionate about what he does for the community. Tune in on how you too can have a business in a 84 trillion industry that has never crashed.

This episode is brought to you by Boulay, the industry standard for Quality of Earnings, tax, and small business audit services for 20+ years * This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠     *     The "long term hold” strategy is one that has received an increasing amount of attention within the acquisition entrepreneurship ecosystem of late. To further explore this thesis, I was joined by Zac Carman, CEO of ConsumerAffairs.com for 14+ years. In our discussion, we unpack Zac's long-term-hold strategy and discuss the extent to which it was deliberate or emergent, how he has managed liquidity requirements for both himself and his investors, the commercial and personal reasons why a LTH strategy makes sense for him, and if he thinks it makes sense for an entrepreneur to target a LTH strategy before acquiring their first company.

Welcome to another episode of Entrepreneur Rescue Mission! Are you a health insurance broker tired of ineffective, spammy LinkedIn tactics? In this episode, we reveal why automated messages and AI bots might hurt client relationships and show you a simple, genuine approach that works. With just 20 minutes a day, you can build authentic connections, attract new clients, and become a trusted advisor—all without automation. Learn the pitfalls of LinkedIn automation, a daily strategy for meaningful engagement, and tips to build trust while avoiding spam. Enjoy these insights? Be sure to follow and stay tuned for more practical strategies. Ready to transform your LinkedIn strategy? Learn more at byobagency.com for in-depth strategies and tools to grow your health insurance business through authentic engagement.

In the latest episode of Smart Living, I chat with Gina Katz, a health insurance broker, about simple ways to save money while getting the coverage you need. From cash-pay options to prescription discounts and alternative ER solutions, you'll learn how to make every dollar count.

In this Brand Story episode, Sean Martin brings together the team from HITRUST, Robert Booker and Blake Sutherland, to discuss the topic of cyber insurance and its current state in the industry. Both guests bring a wealth of experience and insight, with Robert Booker overseeing strategy, research, and innovation at HITRUST, and Blake Sutherland serving as the EVP of Market Engagement.A significant portion of the discussion centers around the role of cyber insurance in today's business environment. Cyber insurance is not just a safety net but a critical aspect of a complete risk management strategy. As Robert Booker points out, it's an essential service, historically used to cover residual risk after companies have applied their own security measures. However, the market has changed considerably, with new capabilities and approaches evolving over the past several years, making it a dynamic area.Blake Sutherland further elaborates on the issues that organizations face in acquiring cyber insurance today. The process is often cumbersome, involving extensive questionnaires and varied requirements from different underwriters. This can be particularly challenging for mid-market companies that may lack the internal resources to manage these complexities.The episode highlights that HITRUST is addressing these challenges with their R2 certification, which provides an objective, quantifiable measure of an organization's cybersecurity posture. This certification helps companies not only in fortifying their own security but also in streamlining the insurance acquisition process by offering a standardized measure that underwriters can rely on. According to Robert Booker, this quantified approach can make a significant difference, offering confidence to both the insured and the insurer.Another important aspect discussed is the role of brokerage in this process. Brokers traditionally guide companies through the insurance process, and an R2 certification from HITRUST can greatly assist them in securing better terms and conditions, as it is recognized as a testament to a company's robust security posture. This can also translate into potentially lower premiums and more reliable coverage, addressing one of the largest pain points in securing cyber insurance.The HITRUST Shared Risk Facility is made available exclusively through licensed brokers and can be accessed by any company holding an R2 certification, with plans to extend to I1 and E1 levels in the future. This facility aims to simplify the process, reduce the administrative burden on companies, and provide greater reliability in the insurance coverage.The episode wraps up with an invitation for organizations, brokers, and underwriters to engage with HITRUST to explore these innovative solutions. It's a call to improve the overall confidence in the insurance landscape through verified, independent measures of cybersecurity maturity, ultimately benefiting all parties involved in the cyber insurance ecosystem.Explore how HITRUST's R2 certification can enhance your organization's cybersecurity posture and streamline your cyber insurance process.Learn more about HITRUST: https://itspm.ag/itsphitwebNote: This story contains promotional content. Learn more.Guests: Blake Sutherland, EVP Market Adoption, HITRUST [@HITRUST]On LinkedIn | https://www.linkedin.com/in/blake-sutherland-38854a/Robert Booker, Chief Strategy Officer, HITRUST [@HITRUST]On LinkedIn | https://www.linkedin.com/in/robertbooker/ResourcesHITRUST 2024 Trust Report: https://itspm.ag/hitrusi2itLearn more and catch more stories from HITRUST: https://www.itspmagazine.com/directory/hitrustView all of our HITRUST Collaborate 2024 coverage: https://www.itspmagazine.com/hitrust-collaborate-2024-information-risk-management-and-compliance-event-coverage-frisco-texasAre you interested in telling your story?https://www.itspmagazine.com/telling-your-story

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠     *     Want to know what it's like to work with me as an investor? ⁠Check out our testimonials page here⁠.     *   Back by popular demand today, for his second tour of duty on the podcast, is Brent Beshore. Brent is the Founder and CEO of Permanent Equity, a private investment firm that invests in Founder-owned small to medium sized businesses. Beyond his commercial acumen, one of the things that I most admire about Brent is how he takes a deeply personal approach to his work, utilizing tools and frameworks from disciplines like philosophy, psychology, and religion to inform how he thinks about conducting himself both personally and professionally. This is one of the reasons why a seemingly black and white conversation about investing went into domains like fear of failure, the source of our identities, and why young professionals ought to demonstrate more vulnerability, among other topics. My first conversation with Brent, published in November of 2022, was one of our most highly rated episodes, and something tells me that this one might even top it.

