Podcasts about Life insurance

Ready to take control of your financial future for the long haul? In this episode of the Infinite Wealth Podcast, hosts Cameron Christensen and Anthony Faso are joined by special guest Jason Jasper to break down what the first 10-years of the Infinite Banking Concept (IBC) really looks like. Whether you're new to Infinite Banking or already on your way, this episode reveals why a decade-long perspective is the key to building passive income and true wealth. The team goes beyond the basics, discussing not just how to set up your IBC policy but how to actually use, grow, and expand it—turning your cash into a powerful flywheel for wealth and legacy.   Resources: Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/ Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Covering the biggest misconceptions and issues in the life insurance/infinite banking industries with Canadian life insurance expert, Philip Setter from @AffinityLifeWant Front Loaded Whole Life Insurance? Go Here: https://bttr.ly/bw-yt-aa-clarity Want Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review ______________________________________________ Learn More About BetterWealth: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Get registered for the ASTA Expo 2025 at the Raleigh Convention Center: https://geni.us/ASTA2025 Don't get to the end of this year wishing you had taken action to change your business and your life.Click here to schedule a free discovery call for your business: https://geni.us/IFORABEDon't miss an upcoming event with The Institute: https://geni.us/InstituteEvents2025Shop-Ware gives you the tools to provide your shop with everything needed to become optimally profitable.Click here to schedule a free demo: https://info.shop-ware.com/profitabilityMake sure you mention: CTISUMMER to get FREE data migration!Transform your shop's marketing with the best in the automotive industry, Shop Marketing Pros!Get a free audit of your shop's current marketing by clicking here: https://geni.us/ShopMarketingPros Shop owners, are you ready to simplify your business operations? Meet 360 Payments, your one-stop solution for effortless payment processing.Imagine this—no more juggling receipts, staplers, or endless paperwork. With 360 Payments, you get everything integrated into one sleek, digital platform.Simplify payments. Streamline operations. Check out 360payments.com today!In this episode, Lucas and David are joined by Nate Winston, who shares the story of leaving a long-term business partnership to open his own shop. Nate discusses the challenges and emotional toll of a toxic partnership, the importance of having clear roles and written agreements in business relationships, and the remarkable improvements in his well-being and shop success after going solo. 00:00 Affordable Custom Clothing Solutions09:14 "Business Partnership Gone Wrong"13:59 Missing Documentation Dilemma16:46 Unexpected Lawsuit Loss: $15K Withdrawn26:01 Banter Over Responsibilities with Juan32:00 "Rarity of Genuine Selflessness"35:11 Father's Resilience in Adversity40:24 Increased Work Hours Achieved46:19 Argument Led to Tragic Outcome53:49 Goal-Setting Through Strategic Planning54:52 Effective Goal Management01:04:23 "Processing Loss and Grief"01:08:19 Documenting Family Memories Intentionally01:13:08 Trusting Independence at Age 10

How Much Life Insurance Do I Need? Why That's the Wrong Question If you've ever asked, “How much life insurance do I need?”—you're not alone. It's a common starting point. But in this article, Bruce and I (Rachel) want to challenge that question and offer something better. Because "need" is often based on a survival mentality—what's the bare minimum? But the real question isn't about scraping by. It's about what you want your life insurance to do—for you, for your spouse, for your children, and for future generations. https://www.youtube.com/live/xhGublGpz7w In this article, you'll learn: Why a needs-based approach might be leaving your family unprotected How to calculate a more empowering life insurance amount What insurance companies actually look for (and why you can't be "overinsured") The role of Infinite Banking in maximizing death benefit and legacy How to think long-term, strategically, and legacy-minded when it comes to life insurance How Much Life Insurance Do I Need? Why That's the Wrong QuestionWhy My Husband's First Thought Was Our Life InsuranceNeeds-Based Life Insurance Leaves You ShortThe Real Question: How Much Life Insurance Do I Want?Income Replacement + Future Value = What You're Really ProtectingDeath Benefit Grows with Infinite BankingInsurability: Use It or Lose ItCost vs. Value: What Wealthy People UnderstandBuild a Life Insurance Strategy That EmpowersLearn More in the PodcastBook A Strategy Call Why My Husband's First Thought Was Our Life Insurance Six years ago, I was in the ICU. My husband, Lucas, held our newborn baby girl as the doctors delivered updates that swung between hope and despair. One moment, it was "we stopped the bleeding," the next, "this is still serious." As he prayed through the fear and the unknown, one practical thought anchored him: We have life insurance. Not just any policy—we had as much life insurance as we could get. And in that moment, he knew he wouldn't have to make rushed decisions or shoulder financial pressure on top of emotional trauma. That policy was our safety net, our peace of mind. That's why this conversation matters. It's not just about numbers on paper. It's about preparing for the moments you hope never come—and giving your family the ability to respond from a place of strength. Needs-Based Life Insurance Leaves You Short Most people approach life insurance with a checklist: Mortgage? Check. College for kids? Check. Debts? Check. Burial expenses? Check. And that's how traditional advisors calculate the "amount you need." They total up obligations and say, “That's your number.” But this method reduces life insurance to a bill-pay strategy. It doesn't account for who you are, the value of your work, or the future your family deserves to continue building. In the Infinite Banking world, we don't view life insurance as just a financial parachute. We see it as a tool for opportunity, a storehouse of value, and a means to start your family ahead, not just keep them from falling behind. The Real Question: How Much Life Insurance Do I Want? "Need" is survival. "Want" is vision. If your life insurance policy could fund your family's future, preserve your estate, and launch the next generation into opportunity—how much would you want? Bruce and I often see families with grossly underfunded policies simply because they didn't know what was possible. Insurance companies assess what's called your human life value—a calculation of your income, age, and potential future earnings. Based on that, they allow you to apply for a corresponding death benefit. If you qualify for $4 million in coverage, it's because they believe your life's economic value warrants it. You can't be overinsured. The carriers won't let you. So the real question becomes: If they'll insure me for this amount… why wouldn't I take it? Income Replacement + Future Value = What You're Really Protecting

She Turned Pain into Power: Courtney Ashby on Building Paradice, Purpose, & Profit00:00 – Welcome to Diversified Game: Meet Courtney Ashby of Paradise LLC 05:20 – Why Event Planning Is In Her DNA 08:53 – Losing Her Mother & Turning Grief Into a Mission 11:24 – Lessons From Building a Real Event Planning Business 13:53 – Life Insurance & Financial Education in the Black Community 33:38 – Why Networking Is Broken & How Courtney Plans to Fix It 47:41 – Final Words, Contact Info & Action Steps Courtney Ashby, founder of Paradise LLC, joins Kellen Coleman on Diversified Game to share how she turned personal tragedy into a thriving business helping others celebrate life. From high-level event planning to financial literacy, Courtney's message empowers communities and builds legacy.

n this week's visit to Insurance Town, I had the pleasure of sitting down with Spencer Witcher, a second-generation insurance pro who's doing big things with Smart Choice. We had a real talk about the challenges agents face in hard-to-place markets — and how finding the right partners can make all the difference.We peeled back the curtain on:What Smart Choice is doing to help agents thrive in California and other tough statesHow to write the business others shy away from — without jumping through hoopsWhy MGAs and non-traditional carriers might just be your new best friendsThe critical importance of relationships — not just for quoting, but for long-term successBuilding your book with depth, not just volumeWhether you're a seasoned agency owner or a producer looking to grow smarter, Spencer delivers actionable insights that'll challenge the way you think about growth  A big THANK YOU to the amazing folks who keep the lights on in Insurance Town:  Smart Choice – Helping agents grow their book without adding overhead  Canopy Connect – Making gathering client info as easy as pie  Olde School Marketing – Bringing you hand-written, high-touch prospecting that works Make sure to like, subscribe, and leave a review! New episodes drop weekly — straight from the heart of Insurance Town.

In this powerful episode of the Life Insurance Academy Podcast, we're joined by Ashley Mullinnix, a rising force in the life insurance telesales space. From former respiratory therapist and real estate agent to stay-at-home mom crushing final expense sales from home, Ashley's story is proof that the right system, mindset, and community can change everything. We dive into:

This week on the Dentist Money Show, Matt and Ryan break down the complexities of life insurance for dentists. They explore how to determine the right amount of coverage, the risks of being under- or over-insured, and why spousal income and business value matter in the equation. They also touch on the history of life insurance and some common rules of thumb. Tune in for insights about the importance of planning for risks and having regular financial reviews to protect your family's financial future. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

In this conversation, Dylan Silver and Alton Dawsey explore the critical intersection of real estate investment and life insurance. Alton shares his journey into real estate during the 2008 crash and how he recognized the importance of life insurance for real estate investors. They discuss the significance of having a term life insurance policy that aligns with property mortgages, the common misconceptions about insurance, and the need for investors to consider insurance as a strategic part of their financial planning. The conversation emphasizes the importance of protecting assets for future generations and encourages investors to integrate insurance into their investment strategies.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

With 29 years of experience in the financial services industry, Don is the founder and owner of DH Retirement Solutions, Inc. Based in Massachusetts and Connecticut, Don specializes in helping individuals and families navigate retirement income planning with a focus on optimizing income and reducing taxes.Don works with clients to create comprehensive strategies that integrate life insurance, annuities, Medicare, and longevity care allocation planning. By taking a proactive approach, Don helps clients secure their financial future, ensuring they enjoy a comfortable and worry-free retirement.A trusted advisor, Don provides personalized solutions that align with each client's unique goals and financial situation, all while helping them maximize their retirement savings and minimize tax liabilities.Insurance Licensed in MA & CT | Retirement Income Planning ExpertLearn More: http://dhretirementsolutions.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-don-hanifin-founder-of-dh-retirement-solutions-discussing-how-life-insurance-fits-into-retirement

With 29 years of experience in the financial services industry, Don is the founder and owner of DH Retirement Solutions, Inc. Based in Massachusetts and Connecticut, Don specializes in helping individuals and families navigate retirement income planning with a focus on optimizing income and reducing taxes.Don works with clients to create comprehensive strategies that integrate life insurance, annuities, Medicare, and longevity care allocation planning. By taking a proactive approach, Don helps clients secure their financial future, ensuring they enjoy a comfortable and worry-free retirement.A trusted advisor, Don provides personalized solutions that align with each client's unique goals and financial situation, all while helping them maximize their retirement savings and minimize tax liabilities.Insurance Licensed in MA & CT | Retirement Income Planning ExpertLearn More: http://dhretirementsolutions.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-don-hanifin-founder-of-dh-retirement-solutions-discussing-how-life-insurance-fits-into-retirement

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Brianna Johnson. A dynamic entrepreneur and founder of Legend Life Financial. Here's a breakdown of the key highlights and insights from the episode:

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Brianna Johnson. A dynamic entrepreneur and founder of Legend Life Financial. Here's a breakdown of the key highlights and insights from the episode:

Hey Family Brand — it's Melissa here. Today's episode is a little different, and honestly, it's one I tried to record six different times. It took me a while to even figure out what I wanted to say because this one hits close to home. Last week, my cousin and his wife passed away unexpectedly in a tragic plane crash, leaving behind two little ones. Even as I write that, my heart feels so heavy. It's every parent's worst nightmare to even imagine not being there for your kids as they grow up. It's something we never want to face — and I never thought we'd have to. But this experience really made me look at some practical things that all of us, as parents, need to have in place. Specifically: a will, and life insurance. Years ago, when we had our last baby, one of Chris's clients — who happened to be an attorney — kind of nudged us to ask, “Hey, if something ever happened to you guys, who would raise your kids? Do you have a plan for that?” We didn't, so we sat with it and decided it was too important to put off. So, I'm sharing some of that thought process today. Who did we pick? What kinds of questions did we ask ourselves? And, honestly — I'd encourage you to do the same. It's one of the most caring, responsible things we can do for our kids. And the other thing I want to talk about is life insurance. That was something that really shifted for me as we were having babies. Back then, Chris had just gotten a policy, and I thought, “That's great. That's one box checked.” But then our agent asked if we'd thought about me too. Even though I wasn't working much at the time, he explained that if something happened to me, someone would need to help with the kids, house, all of it. Plus, we'd need the space to grieve without worrying about finances. That really stayed with me — because it's not just about income, it's about protecting your family's time together too. So if you don't have a will or you haven't updated yours in a while, or if you don't have life insurance, I just want to gently encourage you to make some time to do that. It's not fun to talk about. Trust me, I get it. But it really is an important part of being an intentional family. And I'll leave you with one last story that kind of caught me off guard… The other day after one of Ivy's softball games, we were driving home and I saw this random basketball on the side of the road. I told Tanner to pull over so I could go grab it — I'm forever rescuing random stuff on the roadside lol — and when I picked it up, I flipped it over and saw the name “Smith” written on it in kid handwriting. It was our basketball that we hadn't seen in probably a year and a half. How it ended up two towns over, on the side of the road where I happened to drive past it? I have no idea. And I just felt this really sweet, gentle reminder that God sees us. That even when life feels heavy or uncertain, we're not alone. So that's my encouragement for you this week — you're seen, you're loved, and you're not forgotten.  P.S. Hug your babies a little tighter tonight. LINKS: All Links Family Brand!  stan.store/familybrand Episode Minute By Minute: 0:00 – Why this episode took me six tries to record 1:45 – The heartbreaking loss of my cousin and his wife, and the kids they left behind 6:00 – Why choosing guardians for your kids matters and our process for deciding 10:45 – Talking about life insurance and why it's one of the most caring things you can do for your family 14:00 – Revisiting your plan: making sure your will and insurance fit your current stage of life 16:00 – A surprising story about a lost basketball that felt like a gentle reminder from God 18:00 – A heartfelt encouragement: you are seen, you are loved, and you're not alone

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Brianna Johnson. A dynamic entrepreneur and founder of Legend Life Financial. Here's a breakdown of the key highlights and insights from the episode:

Think ChatGPT is just for writing emails? Think again. In this episode, Chris Green drops real-world prompts and jaw-dropping use cases that will make you rethink how you engage every prospect and client.Is AI just another shiny object… or the secret weapon your agency has been missing?In this high-energy episode of Insurance Town, the Flood Guru himself, Chris Green, steps into the Mayor's office and throws down example after example of how he's using ChatGPT right now to:✅ Personalize client interactions✅ improve your team's experience✅ build your own in house They ask you answer intranet ✅ Simplify complex insurance language ✅ Improve response times ✅ Drive more leads ✅ And yes… actually close more businessIf you've ever said, “I don't have time to figure out this AI stuff,” this is the episode you can't afford to skip. Chris lays out a playbook so practical, you'll be tempted to pause and try it mid-episode.

From youth pastor to $170,000+ issued paid in just four months, Clark Stanley's story is one of bold leaps, big belief, and the power of betting on yourself. After struggling part-time and writing only four apps in his first few months, Clark made the terrifying—but calculated—decision to go full-time in life insurance sales. What followed was a breakthrough at our Telesales BootCamp that changed his mindset, built his confidence, and ignited a production run that has completely transformed his family's future. In this episode, Clark shares the honest reality of his early challenges, how he overcame fear and doubt, and what it really takes to succeed when you're starting from zero. If you've ever wondered if this business is for you—or if you have what it takes to make it—this is the episode you need to hear. ✉️ Want to contact Clark? IG: @ClarkStanley_  Email: Clark@TheAnchorPointGroup.com 

This week Cameron and Anthony break down the essentials of starting an Infinite Banking policy on the right foot—helping you avoid the costly mistakes they see time and again. The hosts share why policy structure is critical, what to watch out for when selecting an agent, and strategies for effective loan management within your policy. Listen in for real-world advice, common pitfalls to avoid, and proven steps to maximize your cash value from day one. Plus, check out the free resources and checklists mentioned in the episode to guide you along your IBC journey. Top 5 Questions to Ask Your IBC Agent: https://youtu.be/l-Wg6YAG6_w IBC Set-Up Checklist: https://infinitewealthconsultants.com/checklist/ Resources: Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/ Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Episode 338 - Do single people really need life insurance? Here are six good reasons why they might.

In this episode of the Wade Borth Podcast, Wade addresses a common and important question: How safe are life insurance companies? Drawing from conversations with industry leaders and over 35 years of experience, Wade explains why mutually owned life insurance companies are some of the most stable financial institutions in the world. He breaks down how they operate differently from Wall Street-driven firms, why long-term thinking matters, and how these companies prepare for both the expected and the unexpected. Whether you're new to Infinite Banking or questioning the long-term security of your policy, this episode will offer clarity, context, and confidence.   Episode Highlights 00:32 - Life insurance companies as a safe financial institution. 01:16 - The value of life insurers providing capital. 02:31 - Mutual vs. stock-owned insurance companies. 03:59 - Institutional-level investment in whole life policies. 06:39 - Managing for certainty and risk. 08:53 - Historical resilience of insurers: Lloyds of London. 10:09 - Insurance companies and major global events. 11:00 - Insurers keeping an eye on long-term stability. 12:15 - Understanding what stays the same in business strategy.   Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/  wade@sagewealthstrategy.com  

In this episode! The Economy: Where Should You Invest In Wartime! The future of war in the Middle East is uncertain. I have talked about on previous episodes that we will continue to have global conflicts. Money can be made in any situation. I'm going to let you know a few places to diverse during wartime, or for global uncertainty. Article Link: ⁠⁠⁠ No Link This Week New In Social: My Review of Meta Ray Bans! I finally got some Meta Ray Bans! And I'm signed up to be notified when the Oakleys go on sale. I break down my review of the glasses, and some of my thoughts on Meta Ai. It is also important to think about being an early adopter, and I outline some of the benefits of being one. Today's Main Topic: Life, LLC Looking back over the years their were certain activities that made me successful. I have been reflecting a lot about what disciplined brand building activities I used to do consistently. One of them is running my Life like an Organization. Running my family like an Organization. I'm going to share some of my thoughts on what this means to me. Ironically it is a little unorganized, but I wanted to talk about it out loud. Enjoy! Join the Age of Radio Discord | ⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/EeamD8WcjN⁠⁠⁠⁠⁠⁠⁠⁠ Follow me on Goodpods ⁠⁠⁠⁠⁠⁠⁠⁠https://goodpods.app.link/usUyBZzhuNb⁠⁠⁠⁠⁠⁠⁠⁠ Free Financial Consultation: ⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/B6nNZ2FbxbhESCHg9⁠⁠⁠⁠⁠⁠⁠⁠ Red Wizard Gaming Society: ⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/9D43EszdUB⁠⁠⁠⁠⁠⁠⁠⁠   DM if you are interested in Life Insurance! If you or someone you know has been struggling or in crisis please call or text 988 or chat ⁠⁠⁠⁠⁠⁠⁠⁠988lifeline.org⁠⁠⁠⁠⁠⁠⁠⁠  

In this powerful and necessary episode of Culture Uncut, DJ Nova Fresh and the team celebrate Juneteenth and unpack its deeper meaning—not just freedom, but what we do with it. From life insurance and estate planning to the Israel-Iran conflict, immigration policy, and media manipulation, this episode is a raw reminder that freedom without preparation is still a trap.

Client who's husband passed away, importance of life insurance.  Beware of commercials for Medicare and dental. 5 recommended PPO plans.  Getting rid of Medicaid??

It occurred to me that the first part of an appointment is different than the second part.Initially, your goal is intake. But there comes a turning point when your energy shifts. And it's important to helping position you as an expert.Listen in and see if this helps as you go on your next appointments this week...Watch on YouTube: https://youtu.be/IkWl9tWkGegIf you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifemattersagency.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifemattersagency.com/opportunity/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Have an idea or topic suggestion? Talk to me:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

In today's episode, we're diving into the role of life insurance in a faith-driven financial plan. We'll explore why life insurance is important, especially for young families, break down the differences between term and whole life insurance, and discuss how to determine the right amount of coverage for your situation. While many people assume life insurance is expensive or unnecessary, we'll clear up some common misconceptions and help you understand when and why you might — or might not — need it. We want your help in shaping the future of this show! If you have any questions, concerns, episode ideas, or want to get in contact with the hosts, use this link! https://www.dvmercy.com/faith-driven-finance Our Disclaimers: Faith-Driven Finances is owned and produced by Divine Mercy Radio and this episode is hosted by Ethan Lang, a principal with Launch Wealth. Launch Wealth at the time of this recording is a registered investment advisor primarily registered and offering advisory services in the State of Kansas, virtually across the country, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. This show is made for informational purposes only and should not be intended as tax, legal, or investment advice. This information should not be relied upon as the sole factor when making investment decisions. Past performance is no indication of future results, and investment in securities involves significant risk. Launch Wealth does not warrant that the information on this episode will be free from error. For more information on our disclosures, visit.

In this epsisode of Insurance Town the mayor sits down with two of his favorite people Jessica Holder and Keenan Rice on a previously recorded episode of the VIP Podcast. I am so impressed with these two, their marriage, parenting, agency, etc  this forward-thinking power couple are continuing to rise above and face various challenges head on. Jessica and Keenan have such an amazing balance at home and at the office. They have a great balance of community involvement and innovative technology at their fingertips, and lastly, they have a great balance of work and fun in their agency. We talk about:The delicate balance of marriage and co-ownership of a growing agencyHow human touch and community involvement is possible with the right technology in your agencyHow the emphases on educating their community on the intricacies of insurance is so valuable to their growthTheir powerful message of staying true to yourself and not sacrificing authenticity Get ready to be inspired and educated by this episode. It's a good thing there is a rewind button, this one is full of impactful moments.A special shout out to Vertafore for letting me reuse this episode : vertafore.com  A Special Thanks to Our Sponsors:

In this lively and eye-opening conversation, Tiffany sits down with LaDarris Hunt, a seasoned life insurance expert, to break down the basics—and the big differences—between term and whole life insurance. Whether you think you've heard it all before or you're just now considering coverage, this episode covers what you really need to know about protecting your loved ones, building generational wealth, and making the smartest insurance choices for your life stage.What You'll LearnWhat is Life Insurance, Really?LaDarris defines life insurance in simple terms: it's all about transferring risk from you to the insurance company so your loved ones are protected financially if the unthinkable happens.Term vs. Whole Life Insurance, DemystifiedLearn the fundamental differences:Term life: Like renting coverage—good for set periods; great for providing income replacement while you have big financial responsibilities.Whole life: A permanent policy with a guaranteed payout; builds cash value and is best for final expenses or leaving a legacy.Who Needs What—And WhenTips on which type of policy might fit you best at different life stages, whether you're a single young adult, a new parent, or nearing retirement.Cash Value: The Good, the Bad, and the TruthLaDarris debunks some common confusion about cash value in life insurance—especially what whole life policies can (and can't) do for you.Why Your Insurance Carrier MattersAn eye-opening story highlights the real-world impact of choosing a mutual company versus a stock company, especially in historically underserved communities.The Power of Working With an Independent AgentFind out why shopping around—rather than sticking with a single carrier—can make all the difference for your family's financial future.Connect with LaDarris HuntWebsite: https://ladarrishunt.com/Connect with TiffanyWebsite: https://moneytalkwitht.comFollow Tiff on all platforms: @moneytalkwithtDon't ForgetIf you enjoyed this episode, make sure to subscribe and tune in every Thursday for the latest practical money lessons, personal finance tips, and candid conversations!

Listen to Bill as he interviews Carlan, one of the Life Insurance Industry's top executives! Carlan has been innovating and cultivating new relationships, tools, and platforms for over 31 years. Carlan's wealth of knowledge helps her create additional value for her customers in business development, recruitment, and implementation of Brokerage General Agencies and Independent Marketing Organizations! Also, this podcast episode features time management and business optimization strategies that you can implement into your practice immediately! Carlan's Bio: Carlan W. Snipes is a Field Vice President for the Broad Market distribution channel covering the Southeast region. She has over 31 years in the Financial Services Industry and provides unmatched expertise in expanding the sale of life insurance products.  Carlan's wealth of knowledge helps her create additional value for her customers in business development, recruitment, and implementation of Brokerage General Agencies and Independent Marketing Organizations. Carlan was first recruited to First Colony Life after graduating from Virginia Tech. She advanced her career in positions such as Customer Service Representative, Case Manager, Internal & External Wholesaler, Product Specialist, and Regional Vice President with GE Financial and Genworth. She spent 22 years with Genworth marketing Life Insurance, Annuities, and Linked Benefit products to Independent Brokerage before joining Pacific Life in 2017. Carlan received her Bachelor of Arts degree in Political Science from Virginia Polytechnic Institute and State University (Virginia Tech). She has also obtained the Fellow, Life Management Institute (FLMI), Certified Structured Settlement Consultant (CSSC), and Certified Long-Term Care (CLTC) designations.  Carlan also holds her FINRA Series 6 and VA Life and Health license. Carlan's Acheivements:  Summit Award Winner 2020, 2022, 2023, & 2024 (to win this award, you must achieve 105% or more of your sales goal) Circle of Excellence Winner 2020, 2022, 2023 & 2024 (to win you must achieve 110% or more of sales goal, in 2024 I was 121% to goal) Standford Award Winner 2020 achieved the highest percentage to goal on my team Chairman's Award Winner 2022 achieved the highest percent to goal on my team (PL renamed this award in 2021 when are CEO retired) Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson  Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

The series Fargo is mostly about how the straights are not okay and more people really need to divorce. We talk about: Blue Prince, Final Fantasy MTG, Conviction Machine Broke, Mario Kart World, Superman Movies, Molly Loves Sagat, Wrestling Changes, Cool Ass Catch, Weird Haircuts, Hit By Themes, Life Insurance, High School Bully, Waiting Room Hit Job, Copaganda, The Evil Brothers Are Weird, What Is Billy Bob's Best Role, Ham Molestation, Funeral Letterman Jacket, Murder on Murder, Self Knock Out, Cop Fellatio, Colin Hanks, Paradox,

This week Cameron Christensen and Anthony Faso explain the financial resilience of mutual insurance companies, exploring how these organizations have stood the test of time through every major economic downturn of the last century—including the Great Depression, the stagflation era of the 1970s and 80s, the 2008 financial crisis, and even the COVID-19 pandemic. Discover why mutual insurance companies continue to thrive when banks and other financial institutions struggle, and what this means for investors pursuing the Infinite Banking Concept. Whether you're storing capital for future investments or simply looking for a stable place to grow your wealth, this episode delivers must-know insights on the safety and strategy behind mutual insurance companies.   Resources: Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/  Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

You don't need to work longer—you just need a better plan. Book your complimentary consultation to design a strategy aligned with your retirement goals:

Nancy is a connector and influencer. She attributes her success to personal courage, determination, and joy, when focusing on women's health and wellness, hence creating Women,Worth & Wellness®. Nancy enjoys every opportunity to inspire and inform women about their personal health and wealth, net worth and self-worth, philanthropy and legacy—so that women feel fabulous, generous, joyful, confident, and on top of their game every day. Nancy Griffin established Women, Worth & Wellness in 1994 as a Private Client Wealth Advisor for her female clients and their families. Nancy continues to promote and inspire Daring & Caring Leaders, encouraging them to step up and lead in the world, following in the footsteps from many other powerful Women Leaders in the past. Nancy's overall purpose is to connect and influence for positive impact every chance she gets. In this episode, we discuss important questions to ask on financial planning, end of life financial planning, life insurance and the potential philanthropic component you may not be considering, and more!   Time Stamps:   (0:55) Compartmentalizing Our Lives (4:00) How Health and Wealth Overlap (8:25) Important Questions To Ask (22:10) Family Trust (33:30) End Of Life and The Focus on Money (37:42) Life Insurance and Philanthropy (44:48) State Of The World (50:47) Your Unique Life (51:47) Where To Find Nancy -------------------- Website: http://womenworthwellness.com   Email: nancy@womenworthwellness.com -------------------- My Membership: https://www.carolcovino.com/program/forever-fit-circle/ -------------------- Instagram: https://www.instagram.com/carolcovinofitness/ -------------------- My YouTube Channel: http://youtube.com/@carolcovinofitness -------------------- My Book:  FINDING PURPOSE IN THE PAUSE  

In this episode, Stephen S. interviews Kyle Nott, a seasoned real estate investor who specializes in the infinite banking concept. Kyle shares his journey into real estate, the strategies he employed, and how he integrates life insurance into his investment approach. The conversation delves into the benefits of infinite banking, the importance of being insurable, and the flexibility it offers in financial planning. Kyle emphasizes the need for action and understanding the mechanics of policy loans while navigating the complexities of life insurance products. The episode concludes with a rapid-fire round of questions, providing insights into Kyle's preferences and experiences in the finance and insurance space.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In today's post, Bruce and I (Rachel Marshall) want to bring you behind the scenes of a candid and educational conversation we had with Matt Ewald, Vice President of Life Insurance at Advisors Excel. If you've ever wondered when and why to use guaranteed universal life insurance (GUL) —especially in the context of estate planning—this one is for you. We've been having more and more conversations with families who aren't just thinking about how to grow their wealth—but how to keep it intact for the next generation. And when estate taxes enter the picture, the stakes change. It's not just about protecting income anymore—it's about protecting impact. About making sure what you've built doesn't get lost in fees, confusion, or government claims. Because when it comes to life insurance in the context of wealth transfer, you're not just planning for protection—you're planning for legacy. Let's get into it. Why This Conversation MattersFrom Infinite Banking to Estate Strategy: A Shift in FocusGuaranteed Universal Life insurance 101: What It Is (and Isn't)Estate Planning and the Tax ConversationThe Myth of “Set It and Forget It”What About Accessing Capital?Roth Conversions, IRA Taxes, and Legislative RiskThe Real Value: Peace of Mind, Not Just Rate of ReturnWhat We CoveredBook A Strategy Call Why This Conversation Matters If you're like most of our clients, you're already successful. You've created wealth, you've stewarded well—and now you're asking deeper questions. Questions like: How do I pass on what I've built with intention? How do I shield my estate from unnecessary taxation? Is whole life the only tool for this? Or is there something else I should consider? In this blog, we're breaking down exactly what guaranteed universal life insurance is, how it's different from traditional IULs and whole life, and why it could be a strategic piece in your legacy plan. From Infinite Banking to Estate Strategy: A Shift in Focus We spend a lot of time on this podcast talking about whole life and its power as a privatized banking system—a way to store capital, access liquidity, and fund your life on your own terms. But not every financial goal calls for cash accumulation. Sometimes, the goal isn't to use the money during your lifetime at all. It's to transfer wealth efficiently, minimize estate taxes, and ensure your heirs receive more—without the friction and loss. And that's where guaranteed universal life enters the scene. Guaranteed Universal Life insurance 101: What It Is (and Isn't) Matt Ewald described guaranteed universal life insurance as a permanent term contract. That phrase stuck with me. Here's what it means: GUL is designed to give you the most death benefit for the least premium. Unlike cash-rich whole life or traditional IULs used for banking or income, GUL is a protection-first strategy. The focus is not on growing cash inside the policy. The focus is on locking in a death benefit that will be there guaranteed—no matter what the market does. And what makes it guaranteed? The no-lapse guarantee rider. This rider is the linchpin. It says, “As long as you pay the premium exactly as illustrated, this policy will not lapse—no matter how the underlying market indexes perform, no matter what cap rates change, no matter what happens behind the scenes.” It's simple. It's predictable. And it's ideal for estate planning when death benefit certainty is the priority. Estate Planning and the Tax Conversation Here's the reality we're facing: The estate tax exemption today is high—around $13 million per person. But it won't stay there forever. Just 20 years ago, it was $1 million. And the political winds are already shifting toward reducing the exemption again. That means more families will face estate tax exposure in the future—even those who don't consider themselves “ultra-wealthy.” And taxes at death are not just a theoretical prob...

Hans and Robby are back again this week with a brand new episode! This week, they discuss ROTH IRA's vs cash life insurance. Don't forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

In this special Father's Day episode, I sit down with my dad, Brian Askins. From my very first days as a life insurance agent to now running a huge brand in the industry, his influence has been monumental.We dive into the early days of my career, the lessons he taught me, and the critical role he played in my success. You'll also hear how he continues to mentor and inspire new agents across the country, and how he built a remarkable business through values, vision, and relentless work ethic.We also talk family — the highs, the challenges, and what it's really like working with your child. If you're a parent whose kid is considering this industry, or an agent wondering how to leave a legacy, you won't want to miss his advice.This one's special. Let's celebrate dads who lead, love, and leave something meaningful behind.

In this episode of The Digital Executive podcast, host Brian Thomas sits down with Dr. Robert P. Murphy, co-founder and chief economist at Infineo, to explore how Austrian economics is shaping a new era of financial products. Dr. Murphy discusses how Infineo is bringing life insurance to the blockchain with innovative tools like Life Notes, and why decentralized finance (DeFi) offers a natural evolution for traditionally conservative asset classes.Dr. Murphy also reflects on the growing mistrust in financial institutions and how transparency, philosophy, and AI-driven platforms like Infineo are restoring public confidence. From tokenizing $500 million in life insurance to building an “operating system” for alternative assets, this conversation offers deep insight into the future of finance.Empower your decisions with elite insights – Subscribe to the Digital Executive newsletter today for handpicked strategies, leadership perspectives, and market trends sent directly to you. Sign up today!

In this episode of the Life Insurance Academy Podcast, Chris and Zach break down the subtle but critical ways agents get stuck in conversations — and how to get unstuck. Whether it's a client dodging emotional topics, shutting down early, or relying too heavily on "they can sell the house" logic, this episode gives you real, tested phrases and questions that keep conversations flowing and help you discover real needs. You'll learn how to shift from surface-level talk to meaningful connection, how to ask follow-up questions that unlock deeper responses, and how to become the trusted advisor instead of the nervous salesperson.

Entrepreneur Jeremy Shane joins host Ross Katz to discuss Life for Health, a revolutionary framework aiming to tackle chronic disease through the integration of life insurance, longitudinal data, and preventative care.  From drug discovery feedback loops to outcomes-based pricing, Shane outlines a bold new path for biotech and healthcare convergence. ​​What You'll Learn in This Episode: Why today's healthcare system fails chronic disease patients and how Life for Health aims to fix it.How longitudinal data and life insurance can realign healthcare incentives for better outcomes.The economic logic behind outcomes-based annuity pricing for breakthrough drugs like GLP-1s.What biotech companies gain from a proactive, participant-driven health model.How clinical trials could transform through pre-qualified data-rich populations. Meet Our Guest Jeremy Shane, Venture Partner at NextGen Venture Partners, is a healthcare innovator focused on chronic disease. With leadership experience at HealthCentral, WebMD, and 2U, he now pioneers Life for Health, blending life insurance with preventative care to realign incentives and extend health span. Life for Health, the book, will be released in July 2025.  To learn more about Life For Health or get involved, go to www.lifeforhealth.com About The Host Ross Katz is Principal and Data Science Lead at CorrDyn. Ross specializes in building intelligent data systems that empower biotech and healthcare organizations to extract insights and drive innovation. Connect with Our Guest: Sponsor: CorrDyn, a data consultancyConnect with Jeremy Shane on LinkedIn or on Twitter @jeremylshane Connect with Us: Follow the podcast for more insightful discussions on the latest in biotech and data science.Subscribe and leave a review if you enjoyed this episode! Sponsored by… This episode is brought to you by CorrDyn, the leader in data-driven solutions for biotech and healthcare. Discover how CorrDyn is helping organizations turn data into breakthroughs at CorrDyn.

In this episode Cameron and Anthony interview Dustin Heiner, a real estate investor and the founder of Master Passive Income, to discuss how to create passive income that covers your living expenses—and eventually makes you “successfully unemployed.” Dustin reveals his journey from being unexpectedly laid off from a government job to building a real estate empire, and how he now helps others achieve financial freedom. The conversation covers the importance of mindset, why building a business comes before buying properties, creative ways to finance real estate deals (even with little money), and the biggest mistakes new investors make For Dustin's free course text “RENTAL” to 33777 or go to https://masterpassiveincome.com/freecourse Find Justin on Instagram: @thedustinhiener   Resources: Join the Infinite Wealth Study Group: https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/  Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Should you buy a life insurance policy for yourself, and if so, what type? And if you've received a life insurance payout, how do you use that money wisely without letting grief cloud your judgment? In this episode of Financially Ever After Widowhood, Stacy Francis sits down with financial planner and longtime colleague Avani Ramnani to break down the most important financial decisions widows face around life insurance, income planning, and long-term security. Whether you're navigating your own life insurance needs, managing a recent payout, or trying to make your finances sustainable on a single income, this episode gives you the tools and knowledge to make informed decisions with confidence. You'll hear them discuss: How to decide whether you still need life insurance as a widow, and why having dependents (like young children or a disabled adult) plays a key role in that decision What to do with a life insurance payout - including why doing nothing at first may be the wisest move until your emotions settle and clearer planning is possible The difference between term and permanent life insurance, and why term insurance is usually the most affordable and effective option for most families Why tracking your spending - at least for a year - is essential, and how to do it without getting overwhelmed or obsessing over minor purchases How widows' income often drops significantly after their spouse dies, even though expenses may stay the same, and what that means for sustainable financial planning Why it's critical to prioritize your own long-term financial health before helping adult children or family members, and how to handle emotional pressure around money The two options for handling a late spouse's IRA or retirement account, and how to choose between rolling it into your own IRA or keeping it as an inherited IRA Resources Avani Ramnani on LinkedIn Resources mentioned Savvy Ladies - Free Financial Education and Helpline for Women You Need a Budget Stacy Francis on LinkedIn |vX(Twitter) | Email FrancisFinancial.com Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!

In this episode, I sit down with Edward Pritchett — one of the top agency builders in the game — to talk about how to build a successful insurance agency from home.Edward shares real strategies for agents and agency owners to grow remotely, recruit effectively, and create systems that scale. If you're in insurance, this is a must-watch.Get in contact with Edward here: https://pritchettagency.com

Our advisor is suggesting we look into life insurance with a long-term care rider. We are concerned about the cost/benefit of such a policy and are not huge fans of life insurance. What do you think? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ "Jill on Money" theme music is by Joel Goodman, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.joelgoodman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Join Richard Carthon live from Bitcoin Las Vegas in this exciting episode of the Edge of Show! We have a special guest, Zach Townsend, co-founder and CEO of Meanwhile, the world's first Bitcoin-dominated life insurance company. Zach shares his journey from leading McKinsey's financial services practice to creating a revolutionary financial product aimed at democratizing financial protection through Bitcoin.In this episode, we dive deep into:The concept of Bitcoin-dominated life insurance and how it worksThe importance of institutional adoption of BitcoinZach's unique background and experiences that led him to found MeanwhileThe benefits of whole life insurance and how it differs from traditional policiesThe future of Meanwhile and its vision for the Bitcoin economyZach also discusses the significance of long-term savings, the potential for Bitcoin as a store of value, and how Meanwhile aims to provide accessible financial protection for everyone, especially in countries facing economic instability.Whether you're a Bitcoin enthusiast or just curious about innovative financial solutions, this episode is packed with insights you won't want to miss!Support us through our Sponsors! ☕

Want To Learn More About Key Person Insurance? Click Here: https://bttr.ly/aa-yt-clarity Learn More About the And Asset: https://bttr.ly/andasset======================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this episode of Insurance Town, host and Mayor, Heath engages with Allen Hudson at the PIA Virginia DC Conference. They discuss the critical importance of information sharing in the insurance industry, especially for independent agents. The conversation highlights the role of technology, particularly AI, in enhancing efficiency and specialization within agencies. Allen shares insights on the resurgence of independent agents and the necessity of niche specialization to compete in a changing market. The episode concludes with advice for both new and seasoned agents on how to adapt and thrive in the evolving insurance landscape.takeawaysInformation sharing is essential for independent agencies.AI can streamline processes and improve efficiency.Niche specialization helps agencies stand out in the market.Independent agents are seeing a resurgence in demand.Proactive communication with carriers fosters better partnerships.Understanding carrier appetites is crucial for success.Technology can significantly enhance agency operations.Specialization allows for better training and support for staff.The insurance market is evolving, requiring adaptability.Building relationships with carriers can lead to better opportunities.Chapters00:00Welcome to Insurance Town02:123 people you would invite to your block party dead or alive?03:53what peice of tech could you not live without?4:45The Importance of Information Sharing5:00Embracing Technology in Insurance05:14Niche Specialization in Insurance12:25The Resurgence of Independent Agents14:26Advice for New and Existing Agents20:25Leveraging Technology for Efficiency

Ever walked away from a client call feeling like something went wrong—but couldn't explain why? You're not alone. In this episode, Roger and Chris dive deep into why agents are losing sales and don't even realize it. From jargon-heavy language to poor communication habits and lack of active listening, this conversation breaks down the subtle mistakes that are costing agents sales every day. You'll learn how to avoid these traps, build stronger rapport, and simplify your language to actually connect with clients on a human level. If you want to become a more confident and effective communicator, this episode is a must-listen. Whether you're new to the business or a seasoned pro, these practical insights can immediately improve your close rate—and your relationships.

Reacting to Princeton graduate, Danny Baer on the Natalie Brunell Show (@nataliebrunell), speaking about his new company that sells bitcoin only life insurance. Is this bold new idea innovative, risky, or a bit of both? Want Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault 00:00 Bitcoin Meets Whole Life Insurance03:11 How does this work?06:06 Risks and Benefits08:29 Tax Advantages 12:21 I have so many questions...15:27 Final Thoughts & Future Considerations______________________________________________ Learn More About BetterWealth: https://betterwealth.com ==================== DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.