Podcasts about Life insurance

Are you curious about how banks make lots of money? In this episode, the financial coaches dive into one of the lesser-known financial strategies that banks use to build wealth: Bank-Owned Life Insurance (BOLI). While BOLI is typically utilized by financial institutions to create long-term, tax-deferred growth, the coaches break down how anyone can apply the same principles to their own financial strategies. They explain how BOLI provides financial freedom through tax advantages, compounding growth, and safe wealth accumulation. If you're looking to build wealth in a way that outlives traditional methods, this episode is a must-listen. Top three things you will learn:-How banks leverage life insurance to build wealth and mitigate financial risks-Why bank-owned life insurance (BOLI) is a valuable strategy for personal finances-Practical steps to integrate the same strategies used by banks into your own financial planningDisclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.

The new short documentary film "Cashing Out" examines the complications of buying life-insurance policies for HIV-positive gay men. Matt Nadel, who directed the film for The New Yorker, and subject Scott Paige join to discuss.

If you're a Life Insurance Agent or Final Expense Agent looking to grow your income, expand your opportunity, and build LONG-TERM renewals… this interview is for you.Today I'm sitting down with Chris Smith from Loyal Insurance Group, one of the sharpest guys in the Medicare space. Chris breaks down EXACTLY why so many life insurance agents should be transitioning into Medicare… and how you can start doing it today even if you've never quoted a Medicare plan before.

     MEDICARE ADVANTAGE MINUTE:                                                         Informed consent: The key to preventing big Medicare Advantage mistakes!      YOUR MEDICARE BENEFITS 2025:                                                            Surgical Dressings Enjoy some correspondence from clients or wannabe clients:      Ken & Mrs. Ken sent their heartfelt thanks for the help with various insurance products, including Medicare supplement and life insurance which they shopped for effortlessly and without being irritated by me or any other annoying insurance agent.      A new client, under 65 on SSDI, wrote to request Medicare supplement quotes. Fortunately for her, the rates in her state are quite reasonable.      ANON sent a lengthy message entitled: Two Complaints and Some Serious Foot-Stomping (or words to that effect);      ANON II sent a short, invective-laden complaint.  Finally, we held a short review of a list of the most frequently prescribed drugs in America.      Inspired by: "MEDICARE FOR THE LAZY MAN 2025; SIMPLEST & EASIEST GUIDE EVER!" "MEDICARE DRUG PLANS: A SIMPLE D-I-Y GUIDE" "MEDICARE FOR THE LAZY MAN: BARE BONES!" For sale on Amazon.com. After enjoying the books, please consider returning to leave a short customer review to  help future readers. Official website: https://www.MedicareForTheLazyMan.com.

When it comes to securing our financial future, financial protection is often overlooked. When it comes to taking out a financial protection policy, there are a few things you need to know. Because of this, I am joined with Laurence Hoffman, from Advantage Protection!Want to take out a new insurance policy, or update your current one? Check out Advantage Protection today!For more All Things Money, make sure you give us a follow on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and sign up for our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠monthly newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!Fancy supporting the podcast? You can do so ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Stephen Grootes speaks to Gareth Friedlander, Deputy CEO of Discovery Life about how the insurer has transformed life insurance over the past 25 years, shifting value from paying mostly at death to delivering benefits and rewards throughout clients’ lifetimes, and what this means for closing South Africa’s R50 trillion protection gap. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Fortune cookies, Christ's birth as Savior, and Santa Claus rolling through a Christmas parade.   First Sunday in Advent: Jer. 23:5–8, Rom. 13:(8–10) 11–14, Matt. 21:1–9

Banks classify your life insurance as an asset, so why do so many people treat it like an expense?  In this episode, we break down how dividend-paying whole life can be your warehouse of wealth without feeding inflation like the banking system does.

Let's talk about failure!Failure gets a bad rap. But if you stop and think about it, failure really is one of the good guys in our lives.Here are five reasons failure is GOOD. Didn't see that one coming, did you...?YouTube version: https://youtu.be/Pf0MC9qdUHwIf you have any questions, you can reach us here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Have an idea or topic suggestion? Talk to me:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

Caleb Guilliams and Devin Burr (@Mr_Brrrr) return to tackle the internet's toughest questions about Infinite Banking. The good, the skeptical, and the ugly. From people asking how soon they can access cash value, to critics calling Infinite Banking a scam, nothing is off-limits. 00:00 Introduction to Infinite Banking and Skepticism02:32 Starting a Policy: Amounts and Strategies04:57 Age Considerations in Infinite Banking08:35 Trusts and Legacy Planning11:56 Tax Implications and Loan Structures20:01 Comparing Whole Life and IULs30:11 Understanding Policy Loans and Insurance Company Profitability42:18 Understanding Investment vs. Savings45:00 The Role of Life Insurance as an Asset46:01 The Value of Life Insurance in Financial Planning50:02 Critique of 401(k) Plans55:25 The Debate on 401(k) Matches58:19 Infinite Banking: Concept vs. Scam01:06:04 Ethics of Lending and Interest Rates01:11:36 Intentional Living and Business ValuesWant a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vaultWant 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.

What happens when you stop chasing status and start building a family mission?

What happens when a faith-driven powerhouse and a relentless recruiter break down the real engine behind explosive growth?In this episode, Nick sits down with Spencer Kozej—a 25-year-old life insurance phenom who went from broke, bitter, and searching… to leading a 150-man sales force and generating hundreds of thousands in personal production his very first year. Together, they dive into the pillars behind Spencer's rise: unshakable faith, extreme discipline, world-class fitness, and a recruiting system that brings in hundreds of prospects every single week.If you're a salesperson or leader trying to build a culture, attract talent, and become someone worth following… this episode is for you.Because when your life aligns with your purpose, your business becomes unstoppable.

Smart Dating Divas Embracing Love and Life Transitions with Donna Meador In this episode of Widow Wisdom and Wealth™, host Donna interviews Donna Meador, who shares her incredible story of finding love later in life, navigating relationships with adult children, enduring financial hardships, and rebuilding her life after loss. Donna discusses the loss of her first husband, her journey to find new love, creating a blended family, and starting Smart Dating Divas. She highlights the importance of self-love, financial planning, and effective communication with loved ones. The episode offers valuable insights for widows considering dating and provides practical advice on handling financial and emotional challenges.   00:00 Introduction to Donna Meador 00:20 Donna's Journey: Love, Loss, and New Beginnings 02:52 Donna's Current Life and Family 04:40 Navigating Widowhood and Dating Again 05:49 Donna's Dating Philosophy and Book 10:24 Meeting Jeff: A New Love Story 12:47 Challenges and Insights on Dating as a Widow 18:22 Support and Guidance for Widows 21:05 Financial Struggles as a Widow 22:22 Navigating Social Security Benefits 24:22 Finding Love Again and Financial Planning 26:50 The Importance of Life Insurance 28:20 Financial Education and Support 32:07 Communicating with Adult Children 43:03 Final Thoughts and Resources   Connect with Donna Meador:  Website: https://smartdatingdivas.com/  Donna Meadow's Free ABC Dating Secrets: https://smartdatingdivas.com/abc?utm_source=ig&utm_medium=social&utm_content=link_in_bio&fbclid=PAZXh0bgNhZW0CMTEAc3J0YwZhcHBfaWQMMjU2MjgxMDQwNTU4AAGnP-C7LmxDvQecwICsyXNzyfxnfy6KY5d3vJD7aN_vnSE8XKVCXJQmXTLWCws_aem_LM5VmfAfJSIJr_BnQqPYuQ   Want to be our next guest? Click here: https://widowwisdomwealth.com/be-our-guest/    Donna Kendrick is a Certified Financial Planner and Certified Divorce Financial Analyst and owner of Sephton Financial located at 314 Washington Ln, Jenkintown, PA 19046. If you'd like to contact Sephton Financial you can do so online at SephtonFinanical.com or by calling 215 948 3945 Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated. The views depicted in this material are for information purposes only and are not necessarily those of Sephton Financial. They should not be considered specific advice or recommendations for any individual. Neither Sephton Financial nor any of its representatives may give legal or tax advice.

This week, we're breaking down the classic “I have life insurance through work” objection and giving you the exact questions and language to move the conversation forward without feeling pushy. You'll learn why customers default to this objection, how to use the AVA framework, and how to prevent the objection altogether by shifting the way you position life insurance from the start. This episode is perfect for any agent or team member who wants smoother conversations and more closed life apps.✅ Questions about enrolling your team in our Friday Live Training & Wednesday Live Role Play Calls? Click Here: https://insurancesalespro.org/lifeproducers-✅ Subscribe to Colter's FREE insurance sales trainings:Youtube: https://www.youtube.com/channel/UC-35rEOirer-rBo62SAokawApple Podcasts:⁠https://podcasts.apple.com/us/podcast/the-team-member-perspective/id1675925320⁠Spotify:⁠https://open.spotify.com/show/0EYYJYvouM22DfuAcYjhiK?si=m8gTTwvFReGfSIGQ7yZHcQ⁠Private Facebook Group: https://www.facebook.com/share/g/sSe3faCfV6KLVJh4/

In this special episode of Life Matters Podcast, hosts Bill Bell, VP of Advanced Sales, and Jenna Washatka, Director of Advanced Sales, bring together the entire Penn Mutual Advanced Sales team for a unique financial professional driven conversation built mostly from questions submitted by financial professionals across the country.Joining the discussion are Lindsay Cigler, Amy Bryant, George Bradley, Jay Perlman, and Bruce Guillemette, Directors of Advanced Sales, as they tackle the most timely and technical topics shaping today's advanced planning landscape. From the effects of new legislation to evolving executive benefit strategies and emerging market opportunities in 2026, this roundtable offers expert perspectives from every angle.Key Takeaways:How the Triple B and interest rate changes are influencing the advanced planning marketplaceWhy income tax and estate planning remain crucial for the middle affluentThe evolving role of executive benefits, Restricted Executive Bonus Arrangements (REBAs), and premium financing in business-owner planningThe story behind “Life Insurance as an Alternate Asset” and how it's changing client conversationsWhether you're a financial professional, or industry partner, this episode delivers expert insight and practical strategies straight from Penn Mutual's Advanced Sales team.Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.comFollow Us Facebook: https://www.facebook.com/PennMutual/Instagram: https://www.instagram.com/PennMutual/LinkedIn: https://www.linkedin.com/company/penn-mutual/Presented by Penn Mutual: https://www.pennmutual.com/This podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.8616185NS_NOV27 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this insightful episode of Talk Law Radio, host Todd Marquardt dives into practical and strategic ways to turn home equity into opportunity. Joined by Joseph Warren of Financial Planning HQ and Tony Tylman of Mpire Financial, this conversation connects faith, financial wisdom, and legacy planning to help families protect what matters most.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereHow do you know if you can actually afford to retire as a Canadian business owner — and are you sure the “freedom number” you're chasing is even the right one?Most business owners have built impressive balance sheets, yet still feel uncertain about stepping away from work because their wealth isn't structured to pay them when they stop earning. You may have properties, retained earnings, or a thriving company — but little of it translates into reliable, personal cashflow. This episode breaks down why traditional retirement advice fails entrepreneurs and shows a simpler, more accurate way to calculate what your lifestyle truly costs. You'll also hear how reorganizing the wealth you already have can convert static assets into sustainable, tax-efficient income for decades.You'll discover: How to calculate your real financial freedom number using a lifestyle-first formula. How to sort your assets into three practical buckets so you can unlock income without selling everything. How to build a predictable, tax-efficient income engine that keeps paying you even after you step away from your business.Press play to learn how to turn your existing wealth into a system that makes work optional.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Canadian business owners looking to build long-term wealth in Canada need a retirement planning approach that goes beyond traditional RRSP optimization and real estate investing. A modern Canadian wealth plan blends financial vision setting with smart asset organization, using financial buckets, tax-efficient investing, and corporation investment strategies to create reliable income strategies that support financial freedom Canada. By combining salary Ready to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Your business is like a person: childhood, teenage years and adulthood. All very different.When you start out as a life insurance agent, your focus is different from when you've entered phase 2 and eventually phase 3.This podcast breaks down my best interpretation of all three (even though I've never been in phase 3).I hope it helps you understand a little better about where you are currently and how best to move ahead, despite your challenges.YouTube version: https://youtu.be/7xdFLhYfZeYIf you have any questions, you can reach us here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Have an idea or topic suggestion? Talk to me:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

In this engaging conversation, Heath Shearon and Alex Rodov explore the vibrant culture of Toronto, the evolution of technology and quality assurance, and the critical role of testing in the insurance industry. Alex shares his journey from humble beginnings to becoming a leader in the tech space, emphasizing the importance of methodology and the pressures faced in quality assurance. They discuss the challenges of trusting technology, the significance of consumer education, and the future of QA technology, including Alex's new book on testing.TakeawaysGrowing up in Toronto inspired Alex's passion for technology.Quality assurance has evolved significantly over the years.Pressure in QA is a constant, especially in critical industries.Methodology is essential for effective software testing.Consumer education is vital for understanding technology's reliability.The insurance industry heavily relies on quality assurance processes.Alex's book aims to educate consumers about testing.Investing in QA technology is crucial for future advancements.Chapters00:00 Exploring Toronto: A Cultural Hub06:03 The Evolution of Quality Assurance in Tech13:48 The Importance of Methodology in QA22:02 The Role of QA in the Insurance Industry30:12 Investing in the Future of QA TechnologySponsors:Smart Choice- the fastest growing agency network hands down Canopy Connect- your 1 click solution for all things dec pages, intake platforms etc MAV- the AI-powered insurance expert that engages unlimited leads with text messaging 

Welcome to the WealthBuilders Podcast where Karen Conrad Metcalfe and Dominic Rufran discuss high-liquidity life insurance policies as a tool for real estate investing.Former Division 1 football player turned entrepreneur, Dominic Rufran shares his inspiring journey from poverty to success. As President of Better Wealth, Dom reveals a powerful wealth-building strategy using life insurance policies to finance real estate investing. He explains how these unique policies offer tax advantages, creditor protection, and early access to funds, allowing investors to leverage their money more effectively. Find out how life insurance can be more than just a death benefit—it can be a dynamic financial instrument for building wealth. Join us for practical insights into alternative financing methods and the importance of strategic financial planning. Liquidity, Leverage, and Life Insurance: Breaking the MythsMore Resources:Learn more about WealthBuildershttps://www.wealthbuilders.org/FREE Download - Top 10 Secrets of Real Estate Financinghttps://www.wealthbuilders.org/TopTen/WealthBuilders Conference 2026https://www.wealthbuilders.org/heavenonearthFREE Copy of The And Assethttp://www.andasset.com/wealthbuildersLearn More About Whole Life Insurance http://WealthBuilders.org/insurance2finance

I started in 1986 as a traditional stockbroker — chasing market returns, diversification, and all the "smart" financial strategies. But after living through multiple crashes and seeing clients lose decades of gains overnight… I knew there had to be a better way. The truth? The markets are rigged against consistency. You retire in the wrong year — you lose. You defer taxes in a 401(k) — you lose again when rates rise. I was done playing that game. That's when I discovered life insurance as a wealth engine, not a death benefit. A properly designed policy isn't about dying richer — it's about living freer. It gives you liquidity, tax-free growth, leverage, and the ability to fund alternative investments — without market risk. When I saw how a leveraged life strategy could outperform traditional portfolios while adding safety, flexibility, and legacy — I stopped selling stocks and started helping people build financial freedom the right way. If you're tired of the same Wall Street rollercoaster and want real control over your money, it's time to see what this strategy can do for you.

"Fear Is the Real Objection — And Most Agents Don't Even Know It." In this episode of the Life Insurance Academy Podcast, Chris and Zach break down the real reason most agents struggle to gain traction in this business: fear. Whether it shows up as procrastination, perfectionism, avoiding hard questions, talking too fast, over-explaining, apologizing for the price, or sounding like a script-reading robot…

In this episode of the Society of Actuaries Research Insights Podcast, Dale Hall, Managing Director of Research at the Society of Actuaries, explores the 2019 Individual Life Insurance Mortality Experience Report with two expert guests: Jim Toole, FSA, CERA, MAAA, Chief Luminary at Aurora Actuarial, and Philip Adams, FSA, CERA, MAAA, Senior Experience Studies Actuary at the SOA Research Institute. They discuss the significant shifts in mortality trends from 2012 through 2019, including the dominance of level premium term insurance, the introduction of expanded preferred underwriting classes, and the increase in older age issue ages. The conversation also highlights the transition of data collection from MIB to the NAIC, and how predictive analytics like boosted decision trees and vine copulas were leveraged for data validation and insights. Actuaries will find insights into how these findings can support pricing, reserving, and risk management efforts, along with resources such as Tableau dashboards and downloadable text files that make data analysis more accessible. With post-2019 data expected soon, this episode offers timely reflections on the evolving landscape of individual life insurance mortality. Access the report and related materials by visiting the SOA website at:  https://www.soa.org/resources/research-reports/2024/ilec-mort-2012-19/

Denise Child v. Unum Life Insurance Co. of America

For episode 629 of the BlockHash Podcast, host Brandon Zemp is joined by Jay Rogers, CRO & Co-founder for Infineo.Infineo is digitizing the $3+ trillion life insurance industry using blockchain technology to provide friction-free access to one of the most stable assets in the world for both institutional and retail investors at scale. The total addressable market (TAM) is virtually unlimited for infineo as it builds a fixed-income alternative with no principal or interest rate risk.  ⏳ Timestamps: (0:00) Introduction(0:48) Who is Jay Rogers?(2:15) What is Infineo?(4:55) How to tokenize the life insurance industry?(8:00) Coupling Agentic AI with RWAs(11:13) Infineo at Blockchain Futurist(13:08) Infineo roadmap for 2026(15:08) Infineo website & socials 

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We're joined by Brian Greenberg, founder of True Blue Life Insurance, to discuss how agents can combine AI, automation, and traditional strategies to grow their business. From improving lead conversion and designing effective landing pages to harnessing client reviews and maintaining persistence in sales, Brian breaks down the tools and mindset that make modern life insurance sales effective.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

in this weeks episode I sat down with my good friend Poppy Danker and have a blast talking about this small down agency and how she has just exploded in growth using social media. Yes you heard that right. Its wild to see!! Ive been watching this agency since the beginning from 500 followers to now over 25k followers and viral videos and the whole thing. its so fun. You just gotta hear this one ...sponsored by :Smart Choice Canopy Connect MAV

What if you're sabotaging 90% of your sales in the first five minutes? Most agents spend all their energy perfecting scripts, word tracks, and closing lines… but they miss the one foundational element that makes everything else work: trust. In this episode, Roger Short breaks down the most essential sales fundamental that separates top producers from struggling agents — and shows you how to build trust fast through authority and empathy in every environment:

Learn key considerations for trustees managing Irrevocable Life Insurance Trusts (ILITs) and how to navigate grantor rules and withdrawal rights. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

Here are a few phrases you can use in your sales presentation and on the phone that will help you come across more as a caring advisor than a salesperson.Value-building statements.It's all about helping someone, not pushing them. :)YouTube version: https://youtu.be/95RzanOIy60If you have any questions, you can reach us here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Have an idea or topic suggestion? Talk to me:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

This week in Insurance Town I sat down with my friend Evan Smith of Mav. We had an incredible conversation about growing your sales with leads and building an inside sales team . We discussed the importance of recognizing that you have to have a vision and a plan before working with leads and not try to scale too quickly We discussed the idea of there is no “bad lead” and what that means. We discover ways to write any lead . The numbers game that is leads and why MAV is THE go to for scaling and growing you business with online leads. Check this one out and hear his three pillars of working with leads successfully. And so much more Sponsors:Smart Choice® the fastest growing agency network hands down and now with 11,000 agencies across the country Canopy Connect -THE one click solution to getting the dec pages you need to quote your prospects and get loss runs and driver lists , and vehicle lists and , and and… check it outActivate to view larger image,

In this high-impact episode of Live Life by Design, Jeff Mendez is joined by Ryan Lee — real estate investor, educator, and co-author of Retire in 10 Years or Less. Together, they challenge traditional financial advice, unpack how to escape the “retirement trap,” and explore what it really means to live life by design. From smart tax strategy to redefining freedom, this conversation is packed with real talk, actionable insights, and powerful perspective shifts for anyone ready to take control of their time, money, and purpose.Timestamps:00:00 Welcome & Life Update01:06 Retire in 10 Years or Less02:14 Real Estate Beginnings03:54 Rich Dad, Poor Dad Takeaways05:15 Savers Are Losers06:00 Debt is Money08:10 The Tax Code & Patriotism11:06 Inflation as a Hidden Tax13:12 Playing the Tax Game Smart17:06 Favorite Chapter of the Book19:06 The 3 Investing No-Nos23:27 Financial Freedom is a Lifestyle26:59 The Day Ryan Quit His Job30:25 Advice for People Feeling Stuck32:00 Life Insurance & Legacy34:00 The 3 Questions That Change Everything38:00 The Ownership Economy40:01 Last Words of Wisdom42:15 Where to Get the Book43:34 What's Next for Ryan Lee44:33 Closing Remarks Hosted on Acast. See acast.com/privacy for more information.

From Uber shifts to building Legacy Wealth Academy: In this episode of the Life Insurance Academy Podcast, we sit down with Mark Cassara (Frisco, TX)—a financial strategist and educator who's grown an audience of 2M+ across TikTok, Instagram, YouTube, and Facebook— to unpack how short-form, value-first content can build trust, generate inbound leads, and fuel a thriving virtual practice focused on IULs, executive bonus plans, and retirement strategies. Mark shares: How he went from 3 jobs to full-time in 6–8 months—and then doubled his income year over year The content system (and cadence) that took him from 0 to 100K+ followers in months Why short-form "give, give, give" education beats hard selling Clear, plain-English explanations of IULs (upside potential, 0% floor, liquidity, and common pitfalls) Real-world client use cases: enhanced liquidity riders, premium deposit accounts, and executive strategies How he onboards agents with a social media bootcamp so they can win faster If you're an agent, leader, or entrepreneur who wants to build a pipeline without buying leads—and serve families with clarity and confidence—this one's for you.    

The Future of Insurance Sales is HEREThis is the first and only 24/7 AI-powered sales coaching platform built exclusively for insurance professionals. Book your Demo Here

In this episode, Bill interviews successful Levinson Agent Ronald, who shares his secrets and what it takes to be a top producer in today's environment! His story is extremely inspiring and one that we can all learn from! His business model includes P&C, Employee Benefits, and Financial Services, primarily with Business Owners for over 25 years! Ronald's Biography: Ronald is an experienced Financial Consultant with a demonstrated history of working in the insurance industry. He possesses skills in Life Insurance, Annuities, Health Insurance, Risk Management, Property & Casualty Insurance, Employee Benefits Design, and Sales. He graduated from Temple University - Fox School of Business and Management. 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  

What's really holding your team back from doubling their life insurance production?In this episode, we break down the five biggest constraints keeping team members from hitting their potential — and the mindset and systems needed to overcome them.From time management and lead flow to belief systems and personal drive, this episode is a blueprint for any team member ready to make life insurance production intentional instead of accidental.

Long-term care (LTC) insurance is evolving fast. In this episode, Rick Stewart from Crump explains how product innovation is reshaping the industry around flexible, client-focused solutions.Life insurance combo products and annuities with LTC riders are now among the fastest-growing options. Add to that, joint policies for couples and new short-term care plans, and financial professionals have more opportunities to meet a wide range of budgets, ages, and care needs.Find out how to help your clients plan for care without overspending, missing underwriting windows, or putting their retirement at risk.Guest: Rick Stewart, CLTC, Vice President, Long-Term Care Sales, Crump

Send us a textLicensed social worker and certified financial social worker Bas Moreno joins John to unpack the real-life money pressures of the sandwich generation—caring for kids and aging parents—while building toward financial freedom. Bas shares how loss, single income stretches, and debt shaped his mindset, why he now teaches life insurance, estate planning, and Social Security survivor benefits as non-negotiables, and how to “play the game without losing your integrity.” We also hit on credit rebuilding, first-gen homeownership, starting a business, and the power of networking to create opportunities. Stick around for Bas's rapid-fire on legacy, integrity, and the #1 first step to your walk to wealth: start.Guest: Bas Moreno, LMSW, CFSW — Certified Financial Social Worker; host of The Social Work Rants Podcast; author of Trying Through Pain. His work centers people of color navigating caregiving, mental health, and money.Highlights: defining wealth as time with family and residual income, not hustle for hustle's sake; discovering survivor benefits for his kids after tragedy and using life insurance to cover costs; rebuilding credit post-divorce and diving into financial literacy circa 2020; pivoting into financial social work and normalizing conversations about wills, trusts, and avoiding GoFundMe funerals.Connect with Bas: IG/Threads @BasMorenoConsulting; Social Work Rants Podcast on YouTube & all platforms; book Trying Through Pain on Amazon/Spotify/Libro.fm; site: BasMorenoConsulting.net (in progress).Disclaimer: Educational only; not financial advice.Support the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers.3. Whether you're just starting your business or your business is established, ChatGPT can help you take your business to the next level. Get Instant Access To My List of Top 10 ChatGPT Prompts To Save You Time, Energy, & Money: HTTPS://WWW.STOPANDSTARE.MEDIA/AI

Tony chats with Todd Hawk, Founder and CEO At Elisa For Life, they are an insurtech in the Life Insurance space solving a difficult issue in that space, the younger generation of buyers don't respond well to cold-calling or mailers. Elisa for Life is an embeddable digital advisor and digital sales assistant. The prospect answers a series of questions, gets scored, educated, and then Elisa makes a broad recommendation leaving the agent a lot of room to work with. Their goal is to help independent agents compete with tech companies in selling Life in a modern way.Todd Hawk: https://www.linkedin.com/in/todd-hawk-b5a99748/Elisa For Life: https://www.elisaforlife.com/Video Version: https://youtu.be/N-EDoGGID9Y

Tony chats with Jake Tamarkin - Co-Founder & President at Everyday Life Insurance, they are building the premiere life insurance platform for everyday people. They are an independent life insurance agency that caters to people that want to do business online. They use machine learning and other tools to help people find the best fitting Life product for them.Jake Tamarkin: https://www.linkedin.com/in/jake-tamarkin/Everyday Life: https://everydaylifeinsurance.com/Video Version: https://youtu.be/pazFw5gARAU

 In this episode of the Insurance Town Podcast, Heath Shearon hosts Christopher Frankland to discuss the intersection of technology and insurance, focusing on AI's impact on the industry. They explore the concept of the 'bionic agent,' the role of AI in transforming insurance processes, and the future of human interaction in a tech-driven world. The conversation also touches on personal anecdotes, the importance of adapting to technological changes, and the potential for AI to enhance customer experiences.Takeaways:AI is transforming the insurance industry by automating processes and enhancing customer experiences.The concept of the 'bionic agent' combines human expertise with AI technology.Adapting to technological changes is crucial for staying relevant in the industry.AI is no longer just a buzzword; it's a fundamental shift in how we work.The insurance industry is fragmented, with varying levels of AI adoption.Human interaction remains essential, even as automation increases.AI can help solve real problems and tackle industry challenges.The future of insurance involves a blend of technology and human touch.AI's role in insurance is evolving, with potential for real-time risk assessment.Education and upskilling are vital for embracing AI in the industry.Sound Bites:AI is transforming insurance.The bionic agent is the future.Adapt to tech changes or fall behind.AI is a fundamental shift.Human interaction is still key.AI solves real industry problems.The future blends tech and human touch.Real-time risk assessment is coming.Education is key for AI adoption.AI is beyond just a buzzword.Chapters:00:00:00 Introduction and Guest Introduction00:00:00 AI's Impact on Insurance00:00:01 The Bionic Agent Concept00:00:02 Adapting to Technological Changes00:00:03 Future of Human Interaction in InsuranceSponsors:Smart Choice Agents Program- the fastest growing agency network hands down. Canopy Connect: Your one click solution for getting everything you need to quote your prospects 

Live and Learn with Katie, Learn Something New!Catch Victor from VIC Agency on Live and Learn as he explains when to get life insurance, how to choose the right coverage, and what really matters when comparing policies. Get real advice and practical tips that help you protect your family and feel confident about your choices. ​​Do not miss this episode if you want to stay ahead and make the best decisions for your future.​​#LifeInsurance #InsuranceTips​​Connect with Victor: https://www.facebook.com/profile.php?id=61581168250106​​Brought to you by Team EvoAZ at eXp Realty and MOMnation! ​​Connect and Follow us at https://www.facebook.com/MOMnationUSA​​This episode is prerecorded.

Agents are failing for five simple, fixable reasons — and it's costing them sales. In this episode of the Life Insurance Academy Podcast, Roger Short and Chris Ball break down what's really holding agents back in telesales — and how to fix it fast. You'll learn how to: ✅ Master your script until it sounds natural ✅ Build confidence through competence ✅ Understand medications & underwriting basics ✅ Discover affordability before pricing ✅ Move confidently toward the application ✅ Practice your carrier apps like a pro These small changes create big wins — more confidence, more trust, and more closes. If you're tired of missing sales you should be winning, this one's for you.

Send us a textCan shifting your mindset about money unlock not just financial freedom, but also mental peace? In this deeply inspiring and practical episode, Lira sits down with Shai-dam Akwo, a financial professional consultant and CEO of One-Off Elite, who shares his incredible journey from extreme poverty in Cameroon to building a successful life and business in the United States. Shy's story is a powerful testament to resilience, the drive for a better future, and the critical role financial literacy plays in breaking generational cycles.Shai offers profound insights into the cultural and historical reasons why money remains a taboo subject in many African and Black communities, explaining how societal pressures and a misunderstanding of wealth often lead to financial stress and hinder true progress. He draws a crucial distinction between being rich (making money) and being wealthy (building sustainable financial peace and security that lasts even if you stop working). This conversation is a masterclass in shifting from a survival mindset to a wealth-building one.This episode is packed with actionable advice for anyone ready to take control of their financial future. Shai emphasizes the foundational steps: educating yourself (even through free resources like YouTube and audiobooks), setting massive goals that scare you, disciplined budgeting, finding side hustles, and understanding that building wealth is a long-term journey requiring consistency and patience. He passionately argues that life insurance is the cornerstone of any wealth-building plan, explaining how it protects your most valuable asset—your ability to earn income—against life's uncertainties like critical illness, ensuring your family's stability and peace of mind.Join Lira and Shai for a conversation that bridges finance, mindset, resilience, and mental well-being, offering both inspiration and a practical roadmap to creating a life of security and purpose.Support the showCall to Action: Engage with the Self-Reflection Podcast community! Like, follow, and subscribe on Spotify, Apple Podcasts, YouTube (Self-Reflection Podcast by Lira Ndifon), and all major podcast platforms. Share your insights and feedback—we value your contributions! Suggest topics you'd like us to explore. Your support amplifies our reach, sharing these vital messages of self-love and empowerment. Until our next conversation, prioritize self-care and embrace your journey. Grab your copy of "Awaken Your True Self" on Amazon. Until next time, be kind to yourself and keep reflecting.