Today we are talking all about insurance, but making it fun and interesting! Katherine Phillips is a licensed insurance broker from Florida. She owns her own insurance business,  specializing in health insurance and life insurance, and is Medicare certified. She is also certified on the state and federal marketplaces and is contracted with all major carriers across the country.  Starting out with zero knowledge of insurance or business, Katherine shares into how she took the leap from employee to boss, the strategies she used to succeed, and how she manages her income in a commission-based career. Katherine sheds light on common misconceptions about health insurance for self-employed individuals, providing actionable advice for entrepreneurs who need support but don't know where to start.  Katherine helps individuals and families find a custom plan that is affordable and meets their unique needs. She is passionate about helping others and educating about insurance. Before obtaining her insurance license, Katherine attended the University of Colorado Denver and received degrees in public health and health communication.  With tips on financial planning, finding the right insurance, and structuring business finances for long-term success, this episode is packed with insights for anyone considering a leap into entrepreneurship. In this episode: Katherine's journey from college grad to commission-based insurance broker. How entrepreneurs can manage their insurance needs without an employer's benefits. Financial management tips for commission-based income and navigating cash flow. Why having a mentor, investing in your business, and a growth mindset are crucial for success. Action Steps for the week: Don't let fear of failure hold you back; take a chance, even if rejection feels likely. Dream big and set ambitious goals for your business and personal growth. Focus on helping others and building genuine relationships; success will follow. Connect with Katherine: https://katherinephillipsinsurance.com/ https://www.facebook.com/HealthMarkets.Katherine.Phillips/ Book a time with me: https://calendly.com/katherinephillipsinsurance/15-minute-telephone-meeting Read Reviews on Google: https://g.co/kgs/EQA1Fna Connect with me, Hayleigh Hayhurst: Website: https://www.espressopodcastproduction.com/ YouTube: https://www.youtube.com/@EspressoPodcastProduction Instagram: https://www.instagram.com/espressopodcastproduction/ TikTok: https://www.tiktok.com/@espressopodproduction Music: John Kiernan. www.johnkiernanmusic.com Produced by Espresso Podcast Production: https://www.espressopodcastproduction.com/ Join the Conversation: What did you think of this episode? Share your thoughts and key takeaways with me on social media using the hashtag #EmployeeToBoss. If you enjoyed this episode, please leave a review and share it with your network.

To win you gotta guess, how many hands are raised.

In this episode of "Corralling the Chaos," Angela Alea and Jason Packham, an entertainment insurance expert from NFP, discuss the critical importance of understanding and managing insurance coverage in the event industry. From common misconceptions to the nuances of adequate coverage, the conversation highlights key insights to help event companies avoid costly mistakes and ensure they are properly protected.

Join Timothy P. Pope, CFP®, as he sits down with David Hampson, partner at Schrager Hampson Aviation Insurance Group, to explore the critical aspects of aviation insurance. This episode helps pilot owners understand the nuances of insuring aircraft. From pleasure use to business use corporate jets, and the importance of having the right coverage cannot be overstated. David shares his journey from a young aviation enthusiast to a key figure in aviation insurance, merging his passion with professional expertise. The conversation covers a wide range of topics, including the different types of insurance coverage available, the process of securing insurance, and tips for both new and seasoned aircraft owners.What You'll learn from this episode:The Basics of Aviation Insurance: Understanding what coverage suits different types of aircraft operations.Choosing the Right Insurance Broker: Insights into selecting a broker who specializes in aviation and why it matters.The Role of an Insurance Broker in Aviation: How brokers help navigate the relationship between insurance companies, underwriters and the aircraft owner.Common Misconceptions in Aviation Insurance: David dispels myths and offers clarity on what pilots and owners often misunderstand about their policies.Insurance Tips for Aircraft Owners: Practical advice on what to consider when insuring an aircraft and why it's important to track your airplane's hull value.Deductible Plus: Why you may have to cough up some money if you have an insurance claim on your aircraft. This episode is packed with valuable information for anyone involved in aviation, from those looking to purchase their first aircraft to seasoned pilots and owners who want to better understand their insurance needs.Resources:Schrager Hampson Aviation Insurance AgencySchedule An Appointment Our Practice's WebsiteSend Us Your Questions: pilotmoneypodcast@ceterainvestors.comDisclosure:Timothy Pope is a Certified Financial Planner™ offering securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Tim's Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. The branch phone number is 704-717-8900. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investment Advisers.This Podcast is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Darby Affeldt (https://www.northstarfinancial.com/), DVM, RICP®, is a highly credentialed financial advisor with a passion for education and helping clients achieve their financial goals. Growing up in Colorado, Darby developed a love for the outdoors and pursued both her bachelor's and doctorate degrees from Colorado State University. Her background as a Doctor of Veterinary Medicine uniquely positions her to understand the financial needs of veterinarians and other professionals in the medical field. In this episode, Brian and Darby discuss: 1. The Right People on the Right Bus: Navigating Team Alignment 2. Breaking Free from the Small Client Mindset 3. The Power of Niche Marketing 4. How to Leverage Your Background to Create a Unique Financial Practice LinkedIn: https://www.linkedin.com/in/darbyaffeldt/  Website: https://www.northstarfinancial.com/  Book: https://www.amazon.com/Books-Darby-L-Affeldt-DVM/s?rh=n%3A283155%2Cp_27%3ADarby+L+Affeldt+DVM  To see short videos of all our best FA Business Growing tips follow us on:  Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop   TikTok: https://www.tiktok.com/@faworkshop   YouTube: https://www.youtube.com/@financialadvisorsworkshop  Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop   Twitter: https://twitter.com/FAsWorkshop   iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408   Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE   Website: https://www.financialadvisorsworkshop.com/   Work with FourStar: https://financialadvisorsworkshop.com/Advisors   DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov