Podcasts about insurance marketing

Insurance Customer Relationship Management Plans: Boost Client Satisfaction!

Scott was joined by Walter Young in the virtual studio for a discussion on retirement income strategies, focusing on Young's book "The Fifth Option," which explores innovative approaches to retirement planning that go beyond traditional methods, such as utilizing actuarial science and investments to create a predictable and efficient income stream.Walter C. Young ,MBA, RICP, is a dynamic financial expert, national speaker, Industry panelist and Amazon best-selling author of The 5Th Option.  Walter helps his audiences learn about the challenges retirees face in a modern economic environment and post pension society. His blend of stories, humor and financial planning theory keeps audiences entertained while learning the very latest academic research in retirement income planning. He earns rave reviews and guests often stay long after his presentation has ended to continue conversations.With over 20 years of experience in the financial services industry, Walter has become a thought leader in economic-based financial planning theory, helping clients develop strategies to achieve their retirement goals.Walter holds the prestigious Retirement Income Certified Professional (RICP) designation from the American College of Financial Services and a Master's in Business from Seattle University and is a member of the exclusive Forum 400.In this episode you will learn the following: The "Fifth Option" in retirement planning, which challenges traditional financial planning strategies by integrating actuarial science and investments to recreate the stability once provided by pensions and Social Security.The shortcomings of the traditional three-legged stool of retirement (pension, Social Security, and personal savings) and emphasizes the importance of creating a sustainable cash flow strategy, especially in the absence of pensions.The "Beat the Bear" strategy, which involves using non-correlated assets like cash value life insurance to protect against market downturns, and the "Bucket Strategy," which segments assets into now, soon, and later buckets to manage risk and income flow over time.The need for individuals to rethink retirement planning by focusing on creating predictable, risk-managed income streams using innovative financial products and strategies, aiming for a more efficient and confident retirement experience.Connect with Scott on LinkedInConnect with Walter on LinkedInFor more on The Optimized Advisor Podcast click here  For more on The 5th Option and to purchase the book click hereFollow us on LinkedIn  **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

Think insurance marketing is just about middlemen? Think again! In this episode of the FreeDive Podcast, Tim and Bill break down affinity marketing — a strategy that connects companies with the right communities.Fresh from the PIMA Conference, they share insights on industry trends, the power of trust in marketing, and why this approach is reshaping the insurance world.Let's connect! Send us a message and say hi.It's the end!No it's not! There's more. There's always more. Every Tuesday at 5AM EST we release new audio and video episodes. Come find us!But wait! Explore a wealth of tips, tricks, and insights on our various social channels:

  Why fit in when you can stand out and really shine? We highlight strategies insurance agents can use to elevate your marketing and set yourself apart in this industry.   Read the text version   Expand Your Insurance Industry Knowledge with Knight School!   Resources: 5 Tips for Creating Your Personal Brand: https://ritterim.com/blog/5-tips-for-creating-your-personal-brand/ Best Practices for Writing an Email to Your Insurance Clients: https://ritterim.com/blog/best-practices-for-writing-an-email-to-your-insurance-clients/   Build Your Brand with Community Involvement: https://ritterim.com/blog/build-your-brand-with-community-involvement/  CMS 2025 Marketplace Integrity & Affordability Proposed Rule: https://lnk.to/asgf20250314 Diversify Your Insurance Portfolio & Reap Real Rewards: https://lnk.to/asg651 How Professional Organizations Make You a Better Agent: https://ritterim.com/blog/how-professional-organizations-make-you-a-better-agent/ Keys to Client Retention: Face-to-Face Communication: https://ritterim.com/blog/keys-to-client-retention-face-to-face-communication/ Keys to Client Retention: Digital Communication: https://ritterim.com/blog/keys-to-client-retention-digital-communication/ Knight School Online Training: https://ritterim.com/knight-school/ Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/  Should You Become a Certified Insurance Counselor? https://ritterim.com/blog/should-you-become-a-certified-insurance-counselor/   References: Bicaku, Enina. “16 Striking Business Card Trends of 2025 (+ 54 Examples).” Looka.Com, Looka, 2 Feb. 2025, looka.com/blog/business-card-trends/. Khatri, Dimple. “28 Business Card Statistics That Will Surprise You in 2024.” Printtobrand.Com, Print To Brand, 2 Jan. 2025, printtobrand.com/business-cards-statistics/. “AHIP.” Ahip.Org, AHIP, www.ahip.org/. Accessed 18 Mar. 2025. “Business Cards Templates & Designs.” Vistaprint.Com, VistaPrint, www.vistaprint.com/business-cards/standard/templates. Accessed 18 Mar. 2025. “English Language & Usage Stack Exchange.” English.Stackexchange.Com/, English Language & Usage Stack Exchange, english.stackexchange.com/. Accessed 18 Mar. 2025. “Fonts That Get Your Business Card Noticed.” Psprint.Com, PsPrint, www.psprint.com/resources/powerful-business-card-fonts/. Accessed 18 Mar. 2025. “Grammarly.” Grammarly.Com, Grammarly, www.grammarly.com/. Accessed 18 Mar. 2025. “Grammarly Blog.” Grammarly.Com, Grammarly, www.grammarly.com/blog/. Accessed 18 Mar. 2025. “How to Choose the Perfect Colors for Your Business Card.” Vistaprint.Com, VistaPrint, www.vistaprint.com/hub/business-card-colors. Accessed 18 Mar. 2025. Laws, Jasmine. “Map Shows Most Spoken Languages in Each State Besides English and Spanish.” Newsweek.Com, Newsweek, 3 Dec. 2024, www.newsweek.com/map-shows-most-spoken-languages-each-state-besides-english-spanish-1993046. “NABIP: Who We Are.” NABIP.Org, NABIP, nabip.org/who-we-are. Accessed 18 Mar. 2025. Naifa. “National Association of Insurance and Financial Advisors.” Naifa.Org, National Association of Insurance and Financial Advisors, belong.naifa.org/. Accessed 18 Mar. 2025. Fogarty, Mignon. “Grammer Girl Podcast.” Quickanddirtytips.Com, Quick and Dirty Tips, www.quickanddirtytips.com/grammar-girl/. Accessed 18 Mar. 2025. Venditti, Bruno. “The Most Spoken Language in Every U.S. State (Besides English and Spanish).” Visualcapitalist.Com, Visual Capitalist, 31 Oct. 2023, www.visualcapitalist.com/cp/the-most-spoken-language-in-every-u-s-state-besides-english-and-spanish/. Geri. “The Psychology of Colors in Business Cards.” Clcme.Eu, Click Me Smart Card, 19 Feb. 2025, clcme.eu/the-psychology-of-colors-in-business-cards/. Lockwood, Amy. “Why Business Cards Are Still Relevant in 2025.” Emailsignaturerescue.Com, Email Signature Rescue, 18 Dec. 2024, www.emailsignaturerescue.com/blog/why-business-cards-are-still-relevant-in-2025.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Not affiliated with or endorsed by Medicare or any government agency.

Mindi Zissman, Founder of Zissman Media, joins Jim Flynn and Leslie Castillo to talk about developing engaging insurance marketing content with a smaller budget. Interested in learning how you can make every marketing dollar spent count? Listen to this episode of the IMCA peer2peer podcast from ONEFIRE.

In this episode of the Ridiculously Amazing Insurance Agent Podcast, we're diving into Commercial Insurance Communication Templates—the ultimate tools for independent insurance agents looking to save time and enhance client communication!

A panel of insurance marketing experts discuss innovative and evolving applications of data and predictive analytics in marketing and highlight key metrics and ratios that insurance marketers should understand to communicate effectively with their peers and stakeholders. This was a joint presentation of the Insurance Marketing & Communications Association (IMCA) and AM Best. (Event Date: January 24, 2025)

The “traditional” ways of marketing your business are just not effective in the modern world, especially in the insurance industry. With the change from billboard, country club, and TV advertising to social media marketing, you have a huge opportunity to make a name for yourself and your agency, and to directly reach and speak to your prospects.  This week on the Accelerate Your Insurance Sales Podcast, I share some common mistakes agencies take when marketing, why storytelling in your content is so effective, and some examples of agencies in this space who have taken the leap and seen amazing success. ▶▶ Upgrade Your LinkedIn Profile in 10 Minutes: https://www.completegameu.com/landing-page-1-5650 KEY MOMENTS (00:00:00) Accelerate Your Insurance Sales Podcast, episode 4 (00:07:17) The “Traditional” Marketing Methods Aren't Effective Today (00:13:18) Tell Your Prospect's Story (00:16:48) Marketing In The Modern Insurance Industry CONNECT WITH ANDY NEARY Subscribe and listen to the Accelerate Your Insurance Sales Podcast

Lane Kent - the latest in Pet Insurance marketing and innovation Did you know that pet insurance in the U.S. has grown by over 20% annually in recent years, with millions of pets now covered? It's changing the way we care for our furry friends! Are you curious about the future of pet insurance? In this video, we're exploring the latest trends, innovations, and predictions for the pet insurance industry. From advancements in technology to changes in consumer behavior, we'll dive into what's next for pet insurance and what it means for pet owners like you. Whether you're a seasoned pet parent or a newcomer to the world of pet insurance, this video is for you. Stay ahead of the curve and discover the exciting developments shaping the future of pet insurance. Join Alan Edgin and Lane Kent, CEO of Independence Pet Group as they discuss the evolution of pet insurance and pet insurance marketing. #PetIndustryInsights #PetWellness #PetIndustryTrends #PetServices #PetInsuranceMarketing #PetInsurance #InsuranceInnovation #PetHealth #MarketingStrategies #InsuranceTechnology #StartupCulture #InsuranceProducts #BusinessInnovation pet industry insights, pet wellness, pet industry trends, pet services, pet insurance marketing, pet insurance, insurance innovation, pet health, marketing strategies, insurance technology, startup culture, insurance products, business innovation

Lane Kent - the latest in Pet Insurance marketing and innovation Did you know that pet insurance in the U.S. has grown by over 20% annually in recent years, with millions of pets now covered? It's changing the way we care for our furry friends! Are you curious about the future of pet insurance? In this video, we're exploring the latest trends, innovations, and predictions for the pet insurance industry. From advancements in technology to changes in consumer behavior, we'll dive into what's next for pet insurance and what it means for pet owners like you. Whether you're a seasoned pet parent or a newcomer to the world of pet insurance, this video is for you. Stay ahead of the curve and discover the exciting developments shaping the future of pet insurance. Join Alan Edgin and Lane Kent, CEO of Independence Pet Group as they discuss the evolution of pet insurance and pet insurance marketing. #PetIndustryInsights #PetWellness #PetIndustryTrends #PetServices #PetInsuranceMarketing #PetInsurance #InsuranceInnovation #PetHealth #MarketingStrategies #InsuranceTechnology #StartupCulture #InsuranceProducts #BusinessInnovation pet industry insights, pet wellness, pet industry trends, pet services, pet insurance marketing, pet insurance, insurance innovation, pet health, marketing strategies, insurance technology, startup culture, insurance products, business innovation

Scott Heinila welcomed Sean Humeston to the studio to discuss Sean's unconventional journey from a punk rock band musician to a successful career in the insurance industry. The conversation highlights Sean's innovative approach to marketing annuities, including leveraging newspaper ads and community papers, as well as his experiences with seminars and events.Sean Humeston was born and raised in Orange County, California where he began his career as a musician in a rock band in 1996 through 2003. During that time, he completed 14 national tours and played in several groups sharing his talents. Sean played bass guitar in these bands, but more importantly he played a huge role in the financial success of these groups. From budgeting to promotion, he developed a passion for finance. Sean then decided to make a shift in his trade and became a licensed retirement planner in 2001, where he specialized in working with school teachers. In 2008, he started Shoreline Financial Services LLC. After 23 years in the financial industry, his areas of expertise have now broadened to include estate and retirement planning, personal budgeting, wealth transfer as well as insurance and income planning. Sean is a proud member of the Better Business Bureau, National Ethics Association and the Institute of Financial Wellness.Sean now resides in Queen Creek, Arizona. Outside of the office, he loves traveling and spending time with his wife and children. He still has maintained his passion for music over the years and actively plays the piano, guitar and bass.In this episode you will learn the following: How Sean transitioned from being a bass player in a punk rock band to being a financial advisor.The Shoreline Financial success storyThe short-term annuity business model to continually engage with clientsAdvertising in the right markets through newspapers and client seminars creates success.Connect with Scott on LinkedInConnect with Sean on LinkedInFor more on The Optimized Advisor Podcast click here  For more on Shoreline AZ click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

In this episode of The Marketing Rapport, Tim Finnigan talks with Jordan Yospe, Sr. Director of Marketing Channels at Integrity Marketing Group. They explore the intersection of data-driven strategies and creative marketing in the insurance industry. Jordan shares insights on improving lead quality and communication with insurance agents. He emphasizes the importance of delivering the right message at the right time using data and technology. The conversation delves into the balance between creative aspects and technical implementation in marketing campaigns. The views, thoughts, and opinions expressed are those of the speaker and do not necessarily represent the views, thoughts, and opinions of Verisk Marketing Solutions or Verisk Analytics. The material and information presented here is for general information purposes only. This podcast is not intended to replace legal or other professional advice. The Lead Intelligence, Inc. (dba Verisk Marketing Solutions) and Verisk Analytics LLC names and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific organization, product, or service. VERISK MARKETING SOLUTIONS DISCLAIMS ALL LIABILITY ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

Sell More Insurance! As the senior market continues to grow with an aging Baby Boomer generation, the demand for Medicare supplement insurance and senior-focused products like final expense life insurance is booming. However, to successfully tap into this expanding market, agents and business owners need more than just great products—they…

Industry experts discuss insurance marketers' use of artificial intelligence in their jobs and organizations, where AI fits into marketing workflows and how the various platforms meet insurance marketers' needs.

Professional Insurance Emails: 5 Must-Have Templates for Agents! Welcome to our latest podcast episode, independent insurance agents!

In this episode of "Insurance Business Babes," hosts Scott Sims, Joanna Wyckoff, and Kathe Kline delve into the dynamics of leveraging social media and traditional marketing for business growth in the insurance industry. Scott shares his journey of transitioning from viewing TikTok as a fun experiment to using it as a powerful marketing tool, acquiring over 100 clients and amassing significant followers. The conversation explores diverse marketing strategies, including partnerships with the University of Oregon athletic department and local TV commercials. Kathe questions the ROI and effort involved in social media, comparing it to podcasting, and emphasizes the value of paid leads and investing in business growth. The trio also discusses personal business goals, the importance of finding joy and fulfillment, and developing unique paths to success in the insurance market. The episode concludes with reflections on the significance of building a business around one's lifestyle and the benefits of experimenting with different marketing approaches.

  The Friday Five for July 19, 2024: Target No Longer Accepts Personal Checks Apple Watch Series 10 Rumors Why Should Insurance Agents Hold In-Person Seminars? Asset-Based LTCi vs. Traditional LTCi Ritter Summits 2024   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Target No Longer Accepts Personal Checks: Target will stop accepting personal checks: https://www.nbcnews.com/business/consumer/target-will-stop-accepting-personal-checks-rcna160702 Target will stop accepting personal checks next week. Are the days of the payment method numbered? https://apnews.com/article/target-stop-accepting-personal-checks-d42d5e5d1f3c9a5f08c1899526c305bb Target will stop accepting this old-school form of payment: https://www.cnn.com/2024/07/10/business/target-personal-checks/index.html   Apple Watch Series 10 Rumors: Apple May Be Bringing an Ultra-Sized Screen to the Series Watch 10: https://hypebeast.com/2024/7/apple-watch-ultra-screen-series-10-lineup Apple Watch 10 tipped to get these 3 new features — but blood-pressure sensor faces 'snags': https://mashable.com/article/apple-watch-10-3-features-rumored-blood-pressure-sensor Report: Apple Watch Series 10 to Offer Larger Screens and Faster Chip, but New Health Features in Trouble: https://www.macrumors.com/2024/07/07/series-10-larger-screens-and-faster-chip/ What's Next for the Apple Watch: Bigger Screens But a Similar Look: https://www.bloomberg.com/news/newsletters/2024-07-07/apple-watch-series-10-ultra-3-details-bigger-screens-blood-pressure-challenge-lybjqp0q   Ritter Insurance Marketing Summits 2024: Register for Ritter Summits: https://summits.ritterim.com/   Resources: App Trends in 2024: https://link.chtbl.com/ASGA63 Medicare Advantage Emergency-Related SEPs: https://ritterim.com/blog/medicare-advantage-emergency-related-seps/ Medicare Supplement Plan Breakdown for Agents: https://link.chtbl.com/ASG604 Prescription Drugs Your Medicare Clients Could See Lower Coinsurances for in 2024: https://ritterim.com/blog/prescription-drugs-your-medicare-clients-could-see-lower-coinsurances-for-in-2024/ Supreme Court Overrules Chevron Deference: https://link.chtbl.com/ASGF20240705 TikTok Basics for Insurance Agents: https://link.chtbl.com/ASG603   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/  

