Podcasts about insurance brokers

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.

In this episode I am joined by Stewart Hunt who is the owner of Auckland based First Commercial Insurance Brokers (www.fcib.co.nz). FCIB was established in 2018. Stewart and his team offer specialist insurance and risk management advice to small and medium sized businesses. FCIB are members (and have the backing of) of Insurance Advisernet NZ who are one of the biggest General Insurance Broker Groups in New Zealand and Australia. Aside from supporting the insurance need of local SMEs Stewart specialises in arranging insurance for food manufacturing and furniture manufacturers.  Stewart has over 20 years' experience in the insurance industry and has worked for several of the big broking businesses in New Zealand. Not only has Stewart made a career in insurance working for others but he has established and developed his own successful broking business. Stewart and I chat about the importance of insurance for businesses, some of the types of insurance available and how a broker can add value, expert guidance both in organising the right insurance cover, paying fair premiums, and getting expert advocacy and support come claim time. I think that the importance of business insurance can often be overlooked by business owners who may approach it on a set and forget basis, but this episode outlines the importance of regular reviews to ensure your business is adequately covered come claim time.Is there a topic you want covered or a person you want to hear from? You can contact us through the Godfreys Law website, or you can message the Godfreys Law Facebook page. We'd like to hear from you, and any ideas you have about making the podcast better. The Real Solutions Business Podcast is presented by Godfreys Law - A Christchurch based law firm, serving Canterbury for over 140 years.

In this episode, recorded live on location in Dubai, we are joined by Timur Shumarov, Co-Founder, and Tatenda Karuwa, Account Executive, from Solus Insurance Brokers to discuss the critical topic of aviation insurance for African airlines. In the episode, we cover: The typical insurance an airline will need to be able to operate How is the insurance landscape in Africa changing and what is driving the change?  The challenges of providing incomplete or incorrect information when applying for coverage or leaving a renewal too late The benefits of engaging an insurance broker to support the airline.  Connect with Tatenda Connect with Timur Find out more about Solus at https://solus.ae/  Our conversation is supported by an insightful article entitled "5 Best Practices When Seeking Aviation Insurance" which can be read here  

AI is all the rage but now we have an insurance wholesaler, Flow Specialty, deploying AI Agents into the workflow and broker experience. CEO and Co-founder Sivan Iram explains how the value of using AI powered agents will help brokers and agents accelerate their customer journey in the SME segment.In this episode:Why the specialty market is increasingly using algorithmic underwritingHow the ability to digitize knowledge can be scaled for increased efficiencyWhat the fabric that holds the insurance industry together is and how to maximize that valueHow AI agents are being fed information via Large Language Models to help underwrite and rateWhat the role of the broker will look like when they use AI agents as part of their processWhy workflow engines are powering brokers and agents with AI and the benefits that happen.The ability to message AI agents via Slack and interact.Sivan eloquently explains the many aspects of the human to AI workflow and the benefits that are found for those already experiencing this connection. This episode is a really a glimpse of the future and what it will look like for those looking to build opportunity and embrace technology that powers people to do what they do best.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Loren discusses dwelling and structure coverage, rental property insurance coverage, non-renewal letters, automobile, claims, and more on the WRAM Morning Show.

"In today's episode, The President of Ives Insurance shares valuable insights on the evolving insurance landscape, the company's commitment to customer service, and their vision for the future of the industry. Discover how Ives Insurance is adapting to new challenges and leading with innovation and trust."

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.

For exclusive, healthy Medicare leads from key demographics, work with Hablyte Media! More details at https://hablytemedia.com/book-appointment/ Hablyte Media City: Regina Address: 2101 Heseltine Road Website: https://hablytemedia.com/ Email: habeeb@hablytemedia.com

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.

Welcome to another episode of Entrepreneur Rescue Mission! Are you a health insurance broker ready to use video to attract more clients? In this episode, discover how to create authentic, impactful videos that build trust and set you apart. Learn a simple 5-minute video structure, easy ways to show up confidently on camera, and get a cheat sheet of content ideas that answer real client questions. Even if you're using your phone, these strategies will help you easily connect with your audience and deliver your message. Tune in and start leveraging the power of video today! Need help with content on LinkedIn? That's what we do! Check out: Stand Out as an Industry Expert with Streamlined Content Creation from BYOB

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

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.

In this episode of the ROCC Pod, we interview Jordan Burns, owner of Honest Insurance Brokers, who takes us through his journey in the insurance industry, starting with how he launched and sold his first business during the pandemic. Jordan shares how he moved from life insurance and financial advising into property and casualty insurance, eventually deciding to strike out on his own, driven by a desire to offer more personalized services to a wider range of clients.Jordan explains the difference between insurance agents and brokers, emphasizing how brokers can work with multiple carriers, giving clients better options for home, auto, and other types of coverage. This flexibility sets him apart, allowing him to tailor policies based on individual needs and avoid the "auto-renewal trap" many consumers fall into. He describes his approach to educating clients by presenting them with a few different coverage options and walking them through each one. This transparency is a core part of his business philosophy, which is reflected in the company name, Honest Insurance Brokers.We also dive into important topics like when to make a claim and the implications it can have on future premiums. Jordan emphasizes the importance of consulting with an agent before filing a claim, as many people regret filing small claims when the payout doesn't justify the potential increase in premiums. He also talks about the CLUE report, a tool used in real estate to check prior insurance claims on a home—a crucial step for homebuyers to avoid surprises.Toward the end of the episode, Jordan touches on Michigan's complicated car insurance laws and the significance of Qualified Healthcare Coverage (QHC), which can allow drivers to opt out of some auto insurance coverage and save money. He shares insights into how to navigate the crowded insurance market, pointing out that while big companies advertise to build brand awareness, lesser-known carriers might offer better rates because they don't spend as much on advertising.In addition to his business insights, Jordan is deeply involved in his community. He's been instrumental in the Young Professionals Group within the Royal Oak Chamber of Commerce, fostering networking opportunities for young professionals in the area.Honest Insurance Brokers - honestinsurancebrokers.com Learn more about the Royal Oak Chamber of Commerce: https://www.royaloakchamber.com/Connect with our hosts:Jon Gay from JAG in Detroit Podcasts - http://www.jagindetroit.com/Lisa Bibbee from Keller Williams - http://soldbylisab.com/

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.

Welcome to another episode of Entrepreneur Rescue Mission! Are you a health insurance broker looking to attract more clients on LinkedIn? In this episode, we explore the art of personal branding to help you build a LinkedIn profile that connects with potential clients. I'll guide you through optimizing your profile for maximum impact, creating engaging content that drives interest, and building authentic connections that can lead to new client relationships. If you want to grow your LinkedIn presence and need support with content, visit BYOB's Stand Out as an Industry Expert with Streamlined Content Creation to get started.

Insuretech Connect is a lot of things, overwhelming being the most obvious description. However, within the vastness of the event lies some very smart people and interesting technology and strategies. We caught up with FOTP- (friend of the podcast) Nick Lamparelli on the last day and discussed what we learned, take aways and how this event has changed since we all first met there 5 years ago.In this episode:The importance of knowledge managementHow partnerships within the industry are thrivingThe overhyped demise of agents and brokers 5 years ago compared to nowThe evolution of underwriting dataA little bit on AI and new perspectives from NickSit back and enjoy some on the spot thoughts and analysis of the biggest insurance conference on earth, right from inside it.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

Many high - salaried unemployed people choose to be insurance brokers. But not everyone suits this job. Insurance brokers need to know various insurances well, communicate with different people and endure doubts about themselves and insurance.Join other motivated learners on your Chinese learning journey with maayot. Receive a daily Chinese reading in Mandarin Chinese, for your level. Full text in Chinese, daily quiz to test your understanding, one-click dictionary, new words, and more.Join other learners at https://www.maayot.com

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.

Digital distribution is on every radar across the insurance industry but how to achieve it is not always apparent. Mylo CEO and Co-founder David Embry shares his views on a digital strategy that generates over 10,000 leads per month. In this episode:How embedded insurance grows leads and salesWhat a digital strategy for agents and brokers looks likeHow the Mylo platform can help independents grow their businessThe importance the customer experience and journeyWhy driving internal efficiencies is the critical to changePodcast philosophy and lessons from skydivingDavid is not just a dreamer, he's realized his dreams of change and built a company that can serve insurance distribution challenges and help others grow and prosper.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.

On your Berkshire Hathaway Home Services Family Realty Podcast, realty expert,Adam Helgason, is in the studio joined by Insurance Brokers of MN agent Andy Holthaus Show is recorded at Grand Forks Best Source. For studio information, visit www.gfbestsource.com Or message us at bit.ly/44meos1 #grandforksnd @grandforksnd @THECHAMBERGFEGF #realestate #market #equity #grandforksbestsource #grandcities @homesgrandforks #berkshirehathaway

Trufla's Amplify is an event that keeps getting bigger and while staying focussed it it's core purpose, empowering insurance agents and brokers with meaningful tech that compliments and extends the value of core systems. We caught up with Trufla founder, Sherif Gemayel during the IBABC trade show to discuss this year's event.In this episode:Here about the brokertech stackathonSpeakers at the eventThe importance of CSIO/ACORD standardsWhy some agents and brokers are moving away from core systems into new optionsHow sharing is caring with technologySherif and Trufla have been pushing boundaries for years and now with increased momentum, Amplify has cemented itself as a must attend event for broker and agents across North America.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

As the commercial market cycle changes between hard and soft so does the underlying process of underwriting risk. Nicole Farely, VP Carrier Relations at Bold Penguin, brings her expertise and perspective on how agents, brokers and carriers will have to change to meet underwriting needs.In this episode:What is driving change in underwriting of commercial risksHow agents and brokers can adapt and succeed in a new processPodcast PhilosophyPerspectives on evolving use of AI, RPA, and data technologySkills agents and brokers will need to have in the futureUnfeathered use of penguin terminologyNicole has a great history in her career thus far and is a fantastic advocate for change within the insurance industry.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Head to https://FACTORMEALS.com/tracklimits50 and Use Code TRACKLIMITS50 to Get 50% OFF Your First Box Plus 20% OFF Your Next Month. Tonal is offering our listeners $200 OFF your Tonal purchase with promo code TRACKLIMITS at https://www.tonal.com In this episode of the Track Limits podcast, we are joined by one of the recognized bad boys of the paddock, James Harvey Blair. We sit down with James Harvey Blair, a former racing driver turned insurance broker, who has successfully transitioned from the track to the business side of motorsports. James, who now helps future motorsport drivers stay insured during their careers, is also the co-host of the popular podcast Screaming Meals, alongside Clement Novalak and Marcus Armstrong. We start by exploring James's early years growing up in New Zealand, where his love for karting evolved into a passion for motorsports. James candidly discusses the moment he realized that F1 might be out of reach, and how he pivoted to a career that allowed him to remain deeply connected to the sport he loves—this time, from a business perspective. James shares how he broke into the insurance brokerage industry, using his racing network to find motorsport clients and structuring high-stakes deals, including one valued at $10-15 million. He also gives us his take on Kimi Antonelli, the 17-year-old phenom he believes is the next big star in motorsports. We also dive into the inception of the Screaming Meals podcast, a project born out of camaraderie and a shared love for motorsport, and discuss the growing issue in F2: too many talented drivers and not enough seats in F1, pushing drivers to explore opportunities in other racing series. This episode offers a unique perspective on the intersection of racing and business, as well as the challenges and joys of staying involved in motorsports beyond the driver's seat. Don't miss out on this engaging conversation with James Harvey Blair. Here are James' socials so you can follow him on his journey: https://www.instagram.com/jamesharveyblair/ https://www.x.com/jamesharveyblair Make sure to subscribe, review and follow us on our socials: https://www.instagram.com/tracklimits/ https://twitter.com/tracklimits_pod/ https://www.tiktok.com/@tracklimitspod Join our mailing list to learn more about Track Limits: https://www.tracklimitspod.com/ We have launched our MERCH STORE with some exclusive items. Unlock free shipping worldwide using the code FREESHIPPING at https://shop.tracklimitspod.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ * 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 * Today I'm joined by Dr. Bill Hudenko, an Assistant Professor of Clinical Psychology at the Dartmouth School of Medicine. In addition to his experience as a professor and clinician, Dr. Hudenko is also a 4x CEO & Entrepreneur, having founded and sold several companies that have utilized technology to improve mental health outcomes for customers. Because of his incredibly unique career that spans coding, entrepreneurship, psychology, medicine, leadership, and technology, we had a very wide ranging conversation that I think you're really going to enjoy.

If you aren't following Pat West, @Hedgequote on X you're missing out, but now you can get a big sample of his insights and extensive knowledge.In this episodeWhy APIs are still important in the connectivity experience for agents and brokersUnderstanding the nuances of embedded insuranceHow to look at AI as a tool for the future and not a threatThe data 'gatekeeping issue' within insuranceChallenges with embedded insuranceHow brokers and agents may have won the branding war and not realize itPat is a sincere guy with a ton of knowledge and insight about the future of insurance sales and technology and he graciously shares perspectives on many hot issues.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Searching for the best deals on auto insurance? Check out the auto insurance offerings from ALINK Insurance Services (385-382-0037), now available in Eagle Mountain, Utah, and the surrounding areas. Go to https://www.alink2insurance.com/saratoga-springs-ut-location to find out more. ALINK Insurance Services - Saratoga Springs, Utah City: Saratoga Springs Address: 463 Founders Blvd Website: https://www.alink2insurance.com/saratoga-springs-ut-location Phone: +1-385-382-0037 Email: YourLinkToSecurity@ALINK2ins.com

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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ * Based on my own experience as a software CEO, I think that Product Management is one of the most important - and one of the lest well understood - ingredients to building a successful software company. Many software businesses (particularly mature ones still led by their original Founders) don't have any product management function at all. While this may be tenable under the Founder's leadership, it is almost never tenable when the company is acquired and led by a CEO with minimal industry experience. It is also my experience that many problems that seem to be attributable to the engineering group (technical debt, high levels of customization, regularly missing deadlines, etc.) are actually product management problems masquerading as development problems. This episode, originally published in 2021, is as applicable today as it was then. My guest today is Rich Mironov, who is North America's preeminent Product Management thought leader. He has spent 40 years in the software industry in numerous capacities, and currently acts as a Coach, Consultant, and Interim Executive for CEOs and Heads of Product across Canada and the United States, advising them on a diverse range of issues spanning product, marketing, engineering, and sales. Rich has led Product Management at six software companies, and has now consulted for more than 170 technology businesses of all sizes. He is the author of "Product Bytes", a hugely popular and long-running blog on software, start-ups, product strategies, Silicon Valley, and the inner life of product managers. Our conversation covers hiring a Product leader and Product team, how to think about prioritizing products/features/functions, how Product should interface with Sales and other internal departments, how involved CEOs should be in Product, and what fatal mistakes he's seen Product Managers make.

Eugene Lee never planned for an insurance career, now as the SVP & GM of Insurancesuite for Guidewire, he's helping shape the industry via product management and distribution. In this episode:Hear how Guidwire is looking at relationships with partners inclusively Why insurance company portals are still necessaryHow the move from legacy systems for insurers is important for sustainabilityPodcast PhilosophyThe role AI has for insurers and how it will impact products and distributionThere is no shortage of insight from Eugene as he helps shed light on how one of the leading enterprise insurance software developers sees the industry and the future.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this enlightening episode of the Twenty Seven Degrees podcast, hosts Chris and Nancy sit down with Patrick Long, the President and CEO of Baycoast Insurance, to delve into the complex world of insurance. With decades of experience under his belt, Patrick brings a wealth of knowledge and practical insights that are invaluable to both seasoned professionals and those new to the industry.Join us as Patrick discusses the evolving landscape of insurance, from the latest trends and technologies shaping the sector to the critical issues facing consumers and businesses today. He shares his journey in the industry, the challenges he has faced, and his vision for the future of Baycoast Insurance.Listeners will gain a deeper understanding of how to navigate insurance policies, the importance of coverage in our daily lives, and tips on making informed decisions to protect their assets. Whether you're looking to understand the basics of insurance or seeking expert advice on complex matters, this episode offers a comprehensive look at the industry from one of its leading voices.Get covered:https://baycoastinsurance.com/en/Contact Patrick:https://baycoastinsurance.com/en/people/patrick-d-long/

Bill interviews Dawson for 60min. Dawson is a young, amazingly successful Life & Annuity General Agent who shares his innermost secrets for success in our industry. This is a “must” listen for those who want to walk away with at least one sales idea to elevate their practice. As a young professional, Dawson Sullivan has so much to share with all of us. His enthusiasm, positivity, dedication, and compassion are contagious!  www.LevinsonAndAssociates.com  Bio: "Dawson Sullivan is an Insurance Broker with nearly a decade of experience in the insurance industry with expertise that covers all lines of insurance ranging from Home to Retirement Accounts. His goal is to pour into people and give them the "Family Broker" experience as each client receives high-end tailored support. As a Trailblazer, Dawson has revamped the Life insurance space by incorporating the fundamentals of "Be your own Banker" into his everyday practice with the end goal of generating a "bulletproof" approach to Generational Wealth. www.sullivaninsgroup.com

Brenda Allison is the epitome of what the modern day entrepreneur needs to be. With nothing but a laptop and a dream, she practiced perseverance and innovation to get to where she is today. Fellow small business leader and host of Small BizCast, Joel Volk, interviews Allison to understand the wins and losses required to become a leader in the insurance world and inspiration to all. 00:00 Introduction 05:11 Mitigating risk 07:40 20 year journey 12:36 New ideas 14:58 How entrepreneurs perservere 16:48 Commercial Break - sponsors 21:48 Personal challenges 24:43 Effective communication for the workplace 28:42 Reflection on performance 31:59 Shift to discussing insurance products 33:42 Convenience and efficiency 37:56 Conclusion ------------------- Guest: Brenda Allison | www.CoastGeneralInsurance.com ------------------ We'd like to thank our sponsors: Hot Dog Business Growth, JorgensenHR and Southern California Labrador Retriever Rescue

The Role of Insurance Brokers in Today’s Ever-Changing Landscape In this episode of Phoenix Business Radio, Karen Nowicki hosts Ryan Ferrie and Mary Wilson from Empire Insurance Brokers, as they discuss overcoming financial challenges and achieving a successful acquisition. Ryan and Mary emphasize their partnership’s importance, showcasing their adaptability in driving technological advancements and addressing […]

The Role of Insurance Brokers in Today’s Ever-Changing Landscape In this episode of Phoenix Business Radio, Karen Nowicki hosts Ryan Ferrie and Mary Wilson from Empire Insurance Brokers, as they discuss overcoming financial challenges and achieving a successful acquisition. Ryan and Mary emphasize their partnership’s importance, showcasing their adaptability in driving technological advancements and addressing […] The post The Role of Insurance Brokers in Today’s Ever-Changing Landscape appeared first on Business RadioX ®.

This is the first of a three-part series on insurance. And for that, I'm bringing back Ryan Evans with Wayfinder Insurance. In this first episode, Ryan brings some cautionary stories from his time in the industry. And why it's important to have a relationship with someone who can walk you through the complexities of the insurance world so you can protect your hard-earned assets.

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 ⁠⁠⁠⁠⁠⁠⁠The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses⁠⁠⁠⁠⁠⁠⁠ * After many years of using company stock options as attraction, retention, and incentive alignment tools, I've come to appreciate their merits, risks, and possible alternatives. I intend to share these lessons with you today. More specifically though, I will argue that while options do have their time and place, there are often much simpler and less expensive alternatives that arguably have a greater impact on attraction, retention, and incentive alignment.

This week's topic:Immigration and the State of FloridaWith guests:Dr. Alayne Unterberger, Anthropologist and Immigration ResearcherBarbara Haselden, Insurance Broker, President of the St. Petersburg Republican Club Roberto Torres, Businessman, Host "Why Tampa Bay?", DemocratC.J. Czaia, Attorney, Owner, Czaia Law

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 ⁠⁠⁠⁠⁠⁠The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses⁠⁠⁠⁠⁠⁠ * Many searchers understandably tend to have very similar questions and areas of uncertainty. Indeed, in most instances, I had these very same questions and areas of uncertainty myself prior to raising my own search fund in 2012. As a result of the frequency with which I'm asked these questions, I've presented each of them in today's episode, and have also included my opinion on what the answers may be. Some of the questions include: Constructing a cap table Differences between the Canadian and US search ecosystems Is the search fund market too crowded/saturated The trade-off between price and business quality What the best searchers do in their first 3-6 months Proprietary vs. brokered deal flow generation When to visit a prospective seller Success rates of industry agnostic searches Having an industry & geographic focus Homogeneity among search investors re: industry preferences How to spend your first week as a new CEO Should I create a 100-day plan? How to communicate the ownership change to customers

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 ⁠⁠⁠⁠⁠⁠⁠⁠The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠ * Today I'm joined by Entrepreneur, Investor, and Author Mike Michalowicz. In addition to being the author of 9 books, Mike is himself a serial entrepreneur, having founded, operated, and successfully exited several companies across his multi-decade career. He now spends much of his professional time writing, speaking, and coaching CEOs and entrepreneurs on the various systems that helped make him successful, including (and especially) his "Profit First" system, a highly tactical guide to organizing your entire company around achieving endurable profitability.

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses⁠⁠⁠⁠⁠⁠⁠ * 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 * Today I am thrilled to be joined by two guests that, without the risk of hyperbole, have changed my life in more ways than I can count. Royce Yudkoff & Rick Ruback are both professors at the Harvard business school, and co-teach two wildly popular courses called “The Financial Management of Smaller Firms” and “Entrepreneurship through Acquisition”, both of which focus on how to acquire, finance and operate your own smaller firm. They also co-published the widely read book, The HBR Guide to Buying a Small Business, published by Harvard Business Review Press, which acts as the definitive source of wisdom and guidance for a countless number of acquisition entrepreneurs

In today's episode, we delve into the crucial process of setting up an LLC for your insurance business. Cohost Joanna Wyckoff shares her first-hand experience of establishing her own agency, Top Flight Insurance, and the essential steps she took to form an LLC. From obtaining name approval to acquiring an EIN number and navigating state agency licenses, Joanna details the process in a quick and easy manner, emphasizing significant cost savings by handling the process herself. We also explore the benefits of having separate LLCs for each agent and the tax advantages it offers. Plus, we discuss retirement savings options for self-employed individuals and the insights into managing multiple LLCs. So, if you're ready to level up your insurance business with the power of an LLC, then stay tuned for all the expert tips and valuable insights coming your way.

Stephen Vono, Senior Vice President at McGowan Pro, shares his passion for vinyl records and music, which has enhanced his professional career. He talks about how hearing John speak at a conference motivated him to start the Risky Records Podcast which combines his love for music and work, creating a humanizing effect on his professional image. Stephen discusses the resurgence of vinyl, his extensive record collection of over 2,500 records, and the importance of integrating personal passions into the workplace to create human connections and improve client relationships. He emphasizes the responsibility of leaders and individuals in creating a work culture that encourages sharing personal interests.

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 ⁠⁠The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses⁠⁠ * Over many years of evaluating acquisition targets alongside searchers, I've found that certain questions tend to apply more often than not. I've presented each of these FAQs in today's episode, in hopes that they play a small role in how you structure your own due diligence process, and in turn how you think about the relative merits and risks of the opportunity in question. If you're a buyer, the list that follows can be thought of as a starting point for “Commercial Due Diligence 101”. If you're a seller, you should be prepared to address each of these questions and information requests if you're ever planning to sell your small to medium sized business. Please enjoy!

Advanced Medical Strategies - Stacy Borans - Founder of AMS Stacy Borans is a seasoned expert in healthcare technology and data analysis, with a robust background in medical cost management. As a key player at Advanced Medical Strategies (AMS), she has been instrumental in developing software solutions for payment accuracy, risk assessment, and business intelligence in the healthcare industry. Her perspective on healthcare technology and data analysis in medical cost management is shaped by her experiences at AMS, where she noticed excessively high bills during medical reviews and saw an opportunity to work on the financial aspect of cost management. Stacy advocates for transparency in chargemaster pricing and cash pricing, and emphasizes the importance of reference-based pricing. She believes that these strategies can help determine the relevant charge for medical services, although she acknowledges that it may not always result in the lowest price. Join Spencer Smith and Stacy Borans as they delve deeper into this topic on the next episode of the Self Funded podcast. Chapters: 00:01:08 Creative cocktail concoctions 00:06:46 AMS: Innovating Healthcare Management Solutions 00:10:43 Understanding the Financial Impact of Self Funding 00:16:21 Shaping the Future of Healthcare Cost Containment 00:21:13 Healthcare Solutions for Complex Medical Cases 00:27:24 Catastrophic Diagnoses Cost Projections Software 00:33:09 Comprehensive Risk Assessment and Pricing Tool 00:40:38 Achieving Transparency in Healthcare Decision-Making 00:46:32 Analyzing Group Risk Profiles Using Census Data 00:56:26 The Impact of AI on Healthcare Diagnoses Key Links for Social Self-Funded's Channel - https://www.youtube.com/ @SelfFunded Listen on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02 Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286 Listen on Spotify for Podcasters - https://podcasters.spotify.com/pod/show/spencer-harlan-smith Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/ Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/ Key Words: Medical Strategies, Claims Strategies, Data Analytics, Business Intelligence, Business Intelligence Software, BI Software, Claims Analytics, Insurtech Software, Software for Underwriters, Systems for Carriers, Software for Insurance Carriers, Technology for Insurance, Technology for Insurance Brokers, Tech for Insurance Consultants, Tech for Healthcare, Software for Doctors, Software for Third Party Administrators --- Support this podcast: https://podcasters.spotify.com/pod/show/spencer-harlan-smith/support

#140: A deep dive into health insurance and other benefits you'll need to make decisions about during your upcoming open enrollment. We'll cover health plans in depth, but also dental, vision, HSAs, FSAs, employer life insurance and more. Link to Full Show Notes: https://www.allthehacks.com/open-enrollment-2024 Partner Deals Notion: Try Notion AI free to automate tedious tasks and streamline your work Athletic Greens: Free 1 year supply of Vitamin D and 5 free travel packs MasterClass: Learn from the world's best with 15% off Copilot: Free 2 months access to my favorite personal finance app with code HACKS2 Henson Shaving: Plastic-Free, Precision-Built Razors + $100 free Blades For all the deals, discounts and promo codes from our partners, go to: allthehacks.com/deals Resources Mentioned All the Hacks: #34: Hacking Healthcare, Prescriptions and Medical Bills with Marshall Allen Email for questions, hacks, deals, feedback: podcast@allthehacks.com Last Week Tonight with John Oliver: Health Care Sharing Ministries Online Direct Primary Care For Pediatrics: Summer Health | Blueberry Marshal Allen's Book: Never Pay the First Bill Online Sites for Prescriptions: GoodRx | RxSaver Oura Ring DNA Genetic Testing: 23andMe Online HSAs: Lively | Starship HSA Hawaii Recommendations: Restaurants (Kid-Friendly): Lava Lava Beach Club | CanoeHouse at Mauna Lani Water Activities: Ocean Sports | Snorkel Bob's Full Show Notes (02:27) HMOs, PPOs & EPOs (03:47) Deductible (04:44) Coinsurance (05:40) Out of Pocket Maximum (06:20) High Deductible Health Plan (07:35) Coverage: In-Network & Out of Network (09:16) Insurance Brokers (14:55) Selecting a Carrier (17:55) Premiums (20:39) First Dollar Coverage (21:50) HSA Hack: Use Your Cash Flow For Expenses (25:10) Why The Platinum Plan Doesn't Make Sense (29:55) Health Insurance Hacks (31:13) Medical Sharing Plans (33:36) Ways To Save (36:16) Dental & Vision Insurance (37:56) FSA for Health (40:47) Using HSA (41:41) Pre Tax Transit (41:56) Life & Disability Insurance (43:18) Tips from Chris's Trip to Hawaii Connect with All the Hacks All the Hacks: Newsletter | Website | Membership | Email Chris Hutchins: Twitter | Instagram | Website | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices