Podcasts about insurance education

BIIE 225: K-12 Risk Management and Insurance with Jonathan SchreterThis week, Ryan sits with Jonathan Schreter, the Executive Vice President at IMA Financial Group and a leading insurance broker for charter and independent K-12 schools. Jonathan is also a Certified Insurance Counselor with the National Alliance for Insurance Education and Resource. They discuss why insurance is a must-have for charter and independent K-12s, making sense of insurance and risk management terms, advice for those filling out applications, defining risk pools and JPAs, insuring unique offerings, virtual schools, and homeschool programs, and lots more. Tune in!  You can find out more about our guest's work at imacorp.com  Don't just listen, join the conversation! Tweet us at @AcademicaMedia or with the hashtag #BigIdeasInEducation with questions or new topics you want to see discussed. Host: Ryan Kairalla (@ryankair) Producer: Laura Blanco

Our local insurance expert and guiding light for premium information Pete Raimondi joins Nestor on the Maryland Crab Cake Tour at Kooper's North for a primer on policy review and being more educated about your insurance so you know the protection you need and who to call when things go wrong in real life. The post Pete Raimondi gives Nestor a primer of policy review for your insurance education and protection first appeared on Baltimore Positive WNST.

In this episode of the ROCC Pod, we sit down with Christina DeGregory, an independent insurance broker with Health Markets, to talk through her journey from a biology major (!) to health insurance and how she's using her science background to educate and empower clients. Christina shares that she holds a master's in biological sciences and once worked as a teaching assistant in cell biology and microbiology. That experience, she explains, helped shape her ability to explain complex topics—like health insurance—in clear, simple terms. She's now channeling that same teaching energy into her role as a broker, with a personal motto: “Insurance is hard, let me make it easier for you.”We talk through how she transitioned out of academia and into insurance after facing a stagnant job market post-grad school. What drew her to this career was the opportunity to connect with people, educate them, and help them understand their options. As an independent broker, Christina runs her own business under the Health Markets umbrella, helping individuals find coverage through the Affordable Care Act. She explains open enrollment, special enrollment periods, and how certain life events can trigger eligibility to enroll outside the standard window.We also touch on the most common challenges her clients face, such as confusion around deductibles and out-of-pocket maximums. Christina emphasizes her goal of making sure clients truly understand their coverage, payments, and what to expect in case of hospitalization or routine care. She works primarily with people who aren't eligible for employer-sponsored insurance—1099 workers, part-time employees, or those in between jobs—and particularly helps those in lower-income brackets who may qualify for subsidized or even $0 monthly premium plans.Christina also works with supplemental insurance like dental, vision, and indemnity plans that offer payouts for accidents, illnesses, or hospital stays. She outlines how these offerings can protect against crushing medical debt, especially for vulnerable populations. Soon, she'll also be licensed in Medicare to help retirees navigate yet another complicated health care system.Outside of work, Christina's passionate about music and community. A long-time fan of Detroit's EDM scene, she talks about attending Movement and Electric Forest every year. We also learn about her positive experience joining the Royal Oak Chamber and her love for being involved in local networking events.Throughout the episode, it's clear Christina brings not only technical knowledge to her work but also empathy, patience, and a genuine passion for helping people navigate the confusing world of health insurance.Call Christina: 248-981-3610Visit her website: https://www.healthmarkets.com/local-health-insurance-agent/cdegregory/Or find her on Instagram: https://www.instagram.com/christina_degregory/ 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 Century 21 Northland - http://soldbylisab.com/

Own Your Expertise. Elevate Your Career.The Certified Insurance Counselor (CIC) designation isn't just a credential—it's a commitment to excellence, a mark of dedication, and a signal to clients and colleagues that you're serious about your craft. Whether you're just starting out or looking to sharpen your edge, the CIC program empowers you with practical, real-world knowledge taught by seasoned professionals.Join a community of driven insurance leaders who are setting the standard. Your journey to becoming a trusted advisor starts here.

Join us as we discuss how RiskPRO Certification equips professionals with essential skills to identify, assess, and mitigate risks, earning them a respected credential that enhances credibility and career opportunities. Featuring insights from industry leaders, this episode will uncover why specialized risk management education is more important than ever in an evolving insurance landscape. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Kathy Fraley retired as the Service Center Director for the Travelers Select Service Center located in Spokane, Washington and Colorado Springs, Colorado. Her teams were responsible for providing direct service to insureds and agents in all states. Kathy has spent more than 30 years in the agents and carrier ranks. Her career started in the underwriting side at a carrier and after 4 years moved to the agency side. Prior to joining Travelers, Kathy retired after 28 years as a partner/owner from Propel Insurance where she held the position of Vice President of Marketing and Commercial Operations located in the Pacific Northwest. Kathy developed a passion for the industry and feels it is important to give back to the industry by teaching. She has been a teacher in the Junior Achievement program and enjoyed working with students as they learned about community involvement. Kathy earned her CIC designation in 1987 and has previously served on the CISR Board of Governors. She also acts as an instructor and Education Consultant for various programs with the Risk & Insurance Education Alliance. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Judy HughesWith over a decade of experience in the insurance industry, Judy has been a licensed Property and Casualty agent since 2010 and a licensed Life and Health agent since 2011. Currently, she serves as a Personal Lines Account Manager at Anderson and Green Insurance Agency, where she has been for the past five years. In this role, Judy recently expanded her expertise to assist Medicare customers with their prescription plans.In addition to her work at Anderson and Green, Judy also holds a position as a Customer Service Representative at Cravens Insurance Agency, where she specialize in Medicare Supplements where her commitment to providing exceptional service and guidance allows Judy to help clients navigate their insurance needs effectively. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Today, we are joined by Kevin Ray, Vice President of Learning and Development at Erie Insurance. Kevin joined Erie Insurance in 1992 and is the Vice President of the Learning & Development Department at Erie Insurance. He leads a team of Employees who design and deliver learning training for ERIE Agents, Employees, Leaders, and Partners with business areas to assess and implement training solutions. He has held various positions in the department as an Education Specialist, Education Consultant and Delivery Manager.  He previously worked as an Underwriter in the Personal Lines Underwriting Department after completing The ERIE's first Multi-Line Underwriter Training Program. Kevin is Chairman of the CIC Board of Directors for The National Alliance for Insurance Education and Research and is a past Chairman and Board Member of the Academy Board of Directors. Kevin is a Member and Chair of the Inclusion, Diversity & Equity Awareness (IDEA) Committee of the Society for Chartered Property Casualty Underwriters, is the 2024 President of the Presque Isle Chapter of CPCU, is an Advisory Board Member of The Institute for Management Studies and a member of the Ohio Insurance Institute's Education Committee.  He has been a long-time instructor of insurance courses for The Institutes and was recognized as an Outstanding Course Leader. Kevin has served as Co-Lead of ERIE's synERgIzE Employee Resource Group which promotes events and education in support of ERIE's diversity & inclusion initiatives. Reach out to Kevin: kevin.ray@erieinsurance.com In this episode, we discuss the evolution of leadership development at Erie Insurance over Kevin's 33-year tenure, emphasizing the company's commitment to internal growth, strategic alignment with core capabilities, and the importance of empathy and self-development for leaders.  Kevin shares the unique challenges in the insurance industry and how Erie addresses them, including their partnership with IMS.  Learn more about their leadership training programs and get valuable insights on strengthening your own leadership development strategies. - Website and live online programs: http://ims-online.com Blog: https://blog.ims-online.com/ Podcast: https://ims-online.com/podcasts/ LinkedIn: https://www.linkedin.com/in/charlesagood/ Twitter: https://twitter.com/charlesgood99 Chapters: (00:00) Introduction (00:46) Kevin's Journey to Erie Insurance (03:23) Leadership & Development at Erie Insurance (04:44) The Evolution of Leadership Programs (08:09) Partnership with IMS (12:45) Challenges in the Insurance Industry (18:09) Advice for Strengthening Leadership Programs (20:52) Conclusion

Regent James M. Benham was appointed to the Texas Southern University (TSU) Board of Regents by Texas Governor Greg Abbott in October of 2020 and was reappointed for a second term in 2023. He is currently the Vice Chairman of the Texas Southern University Board of Regents and is Chairman of the Administration and Finance Committee.Regent Benham is the CEO of JBKnowledge, a 280-employee global insurance software company he co-founded in 2001, with offices and staff in 4 countries. He served for five years as an Adjunct Professor of Construction Science at Texas A&M University and still volunteers as a mentor and advisor for student groups. Regent Benham served the City of College Station as a Planning and Zoning Commissioner from 2011 to 2012 and was elected to two terms on the College Station City Council from 2012 to 2018 where he also served as Mayor Pro Tem. He is a member of the Young Presidents Organization (YPO). He lives in College Station and is an avid airplane pilot and musician. Regent Benham received a Bachelor of Business Administration in Accounting in 2001 and a Master of Science in Management Information Systems in 2002, both from Texas A&M University. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Vince Staub, MS, CRM, CCP, is a distinguished executive and leader with over 30 years of experience in risk management, compliance, corporate security, and Environmental Health & Safety (EHS). As the President of Risk Managers International and a Managing Partner at Make the Shift Consulting Group, he drives innovative strategies that enhance organizational resilience. Vince's career began at age 16 as a YMCA Day Camp leader, laying the foundation for his lifelong dedication to leadership. He has held prominent roles, including Chief Risk & Security Officer for a major multinational semiconductor company and National Faculty Member at The National Alliance for Insurance Education and Research. With a Doctor's Degree in Strategic Leadership and multiple certifications, Vince combines extensive knowledge with a passion for community service, serving on various boards and leading youth leadership initiatives.   Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Ms. LJ Hall, PhD, showcased her expertise at the Black Ambition No Pressure Pitch Competition in Atlanta, emphasizing need insurance education for entrepreneurs. She introduced an upcoming app to educate on insurance needs, reinforcing Commercial Insurance Group's role in supporting entrepreneurs and trucking companies . Commercial Insurance Group City: Conyers Address: 1540 Highway 138 Southeast Website: https://insuresmall.com Phone: +1 678 561 1606 Email: Info@insuresmall.com

Empower the Future of Risk & Insurance​Give back and help support educating and inspiring the next generation of professionals by becoming an Emerging Talent Partner or by bringing the CISR High School Program to your community!Emerging Talent Partners ProgramCISR High School Program About Our Difference Maker: ​Anne is a native Hoosier and a graduate of Indiana University.  She began her insurance career in 1978 as a receptionist at an independent insurance agency. She has held every position at an agency including receptionist, assistant, producer, sales manager, carrier liaison as well as owning her own agency. When Anne sold her agency, she served as executive director of I.T.D.I., an insurance training and development project for the state of Indiana. Anne joined Arlington/Roe in 2004 and retired as a full-time employee in 2019. She currently helps part-time with Sales & Marketing for Minnesota.Anne has always been involved with the Big I (Independent Insurance Agents) and the PIA (Professional Insurance Agents) throughout her career.  Mentoring young people and promoting insurance education has always been a passion of Anne's.  She served on the Indiana State University Insurance & Risk Management Advisory Council. She assists with the Ivy Tech and CISR high school insurance programs in collaboration with other insurance schools like Ball State, Butler and Indiana State. In her spare time, Anne likes to do other volunteer work, travel, garden and do fun activities with her family and grandchildren. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Dustyne Bryant, Director of Risk & Insurance Education and Research at Risk & Insurance Education Alliance. Dustyne and Teresa explore the changes that are going on at the National Alliance and how they have re-branded to be Risk & Insurance Education Alliance and how they are serving our industry with tons of options to help agents succeed. Key Topics: Transition from the National Alliance for Insurance Education to the Risk and Insurance Education Alliance. Expansion of educational formats to include podcasts and online subscriptions. Impact of COVID-19 on transitioning to virtual learning and webinars. The introduction of AI tools like Alibot to supplement insurance education. Comprehensive educational offerings from basic courses to advanced certifications. Importance of adapting to changes within the insurance industry and leveraging technology. Engaging the next generation through educational outreach from high school onwards. Connect with: Dustyne Bryant, CIC, CISR Teresa Kitchens Visit Websites: Risk & Insurance Education Alliance Sterling Insurance Group Produced by: PodSquad.fm

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Dustyne Bryant, Director of Risk & Insurance Education and Research at Risk & Insurance Education Alliance. Dustyne and Teresa explore the changes that are going on at the National Alliance and how they have re-branded to be Risk & Insurance Education Alliance and how they are serving our industry with tons of options to help agents succeed. Key Topics: Transition from the National Alliance for Insurance Education to the Risk and Insurance Education Alliance. Expansion of educational formats to include podcasts and online subscriptions. Impact of COVID-19 on transitioning to virtual learning and webinars. The introduction of AI tools like Alibot to supplement insurance education. Comprehensive educational offerings from basic courses to advanced certifications. Importance of adapting to changes within the insurance industry and leveraging technology. Engaging the next generation through educational outreach from high school onwards. Connect with: Dustyne Bryant, CIC, CISR Teresa Kitchens Visit Websites: Risk & Insurance Education Alliance Sterling Insurance Group Produced by: PodSquad.fm

Be on the lookout for a little bonus material hitting our channels every Wednesday! In this clip from #CAHR, we sat down with BRIAN ALLAIN, CEO of Insurance Education Association. He was an integral part in putting the conference on while working for PIHRA (Professionals In Human Resources Association). He's now taken the reins at IEA and making a big impact! About IEA: IEA provides courses enabling career opportunities in workers' compensation, and absence/disability management. We are the acknowledged leaders in vocational education for insurance professionals. We consistently deliver courses to provide anyone with the skills and knowledge to build a successful career in these industries.About the Show:The H.I.T. Podcast (Powered by Montage Insurance Solutions): A thought leader in the space, curating the top news and information to deliver a brief, high impact overview designed specifically for the Human Resources professional, business person, and company executive.Find out more here: www.hitpodcast.comSpecial thanks to our Platinum Sponsors: TruHu AND Excel Health PlansThank you to our Gold Sponsors: Kingdom Legacy Benefits (KLB) AND Cigna

We're excited to introduce today's guest to you! With twenty-four years in human resources and corporate employee benefits, Jenny Smith served as an associate faculty member for the National Alliance for Insurance Education & Research, for whom she presented nationally. She has a Bachelor of Science in Psychology from the University of California, Davis, where she remains active in her Phi Beta Kappa alumni chapter.In 2018, she co-authored a technical human resource textbook, but in 2021, God called Jenny to the new adventure of publishing a memoir called Natty's Pond. Obedient to write this raw and honest story of redemption after a medically advised abortion, she experienced deep healing during the process through her savior, Jesus Christ. Little did she know, the Lord would expand her calling to include starting an abortion healing ministry in Texas called LovedMuch. Based on Luke 7:47, she and ministry partner Melissa Carney are helping women find freedom from silence and shame related to past abortion trauma. We know this episode will bring hope and healing to others who have walked a similar path.Episode Highlights: Meet our guest, Jenny Foster.Jenny's story.The first step is the hardest.More on Jenny's books and ministry.Links Mentioned in Episode/Find More on Purpose Beyond Motherhood and :Twelve 12 Ministries WebsiteIG Handle: @twelve12ministriesFacebook: @twelve12ministriesEmail: info@twelve12ministries.org Visit the Twelve 12 Ministries ShopGet Your Copy of Natty's Pond HereVisit Jenny's Website HereLearn more about LovedMuchThis show has been produced by Adkins Media Co.

In this insightful interview with Cover Magazine, P.UMA executives Cameron Clark, Chanelle Fischer, and Mitchell Cousins shed light on the dynamic landscape of pet insurance. From its historical evolution to the challenges of designing tailored coverage for diverse pet breeds, the discussion delves into key industry nuances. The role of brokers emerges as pivotal in educating consumers and driving sales, emphasizing the importance of informed decision-making. With a focus on collaboration and innovation, P.UMA demonstrates its commitment to empowering brokers and expanding the reach of pet insurance, both domestically and internationally.

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In this conversation, Dustyne Bryant, Director of Risk and Insurance Education and Research at the National Alliance for Insurance Education and Research, discusses the birth and evolution of her podcast, Awkward Insurance. She shares how the podcast aims to make insurance topics more engaging and fun. Dustyne also talks about the future of insurance topics, including the rise of micro-learning. She emphasizes the importance of work-life integration. The conversation concludes with a lighthearted discussion about choosing a walk-up song and the importance of genuine engagement in building authority and presence. Connect with Dustyne on LinkedIn: https://www.linkedin.com/in/dustyne-bryant/ Follow and Subscribe to Awkward Insurance: https://awkward-insurance.simplecast.com/ Connect with Bobbie on LinkedIn: https://www.linkedin.com/in/bobbiecollies/ Stay up to date on all things Coterie Insurance: https://www.linkedin.com/company/coterieinsure Get access to Coterie Resources: https://coterieinsurance.com/producer-resources/ What if small business insurance could be easy? Coterie Insurance is making small business insurance effortless. We are redefining the small business insurance experience for agents, brokers, partners, and small businesses.

Mitch Dunford, CMO, and Beth Benhart, Senior Director for Instructional Design, for the National Alliance for Insurance Education joins Jim Flynn and Natasha Suber to discuss their Intro to Insurance for Marketers course. Interested in a deep dive into insurance marketing? Listen to this episode of the IMCA peer2peer podcast.

Teresa Chan is the Director of the Master's in Insurance Management program at Columbia University. She launched the program in 2019 after 27 years of insurance industry experience in legal, product, and business development. Prior to joining Columbia, Teresa was an advisor on the formation of MGU start-ups funded by Willis Group that leverage emerging technological capabilities to underwrite specialized markets on digital platforms and a consultant for energy performance warranty insurance. Teresa has a J.D. from Fordham University and a B.S. in Operations Research from the School of Engineering and Applied Science at Columbia University. She has been recognized by Business Insurance as one of “25 Women to Watch” and by ReActions Magazine as one of the “Top Insurance Women.” In today's episode of the In The Know podcast, Chris Hampshire and Teresa take a look at the value of giving back through insurance education. Teresa highlights her experience with transitioning from the corporate world to starting up an educational program at Columbia, the current state of the industry DEI, and her satisfying experience as a female leader in insurance.   These onsite episodes of the In The Know podcast are brought to you by Gallagher Bassett.   Key Takeaways Teresa highlights her career path from engineer to law school and eventually insurance. Characteristics of the insurance industry that appealed to Teresa initially. Teresa's approach to learning about a new topic, including product development. Top learning experiences from 27 years of experience. Bringing innovation to the new Insurance Management program at Columbia. Transitioning from a stable corporate job to starting up an educational program. The current state of DEI in the insurance industry compared to the onset of Teresa's career. Teresa's experience as a female leader in the insurance industry. Strategic tactics to address the talent gap in the industry. A five-year look at the future of the insurance industry.  

Join Nat Alliance NOW Host, Mitch Dunford, as he discusses the exciting developments and innovations rolling out in 2024, with President & CEO William Hold, MBA, CRM, CISR, and Chief Experience Officer Danielle Janecka. The trio discusses Exclusive Update Options for Dues-Paid Designees, New Dynamics of Service Self-Paced Series, the new Learning Portal, the Community Social Platform, and advice to designees on maintaining annual update requirements. Tune in to this enlightening podcast episode and discover how the National Alliance for Insurance Education & Research is embracing innovation and change in 2024.  Its going to be a GREAT year.

Richard McCathron, CIC, CPCU – President & CEO of Hippo, has served as a member of the Board of Directors since February 2017. Prior to Hippo, Mr. McCathron held senior executive positions at various insurance companies including First Connect Insurance as its President & CEO from October 2012 to February 2017, Superior Access Insurance as its President & CEO from June 2007 to October 2010 and Mercury Insurance Group as its Regional Vice President from April 2004 to June 2007. Mr. McCathron is both a Chartered Property & Casualty Underwriter and a Certified Insurance Counselor and sits on the board of directors of Spinnaker Insurance Company, First Connect Insurance, The National Alliance of Insurance Education and Research, and Players Health. He is an advisor to several insurtech companies and holds a BS in finance from Oregon State University.

Mark Williams, President and CEO of Brokers International, joins Andrew in this episode of Business Ninjas.Known as The Original Agency Builder™, Brokers International is one of the largest and most experienced insurance marketing organizations (IMOs) dedicated to helping agency partners and financial professionals build their businesses. Founded by Roger McCarty, Brokers International remains a family-oriented organization, driven by core values of teamwork, integrity, work ethic, and customer service. Through innovative marketing solutions, exclusive tools, exceptional service, and in-depth sales and operational support, Brokers Solutions help agency partners and financial professionals grow their businesses and better serve their customers. When you partner with Brokers International, you'll gain access to extensive carrier relationships and diverse income solutions to fulfill a variety of client needs. From annuities and life insurance to wealth management and investments through their sister company, Brokers Financial—Brokers International has all the resources and product solutions you need to help you reach your full potential. Learn more by visiting Brokers International's website: www.biltd.com-----Do you want to be interviewed for your business?  Schedule time with us, and we'll create a podcast like this for your business:  https://www.WriteForMe.io/-----https://www.facebook.com/writeforme.iohttps://www.instagram.com/writeforme.io/https://twitter.com/writeformeiohttps://www.linkedin.com/company/writeforme/ https://www.pinterest.com/andysteuer/Want to be interviewed on our Business Ninjas podcast? Schedule time with us now, and we'll make it happen right away! Check out WriteForMe, more than just a Content Agency! See the Faces Behind The Voices on our YouTube Channel!

Beth Benhart - Senior Director of Instructional Design - Beth began her career in secondary education and made the switch to the corporate world after earning her Master's in Educational Technology from Michigan State University. She has spent the last six years of her career developing training programs for insurance and risk management professionals. Beth has experience with all facets of learning and development including corporate training, learning management system (LMS) administration and instructional design. She is passionate about leveraging innovative eLearning strategies and tools to create on-demand training experiences for adult learners.Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR- Head of Faculty & Academic Development - Jay is the Head of Faculty & Academic Development for The National Alliance for Insurance Education & Research. In his role, he is responsible for all faculty and Educational Consultants, as well as overseeing curriculum development by our Academic Directors. He also oversees curricula for our Agency Operations, Agency Management, and Insurance Company Operations programs. He is an Educational Consultant and a member of our National Faculty, teaching CISR, CIC, Ruble Graduate Seminars, and PROFocus events.Interested in Shaping the Future of Risk Management & Insurance Education? Become a Faculty Member! 

Dustyne Bryant from The National Alliance for Insurance Education & Research joins Jim Flynn and Natasha Suber to talk about authenticity in insurance. No matter your role, Dustyne explains why authenticity is a universal language for resonating with your audience. Listen to this episode of the IMCA peer2peer podcast to learn more.

Eduardo J. Criado es el CEO y Presidente de AON Puerto Rico y el Caribe. Es un veterano de la industria de seguros de Puerto Rico con más de 30 años de experiencia. A Eduardo le encanta motivar a las personas y buscar oportunidades para mejorar. Es entusiasta e inclusivo en su conexión con las personas. Cree en el servicio y en crecer y evolucionar junto a otros.Eduardo ha ejercido gran parte de su diversa carrera en seguros desde posiciones de liderazgo. Así fue en AIG Credit Puerto Rico, Popular Risk Services LLC., Popular One y hoy día en AON Puerto Rico & Caribe. El valora la importancia de la educación en seguros y cuenta con la designación de Certified Insurance Counselor (CIC) del National Alliance for Insurance Education & Research. Fun Fact: Eduardo tiene presente el disfrutar cada momento de lo que hace. Le gusta compartir con sus amigos, deleitar una buena copa de vino y escuchar e intercambiar historias. Para conectarse con Eduardo puedes visitar su página de LinkedIn presionando aquí.CLICK HERE to “like” us on Facebook.CLICK HERE to follow us on Instagram.CLICK HERE to follow us on LinkedIn.Please remember to subscribe to our podcast and download our episodes on your iPhone, Android, Spotify, or iHeartRadio.

For this week's episode in honor of Women's History Month, we flipped the script and invited our host and fellow Cowbeller, Alexis Vaughn, AVP of Agency Marketing to be our guest on the show. She was interviewed by our Associate Producer and Content Marketing Lead, Marion Krueger. Alexis took our audience on a journey, which included learning more about her agency and brokerage background in insurance for the last 13 years. She even gave us an inside look into "Cowbell Academy", the first ever cyber insurance e-learning center, offered by a standalone cyber insurance provider. It is having an immediate impact on brokers globally, teaching them general cyber insurance and Cowbell product training as well. To learn more about Cowbell Academy and how to get started visit https://cowbell.insure/cowbell-academy/

For nearly 20 years, Jonathan Schreter has served commercial property & casualty risks, primarily for charter and independent schools (K-12), as well as middle-market businesses in the hospitality, wholesale/manufacturing and technologies industries.

With a diverse career that began in marketing and advertising for the Coca-Cola Company, Jonathan combines creative thinking and analytics to offer a consultative approach to risk management. He works with progressive, forward thinking school and business leaders who appreciate his commitment to mitigating unexpected losses.

Jonathan earned his MBA from the Anderson School of Business at UCLA in 2000 and his Certified Insurance Counselor (CIC) designation from the National Alliance for Insurance Education and Research in 2010. He has been recognized as a Top Producer in the industry for seven consecutive years. Jonathan is President of the Independent Brokers and Agents of California, President Emeritus of the UCLA Anderson Alumni Network, and serves as Board Chair of Inner-City Arts, a non-profit program that unlocks the creative potential of inner-city children in downtown Los Angeles. James Lott Jr is the host! iiabcal.org

Una vez más vemos como por accidente la industria de seguros de Puerto Rico logra reclutar a un excelente profesional y recurso de primera. Carlos es un educador en seguros y un líder en múltiples industrias. Es un profesional de seguros con vasta experiencia y una preparación digna de admiración. Carlos cuenta con un Bachillerato en Administración de Empresas (BBA) de la Universidad de Puerto Rico. También ostenta una Maestría en Administración de Empresas (MBA), Manejo de Riesgos & Seguros, cursada en St. John's University, The Peter J. Tobin College of Business. Terminada su maestría regresó a Puerto Rico y empezó su desarrollo profesional desde el área de suscripción de líneas comerciales. Luego pasó a una nueva experiencia ejerciendo en el área de corretaje como Corredor de Seguros. Hace más de tres décadas que empezó su carrera profesional en seguros y todavía tiene mucho valor que aportar a esta industria y a otras. Carlos tiene vasta experiencia liderando firmas exitosas en la industria de seguros. Fue Vicepresidente de Casellas & Company, Inc. Luego socio fundador y Vicepresidente Ejecutivo de CF&O Insurance Brokers, Inc. También fue socio fundador de Carrión, Laffitte & Casellas en el 2004, una de las firmas de corretaje de seguros independientes más grandes en Puerto Rico. En el 2012 Carrión, Laffitte & Casellas fue adquirida por Hub International Limited (HUB),  un “Broker” de seguros líder a nivel mundial. Carlos fue Senior Vice President & Chief Marketing Officer de HUB en Puerto Rico.El liderazgo de Carlos no se limita a la industria de seguros. Carlos tiene un destacado historial de trabajo voluntario. Es el Presidente de la Junta de la Fundación Luis Muñoz Marín en la cual ha trabajado por una década. Es el Pasado Presidente de la Junta de Directores de la Fundación Hogar Niñito Jesús en la cual también ha servido por más de una década. Por espacio de seis años perteneció al Board of Governors del Certified Insurance Service Representatives para The National Alliance for Insurance Education and Research (TNA). Es Pasado Presidente del Consulting Committee for Insurance Education de la Universidad del Sagrado Corazón, puesto que fungió por casi 6 años.Al presente Carlos continúa ayudando a la industria de seguros como educador. Añade valor al compartir su vasta experiencia y conocimientos con otros profesionales de la industria.  Carlos ha disfrutado de enseñar desde antes de ejercer formalmente como educador. Su compromiso con la educación queda evidenciado por el liderazgo ejercido, su trabajo como educador, y las múltiples siglas que acompañan su nombre . Carlos cuenta con las siguientes designaciones provistas por TNA: (1) Certified Risk Manager (CRM); y (2) Certified Insurance Counselor (CIC). Con posterioridad obtuvo las siguiente designaciones que provee The Institutes: (1) Associate in Commercial Underwriting (AU); (2) Chartered Property Casualty Underwriter (CPCU); y (3) Associate in Reinsurance (ARe). En el 2003, Carlos recibió el premio del Productor del Año otorgado por la organización Professional Insurance Agents of Puerto Rico & The Caribbean. FUN facts:  A pesar de todas las designaciones que Carlos posee él no se considera un “nerd” y quienes lo conocen lo saben. Durante su vida universitaria conoció a Lourdes (hoy en día su esposa) y se puede apreciar la mejoría que experimentó su rendimiento académico gracias a la buena influencia de ella. Carlos cree en la importancia de una buena preparación y en mantenerse al día. En Fun Insurance Solutions le agradecemos a Carlos todo lo que ha hecho y hace por el bienestar de nuestra industria de seguros.Para conectarse con Carlos puedes visitar su página de LinkedIn presionando aquí.

Cybersecurity for SMEs vs. larger companies: what's the difference?SMEs are concerned about BEC and transfer fraud—not ransomware.In this episode, Mercy Komar, a certified Insurance Counsellor and Cyber Risk Manager at L. Calvin Jones Insurance talks to Anthony about the nuances of educating SMEs and protecting them from cyber-attacks.You'll learn:1. What SMEs are most concerned about when it comes to cybersecurity2. The importance of offering SMEs a personal service and how this drives sales3. Mistakes small businesses make when taking out cybersecurity insurance policiesAbout Mercy:Mercy Komar, CIC ,cyRM, MLIs is a Commercial Risk Advisor and Cyber Risk Manager at L. Calvin Jones Insurance in Canfield, Ohio. Nominee for Women to Watch in Cyber 2021, she is a continuing education instructor in the Midwest for the National Alliance for Insurance Education, the Greater Cincinnati Insurance Bureau and the Ohio Independent Agents.  She speaks frequently on cyber and executive risk topics to professional organizations and as a panelist at seminars and webinars.Find Mercy on LinkedIn: https://www.linkedin.com/in/mercyk__________About L. Calvin Jones & Co.:L. Calvin Jones has been an insurance anchor in the Midwest since 1911, providing coverages through the US with Best A-rated insurance carriers, and a Keystone Agency Partner since 2020. Website: https://www.lcalvinjones.com/Industry: Finance, Financial Services, InsuranceCompany size: 11-50Headquarters: Canfield, USAFounded: 1911__________About the host Anthony:Anthony is passionate about cyber insurance. He is the CEO of Asceris, a company that enables its clients to respond to cyber incidents quickly and effectively. Anthony is originally from the US but now lives in Europe with his wife and two children. Get in touch with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyhess/   or email: ahess@asceris.com__________This podcast is produced by our friends at SAWOO 

Sometimes having a purpose just isn't enough.  It can certainly take you further than having a passing interest in your career.  But it's the speed to passion equation that really every agency owner should be trying to solve.  The faster you help them discover that passion the more likely they'll be to stay.  Dustyne Bryant, Personal Insurance Academic Director for The National Alliance for Insurance Education and Research, talks about her journey through the industry and the impact finding her purpose had.  

Leah Robinson, CIC, CRM, AINS, CAWC is a Commercial Lines Agent at the My Member Insurance Agency in Saginaw, MI. Considering herself a generalist, Leah enjoys working with clients ranging from cannabis cultivators to contractors, and everything in between. Leah has been on the Big I Michigan Young Agents Committee since 2018 and is currently the Past-Chair until August 31, 2023. In September 2022 Leah was named Independent Insurance Agents & Brokers of America's National Young Agent of the Year. Leah first became a student of the insurance industry in the fall of 2012 as a senior in high school taking dual enrollment classes with Olivet College. She later graduated Summa Cum Laude from Olivet College in 2016 with her bachelor's degree, dual majoring in Insurance & Risk Management and Financial Planning.My Member Insurance: https://www.mymemberinsurance.comSpeakers In this episode (in order):Dustyne Bryant, CIC, CISR, Personal Lines Academic Director at The National Alliance For Insurance Education & ResearchMac Leberman, Media Producer for The National Alliance For Insurance Education & ResearchLeah Robinson, AINS, CAWC, CIC, CRM Producer at My Member Insurance Agency; Former Chairperson of Michigan Young Agents AssociationPaul Martin, CPCU Director of Academy Content at The National Alliance For Insurance Education & ResearchTom Humphreys, CPCU, CLU, ChFC, CIC Director of Risk Management and Insurance Center at Olivet CollegeEthan Gross, CEO of Globe Midwest Adjusters InternationalAlec Richmond, CIC, Account Executive at The Richmond Agency; current Chairperson for Michigan Young Agents AssociationJoanna Dresden, CISR Elite, Hartland Insurance AgencyCaryn Bedford, SPHR, CPC, Chief Learning and Talend Officer at Big I MichiganCathy Baldwin, CIC, Director of Marking and Communication at J.M. WilsonJordan Burns, Owner/CEO of Beyond Insurance Group

Goto iiabcal.orgIf you are a member,sign in and take some great classes. If you arent a member, join and then take adavantage of the education arm of the Big I of California! James Lott Jr explains!

Nigel Walsh and Benjamin Ensor are joined by a fantastic guest to take a deep dive into insurance education. Education has been the focus of many financial campaigns and initiatives over the last few years - but what about insurance? Is insurance getting the attention it needs? Filled with jargon and complex policies, our sector is notoriously hard to figure out. Join us while we take a deep dive into the challenges in education, what we can do to invest more back into our customers, and how we might tackle the future! Joining us today: * Victoria Roberts, Director at Victress Communications, providing strategic public policy insights and advice across Fintech and Insurtech All that and much more on this week's episode of Insurtech Insider! Subscribe so you never miss an episode, leave a review on iTunes and every other podcast app. Spread the insurtech love by sharing or tweeting this podcast. Follow us on Twitter: @instechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guest: Victoria Roberts.

Roberto Ramos, como es conocido por sus colegas, cuenta con más de 20 años de experiencia en la industria de seguros de Puerto Rico. Roberto llegó al mundo de los seguros por casualidad y tuvo sus primeras experiencias cuando estaba en la escuela superior. Definitivamente es un “sobreviviente” de la industria de seguros, ha corrido muchas bases y llegó para quedarse. Su diversa carrera incluye roles como asistente de contabilidad, técnico financiero, suscriptor comercial, ejecutivo de desarrollo de negocio, gerente de sucursal y gerente del departamento de propiedad. Actualmente se desempeña como Gerente de Suscripción de Riesgos y Reaseguro de la Cooperativa de Seguros Múltiples para todas las líneas de negocio.Roberto posee una Maestría en Gerencia de Riesgo y Seguros de la Universidad Universal en Puerto Rico y un Bachillerato en Administración de Empresas con Concentración en Contabilidad de la Universidad de Puerto Rico en Ponce. Cuenta con las designaciones de “Certified Insurance Service Representative” (CISR) y “Certified Insurance Counselor” (CIC) que otorga The National Alliance for Insurance Education & Research. También posee las designaciones de “Certified Leadership Professional” (CLP) y “Certified Insurance Industry Professional” (CIIP) otorgadas por la International Association of Insurance Professionals. A su vez, mantiene la designación de “Certified Professional Insurance Agent” (CPIA) otorgada por la American Insurance Marketing and Sales Society.Roberto fue Presidente de la Asociación de Profesionales de Seguro de Puerto Rico. Pertenece al “Education Taskforce” de la International Association of Insurance Professionals y a la Junta de Directores de la Cámara de Comercio del Sur de Puerto Rico.Este polifacético profesional, posee licencia de Corredor de Bienes Raíces y ha laborado como asociado en ventas para varias entidades. Es socio fundador de Ramvar Realty Group y también perteneció al Ponce Board of Realtors donde ofreció varios de los cursos requisitos para las licencias en bienes raíces. De igual forma, fue Especialista en Planillas de Contribución sobre Ingresos.FUN facts sobre Roberto: Roberto es primero Ponceño antes que Puertorriqueño, jaja, y es un gran fanático de sus Leones de Ponce en baloncesto. Le encantan los deportes y el compartir en familia. Le gusta leer y su escritor favorito es Gabriel García Márquez. Roberto ha participado en segmentos sobre temas de seguros en los programas televisivos Multi- Mortgage “Abriendo Puertas”, “Tu Salud Financiera” y en el programa “Conexión PYME” de Noticel transmitido por redes sociales.Para conectarse con Roberto, visita su página de Linkedin presionando aquí.#funinsurancesolutions #podcastenespañol #podcast #podcastdeseguros #insurance #profesionalesdeseguros

This episode of PLRB on Demand will feature Jenny Pye, CPCU, AIC, API, a recognized inspirational insurance presenter and leader, and Director of Commercial Claims Operations at Pilot Catastrophe Service. One of Jenny's greatest passions is to provide mentorship to those seeking continuing education in insurance, including those pursuing their CPCU or other insurance designations. Continuing education can be valuable for anyone at any point in their insurance careers – it can provide needed education and insight for those early in their insurance careers and validate experience for those who are later in their careers. Today, we will speak with Jenny and spread the message of insurance education and designations. The views and opinions expressed in this resource are those of the individual speaker and not necessarily those of the Property & Liability Resource Bureau (PLRB), its membership, or any organization with which the presenter is employed or affiliated. The information, ideas, and opinions are presented as information only and not as legal advice or offers of representation. Listeners should rely on guidance from their companies and counsel as appropriate. © PLRB 2022. 

Su nombre de pila es Ricardo José Benítez Fernández pero también es conocido como Ricky entre sus allegados. Ricky pertenece a la segunda generación de profesionales de seguros en su familia. De hecho, su padre (QEPD) y su madre han sido profesionales de seguros, así como otros miembros de su familia. El buen ejemplo de sus padres y su preparación, lo han llevado a aportar sus talentos a la industria de seguros puertorriqueña.Ricky cuenta con un bachillerato en Business Administration and Management (BBA) de la Florida International University. Tiene experiencia en el mercado de seguros de Puerto Rico y de Florida. Sabe de primera mano los contrastes tan grandes y las diferencias sustanciales que existen entre estos ambos mercados. La oportunidad que ha tenido de trabajar en ambas jurisdicciones le ha provisto herramientas e información de primera mano que redundan en esfuerzos concretos para aportar de manera positiva a la industria de seguros de Puerto Rico. Ricky tiene más de veinte años de experiencia como profesional de seguros, pero realmente lleva toda su vida en contacto con esta profesión ejercida gracias a sus padres. Para Ricky, los seguros son un tema natural, familiar e interesante por su diversidad. Su carrera profesional se distingue por su constante deseo y esfuerzo de proveer servicio y, en particular, a los productores de seguros. Eso ha permeado en los distintos roles que ha tenido a través de su carrera. Nos consta que Ricky ha apoyado a la clase productora de seguros en Puerto Rico y le ha provisto múltiples herramientas y oportunidades para ayudarlos a crecer sus negocios y proveer un mejor servicio a sus clientes. Su padre, Don Johnny Benítez, hizo lo propio con productores jóvenes de la industria de seguros y gracias a su apoyo y el de Ricky estos productores despuntaron en sus carreras profesionales y alcanzaron muchos logros. Uno de esos productores fue nuestro host Ariel Rivera. Hay que añadir que Don Johnny y Ricky no sólo le dieron la mano a muchos productores, sino que también a su equipo de trabajo, y por eso hay un enorme sentido de agradecimiento hacia ellos por parte de la familia de Fun Insurance Solutions. El apoyo, la ayuda y la fe que tuvieron en la clase productora fue determinante en la vida de muchos de estos profesionales y las experiencias compartidas se atesoran como una gran bendición.      Ricky es un fanático de la industria de seguros y todo lo positivo que ésta puede aportar a la sociedad. Actualmente, Ricky es el Chief Operating Officer (COO) de la aseguradora One Alliance Insurance Corporation ubicada en San Juan, Puerto Rico. El reconoce la importancia de la educación en esta industria e incluso cuenta con la designación de Certified Insurance Counselor (CIC) que provee The National Alliance for Insurance Education & Research. FUN facts sobre Ricky: le gustan los deportes. Jugó volleyball en High School y Universidad. Su vida es su familia y su trabajo. Es padre de unas hermosas gemelas que lo llenan de alegría y tiene una esposa fabulosa quien, junto a sus niñas, es el centro de su universo.Para conectarse con Ricky, visita su página de Linkedin presionando aquí.#funinsurancesolutions #podcastenespañol #podcast #podcastdeseguros #insurance #

Karla tiene más de 15 años de experiencia en la industria de seguros. Karla es la Gerente de Commercial Risk en Aon Risk Solutions of Puerto Rico, Inc. Karla tiene un bachillerato en Publicidad y Relaciones Públicas de la Universidad de Puerto Rico, Recinto de Río Piedras. Cuenta con las designaciones de Certified Insurance Counselor (CIC) y Certified Insurance Service Representative (CISR) del National Alliance for Insurance Education & Research. Tiene licencias de la Oficina del Comisionado de Seguros de Puerto Rico para las líneas de vida, propiedad y contingencia, salud e incapacidad. Su experiencia en la industria cubre muchas bases como el área de ventas, servicio al cliente y gerente de distintas líneas de negocios.Karla ha sido atleta desde niña. Jugó baloncesto superior a nivel profesional y representó a Puerto Rico en ligas menores. Ella entró a la industria de seguros gracias a los deportes. Un colega de los deportes la contrató part-time cuando ella cursaba su último año de universidad.  Casualmente, él era un broker de seguros. Karla empezó con él como recepcionista, ayudando en la oficina, luego trabajando un poco de reclamaciones y líneas personales. Luego de su entrada al mundo de los seguros, Karla llegó para quedarse. Gracias a su espíritu competitivo, preparación, esfuerzos y buenas relaciones ha logrado una exitosa carrera como joven líder de esta industria. Atleta al fin, no es de extrañar que Karla lidere con el ejemplo de sus acciones y que sea una “problem solver” natural. Ella guía a su equipo con el ejemplo de sus acciones y les inspira a hacer lo mismo y a aprender de los errores. Fun facts sobre Karla: en el 2021 fue galardonada con el prestigioso premio de ‘40 UNDER 40' otorgado por el Caribbean Business. Para más información sobre Karla, presiona aquí. #funinsurancesolutions #podcastenespañol #podcast #podcastdeseguros #insurance #profesionalesdeseguros #podcasting #insurancelife #insuranceprofessionals #seguros #puertorico #usa #usvi #hosts #podcasthosts #womenempowerment Haz CLICK AQUI para darnos "Like" en Facebook.Haz CLICK AQUI para seguirnos en Instagram.Haz CLICK AQUI para seguirnos en LinkedIn.

The National Alliance is constantly evolving and adapting to the changing world around us. Learn more about recent efforts to change Insurance Education for a new generation. Monica Adwani, CPIA I was born and raised in Puerto Rico and moved to Massachusetts in 2007. I graduated with multiple degrees in Information Management, Medical Coding, and Business Management from the InterAmerican University of P.R. and then Fisher College, Boston. My education and curious mind were the catalysts that opened the doors to the Insurance Industry. By supporting a group of researchers, consultants, trainers, and experts in the areas of Commercial Transportation, Ergonomics, Innovation, and Human Factors; I fell in love with insurance and knew very early this was going to be my forever career. The opportunity to work with this group of Doctors, Researchers and Field Experts allowed me to learn, build confidence, polish my language skills, creating the environment and experience for me to find something I could be and feel passionate about. So, unlike most people, I didn't start in Sales, Service, or Management. I was just a medical nerd with a passion for Organizational Phycology.Now, fifteen years later I have experienced many realms of the Industry from Fortune 500 to Independently Own Agencies. I am passionate about Sales, Service, Claims, and especially Operational Excellence. I have a keen eye for behaviors, process, accountability, and efficiency. I hope that my skills and expertise can help many entrepreneurs out there reach new heights by learning new and more efficient ways of leading, learning, and operating their businesses.  TranscendwithM Podcast

Apple Podcasts Rate and Review for SpotOn Judith Pila is an insurance expert, insurance blog writer, and the founder of Insure Africa. Insure Africa is a Nigerian company driving insurance inclusion through literacy, education and awareness across Africa. As the founder, Judith is in charge of leading the company's strategic plans and their insurtech integration and innovation. Judith is also one of the contributing experts for Insuranceopedia, one of the largest resources for insurance education.  Judith joins us to discuss the goal of Insure Africa and why she chose a career in insurance. She shares the typical life of a Nigerian child and why being computer literate was a rare attribute. She describes what motivated her to work in insurance and what she learned from being a broker in Canada. She explains why insurance is still a small industry in Africa and what professionals can do to scale the industry. Judith also discusses the importance of quality and empathetic customer service in insurance, where claims can be due to accidents or emergencies. “It's never been about position but about growth. You have to keep learning. You have to keep growing.” - Judith Pila Today on Spot On Insurance: Growing up in a small town in Nigeria and Judith's academic career How important learning to use a computer was in Nigeria Why Judith wanted to pursue a career in insurance Judith's inspiration for getting ahead in life Why she was referred to as Speedy Gonzales in her first job How the insurance industry in Canada developed since she became a professional The motivation behind creating Insure Africa Why insurance is still a tiny market in the African continent  What Judith believes will improve insurance education in Africa Why customer service must be a priority in insurance Marketing insurance as a solution without directly saying it What's in store for Insure Africa in 2022? How Judith got involved in writing for Insuranceopedia Key Takeaways: When dealing with insurance customers, you have to be empathetic. As a broker in Canada, you need to be licensed. Resources Mentioned: InsurTech Business Series Insuranceopedia Ep. 197: Adedamola “Damola” Oloko: Abundant Opportunities in the African Insurance Market Connect with Judith Pila: Insure Africa Insure Africa on Instagram Insure Africa on Facebook Insure Africa on LinkedIn Judith Pila on LinkedIn This episode was brought to you by….. Insurance Licensing Services of America (ILSA), America's Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com. Connect, Learn, Share Thank you for joining us on this week's episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you're learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn and share your favorite episodes with friends and colleagues!

Disfruta de este gran episodio con nuestro Host Ariel Rivera, MBA, CIC, CPIA. Ariel es un profesional de seguros con más de 17 años de experiencia en la industria de seguros. Fundó su primera agencia de seguros independiente en San Juan, Puerto Rico en el 2005. En el 2008 se convirtió en miembro de la facultad de The National Alliance for Insurance Education & Research. Desde el 2015, Ariel ha fungido como Director Nacional de Professional Insurance Agents of Puerto Rico & The Caribbean (PIA of PRC) una afiliada de la National Association of Professional Insurance Agents (PIA National). En el 2018 Ariel se unió a la Junta de Directores de la American Insurance Marketing & Sales Society (AIMS Society) en la cual trabaja activamente en la educación continua de seguros y también es miembro de su facultad.En el 2019 Ariel fundó Deer Insurance Agency, LLC, en Jacksonville, FL, una agencia de seguros independiente que se especializa en soluciones de seguros para el hogar, automóviles, inundaciones y pequeñas empresas. A finales de 2020 también fundó Fun Insurance Solutions, LLC, una agencia de marketing y asesoría dedicada a ayudar a los profesionales de seguros en todo Estados Unidos de América, Puerto Rico y las Islas Vírgenes de EE.UU a través de educación, podcasting, talleres y bootcamps.El 23 de septiembre de 2021, Ariel fue instalado como oficial de PIA National durante la reunión de la junta de directores de la asociación celebrada en Detroit, Michigan. Ariel prestó juramento como Secretario/Asistente de Tesorero junto con sus compañeros oficiales que componen el Comité Ejecutivo de PIA National: Tony Curti de Bloomfield Hills, Michigan, Presidente; Gerald F. Hemphill de Richmond, Virginia, Presidente Electo; Richard A. Savino de Warwick, Nueva York, Vicepresidente/Tesorero; y Wayne F. White de Conway, Arkansas, Inmediato Pasado Presidente. Para más información sobre Ariel presiona aquí. Puedes visitar las siguientes páginas en facebook: Deer Insurance Agency y Fun Insurance Solutions.Haz CLICK AQUI para darnos "Like" en Facebook.Haz CLICK AQUI para seguirnos en Instagram.Haz CLICK AQUI para seguirnos en LinkedIn.Please remember to subscribe to our podcast and download our episodes on your iPhone, Android, Spotify, or iHeartRadio. 

Disfruta de este gran episodio con nuestro Host Ariel Rivera, MBA, CIC, CPIA. Ariel es un profesional de seguros con más de 17 años de experiencia en la industria de seguros. Fundó su primera agencia de seguros independiente en San Juan, Puerto Rico en el 2005. En el 2008 se convirtió en miembro de la facultad de The National Alliance for Insurance Education & Research. Desde el 2015, Ariel ha fungido como Director Nacional de Professional Insurance Agents of Puerto Rico & The Caribbean (PIA of PRC) una afiliada de la National Association of Professional Insurance Agents (PIA National). En el 2018 Ariel se unió a la Junta de Directores de la American Insurance Marketing & Sales Society (AIMS Society) en la cual trabaja activamente en la educación continua de seguros y también es miembro de su facultad.En el 2019 Ariel fundó Deer Insurance Agency, LLC, en Jacksonville, FL, una agencia de seguros independiente que se especializa en soluciones de seguros para el hogar, automóviles, inundaciones y pequeñas empresas. A finales de 2020 también fundó Fun Insurance Solutions, LLC, una agencia de marketing y asesoría dedicada a ayudar a los profesionales de seguros en todo Estados Unidos de América, Puerto Rico y las Islas Vírgenes de EE.UU a través de educación, podcasting, talleres y bootcamps.El 23 de septiembre de 2021, Ariel fue instalado como oficial de PIA National durante la reunión de la junta de directores de la asociación celebrada en Detroit, Michigan. Ariel prestó juramento como Secretario/Asistente de Tesorero junto con sus compañeros oficiales que componen el Comité Ejecutivo de PIA National: Tony Curti de Bloomfield Hills, Michigan, Presidente; Gerald F. Hemphill de Richmond, Virginia, Presidente Electo; Richard A. Savino de Warwick, Nueva York, Vicepresidente/Tesorero; y Wayne F. White de Conway, Arkansas, Inmediato Pasado Presidente. Para más información sobre Ariel presiona aquí. Puedes visitar las siguientes páginas en facebook: Deer Insurance Agency y Fun Insurance Solutions.Haz CLICK AQUI para darnos "Like" en Facebook.Haz CLICK AQUI para seguirnos en Instagram.Haz CLICK AQUI para seguirnos en LinkedIn.Please remember to subscribe to our podcast and download our episodes on your iPhone, Android, Spotify, or iHeartRadio. 

Update time! If you listened to Episode 29 of The Entrepreneur Ride Along Podcast, you heard all about my business AssociatePI and the struggles it has faced this year.I am turning this business around in 2022.In today's episode I talk all about my plan, my strategies, and thoughts going into the next year to scale this business back to an $8,000 - $10,000 per month online business.You can checkout the updates I made to my sales page below, in the quick vide recorded showing the before and after results.

Part 1: Understanding an Insured's ContractPart 2: Additional Insureds and Certificates of InsurancePart 3: Contractors and the Commercial General Liability PolicyThe PROFocus Contractors course will be held December 16-17, 2021.  Allen Messer, CIC, CPCU brings technical skill, initiative, and experience to bear on the complex problems of insurance and risk management.  He began his insurance career in March of 1971.  He has worked for several different insurance companies in various capacities and has been involved in the independent agency system as a producer and agency owner. Allen currently consults agencies, companies, risk managers, and attorneys as well as instructs various seminars and live webinars.  He earned his CPCU designation in 1981 where he received the Distinguished Graduate Award for attaining the highest academic average in the Nation.  He earned his CIC designation in 1977 and serves as an Educational Consultant and is a National Faculty member of The National Alliance for Insurance Education & Research.Cathy Trischan, CIC, CRM, CPCU has been with the E&K Insurance Group in Eatontown, New Jersey since 1996, and currently serves as Director of Commercial Underwriting.   She began her insurance career upon graduation from Rutgers University in 1987.  She has worked as a claims adjuster for a major property and casualty carrier as well as in the commercial departments of several New Jersey agencies.  In addition to her work with E&K, Cathy provides education and consulting services to other agents and brokers.  She is a National Faculty member of The National Alliance, speaking in the CIC, CISR, and Ruble programs.  She also serves as a mentor for new CIC and CISR faculty.  Cathy is a regular presenter for various agents' associations and other organizations and has taught both pre-licensing and continuing education courses.  She has written courses and articles on various insurance topics.  A firm believer that one should never stop learning, Cathy holds several professional designations including CIC, CRM, and CPCU.Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR is the Director of Faculty Development, a National Faculty Member, and an Educational Consultant for The National Alliance for Insurance Education and Research. He earned his CIC designation in 1996 and his CRM designation in 2004.  He is a veteran of the insurance industry, starting his career in 1979. His experience includes 21 years in the agency business, nine years at the Florida Association of Insurance Agents, and seven years as an insurance company and PEO executive. Jay also served as the interim CEO for Applied Client Network, the user-group association for agents using Applied Systems platforms. Jay has been teaching formal insurance classes for over 20 years, including both technical insurance and E&O loss control classes for FAIA. He was part of the IIABA Loss Control Working Group for 5 years and also served on the Professional Liability Committee. His experience on the agency, association, and company sides gives Jay a uniquely rounded perspective on the insurance industry. His most recent position was the CEO of a construction risk wholesale operation. In addition to his work as an insurance educator, Jay serves as an expert witness, a consultant to insurance companies, associations, agencies, and industry-related partners, and an E&O auditor.

Episode #11 of Liv Louder is here! A few weeks ago I was lucky enough to be a guest on the Awkward Insurance Podcast hosted by the lovely and talented Dustyne Bryant and Cat Ferris.  I agreed to the interview on one condition: they had to return the favor.  And true to their word, they sat down with me to be "grilled" on my show. Over the course of a couple of conversations, I feel like the three of us have become friends who happen to also be hosting podcasts.  I loved getting an opportunity to dig into life.  This interview goes a lot of different directions as we cover everything from Thanksgiving vs Christmas, how our individual differences create strengths in teams, and what happens when we know and own our value.  You will definitely hear the word "willingness" A LOT (apologies in advance for how much we use it), but believe me when I say we just couldn't escape the critical impact of it! I have truly enjoyed every moment that I've gotten to spend with Dustyne and Cat, getting to know them as insurance professionals, moms, and all the things that make up the wonderful women they are.  I know, without a doubt, they will inspire you to Liv Louder! XO! Liv   Connect with Dustyne & Cat: https://www.linkedin.com/in/dustyne-bryant-mba-cic-cisr-69b65033/ https://www.linkedin.com/in/cathariya/ Check out the Awkward Insurance Podcast: https://plinkhq.com/i/1536976375/e/1000540905608  Follow The National Alliance for Insurance Education: https://www.linkedin.com/company/the-national-alliance-for-insurance-education-&-research/ https://www.scic.com/

Part 1: Understanding an Insured's ContractPart 2: Additional Insureds and Certificates of InsuranceThe PROFocus Contractors course will be held December 16-17, 2021.  Allen Messer, CIC, CPCU brings technical skill, initiative, and experience to bear on the complex problems of insurance and risk management.  He began his insurance career in March of 1971.  He has worked for several different insurance companies in various capacities and has been involved in the independent agency system as a producer and agency owner. Allen currently consults agencies, companies, risk managers, and attorneys as well as instructs various seminars and live webinars.  He earned his CPCU designation in 1981 where he received the Distinguished Graduate Award for attaining the highest academic average in the Nation.  He earned his CIC designation in 1977 and serves as an Educational Consultant and is a National Faculty member of The National Alliance for Insurance Education & Research.Cathy Trischan, CIC, CRM, CPCU has been with the E&K Insurance Group in Eatontown, New Jersey since 1996, and currently serves as Director of Commercial Underwriting.   She began her insurance career upon graduation from Rutgers University in 1987.  She has worked as a claims adjuster for a major property and casualty carrier as well as in the commercial departments of several New Jersey agencies.  In addition to her work with E&K, Cathy provides education and consulting services to other agents and brokers.  She is a National Faculty member of The National Alliance, speaking in the CIC, CISR, and Ruble programs.  She also serves as a mentor for new CIC and CISR faculty.  Cathy is a regular presenter for various agents' associations and other organizations and has taught both pre-licensing and continuing education courses.  She has written courses and articles on various insurance topics.  A firm believer that one should never stop learning, Cathy holds several professional designations including CIC, CRM, and CPCU.Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR is the Director of Faculty Development, a National Faculty Member, and an Educational Consultant for The National Alliance for Insurance Education and Research. He earned his CIC designation in 1996 and his CRM designation in 2004.  He is a veteran of the insurance industry, starting his career in 1979. His experience includes 21 years in the agency business, nine years at the Florida Association of Insurance Agents, and seven years as an insurance company and PEO executive. Jay also served as the interim CEO for Applied Client Network, the user-group association for agents using Applied Systems platforms. Jay has been teaching formal insurance classes for over 20 years, including both technical insurance and E&O loss control classes for FAIA. He was part of the IIABA Loss Control Working Group for 5 years and also served on the Professional Liability Committee. His experience on the agency, association, and company sides gives Jay a uniquely rounded perspective on the insurance industry. His most recent position was the CEO of a construction risk wholesale operation. In addition to his work as an insurance educator, Jay serves as an expert witness, a consultant to insurance companies, associations, agencies, and industry-related partners, and an E&O auditor.

Part 1: Understanding an Insured's ContractThe PROFocus Contractors course will be held December 16-17, 2021.  Allen Messer, CIC, CPCU brings technical skill, initiative, and experience to bear on the complex problems of insurance and risk management.  He began his insurance career in March of 1971.  He has worked for several different insurance companies in various capacities and has been involved in the independent agency system as a producer and agency owner. Allen currently consults agencies, companies, risk managers, and attorneys as well as instructs various seminars and live webinars.  He earned his CPCU designation in 1981 where he received the Distinguished Graduate Award for attaining the highest academic average in the Nation.  He earned his CIC designation in 1977 and serves as an Educational Consultant and is a National Faculty member of The National Alliance for Insurance Education & Research.Cathy Trischan, CIC, CRM, CPCU has been with the E&K Insurance Group in Eatontown, New Jersey since 1996, and currently serves as Director of Commercial Underwriting.   She began her insurance career upon graduation from Rutgers University in 1987.  She has worked as a claims adjuster for a major property and casualty carrier as well as in the commercial departments of several New Jersey agencies.  In addition to her work with E&K, Cathy provides education and consulting services to other agents and brokers.  She is a National Faculty member of The National Alliance, speaking in the CIC, CISR, and Ruble programs.  She also serves as a mentor for new CIC and CISR faculty.  Cathy is a regular presenter for various agents' associations and other organizations and has taught both pre-licensing and continuing education courses.  She has written courses and articles on various insurance topics.  A firm believer that one should never stop learning, Cathy holds several professional designations including CIC, CRM, and CPCU.Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR is the Director of Faculty Development, a National Faculty Member, and an Educational Consultant for The National Alliance for Insurance Education and Research. He earned his CIC designation in 1996 and his CRM designation in 2004.  He is a veteran of the insurance industry, starting his career in 1979. His experience includes 21 years in the agency business, nine years at the Florida Association of Insurance Agents, and seven years as an insurance company and PEO executive. Jay also served as the interim CEO for Applied Client Network, the user-group association for agents using Applied Systems platforms. Jay has been teaching formal insurance classes for over 20 years, including both technical insurance and E&O loss control classes for FAIA. He was part of the IIABA Loss Control Working Group for 5 years and also served on the Professional Liability Committee. His experience on the agency, association, and company sides gives Jay a uniquely rounded perspective on the insurance industry. His most recent position was the CEO of a construction risk wholesale operation. In addition to his work as an insurance educator, Jay serves as an expert witness, a consultant to insurance companies, associations, agencies, and industry-related partners, and an E&O auditor.

Disfruta de este gran episodio donde el National Alliance for Insurance Education & Research entrevista a nuestro Host, Ariel Rivera, en un episodio especial celebrando el Hispanic Heritage Month. Por si no lo sabías, del 15 de septiembre al 15 de octubre se celebra en Estados Unidos el Hispanic Heritage Month. Con esto en mente, el National Alliance decidió crear un episodio especial en su Podcast con nuestro Host y con Devin Delatorre de Delatorre Insurance Agency en Florida. Escucha las historias y el orgullo de ser profesionales de seguros hispanos y latinos en  Estados Unidos, Puerto Rico, USVI y el mundo entero. Disfrutarás y gozarás de las vivencias y experiencias de Ariel y Devin, y como nota imporante, la host de este episodio es Kryzten Valerio quien es la "Client Services Leader" del National Alliance y, por supuesto, una hispana de corazón. 

The PROFocus Contractors course will be held December 16-17, 2021.  Allen Messer, CIC, CPCU brings technical skill, initiative, and experience to bear on the complex problems of insurance and risk management.  He began his insurance career in March of 1971.  He has worked for several different insurance companies in various capacities and has been involved in the independent agency system as a producer and agency owner. Allen currently consults agencies, companies, risk managers, and attorneys as well as instructs various seminars and live webinars.  He earned his CPCU designation in 1981 where he received the Distinguished Graduate Award for attaining the highest academic average in the Nation.  He earned his CIC designation in 1977 and serves as an Educational Consultant and is a National Faculty member of The National Alliance for Insurance Education & Research.Cathy Trischan, CIC, CRM, CPCU has been with the E&K Insurance Group in Eatontown, New Jersey since 1996, and currently serves as Director of Commercial Underwriting.   She began her insurance career upon graduation from Rutgers University in 1987.  She has worked as a claims adjuster for a major property and casualty carrier as well as in the commercial departments of several New Jersey agencies.  In addition to her work with E&K, Cathy provides education and consulting services to other agents and brokers.  She is a National Faculty member of The National Alliance, speaking in the CIC, CISR, and Ruble programs.  She also serves as a mentor for new CIC and CISR faculty.  Cathy is a regular presenter for various agents' associations and other organizations and has taught both pre-licensing and continuing education courses.  She has written courses and articles on various insurance topics.  A firm believer that one should never stop learning, Cathy holds several professional designations including CIC, CRM, and CPCU.Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR is the Director of Faculty Development, a National Faculty Member, and an Educational Consultant for The National Alliance for Insurance Education and Research. He earned his CIC designation in 1996 and his CRM designation in 2004.  He is a veteran of the insurance industry, starting his career in 1979. His experience includes 21 years in the agency business, nine years at the Florida Association of Insurance Agents, and seven years as an insurance company and PEO executive. Jay also served as the interim CEO for Applied Client Network, the user-group association for agents using Applied Systems platforms. Jay has been teaching formal insurance classes for over 20 years, including both technical insurance and E&O loss control classes for FAIA. He was part of the IIABA Loss Control Working Group for 5 years and also served on the Professional Liability Committee. His experience on the agency, association, and company sides gives Jay a uniquely rounded perspective on the insurance industry. His most recent position was the CEO of a construction risk wholesale operation. In addition to his work as an insurance educator, Jay serves as an expert witness, a consultant to insurance companies, associations, agencies, and industry-related partners, and an E&O auditor.

In this episode of The Remote CEO Show, I had the pleasure to interview Ryan Evans, the Owner of Enterprise Training School. Ryan provides training for the insurance industry since 2002. They help prepare clients for insurance agency exams and also help clients renew their agency licenses. They switched to providing assistance digitally, and this was a big hit during COVID and allowed them to still flourish during these tough times.

Kryzten Valerio is The National Alliance's very own Client Services Lead and Trainer, who brings six years of experience in client-facing roles to her position. She leads her team in developing new and strengthening existing relationships with our participants and vendors. She is passionate about Hispanic representation and brings that passion to all aspects of her life. Outside of her role at The National Alliance she is a photographer and runs a foodie blog with her husband: the ultimate foodie guide in ATX.Devin Delatorre is the result of more than three decades of his family's insurance business. After he acquired his Bachelors in Business Administration, he obtained his 220 licenses and CPIA designation. He is also the president of the LAAIA. He has served seven years as a board member. In his position as executive partner in Delatorre Insurance, he has strived for the last several years to grow his business and uphold his father's legacy. In his leisure time, he loves to watch and play all kinds of sports and travel with his family.Ariel Rivera, MBA, CIC, CPIA has been in the Insurance industry since 2004 when he began his career in the John Hancock's Career Agent Program. That same year he obtained his Bachelor's Degree in Social Sciences with a double major in Economics and Political Science from the University of Puerto Rico. He also became licensed in Life & Health and Property & Casualty in 2005. As part of his college education, in 2001 he attended the University of Massachusetts (UMASS) in Amherst, MA as a member of the National Student Exchange Program. In 2005 he started his first independent insurance agency in San Juan, PR. Early in his career, he became passionate about teaching and coaching insurance and started instructing new agents at different agencies in Puerto Rico. While working in the insurance business and already an Independent Agency Owner, in 2007 he obtained his Master's in Business Administration Degree (MBA) from the Interamerican University of Puerto Rico. In 2008, Mr. Rivera obtained his Certified Insurance Counselor (CIC) designation from The National Alliance for Insurance Education & Research. That same year, he founded Ariel Rivera & Asociados, Inc. Insurance Agency, specializing in Commercial Property & Casualty Insurance. His enthusiasm for insurance education and his passion for the industry led him to become a faculty member at The National Alliance for Insurance Education and Research. There, he teaches the Certified Insurance Service Representative (CISR) program and serves as a mentor for new instructors entering the CISR faculty. Since 2015, he has served as the National Director of Professional Insurance Agents of Puerto Rico & The Caribbean (PIA of PRC) for the National Association of Professional Insurance Agents (PIA National). In 2018 he also joined the Board of Directors of the American Insurance Marketing & Sales Society (AIMS Society) where he works actively in insurance continuing education and is also a faculty member. In 2019 he founded Deer Insurance Agency, LLC, in Jacksonville, FL: a scratch independent insurance agency that specializes in home, auto, flood, and small business insurance solutions. At the end of 2020, he also founded Fun Insurance Solutions, LLC, a marketing and advisory agency dedicated to helping insurance professionals around the country, Puerto Rico, and USVI through education, podcasting, workshops, boot camps, and Mergers & Acquisitions (M&A). In September 2021, he was elected to the PIA National Executive Committee, where he will go through the Executive Committee chairs until September 2024 when he will become the PIA National President.

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Dustyne Bryant, MBA, CIC, CISR, and Cathariya Ferris, CIC, CRM, CPCU, CLCS, AU, of The National Alliance for Insurance Education and Research. Teresa, Dustyne, and Cat discuss the importance of leveling up our insurance education and the excitement of digging deep in the industry. Episode Highlights: Dustyne shares how she got into the insurance industry. (1:34) Dustyne mentions her role at National Alliance. (5:36) Dustyne explains why she invited Cat to be her co-host in the Awkward Insurance podcast. (7:50) Cat shares how she got into the insurance industry. (9:27) Cat mentions one of the reasons why she's thrilled to work at the National Alliance. (13:19) Cat explains why it's important to understand why insurance matters. (18:23) Dustyne shares how someone can learn to love the insurance industry. (20:01) Dustyne mentions what they strive to do at The National Alliance for Insurance Education and Research. (21:23) Cat shares the significance of a growth mindset. (28:45) Dustyne shares what drives their career and education at The National Alliance for Insurance Education and Research. (32:26) Key Quotes: “Having those connections with all of my clients and their personal stories, and talking about grandkids and kids, and going back to school, and not having to focus on business numbers, and all of that, was just where my heart was. So, personal lines have always been my focus. That's what I do here at the National Alliance.” - Dustyne Bryant “At this point in my life, I didn't care so much about my career, per se. I just wanted to make myself better. I felt like I wanted to defy the stereotype of what a teen mom was going to be. So, it was really important for me to just always keep pushing forward to kind of create this life that I could be proud of. - Cathariya Ferris “I think it's really important, especially as women, that we continually encourage that growth mindset in each other. Because otherwise, it's too easy for society whether it be our peers, our community, our parents telling us, well, this is what you're going to do in your life. This is what needs to happen and the way that I try to live my life is I try to live my life in a way that my kids can be proud of.” - Cathariya Ferris Resources Mentioned: Dustyne Bryant LinkedIn Cathariya Ferris LinkedIn The National Alliance for Insurance Education and Research

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Dustyne Bryant, MBA, CIC, CISR, and Cathariya Ferris, CIC, CRM, CPCU, CLCS, AU, of The National Alliance for Insurance Education and Research. Teresa, Dustyne, and Cat discuss the importance of leveling up our insurance education and the excitement of digging deep in the industry. Episode Highlights: Dustyne shares how she got into the insurance industry. (1:34) Dustyne mentions her role at National Alliance. (5:36) Dustyne explains why she invited Cat to be her co-host in the Awkward Insurance podcast. (7:50) Cat shares how she got into the insurance industry. (9:27) Cat mentions one of the reasons why she's thrilled to work at the National Alliance. (13:19) Cat explains why it's important to understand why insurance matters. (18:23) Dustyne shares how someone can learn to love the insurance industry. (20:01) Dustyne mentions what they strive to do at The National Alliance for Insurance Education and Research. (21:23) Cat shares the significance of a growth mindset. (28:45) Dustyne shares what drives their career and education at The National Alliance for Insurance Education and Research. (32:26) Key Quotes: “Having those connections with all of my clients and their personal stories, and talking about grandkids and kids, and going back to school, and not having to focus on business numbers, and all of that, was just where my heart was. So, personal lines have always been my focus. That's what I do here at the National Alliance.” - Dustyne Bryant “At this point in my life, I didn't care so much about my career, per se. I just wanted to make myself better. I felt like I wanted to defy the stereotype of what a teen mom was going to be. So, it was really important for me to just always keep pushing forward to kind of create this life that I could be proud of. - Cathariya Ferris “I think it's really important, especially as women, that we continually encourage that growth mindset in each other. Because otherwise, it's too easy for society whether it be our peers, our community, our parents telling us, well, this is what you're going to do in your life. This is what needs to happen and the way that I try to live my life is I try to live my life in a way that my kids can be proud of.” - Cathariya Ferris Resources Mentioned: Dustyne Bryant LinkedIn Cathariya Ferris LinkedIn The National Alliance for Insurance Education and Research

This week, Stephanie Jaynes, Marketing Director of InspectorPro Insurance, simplifies complex insurance and legal concepts to help home inspectors protect their livelihood and avoid unnecessary risk. Her articles have appeared in publications like the ASHI Reporter, CREIA Inspector Magazine, and the InspectorPro Blog. She's been a guest on NACHI TV, Spectora Spotlight, The ASHI Online Learning Center, The Successful Home Inspector Podcast, Today's Home Inspector, and now Inspection Pro Joe! InspectorPro Insurance is the leading home inspection insurance provider in the nation, with a reputation built on superior claims handling and quality customer service. Tune in to hear what Stephanie has to say about Errors & Omissions, General Liability, and Worker's Compensation insurance catered to home inspectors. If you have any insurance questions, this is the episode for you!   Here are a few links provided by Stephanie if you want more info: https://www.inspectorproinsurance.com/insurance-101/eo-vs-general-liability/ https://www.inspectorproinsurance.com/case-study/it-can-happen/ Pre-Claims%20Assistance:%20The%20FAQs https://www.inspectorproinsurance.com/top-claims/top-5-claims-home-inspectors/ https://www.inspectorproinsurance.com/top-claims/general-liability/ https://www.inspectorproinsurance.com/categories/contracts-and-reports/

Many of us feel like our medical insurance solution will cover all needs, no matter the circumstance – however this approach nearly always falls short. Join us as we take an in-depth look into the hidden costs of an incident, the gaps in your insurance cover, and how you can take control of your finances, and ensure you'll be protected, no matter what.

Unexpected expenses and planning for the future are two key aspects of financial wellness that many of us have trouble balancing. Figuring out how to take control of your money may seem overwhelming, but it doesn't need to be. Listen now to learn three simple steps to put you on the road to financial security.

There are different types of insurance solutions that consider what aspect of your lifestyle you need to protect, as well as benefits that you need to protect yourself and your loved ones today and tomorrow.  Learn about what types of insurance are available, and how you can tailor a plan to give you peace of mind.

Many people think that life insurance isn't needed when you're young or don't have any dependents. Today we discuss the benefits of insurance protection at any life stage and come away more informed and empowered to assess how you can protect the life you've built, your loved ones, and the future. 

816 - Insurance Education with Enterprise Training School's Ryan Evans

Establishing credibility when entering a new job is difficult. This is especially true for insurance producers. It is hard to walk into an insured office and tell them to trust you without having a proven track record. Our guests from Gregory & Appel Insurance, Brad Dumbauld, Tyson Vaughn, and Reid Putnam share some advice on how to ease this challenge. They cover the importance of having a set of stories, the power of using “we”, and how to be of service. The role of an insurance agent is changing into that of a risk management consultant: “Insurance is just how we get paid”. Join us to learn more about the other ways to add value to your client.

Jon Aponte es un exitoso profesional de seguros próximo a cumplir sus 25 años de carrera en la industria de seguros. Aunque estudió Derecho en la Universidad de Puerto Rico su pasión por los seguros lo retuvo en esta industria. Jon ha sido miembro y Presidente de distintas organizaciones profesionales, incluyendo Professional Insurance Agents of Puerto Rico & The Caribbean (PIA of PRC), una de las asociaciones de profesionales de seguros más grande de Estados Unidos de América (EEUU) y Puerto Rico (PR). Actualmente posee varias designaciones profesionales incluyendo “Life Underwriters Training Council Fellow”, “Certified Insurance Counselor” y “Certified Risk Manager” con The National Alliance for Insurance Education & Research. En el 2008 recibió una de las distinciones más grandes de la industria de seguros cuando le otorgaron el “Insurance Professional of The Year” en PIA of PRC. También ha sido reconocido por muchas de las principales aseguradoras de Puerto Rico por su crecimiento profesional y compromiso con sus clientes. Ricardo Aponte, hijo de Jon, desde niño se sintió atraído por la industria de los seguros gracias a la admiración y el gran ejemplo de su papá. De adolescente, trabajaba los veranos en la oficina de su papá archivando y ayudando en las tareas encomendadas. Hoy en día es un enérgico productor de seguros que vive comprometido con sus clientes y entusiasmado con su profesión. Trabaja de la mano con su padre, su mentor y enciclopedia de seguros, y está por entrar a su séptimo año como profesional de seguros. Ricardo valora y aprecia mucho el aprendizaje diario y está consciente de que siempre hay algo nuevo para aprender. ¡Y es que le gusta aprender! Su energía y positivismo le acompañan en sus palabras y nos contagian.Para más información de Jon y Ricardo, visita Aponte Insurance Group.Haz CLICK AQUI para darnos "Like" en Facebook.Haz CLICK AQUI para seguirnos en Instagram.Haz CLICK AQUI para seguirnos en LinkedIn.

Learn more about the revised CISR Elements of Risk Management Course!Tom Franzen has spent the entirety of his four-generation spanning career in the insurance and risk management industry. His career has taken him from company-based work to the agency side where he served as Vice-President and a principal of Scheller Insurance Agency, Inc. for nearly 40 years. He continues to enjoy his role as President at Thomas F. Franzen & Co. Insurance and Risk Management consulting firm. An attendee of McKendree College, Tom received his CIC designation in 1979, his ARM designation in 2008, ARM-P credentials in 2010, and added the MLIS designation in 2018. His passion for sharing knowledge with others in the industry has led him to opportunities such as consulting, serving as a faculty member for the National Alliance for Insurance Education and Research, and various speaking engagements with convention groups about insurance and risk management related topics. He is also an active member of the Risk and Insurance Management Society (RIMS).Tom recognizes being a professional in his community means giving back where his skillset and insights are applicable via volunteer service roles, such as Board Member of First National Bank of Litchfield and recently serving for multiple years as Chairman of the Board at St. Francis Hospital.Beth Ottolini began her career in secondary education and made the switch to the corporate world after earning her Master's in Educational Technology from Michigan State University. She has spent the last six years of her career developing training programs for insurance and risk management professionals. Beth has experience with all facets of learning and development including corporate training, learning management system (LMS) administration and instructional design. She is passionate about leveraging innovative eLearning strategies and tools to create on-demand training experiences for adult learners.Sarah Warhaftig is the Academic Director of Risk Management Programs for the National Alliance where she is responsible for the Certified Risk Manager, the Certified School Risk Manager, and the Certified Personal Risk Manager designation programs.  Sarah held the positions of Director of Operations for Aparicio, Walker & Seeling, and was immediate past President of AWS Risk Management, LLC in Metairie, Louisiana. Clients included public entities, third party administrators, Boards, and private corporations. She consulted with large municipal and not-for-profit clients regarding their insurance and risk management programs. Sarah was responsible for assisting clients in managing through insurance program transitions. Post Hurricane Katrina, she worked with municipal clients in Stafford Act compliance, quantifying losses and perfecting claims, as well as analyzing continued risk retention abilities. As Vice President/State Director of Cannon Cochran Management Services, Inc., a third-party claims administrator licensed in 38 states, Sarah was responsible for day-to-day operations, as well as profit and loss accountability for branches throughout Louisiana. Sarah served on the Municipal Account Business Development Team and as account manager for several entities, including the City of New Orleans, the City of Memphis, Jefferson Parish, and the New Orleans Sewerage & Water Board.  During the course of her career, Sarah has held positions as risk management director, assistant vice-president of claims, and regional claims manager. She is a graduate of Tulane University and of Rutgers Law School. 

Brenda Sells is the founder of the Insurance Institute of the Virgin Islands. She has been in the insurance industry at the United States Virgin Islands (USVI) for 28 years. Throughout her career she has won awards from the National Association of Professional Insurance Agents and from the National Alliance for Insurance Education & Research. As an underwriter and account executive for Theodore Tunick and Company, she loves underwriting and rating. Her colleagues even know her as an insurance encyclopedia.In this episode you will learn the importance of empathy during the claims process and the importance of taking care of yourself and having your “home in order” so you can better serve your clients during a catastrophe.    For more information about Brenda Sells, please visit her Facebook page Insurance Institute of the Virgin Islands. Recuerda suscribirte a nuestro podcast y darle download a los episodios en tu iPhone, Android, Spotify o iHeart Radio. #funinsurancesolutions #podcastenespañol #podcastdeseguros #profesionalesdeseguros #podcasting #podcast #insurance #puertorico #usvi #usa Follow Fun Insurance Solutions: Haz CLICK AQUI para darnos "Like" en Facebook.Haz CLICK AQUI para seguirnos en Instagram.Haz CLICK AQUI para seguirnos en LinkedIn.

The first auto insurance policy in the US was purchased less than 125 years ago.  The pace of change is accelerating.  Learn about the short term changes including data driven underwriting, as well as longer term changes resulting from driverless vehicles, that are expected to impact fleet owners in the coming years.  Jay Williams from The National Alliance for Insurance Education and Research and Matt Akin from Kraus-Anderson share their perspectives on the past, present, and future.  

CISR High School ProgramThe National Alliance created a high school insurance program for students last year. This program aims to fill over 400,000 insurance jobs opening in the next few years. It's predicted that Customer Service and Administration Professionals will be in high demand, giving students workforce advantage. Customer Services Representatives (CSRs) with designations are more likely to be hired than CSRs without them. The CISR High School program could help students get high-paying jobs after graduation. How does the program work?Students attend for three semesters and can take an optional internship in the fourth semester. The program launched in Texas and was approved for Essential Knowledge and Skills for Career Preparation, Insurance Operations, Money Matters, Statistics and Risk Management, and Business Law.What do students get?The CISR High School program gives students a professional insurance designation and introduces them into the industry's shrinking workforce. They also get opportunities to attend industry events and can apply for scholarships to attend insurance-based university programs. 

Wildfires happen every year but have been astonishingly frequent recently. This past September, one of the most destructive wildfires to date was started by a gender reveal party in California. This particular wildfire has destroyed over 10,000 acres, displaced over 21,000 people, and resulted in the death of a firefighter. How can insurance help situations like these?Insurance professionals helping folks with this kind of trouble must ensure that they understand the coverage they're selling. Many insurance companies have started segmenting endorsements to help tailor coverage as much as possible. Are you sure you've got the right replacement costs for your clients? Do you just skim through replacement cost estimators?We all know there's not one policy that's covers everything. So when writing the right limits for your client, remember it's not just for the claim, it's also for retention and relationships. But most importantly, it's for peace of mind, the whole reason they're buying the coverage from you in the first place.Tune into this lively discussion to learn how you can provide better coverage and support for you clients and agency. About our Host: Dustyne Bryant, CIC, CISR, MBADustyne Bryant, Personal Lines Academic Director at The National Alliance for Insurance Education & Research, is a self-professed and colleague–backed wholehearted Personal Lines Insurance geek. Supported by multiple degrees and designations over the course of a decade and rising, her thirst for knowledge is never ending and ever growing. Her passion for educating others in Personal Insurance, is even greater. She is an advocate of permanency for children in foster care and relishes all the joys of being a soccer mom, minus the minivan.  Learn More! 

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