In this episode, Scott welcomed Paul Garofoli to the studio to discuss annuities. Paul Garofoli, Annuity Regional Sales Director for the Standard, has a 40-year career touching upon all aspects of our industry, especially independent distribution. Nicknamed the “Annuity King,” his enthusiasm is legendary. A nationally recognized speaker, Paul is known for his entertaining presentations.Most recently, Paul was the recipient of the NAILBA ID 20 Award, honoring a diverse group of insurance professionals who are the most fascinating trailblazers, change-makers or architects shaping the future of independent distribution.Annuity Market Dynamics: Paul highlights the recent surge in the annuity market due to rising interest rates and increased acceptance of annuities as a valuable asset class by various financial institutions and the general public.The Standard's Offerings: The Standard provides diversified financial products including group insurance, disability insurance, retirement plans, and annuities. Notably, they offer annuities up to age 93 and are Medicaid-friendly with unique features for elder care.Enhanced Choice Index Plus: This new product suite includes multiple S&P 500-based indices and a proprietary index, offering competitive rates and a unique death benefit rider (Legacy Max) that compounds at 6%, providing substantial legacy benefits.Consumer-Centric Features: The Standard's annuities come with consumer-friendly options like full account value upon death, spousal continuation benefits, and options for beneficiaries to manage the death benefit in a tax-efficient manner.Connect with Scott on LinkedInConnect with Paul on LinkedInFor more on The Optimized Advisor Podcast click here  For more on The Standard click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

Aly Kanji has a different vision for insurance with Insureline, one that empowers agents and brokers to grow as opposed to sell and consolidate. Aly and Steve Pieroway the VP of Marketing, sat down to talk about where they see the future of insurance sales and growth going.In this episode:What are alternative options for brokers and agents to selling?How centralized technology can float many boats while being accessible and affordableHow to use marketing as a tool Why understanding 'in market' and 'out of market' consumers are importantWhere opportunities lie for sales producers who want an independent future within insuranceRecorded live from beautiful Banff Alberta at the Fairmont this episode touches on so many issues across the insurance distribution landscape.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Scott welcomed back Anthony Nizzi to the podcast studio to discuss behavioral finance.The conversation delved into various biases that can impact decision-making in financial planning and highlighted the importance of understanding these biases to better serve our clients.In this episode you will learn the following:Biases such as anchor bias, ambiguity aversion, myopic loss aversion, and herding bias, and explain how these biases influence decision-making in investments.Anthony shares examples and stories to illustrate these biases, emphasizing the importance of working with a financial advisor to make rational decisions based on long-term goals.He recommends "The Behavioral Investor" book and highlights his accreditation as a behavioral finance professional from the College for Financial Planning.Anthony provides his contact information for further inquiries and encourages listeners to subscribe, like, share, and leave feedback on the podcast.Anthony is responsible for developing and executing sales strategies with Guaranty's key partners as well as crafting simplified sales concepts for our financial representatives. In 2022 Anthony earned his Accredited Behavioral Finance Professional Designation from the College for Financial Planning. This unique program is devoted to understanding the nature and role psychological biases and emotions play in the decision-making process in an uncertain environment. Through this program Anthony has learned how to help financial advisors recognize these behaviors in themselves and their clients and provide solutions to mitigate client financial behaviors. Anthony earned his bachelor's degree in Business Administration from AIB College of Business, holds FINRA Series 6, 63, and 26 licenses as well as Iowa Life & Health Insurance Licenses.Connect with Scott on LinkedInConnect with Anthony  on LinkedInFor more on The Optimized Advisor Podcast click here  Follow us on LinkedInFollow us on InstagramFollow us on Facebook **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

On this edition of Agency Nation Radio, we hear from Kevin Ownby, owner of Ownby Insurance Services, Inc. from Sevierville, Tennessee. Ownby has been a Big “I" member for as long as he's been an independent agent. However, it wasn't until the Affordable Care Act was proposed and ultimately passed into law that he became more aware of the importance of the association's government advocacy on a state and national level.  “If we're not advocating for what we do as an industry and educating legislators we don't have a seat at the table,” says Ownby. “And if we don't have a seat at the table that means that we're on the menu for dinner.” Agency Nation Radio is where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success, and failure—stories that helped make them the professionals they are today. From Main Street USA to the pages of Independent Agent magazine—we've got the stories you want to hear. For more, catch Agency Nation Radio on your favorite streaming platform or visit https://www.iamagazine.com/podcasts. This episode is sponsored by the Insurance Marketing and Communications Association (IMCA) and you're invited to Ignite, IMCA's annual conference, June 24-26, 2024 - Orlando, Florida.

In this episode of The Marketing Rapport, host Tim Finnigan engages with Ethan Jones, a seasoned expert in insurance marketing. They delve into the evolution of the analytical mindset in marketing, emphasizing the importance of adaptability and technology. The conversation highlights the significant role of data-driven strategies in the insurance industry, particularly in navigating market challenges and customer acquisition. Ethan shares insights on the current state of the insurance market, focusing on the necessity for efficiency and targeted marketing approaches during tough economic times. The discussion also touches on the impact of AI and data utilization in shaping future marketing trends, reinforcing the need for quality data and insightful strategies. The episode concludes with a look ahead, as Ethan forecasts a stronger, more data-centric insurance industry, underscoring the ongoing need for innovation and adaptability in marketing practices. 

Jeff Kroeger, President at Insureon, joins Jim Flynn and Natasha Suber to talk strategies for consistent growth in insurance. Ready to take your organization to the next level? Listen to this episode of IMCA peer2peer.

Scott was joined in the virtual podcast studio by Dwight Eberts, founder of Coaching 122, to discuss how small business owners and executives gain clarity, confidence, and control over their decisions to live a more fulfilling life.Dwight Eberts is a dynamic and passionate speaker on the power of transformation. Following a successful 20-year career in business as a partner of a large insurance marketing organization, Dwight founded Coaching 122, where he now leverages his insights to help business owners and leaders juggle both the personal and professional demands they face every day.His mission is to empower others to develop themselves to better serve their loved ones, teammates, and clients. His commitment to helping individuals thrive both personally and professionally has become the cornerstone of his career. Dwight is passionate and focused to making a lasting impact in the lives of those he speaks to and coaches. In this episode you will learn the following:The concept of freedom of time and the importance of making the right choices in how time is spent.The discussion emphasizes the need for clarity around priorities and making better decisions to optimize time and achieve a more fulfilling life.The value of coaching, the significance of accountability in achieving goals, and the benefits of working on personal and professional development.Connect with Scott on LinkedInConnect with Dwight on LinkedInFor more on The Optimized Advisor Podcast click here  For more on Coaching 122 click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@pcninsurance.com

Scott welcomed Brad Shepard back to the Optimized Advisor studio for a third time to discuss the emphasis on creating an emotional connection, engaging in meaningful conversations, utilizing probing questions to explore clients' thoughts, and initiating discussions on long-term care planning to address clients' concerns effectively.For the past 24 years, Brad has enjoyed an area of focus in selling, training and marketing Long-Term Care and Linked Benefit solutions. His current role, Regional Sales Director, with OneAmerica is to help distribution partners, advisors and agents develop and grow their Long Term Care Planning business through extensive business planning, marketing, training and support. He has also been a speaker, on the topic of Long-Term Care Planning, at hundreds of educational seminars, workshops and webinars across the country.Brad is a Pennsylvania native and a graduate of the University of Pittsburgh. He resides in New Bloomfield, PA with his wife, Denise, son Logan, and daughter Linsay.In this episode you will learn the following: How to effectively ask open-ended questions as an Advisor discussing long-term care planning solutions with clientsAvoid discussing numbers and financial aspects of long-term careHow to optimize client relations and personal experience to create an open dialogue for long-term care planningListen to our previous episode with Brad:Ep. 2 - The Single Largest Unfunded Risk Facing RetireesEp. 75 - Home for the Holidays, LTC Awareness with Brad Shepard and Brian OttConnect with Scott on LinkedInConnect with Brad on LinkedInFor more on The Optimized Advisor Podcast click here  Follow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

Scott invited Judy Hoberman in the studio for a discussion about her journey, her books, and her mission of helping women succeed. Judy Hoberman is President of Judy Hoberman and Associates, a company focused on empowering professional women. She is an international speaker, trainer, executive coach, author, radio show host and mentor. Her 30 years in business has given her both knowledge and a sense of humor about how men and women lead, sell, manage and recruit differently.  She will enlighten you and help you learn how both genders can support each other's successes in a more productive way. Her experience in sales and leadership has helped her clients realize the importance of building relationships, standing out and being the authority in their market.Judy also works with companies supporting their diversity and women's initiatives in the areas of sales, leadership, recruiting, training, coaching, mentoring and retention. In her role as an executive coach and trainer, she is often described as “transformational.” Judy is the host of “Selling in a Skirt with Judy Hoberman” podcast and has been “The Gender Expert” on Fox News Radio. She has appeared on CNN Headlines, ABC, CBS, CW33 and Good Morning Texas, contributes articles to multiple publications and journals, and appeared on the cover of Exceptional People Magazine.In this episode you will learn the following: How Judy navigated working in a male-dominated industry and succeeded at itThe two books she authored, Selling In A Skirt and Walking On The Glass FloorHaving passion for what you do and how to manifest and create the feature you wantLeadership and communication and how they go hand in hand Her mission: To help one woman a day by following an important philosophy- “Women want to be treated equally, not identically ®”Connect with Scott on LinkedInConnect with Judy on LinkedInFor more on The Optimized Advisor Podcast click here  For all things Judy Hoberman and to purchase her books click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

On this week's episode, Scott was joined by Robert Kirk for a discussion on data. Robert is a seasoned financial industry expert with over 30 years of experience, serves as the Founder and CEO of InterGen Data, Inc., a company revolutionizing the banking, financial services, insurance, and home healthcare industries through the adoption of its proprietary and patent-pending Life Stage/Life Event prediction and analysis data.  With an impressive track record in leadership roles such as Chief Information Officer at 1st Global Research & Consulting and Principal Consultant at Mphasis (a Blackstone Company), Rob has consistently demonstrated his ability to drive innovation, streamline operations, and foster strategic partnerships. As a visionary with a strong background in technology, data, and wealth management, Rob has led transformative initiatives at companies like Penson Financial Services and Southwest Securities, Inc. His extensive experience and proven expertise in wealth management, financial services, and clearance and settlement make him the driving force behind InterGen Data's disruption of the financial industry.In this episode you will learn the following: How and why Robert started InterGen DataHow to utilize data in financial and insurance planningThe explosion of AI and how it helps to analyze data to determine what's relevantHow insurance companies are utilizing data for client policy predictions How do you help clients effectively plan for their finances, healthcare, or insurance needs? By showing them the future.Connect with Scott on LinkedInConnect with  Robert on LinkedInFor more on The Optimized Advisor Podcast click here  For more on InterGen Data click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

Where can insurance marketing and communications professionals turn for new ideas as well as some group therapy? How about the Insurance Marketing & Communications Association, says Megan Bell, … Read More » The post Marketing Leader Lauds “Tribal” Peers   appeared first on Insurance Journal TV.

On this week's episode, Scott welcomed back Andrew Martz to the studio. As a New York native with offices located in Los Angeles, Denver, and Dallas, Andrew's client base spans the country. His client roster ranges from busy executives, entrepreneurs, and professionals in the sports and entertainment industries. Andrew is the co-host of the “Dollars & Sensibilities” podcast show where he shares his expertise with listeners around the numbers, concepts, and behaviors that can shape a person's financial life. In this episode you will learn the following: How Andrew co-wrote a book, More Than Money with a group of like-minded Financial AdvisorsSocial Media FinFluencers and why their advice may not be the best strategy The future of the financial advisor industryAndrew's business optimization strategiesListen to our previous episode with Andrew: Ep. 22 - Learn from An Optimized Advisor: Andrew Martz, WIS Advisors Connect with Scott on LinkedInConnect with  Andrew on LinkedInFor more on The Optimized Advisor Podcast click here  For more on WIS Advisors click herePurchase More Than Money hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

  Why should you register with Ritter Insurance Marketing? What perks do Ritter agents get? We answer those questions and more in this explainer episode! Discover the tools, resources, and advantages you get when partnering with Ritter Insurance Marketing!   Have questions about working with Ritter Insurance Marketing? Email us for answers! ASGPodcast@RitterIM.com   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/ Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Resources: 2023 Medicare Part A & Part B Premiums and Deductibles: https://agentsurvivalguide.podbean.com/e/2023-medicare-part-a-b-premiums-and-deductibles/ 4 Perks of Being a Part-Time Insurance Agent: https://agentsurvivalguide.podbean.com/e/4-perks-of-being-a-part-time-insurance-agent-2023/ 5 Things About CallVault (Compliant Medicare Sales Call Recording: https://agentsurvivalguide.podbean.com/e/5-things-about-callvault-compliant-medicare-sales-call-recording-the-friday-five/ 5 Tips for Selling Medicare Advantage Plans: https://agentsurvivalguide.podbean.com/e/5-tips-for-selling-medicare-advantage-plans-2022/ Apps to Make Your Small Business More Efficient: https://agentsurvivalguide.podbean.com/e/agent-apps-apps-to-make-your-small-business-more-efficient/ Best Practices for Training Downline Agents: https://agentsurvivalguide.podbean.com/e/best-practices-for-training-downline-agents/ Effective Marketing Strategies for Insurance Agents: https://agentsurvivalguide.podbean.com/e/effective-marketing-strategies-for-insurance-agents/ Free eBooks and Guides: https://www.ritterim.com/guides/ Insurance Agents as TPMOs: What 2023 Compliance Regulations Mean for You: https://agentsurvivalguide.podbean.com/e/insurance-agents-as-tpmos-what-2023-cms-compliance-regulations-mean-for-you/ Knight School Online Learning Resource: https://www.ritterim.com/knight-school/ Meet Your Sales Team: https://www.ritterim.com/meet-your-sales-team/ Medicareful: https://www.ritterim.com/agent-tools/medicareful/ Ritter Docs Site: https://docs.ritterim.com/ The Ritter Platform: https://app.ritterim.com/ The Ritter Platform Launches New eScope, FastTrack App, & Profile Features: https://www.ritterim.com/blog/the-ritter-platform-launches-new-escope-fasttrack-app-profile-features/ The Ritter Platform Launches New Drug Cost Estimator and Prefilled Applications: https://agentsurvivalguide.podbean.com/e/the-ritter-platform-launches-new-drug-cost-estimator-and-prefilled-applications/ The Ritter Platform Launches 3 New Tools & Shared Client Records: https://www.ritterim.com/blog/the-ritter-platform-launches-3-new-tools-and-shared-client-records/ The Ritter Platform Launches CallVault for Compliant Medicare Sales Call Recording: https://www.ritterim.com/blog/the-ritter-platform-launches-callvault-for-compliant-medicare-sales-call-recording/ We're Rebranding Medicareful for the 2024 AEP: https://agentsurvivalguide.podbean.com/e/we-re-rebranding-medicareful-for-the-2024-aep/   References: Integrity Marketing Group Website: https://www.integritymarketing.com/

  We shine the spotlight on Ritter Insurance Marketing - the field marketing organization that powers the Agent Survival Guide Podcast! Curious about partnering with Ritter? Need help with leads and marketing? Get those details and more in this special episode! Want more information on field marketing organizations? Download our eBook: How Insurance FMOs Work Have questions about working with Ritter Insurance Marketing? Email us at ASGPodcast@RitterIM.com   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/ Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Resources: 4 Reasons Why Ritter Should Be Your FMO Insurance Agency: https://agentsurvivalguide.podbean.com/e/4-reasons-why-ritter-should-be-your-fmo-insurance-agency/ College Majors That Work Well In the Insurance Industry: https://agentsurvivalguide.podbean.com/e/college-majors-that-work-well-in-the-insurance-industry/ How Insurance FMOs Work eBook: https://www.ritterim.com/how-insurance-fmos-work/ FMO vs. IMO vs. NMO vs. MGA vs. GA – What's the Difference?: https://agentsurvivalguide.podbean.com/e/fmo-vs-imo-vs-nmo-vs-mga-vs-ga-what-s-the-difference-2023/ Ready to Join an FMO? 10 Things to Consider: https://agentsurvivalguide.podbean.com/e/ready-to-join-an-fmo-10-things-to-consider/ Ritter's Tools & Resources for Insurance Agents featuring Harry Rittner: https://agentsurvivalguide.podbean.com/e/ritter-s-tools-resources-for-insurance-agents-featuring-harry-rittner/ The Benefits of Joining a Top Insurance FMO: https://agentsurvivalguide.podbean.com/e/the-benefits-of-joining-a-top-insurance-fmo/ Training Opportunities for Insurance Agents at Ritter Insurance Marketing: https://agentsurvivalguide.podbean.com/e/training-opportunities-for-insurance-agents-at-ritter/ What Are Insurance Hierarchies & How Do They Work? https://agentsurvivalguide.podbean.com/e/what-are-insurance-hierarchies-how-do-they-work/

Scott was joined in studio by Sean Turner, CEO and Founder of Buffer Insurance. Buffer Insurance is an insurance company offering insurance solutions for employers and seniors. Sean Turner founded Buffer Insurance with the vision that the most meaningful impact we make is in the lives of others. Protecting others and ensuring their future impact is his highest priority at Buffer. Sean educates business owners and human resource professionals on ways to protect their vision and assists seniors transitioning to Medicare by finding coverages that will protect their future. Buffer Insurance is a veteran-led and veteran-owned independent insurance agency. This is made possible through the values and leadership instilled in Sean during his time serving as an infantryman and squad leader in the US Army.In this episode you will learn the following:How Sean started Buffer InsuranceHow Buffer Insurance went viral when Roe v. Wade was overturnedOutsourcing work to people in other countries to scale and grow profitsOptimizing your business through your core values, vision, and going back to the whyConnect with Scott on LinkedInConnect with Sean on LinkedInFor more on The Optimized Advisor Podcast click here  For more on Buffer Insurance click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

Watch the complete 15-minute on-demand session at: https://attendee.gotowebinar.com/recording/2895625873118896642 A few Lunch-and-Learn lessons back, I went over the 10 main marketing methods commonly used to attract insurance prospects, and we broke down a lot of different campaigns.  Today, I want to go deeper into marketing by looking at the six best insurance prospects.  So, who are your six best insurance prospects? They are: Your current customers, Referrals, and testimonials from Business Referral Partners and Customers People that are actively searching for insurance, whether it's an insurance product, or they're searching for information about insurance, Former customers, Quoted-not-sold prospects, and People with a possible upcoming need for insurance such as: newly married, just had a baby, just relocated, about to retire, about to turn 65 yrs. old, etc.  Guys don't waste a bunch of money, don't waste a bunch of time, and a bunch of effort trying all these over-the-top, unique, unicorn-type marketing things. These are your six best insurance prospects, and all of your focus should be on these six best insurance prospects.

Scott was joined virtually by Conor Anderson, Partner and Head of Advisor Services. AdvisorAssist provides comprehensive turnkey solutions for both new and transitioning advisors as well as established registered investment advisor (RIA) firms. In this episode you will learn the following: Compliance industry updatesHow AdvisorAssist acts as the advisor's advisorHow to optimize and protect your businessMarket trend and auditsConnect with Scott on LinkedInConnect with Conor on LinkedInFor more on The Optimized Advisor Podcast click here  For more on AdvisorAssist click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

  Partnering with an FMO is a big choice… we understand that you might have questions! We answer our most frequently asked questions about working with Ritter Insurance Marketing in this ASG Podcast episode. Curious about marketing? Need tech solutions? Not sure how joining a field marketing organization can help you insurance business? We answer those questions and more!    Get started with Ritter Insurance Marketing today and gain access to the Ritter Platform, CallVault, the Medicare Quote Engine, and more! https://app.ritterim.com/public/registration/   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/ Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Resources: 4 Reasons Why Ritter Should Be Your FMO Insurance Agency: https://agentsurvivalguide.podbean.com/e/4-reasons-why-ritter-should-be-your-fmo-insurance-agency/ FMO vs. IMO vs. NMO vs. MGA vs. GA – What's the Difference?: https://agentsurvivalguide.podbean.com/e/fmo-vs-imo-vs-nmo-vs-mga-vs-ga-%e2%80%93-what-s-the-difference/ Ready to Join an FMO? 10 Things to Consider: https://agentsurvivalguide.podbean.com/e/ready-to-join-an-fmo-10-things-to-consider/ Ritter's Tools & Resources for Insurance Agents featuring Harry Rittner: https://agentsurvivalguide.podbean.com/e/ritter-s-tools-resources-for-insurance-agents-featuring-harry-rittner/ The Benefits of Joining a Top Insurance FMO: https://agentsurvivalguide.podbean.com/e/the-benefits-of-joining-a-top-insurance-fmo/ Training Opportunities for Insurance Agents at Ritter Insurance Marketing: https://agentsurvivalguide.podbean.com/e/training-opportunities-for-insurance-agents-at-ritter/  

This is the first episode of The Seven Figure Or Bust Podcast. Hosted by Christian Brindle, Christian talks about why as an agency owner, you must hit seven figures in the new economy. Check out the Lead Heroes site: https://www.leadheroes.com/Use Coupon Code at checkout 6FMA for 10% all lead orders! Join our free private Facebook group for insurance agents: https://www.facebook.com/groups/551409828919739/ Get access now to Six Figure Medicare University: Month to Month access: https://course.sixfiguremedicareuniversity.com/offers/a546ff54-48d6-4129-a705-83603aeedafd Lifetime access: https://course.sixfiguremedicareuniversity.com/offers/26d4e6e9-1008-42a2-8e7c-713d5bb1d69e  Get a ticket to The Six Figure Medicare Agent Summit: https://www.sixfiguremedicareagentsummit.com/  Pick up a copy of Christian's book “SUPERSTAR: What separates top producing insurance agents from the mediocre ones : https://amzn.to/3BQi20E Welcome to the Christian Brindle channel brought to you by Christian Brindle & Christian Brindle Insurance Services. This channel is here for the sole purpose of bringing training, tips, success stories, and personal development from Christian Brindle. Christian is a published author, hosts the ever popular Everything Medicare Podcast, and made six figures in the Medicare business by the time he was 25 years old.Sound Stripe YouTube Content ID: QXAJHPEPKFFDEBZN

Scott was joined in the studio by Nick Bernatowicz, Senior Sales Consultant at Producers Choice Network to discuss what you need to know to increase your Annuity sales in 2023.In this episode, you will learn the following:  How the Fed rates correlate to annuities and how to use that to increase sales.From the Field: The best annuity products on the market today!Insurance companies are growing and changing, and how that affects you, the producer.Listen to their previous annuity update episode here: Ep. 56 - Annuities: Ken Fisher “hates them”…. should you? hereConnect with Scott on LinkedInConnect with  Nick on LinkedInFor more on The Optimized Advisor Podcast click here  For more on Producers Choice Network and the annuity products offered click here**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

Scott Heinila was joined virtually by Brad Shepard, Regional Sales Director at One America and Brian Ott, Founder and CEO 525 Advisors to discuss Long-Term Care planning during LTC Awareness Month. In the episode they discussed the following:  LTC Planning and factsHow to prepare families when their loved ones need LTCBrad and Brian shared their personal stories dealing with LTCListen to their previous episodes here:  Episode 002: The Single Largest Unfunded Risk Facing RetireesEpisode  026: Learn FromAn Optimized Advisor: Brian Ott, 525 AdvisorsConnect with Scott on LinkedInConnect with  Brad on LinkedInConnect with Brian on LinkedInFor more on The Optimized Advisor Podcast click here  For more on Producers Choice Network click hereFor more on One America click hereFor more on 525 Advisors click hereFor more on the iLTCI Conference click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.comEPISODE NOTES

Sam has been marketing and selling insurance on the Internet since January of 1999, gaining national prominence as an expert in travel insurance, international benefits and war risk insurance before transitioning focus to the senior market in 2004. Transferring lessons learned from online travel insurance, Sam developed innovative, first generation web-based tools and services throughout the...

Scott was joined virtually by Laura Shean, the Executive Director of Strategic Partnerships US & LATAM at Centsai to discuss how social media marketing helps advisors expand their reach to their clients and prospects. Centsai is a social media marketing platform that helps advisors optimize their online presence through customizable financial and insurance based content. Laura shares how the Centsai platform works, case studies of how advisors have seen results, and the Producers Choice Network partnership. If you're looking for dedicated help to optimize your social media and create your personal or business brand online, this episode is for you. Connect with Scott on LinkedInConnect with  Laura on LinkedInFor more on The Optimized Advisor Podcast click here  For more on Centsai click hereFor more on the Centsai and Producers Choice Network Partnership click hereEmail: infopcn@centsai.com | laura@centsai.comFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

David and Elle Denning have built a successful insurance marketing business, working from all over the world, and today they share their knowledge in building a profitable business in the insurance industry, their stories, what the hope to accomplish in the future. This is a must listen podcast for all insurance agents!

The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!

822: Senior Insurance Marketing , Todd Brauch, Senior Insurance Marketing   Senior Insurance Marketing Todd Brauch, Senior Insurance Marketing   – The Sharkpreneur podcast with Seth Greene Episode 822 Todd Brauch Todd Brauch has over 30 years of experience in the life and annuity industry. He has his FLMI and ACS designation also Life, Health, and Annuity License. Given his wealth of experience and insurance knowledge he is an asset to the Senior Insurance Marketing team.   Todd is an avid member of several organizations and loves spending time with his wife and two sons – as well as time on the family farm.   Listen to this illuminating Sharkpreneur episode with Todd Brauch about marketing insurance to seniors. Here are some of the beneficial topics covered on this week's show: - How Senior Insurance Marketing helps supplement Medicare for seniors. - Why insurance agents are leaving a lot of the table by only offering a Medicare supplement sale. - How Senior Marketing Insurance helps alleviate a wide array of expenses, so you beneficiaries can be left with more. - Why Senior Marketing Insurance offers more than Medicare supplements. - How insurance agents can serve their client better by making sure they have the right coverage.   Connect with Todd: Guest Contact Info Instagram @seniorinsurancemarketing Facebook facebook.com/simkt LinkedIn linkedin.com/company/simkt Links Mentioned: simkt.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!

Scott was joined by Josh Lackowski, Director of Marketing Strategy & Account Services of Producers Choice Network, in studio to discuss branding your business. Josh shares his branding best practices, challenges advisors face with branding, establishing a company mission statement and core values.  Listen to Josh's previous episodes:Episode 024 - Meaningful Marketing with Josh Lackowski hereEpisode 063 - Meaningful Marketing Part 2 with Josh Lackowski hereConnect with Scott on LinkedInConnect with Josh  on LinkedInFor more on The Optimized Advisor Podcast click here For more on Producers Choice Network click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

Hey Performance Marketers, I have a real treat for you today. My Insurance agent wanted to buy leads but didn't know how to structure a deal or figure out what he could pay for a lead. So I promised to explain this to him in a call that I would tape and share with my community b/c I knew it was going to be amazing. And it was! This is for all of you (no matter what kind of professional you are) asking, How do I know how much I can pay for a lead? You can apply the model I gave to my insurance agent to any other branch.Once you understand the numbers, you can compete with other media buyers and have hotter offers because you know what they don't - your allowable per click / lead / sale or even booked meeting.So, tune in as I'm walking my insurance agent through the numbers and building a working model for him from scratch.You really don't want to miss this one.Let's dive in!Key Takeaways:Intro (00:00)Collecting information about potential clients (01:41)Survey - cemetery.com example (06:43)Why you need super high-quality leads (10:20)Calculating the value of a customer (12:36)Calculating other variables of the business before negotiating with a publisher (16:48)Traffic quality matters (22:00)Calculating allowable per lead / booked meeting / show up for a meeting (24:26)How to scale your business - most people don't know this (30:43)Would you pay me $750k for this? (38:29)Additional Resources:- Eric Beer's One Affiliate Offer Challenge- Sign up for the SurveyDetective VIP Waitlist (Coming Soon)---Connect with Eric!- Join Eric's Text Community: 917-636-1998- Eric's website: https://ericbeer.com- Follow Eric on Instagram.- Subscribe to Eric's YouTube Channel.---Follow the podcast on Apple, Spotify, Google, Stitcher, TuneIn, or anywhere else you listen to your podcasts.If you haven't already, please rate and review the podcast on Apple Podcasts!