In this Meaningful People episode, financial advisor Moshe Alpert and community advocate Shmuly Hartstein unpack why many frum “middle‑class” families earning $200–300K still feel underwater—tuition that rivals a salary, yom tov and camp costs, seminary and simcha expectations, and the quiet creep of credit‑card debt. They debate income‑based tuition and communal funding versus personal responsibility, and share practical moves: make a real plan, build a budget, ask for a raise or start a side hustle, prioritize local schools in tzedakah, consider lower‑cost simchas or out‑of‑town living, and protect your family with insurance and a will. A candid, solutions‑oriented conversation about money, values, and making frum life sustainable. Moshe Alpert is a Financial Advisor at Ceremian Financial and author of the book ‘Frum Financial Planning: The Easy-to-Read Money Guide for the Orthodox Jewish Community'. https://a.co/d/hsRZrEe and Ceremian.com    Shmuel Hartstein is the founder of Bsefer Chayim, an organization that promotes signing up for Life Insurance in our community. https://www.bseferchayim.org/  This episode was made possible thanks to our sponsors: ►Blooms Kosher   Bring you the best Kosher products worldwide.   https://bloomskosher.com   ______________________________________ ► Colel Chabad Pushka App - The easiest way to give Tzedaka    https://pushka.cc/meaningful    _______________________________________ ► Dream Raffle Win a brand new and fully furnished $1,200,000 apartment in Yerushalayim!    Use Promo code MPP for $10 off and to receive double tickets!   https://thedreamraffle.com/  _____________________________________ ► Lalechet     We're a team of kosher travel experts, here to carry you off to your dream destination swiftly, safely, and seamlessly in an experience you will forever cherish.    https://www.lalechet.com ___________________________________________ ► Town Appliance - Visit the website or message them on WhatsApp     https://www.townappliance.com     https://bit.ly/Townappliance_whatsapp    ______________________________________ ► Touro   Lander College for Men/Beis Medrash L'Talmud offers a unique blend of rigorous Torah study and strong academics, providing students with both spiritual growth and professional preparation. With devoted rebbeim, supportive faculty, and access to Touro's graduate and professional programs, students can pursue over 20 majors and pre-professional tracks — including medicine, law, business, and technology — while maintaining their Jewish values. Highlights include the Medical Honors Pathway with New York Medical College, personalized support services, and an exceptional record of graduate school acceptances. Prospective students are invited to attend the Open House on November 9 to learn more. Visit http://www.lcm.touro.edu/openhouse    ______________________________________ ►  Ketubah - Free Shipping with Code MPP25! At Ketubah.com, every Kesubah is designed with care, blending timeless beauty with texts that are fully halachic, including RCA and Sephardic versions. Our team collaborates with rabbanim and mesadrei kiddushin to ensure each document is accurate and accepted without question. Choosing Ketubah.com means you arrive at your chuppah with peace of mind, knowing your Kesubah is both beautifully crafted and halachically sound. Use code MPP25 for free shipping! https://ketubah.com/meaningful-minutes/?utm_source=Podcast&utm_medium=Clickthrough&utm_campaign=meaningful-people-podcast ______________________________________ ►  Eishet Chayil Eishet Chayil — The Woman of Valor is a new book by Rabbi Yossi Marcus that brings King Solomon's classic poem to life through the stories of 24 remarkable Jewish women — from Sarah and Miriam to Esther and beyond. Drawing on millennia of Jewish scholarship, especially the teachings of the Lubavitcher Rebbe, the book celebrates women of faith, courage, and wisdom. Each verse is paired with contemporary artwork by Israeli artist Lia Baratz, making the book both educational and inspirational for readers of all ages. Dedicated to the women of Nahal Oz who were killed on October 7, 2023, it stands as a tribute to Jewish women of valor throughout history. Already in its second printing, Eishet Chayil is an ideal gift for Bat Mitzvahs, brides, wives, and mothers. Available at https://www.eishetchayil.com and https://store.kehotonline.com/mobile/ Use code MM20 for 20% off when checking out on Kehot.com.

Is it possible to write off your life insurance premiums? In this video, Caleb Guilliams is joined by Alden Armstrong and Penn Mutual's Bill Bell, a tax attorney and industry expert, to unpack the surprising ways life insurance interacts with the tax code. You'll learn four ways certain structures can unlock deductions, protect your wealth, and even multiply your long-term impact with life insurance.Want a Whole Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity 0:00 - Why life insurance typically isn't tax deductible3:27 - The Cash Balance Plan 20:02 - The Qualified Plan / Profit Sharing Strategy 25:57 - The Executive Bonus Plan (Golden Handcuffs)35:56 - Charitable Giving Plan to Eliminate Estate Taxes 54:04 - Don't Try To Do This Alone______________________________________________ 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.

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: