Agency Nation is the leading digital publication helping insurance professionals dominate marketing, sales and technology in the modern marketplace.
…
continue reading
The Independent Insurance Agency Playbook: The insurance business is all about playing an infinite game. Shane and Tonya discuss how to play the long-term game of being a successful agent and creating a culture of freedom for yourself.
…
continue reading
Looking to build your own insurance agency and you're not sure where to start? This is the podcast for you! Have your own insurance agency, but you want to grow bigger and build your legacy? Stick around, as our hosts give you tips and tricks to make that happen!
…
continue reading
PJO Insurance Brokerage is a full-service independent insurance agency that specializes in providing personalized insurance solutions for individuals and businesses. With our brokers having over 60 years of combined insurance experience, at PJO Insurance Brokerage, we take pride in the fact that we put our clients’ needs first and foremost. PJO Insurance Brokerage 4103 East Prickly Pear Trail Phoenix, Arizona 85050 480-680-9951 https://pjobrokerage.com/
…
continue reading
The independent insurance agency space is rapidly changing and evolving. The whole industry is feeling it and we want to provide a connection for agents to understand that they’re not alone. Join industry expert, Carey Wallace, and her Gen Z daughter, Lindsay Wallace, as they interview agency owners, and get down in the nitty-gritty of every day topics that you face in your agency. The incoming wave of M&A, agency marketing, technology & insurtech, and generational change is upon us, join us ...
…
continue reading
The Age of the MGA Podcast is the definitive playbook to learn how to build, operate, scale and invest in MGAs—told by the entrepreneurs, operators, and capital partners driving the industry forward. Each episode brings together the most elite founders, investors, and experts to give you a behind-the-scenes look at what it really takes to build and grow a high-performing MGA—from your first dollar of premium to operational scale.
…
continue reading
Welcome to the Insurance Agency Success Podcast — the go-to show for independent insurance agency owners who want to grow their business, streamline operations, and create a business they actually enjoy. Hosted by Eddie Price, founder of Jenesis Software and agency owner with over 30 years of experience, this podcast is packed with proven strategies, success stories, and real-world insights to help you build a high-performing agency that doesn’t burn you out. Eddie got his start in insurance ...
…
continue reading
New to the high-octane world of insurance agency ownership with The Insurance Dudes© ? Veteran who's looking to learn some new ideas? We started this journey in 2019, on the search for Hosted by industry veterans Jason Feltman and Craig Pretzinger, this podcast is your no-holds-barred guide to dominating the insurance game. With decades of combined experience and a track record of building some of the most successful agencies in the business, Jason and Craig are here to share their hard-won ...
…
continue reading
For agency owners serious about the Insurance Trifecta—Faster Growth, Higher Margins, and Peak Valuation. Hosted by Michael Jans—founder of Agency Revolution and architect of the longest-running mastermind in the industry —The Insura-Preneur Podcast delivers the real-world systems, strategies, and shortcuts used by the most successful independent agencies and insurtechs across North America. Each episode arms you with practical tools and elite insights so you can: - Accelerate organic growth ...
…
continue reading
The Ultimate Insurance Agents podcast for the property and casualty insurance industry. Grow your agency, retain clients, compete in the modern world.
…
continue reading
A macro look at health, benefits, and senior market insurtech industry happenings and trends with AgencyBloc.
…
continue reading
Amanda Yaniz, Director of Marketing and Kelsey Ramsey, Director of digital strategies discuss all aspects of being an independent insurance agent other than writing insurance policies. This means we will cover topics about digital strategies, sales, marketing, agency management, agency growth strategies, and so much more.
…
continue reading
Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independen ...
…
continue reading
The weekly Insurance Coffee House Podcast series is the place where you’ll be inspired by some of the most successful insurance business leaders on the planet. With each guest interview, you’ll get to hear and understand the recurring patterns and traits that make Insurance Business Leaders successful. Covering non-negotiables, leadership tips and how they overcame their largest setbacks, they’ll give a personal insight in to what it takes to be a successful insurance business leader. This p ...
…
continue reading
The podcast for independent insurance agency leaders and their teams to learn practical strategies and behaviors to become their best version possible. Hosted by Sitkins Group President, Brent Kelly, The Agent Leader Podcast provides agencies with leadership, sales, and self-development methods that actually get results. With our focus on a total-team approach to improving independent insurance agencies, we dive into sales, service, and leadership teams. Leadership is not a title. Leadership ...
…
continue reading
Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
…
continue reading
Do you get overwhelmed with insurance policies? Are you interested in learning about the different types of insurance? On the show, RiskProNet starts the conversation about insurance and risk management. RiskProNet is a network of independent insurance agencies who serve individuals and corporations with extensive industry knowledge. Follow the show to get an in-depth look at insurance and risk assessment. If you want to learn more about RiskProNet, visit their website at riskpronet.com.
…
continue reading
Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
…
continue reading
Welcome to the Agency Growth Machine Podcast with Randy Schwantz. This show is for agency owners who want to remain independent, develop their team of producers, and do it in a way that they too can grow and profit from.
…
continue reading
Lively discussions with insurance agents and other insurance professionals regarding issues of the day, challenges experienced, successes enjoyed, innovations explored, and more. Join us to gain insights – unless you already have “all the answers”. Hosted by Doug Coombs, Chief Marketing Officer for SIAA – the largest network of independent insurance agencies in the United States.
…
continue reading
Need help with understanding the complex world of insurance? The show is hosted by Ken Nichols AAI, ARM, PA who has owned an independent insurance agency for over 25 years. The episodes include guests who have knowledge of specific insurance related topics and will have a conversation with Ken who is experienced in applying the subjects when purchased by the consumer. Although most people have a general idea of different types of insurance policies, they rarely have a good understanding of w ...
…
continue reading
Roger Sitkins, the nations #1 Insurance Agency Consultant has been helping independent insurance agencies and producers become more profitable, more efficient and have more fun for over 35 years. Today he offers a suite of services to help you achieve the great agency you've always dreamed of.
…
continue reading
The independent insurance agency space is getting turned on it's head right now and the next three to eight years are going to be messy, exciting and potentially revolutionary. I'll be broadcasting the journey one agent at a time as we all scramble to piece together the agency of the future, technology and the unrelenting battle for your client's attention
…
continue reading
We're 3rd generation insurance agency owners, and also brothers. In 2018, we launched our 2nd company, Total CSR, with the aim of reducing new-to-industry onboarding time frames from 2 years, to 2 months. Since then, we’ve traveled the country speaking to thousands of agencies owners and their teams. The Independent Agent Podcast is our attempt to provide helpful answers to your most difficult questions - anonymously of course.
…
continue reading
We are Craig Pretzinger and Jason Feltman, just a couple Insurance Dudes passionate about telemarketing TeleFunnels. We’ve hacked the mechanics of top agents TeleFunnels. You’ll hear behind the scenes tactics for how you can sell more, save time, reduce the cost of your leads and produce predictable results every single day! Now lets get it on! Go to live.teledudes.com to register for a live webinar on the TeleDudes service or www.teledudes.com to sign up today!
…
continue reading
Welcome to Mahoney Manhart Agency podcast aka Goose Droppings. Blake Manhart and Ryan Mahoney are independent insurance agents with Goosehead Insurance. Listen as we discuss the journey of building our agency through relationships, marketing, & branding. You will find a mix of interviews, presentations, tips and our thoughts around how we approach the insurance industry. Thank you for listening and please leave us your comments and reviews. Cover art photo provided by Gary Bendig on Unsplash ...
…
continue reading
The Digital Advisor is a marketing podcast where independent insurance agents and financial advisors come for marketing, branding, and SEO strategies that help them build a better business both online, and off. Our parent company, Advisor Evolved provides agents and advisors with insurance agency websites and marketing coaching that helps them build the brand authority they need to maintain a stable, long lasting business in a highly competitive space. For more information, check our website ...
…
continue reading
Welcome to The Surrogate’s Corner, a podcast dedicated to exploring the intricate world of surrogacy through the eyes of a seasoned legal expert. In this enlightening series, host [Host’s Name], a passionate advocate for surrogates and intended parents, shares insights drawn from years of experience in law and military service.
…
continue reading

1
#130 - Producer Compensation in Independent Insurance Agencies
20:59
20:59
Play later
Play later
Lists
Like
Liked
20:59In this episode, Lindsay and Carey Wallace discuss the complexities of employee compensation in insurance agencies. They explore various compensation models, the importance of aligning compensation with agency goals, and the challenges of merging different structures. The conversation emphasizes the need for accurate data and the significance of co…
…
continue reading

1
How Kathy Hitchcock Built a Booming Insurance Agency After a Rocky Start
1:10:45
1:10:45
Play later
Play later
Lists
Like
Liked
1:10:45Welcome back to The Insurance Dudes! In this compelling episode, host Craig Pretzinger and co-host Jason Feltman sit down with Kathy Hitchcock from the Hitchcock Insurance Group in Rome, Georgia. Kathy shares her remarkable journey as a young scratch agent, opening her agency in 2015 just months before facing back-to-back rate hikes and near-imposs…
…
continue reading

1
Picking the Right Partner — Red Flags and Legal Tips for a Successful Match
18:56
18:56
Play later
Play later
Lists
Like
Liked
18:56Episode Summary: In this eye-opening episode of The Surrogate’s Corner, surrogacy attorney James Mahan discusses one of the most important parts of the surrogacy journey—finding the right match. James breaks down the personal and legal considerations every surrogate should think about before signing a contract, how to spot red flags early, and the …
…
continue reading

1
Episode #53: Are Carriers Giving Out Direct Appointments?
4:32
4:32
Play later
Play later
Lists
Like
Liked
4:32Are carriers still offering appointments in 2025? The short answer: yes—but strategically. In this quick solo episode, we break down the state of the current carrier appointment process, how profitability is driving growth again, and what agencies need to show in order to secure those opportunities. From targeting the right lines to participating i…
…
continue reading

1
Strategy: The 7 Decisions That Will Shape Your Agency’s Future
50:55
50:55
Play later
Play later
Lists
Like
Liked
50:55If you’re the principal of an independent insurance agency, there’s one role only you can play: strategist. In this episode, Michael Jans breaks down why strategy—not tactics—is the single most powerful lever for growth, profitability, and ultimate valuation. Discover: The 3 historical phases of agency strategy Why AI adoption and niche focus are n…
…
continue reading

1
Why It's Critical to Do A Midyear Financial Checkup in 2025
15:05
15:05
Play later
Play later
Lists
Like
Liked
15:05Just as you might schedule regular health checkups, your financial plan deserves the same attention. This year's midyear checkup is particularly important given the evolving economic landscape, potential changes to tax laws, and continued market volatility. In this episode, Leisl L. Langevin, CFP® CDFA® breaks down how to do your own midyear financ…
…
continue reading

1
#131 - The Client-Centric Approach to Agency Acquisitions w/ John Darr
28:33
28:33
Play later
Play later
Lists
Like
Liked
28:33In this episode, Lindsay and Carey sit down with John Darr, the president and founder of Darr Schackow Insurance, to discuss the intricacies of agency acquisitions in the insurance industry. They explore the impact of acquisitions on client relationships, the importance of communication during transitions, and the challenges of maintaining a consis…
…
continue reading

1
The Deep Summer Economy: Feels So Good or On a Crazy Train?
22:07
22:07
Play later
Play later
Lists
Like
Liked
22:07In this week's episode, we review the unemployment and home sales figures that were released this week, as well as the ongoing trade tensions and tariff negotiations between the United States and its trading partners. We also touch on the Federal Reserve’s policy decisions and President Trump’s visit to tour the renovations to the Federal Reserve h…
…
continue reading

1
Episode #52: A Strategic Choice: The Road to SIA of NC
7:21
7:21
Play later
Play later
Lists
Like
Liked
7:21Brent Farley didn’t set out to be an insurance agency owner—but once he discovered the path, he never looked back. In this episode of Build Your Legacy: Insurance Edition, Brent shares how he went from selling life insurance and working in claims to building a successful independent agency partnered with SIA of NC. ✅ What pushed him to leave the ca…
…
continue reading

1
Faith-Based Management: Purpose-Driven Work with C12 | Doug Fincannon | Ep 4
54:36
54:36
Play later
Play later
Lists
Like
Liked
54:36If you’ve been wondering how to integrate your faith into every aspect of life, especially in the realm of agency management, this episode is for you! The C12 organization is a unique blend of business acumen and faith-based principles, creating a space where leaders can come together to support and challenge each other. Eddie has been a member for…
…
continue reading

1
Breaking Into Commercial Lines and Smart Tips for New Insurance Agents
25:41
25:41
Play later
Play later
Lists
Like
Liked
25:41On this episode of Agency Nation Radio, Cash McMillen, partner and executive vice president of operations at The Cashion Company Insurance in Little Rock, Arkansas, and chairman of the Big “I” national Young Agents Committee, hosts a discussion with two young agents about getting started as a commercial lines independent insurance agent. Deuel Rome…
…
continue reading

1
Why Most Agencies Blend In—And How to Stand Out for Good
1:05:36
1:05:36
Play later
Play later
Lists
Like
Liked
1:05:36Most agencies are “just another insurance option.” Not you. In this episode, Michael Jans reveals the true origin and power of the Unique Selling Proposition—drawing on lessons from advertising legends, Dan Kennedy’s 7-point framework, and decades spent guiding agencies to top-tier growth, margin, and valuation. You’ll learn: The real reason most a…
…
continue reading
Get the latest update on how the markets are performing amid 2025's uncertain environment, with WHZ Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Conf…
…
continue reading

1
S1E11 | They Invented a New Insurance Category: Inside the MGA Power Move at PlaceCovr - feat. Bob Clark and Diane Coogan
1:13:12
1:13:12
Play later
Play later
Lists
Like
Liked
1:13:12Imagine getting a check in the mail just because your town got more expensive or less safe. This week on The Age of the MGA Podcast, we sit down with the founders of PlaceCovr, an MGA that’s launching a brand-new category of insurance: Location Insurance. It’s parametric. It’s data-driven. And it’s built to protect homeowners from the hidden costs …
…
continue reading
Beaux Pilgrim of IA Blueprint joins Shane and Tonya to discuss how virtual assistants are transforming independent insurance agencies, including better documentation, improved retention, and freeing up producers to actually produce. If you’re overwhelmed, understaffed, or just tired of doing it all yourself, this episode will change the way you thi…
…
continue reading

1
What Types Of Property Damage Are Covered Under Commercial Property Insurance?
6:37
6:37
Play later
Play later
Lists
Like
Liked
6:37In this episode, we’ll dive into the types of property damage covered under commercial property insurance and offer expert tips and advice to help you choose the right coverage for your business. The best way to find the right coverage is to compare quotes from multiple providers—and working with experienced insurance professionals can make that pr…
…
continue reading
In this week's episode, we cover a wide range of reports that touch on inflation, consumer spending, manufacturing activity, and what might come out of the upcoming Federal Open Market Committee (FOMC) meeting on July 30. We also analyze the moves in both the bond markets and equities caused by the rumors of President Trump’s desire to remove Feder…
…
continue reading

1
Episode #51: Hard Market Pressure: Disruption of Captive & Direct Writers
5:23
5:23
Play later
Play later
Lists
Like
Liked
5:23Captive and direct writers are feeling the pressure. In this episode of Build Your Legacy: Insurance Edition, we break down the growing disruption in the captive space—and why so many agents are making the move to independence. From commission cuts to lack of ownership, we cover the factors driving this shift and what it means for long-term success…
…
continue reading

1
The 5 Financial Pain Points You Can’t Ignore
21:41
21:41
Play later
Play later
Lists
Like
Liked
21:41When it comes to retirement, most people have a few lingering fears, but some concerns come up time and again. In this episode, Craig and Jennifer break down the biggest pain points they hear from clients and explain what you can actually do about them. From running out of money to the anxiety of market crashes, this episode explores the emotional …
…
continue reading

1
The AI Divide: Why the Future of Insurance Belongs to the Bold
47:32
47:32
Play later
Play later
Lists
Like
Liked
47:32AI isn’t coming. It’s crashing—right now—into the heart of the independent insurance agency. In this episode, Michael Jans breaks down the most transformational shift the industry has ever seen: the rise of artificial intelligence and how it’s rapidly separating tomorrow’s winners from the agencies that will vanish. You’ll learn: Why “using” AI isn…
…
continue reading

1
Hiring, Hustle, and Heart: Inside Sethe Smith’s Agency Playbook
54:10
54:10
Play later
Play later
Lists
Like
Liked
54:10Welcome back to The Insurance Dudes! In this episode, Craig and Jason sit down with Sethe Smith, owner of the Sethe Smith Agency in Fort Wayne, Indiana, for a candid conversation packed with both wisdom and wild stories from the insurance trenches. From cleaning up unforgettable office mishaps to building a top-performing agency from scratch, Sethe…
…
continue reading

1
Best Investment Options for Your Emergency Fund
7:31
7:31
Play later
Play later
Lists
Like
Liked
7:31- Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.comBy WHZ Strategic Wealth Advisors
…
continue reading

1
Finding Your Niche: The Smart Path to Sustainable Growth | Eps. 35
24:43
24:43
Play later
Play later
Lists
Like
Liked
24:43Choosing a niche can set your agency apart, but how do you pick the right one? In this episode, Amanda and Kelsey unpack how to identify profitable, sustainable niche markets based on your interests, carrier appetite, geography, and competition. From leveraging past experience to using passion projects as growth engines, they share real-life exampl…
…
continue reading

1
Discover how property and casualty (P&C) insurance agents can attract clients beyond their local city or county in this 10-minute episode of Insure Success. Host Alex Carter shares five actionable strategies ...
16:00
16:00
Play later
Play later
Lists
Like
Liked
16:00Discover how property and casualty (P&C) insurance agents can attract clients beyond their local city or county in this 10-minute episode of Insure Success. Host Dave Baker shares five actionable strategies: leveraging digital marketing, building a social media presence, partnering with regional businesses, offering niche products like cyber insura…
…
continue reading

1
Quoting Is For The Weak: A Conversation with Charles Specht
38:41
38:41
Play later
Play later
Lists
Like
Liked
38:41Charles Specht, host of the Millionaire Insurance Producer podcast, joins Shane and Tonya to discuss how independent agents can win bigger with commercial insurance through his unique “quoting is for the weak” approach to pre-prospecting, micro-niching and messaging. IA Forward to can help you take your agency from good to great. Learn more at iafo…
…
continue reading

1
#129 - From R&B Artist to Agency Owner w/ Jarrard "Rod" Powell Sr.
29:48
29:48
Play later
Play later
Lists
Like
Liked
29:48In this episode, Lindsay and Carey sit down with Jarrard "Rod" Powell Sr. to share his unique journey from the music industry to the insurance sector, highlighting the opportunities within the insurance field that many overlook. He discusses the inception of his podcast, 'You Should Get a License,' aimed at educating and inspiring others about care…
…
continue reading

1
Recap of Our 2025 Outlook Now that We Are at Mid-year
23:13
23:13
Play later
Play later
Lists
Like
Liked
23:13In this week's episode, our experts discuss the state of the economy, markets, and investment outlook for the second half of 2025. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Managing Director of Fixed Income Stephen Hoedt, Head of Equities 01:36 - Recap of employment …
…
continue reading

1
S1E10 | Parametric Insurance at Scale: How NormanMax Is Reinventing Embedded Risk - feat. Samuel Broomer
1:10:01
1:10:01
Play later
Play later
Lists
Like
Liked
1:10:01Ready to learn how parametric insurance is being re-engineered for the mainstream? In this episode of The Age of the MGA Podcast, we sit down with Samuel Broomer, President of Embedded Parametric Solutions for NormanMax, to explore the massive unlock happening in the MGA space. Sam breaks down how they’re converting complex parametric products into…
…
continue reading

1
Episode #50: Costly Clicks: The Claims Driving Cyber Insurance Rates
10:35
10:35
Play later
Play later
Lists
Like
Liked
10:35Cyber intrusions are up 72%—and small businesses are feeling the heat. In this episode of Build Your Legacy: Insurance Edition, we explore the latest cyber insurance trends with Adam Connor of RPS. From social engineering scams to card tumbling fraud, we cover the threats driving today's claims—and what agencies must do to stay protected. ✅ Why ran…
…
continue reading

1
From Zero to $12 Million: Tung Le’s Insurance Agency Growth Story
34:01
34:01
Play later
Play later
Lists
Like
Liked
34:01Welcome back to The Insurance Dudes! In today’s episode, hosts Craig Pretzinger and Jason Feltman sit down with Tung Le, the unstoppable insurance entrepreneur behind a thriving Allstate agency in Houston, Texas. Tung gets real about his rollercoaster journey, starting from scratch in March 2020—just as the world shut down. From losing his first em…
…
continue reading

1
The Soft Market Is Coming — Are You Ready?
37:14
37:14
Play later
Play later
Lists
Like
Liked
37:14This isn’t your typical evergreen episode. In this urgent briefing, Michael Jans dives deep into the 2025 midyear reinsurance negotiations—and what they mean for you. If you're running an agency, you must prepare now for the shifting market dynamics. You’ll get: Key signals pointing to an impending soft market Strategic advice on expense discipline…
…
continue reading

1
Flood Coverage, Community and Doing Insurance Right With Courtney Jacobs
24:01
24:01
Play later
Play later
Lists
Like
Liked
24:01On this episode of Agency Nation Radio, we meet Courtney Jacobs, owner of Insurance Done Right (IDR) in Biloxi, Mississippi. Since launching her agency seven years ago, Jacobs has navigated the complexities of growing a business along the Gulf Coast—where the unique challenges of flood insurance and storm exposure are a constant concern—while also …
…
continue reading

1
What to Know About Business Interruption Insurance
9:41
9:41
Play later
Play later
Lists
Like
Liked
9:41- Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.comBy WHZ Strategic Wealth Advisors
…
continue reading

1
#128 - Exploring the Insurance Industry w/ Molly Harrigan
30:14
30:14
Play later
Play later
Lists
Like
Liked
30:14In this episode, Lindsay and Carey sit down with Molly Harrigan to explore her journey in the insurance industry, from working in her family’s agency to making the move to the carrier side. Molly shares insights on navigating a challenging market, the importance of clear communication, and the unique opportunities available to young professionals i…
…
continue reading

1
Insurance Matters — Understanding Various Insurance Considerations for Surrogacy Journeys
19:42
19:42
Play later
Play later
Lists
Like
Liked
19:42Episode Summary: In this informative episode, attorney James Mahan welcomes Sarah Paige, COO of ART Risk Solutions, to break down everything surrogates need to know about insurance. From what "surrogacy-friendly" really means to handling multiple policies, navigating coverage gaps, and preparing for unexpected complications, Sarah walks through the…
…
continue reading

1
Episode #49: What New Agency Owners Should Know
9:28
9:28
Play later
Play later
Lists
Like
Liked
9:28🎙 Thinking about starting your own insurance agency? Before you leap, it’s critical to understand what it really takes to succeed. In this episode of Build Your Legacy: Insurance Edition, we talk about the expectations vs. reality of launching an insurance agency. From long hours and stress management to handling every part of the business yourself…
…
continue reading

1
The Five People You Meet Before Retirement
14:55
14:55
Play later
Play later
Lists
Like
Liked
14:55In the book The Five People You Meet in Heaven, each person the main character meets help him understand his life in a new way. Today, Craig and Jennifer talk about the five people you should meet before retirement, people who can guide your next chapter and help you retire with confidence, and purpose. After all, retirement isn’t just about money,…
…
continue reading

1
200 in Heels: Fast Lanes and Faster Growth with Cassidy Arbeli
35:27
35:27
Play later
Play later
Lists
Like
Liked
35:27Welcome to another episode of The Insurance Dudes! In this episode, Jason and Craig sit down with Cassidy Arbeli—a powerhouse agency owner whose journey is as inspiring as it is unconventional. Raised by entrepreneurial parents and equipped with a natural flair for business, Cassidy shares how she transformed her insurance career from humble beginn…
…
continue reading

1
Are You Making These Mistakes? Part 2 of 33 Growth Killers for Insura-Preneurs
51:09
51:09
Play later
Play later
Lists
Like
Liked
51:09What if the reason your agency isn’t growing isn’t what you lack—but what you’re still doing wrong? In this episode, Michael Jans continues his eye-opening list of the 33 Deadly Marketing Mistakes made by Insura-Preneurs. This is Part 2—and it’s packed with real-world insight, hard-earned lessons, and straight-up advice for growth-focused agency ow…
…
continue reading
- Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.comBy WHZ Strategic Wealth Advisors
…
continue reading

1
Lessons from the Inside: What’s Working for Us
31:13
31:13
Play later
Play later
Lists
Like
Liked
31:13Shane and Tonya sit down with Retail Director Tara Graham to share real-world lessons from inside the Integra “lab.” From evolving service roles and managing change to improving customer experience and boosting team morale during a hard market, the conversation gets honest about what’s worked—and what hasn’t. Whether you’re running solo or managing…
…
continue reading

1
#127 - Portal Becomes a Best Practices Agency w/ Bradley Flowers
33:58
33:58
Play later
Play later
Lists
Like
Liked
33:58In this episode, Lindsay and Carey sit down with Bradley Flowers of Portal Insurance to discuss his agency's recognition as a Best Practices Agency. Bradley shares his journey to earning this industry distinction, the rigorous application process, and how it impacts his business operations. The conversation covers financial best practices, growth s…
…
continue reading
Are you an independent insurance agent or agency leader looking for a smarter way to grow your business, retain more profit, and better serve your clients? In this episode, host Brent Kelly sits down with Warren Cleveland, CEO of Captive Coalition, to uncover the untapped potential of captive insurance. Warren shares his entrepreneurial journey fro…
…
continue reading

1
S4 EP78: The Man Behind LO$$ Ratio - Curtis Goldsborough, President at NIIS & Creator of “LO$$ RATIO”
38:05
38:05
Play later
Play later
Lists
Like
Liked
38:05On the Insurance Coffee House podcast, host Nick Hoadley welcomes Curtis Goldsborough, President of National Insurance Inspection Services and the creative mind behind the popular LinkedIn persona LO$$ RATIO. Curtis shares his unconventional journey into insurance, from agency owner in rural Michigan to leading a nationwide inspection company and b…
…
continue reading

1
Fed Still to Wait and See after updates to GDP and PCE
23:04
23:04
Play later
Play later
Lists
Like
Liked
23:04In this episode, our experts opine on the economy, considering three key indicators making a splash this week: unemployment claims are down, but so was the first quarter estimate of Gross Domestic Product (GDP), while inflation stayed stickier than hoped for in May. Meanwhile, bond yields moved higher, and the stock market is having a heyday, despi…
…
continue reading

1
Episode #48: Tips for Growing Your Commercial Book of Business
15:20
15:20
Play later
Play later
Lists
Like
Liked
15:20Thinking about growing your commercial book of business but not sure where to begin? In this episode, we sit down with Jerry Thacker, Director of Commercial Lines Development at SIAA, to discuss how independent agents can confidently break into the commercial space. ✅ Why commercial insurance is key to agency success ✅ Common mistakes new commercia…
…
continue reading
On this episode of Agency Nation Radio, Ashley Engl, chair of Big I New York’s NextGen young agent committee, hosts a conversation with two Generation Z agents: Jackson Doyle, commercial risk adviser at J. Krug in Itasca, Illinois; and Brooke Stout, receptionist and assistant account manager at Chalk & Gibbs Insurance & Real Estate in Morehead City…
…
continue reading

1
From Captive to Independent: Dan Kitajima’s Journey to Insurance Agency Freedom
53:07
53:07
Play later
Play later
Lists
Like
Liked
53:07Welcome to another episode of The Insurance Dudes! In this powerful conversation, hosts Jason Feltman and Craig Pretzinger sit down with Dan Kitajima to unpack a truly wild journey from building a $17 million captive insurance agency to making the bold leap into the independent world. Dan shares the highs and lows of his experience—from signing a j…
…
continue reading

1
Avoid These 13 Marketing Mistakes That Are Costing Insurance Agencies Millions
56:18
56:18
Play later
Play later
Lists
Like
Liked
56:18What’s killing your marketing results—slowly, silently, and profitably? In this episode, Michael Jans reveals the first 13 of 33 deadly marketing mistakes he’s seen insurance agencies make over decades in the trenches. If you’re serious about growth, valuation, or even just getting leads that actually convert, this episode will change how you think…
…
continue reading

1
How to Live Well Now While Planning for the Future
8:57
8:57
Play later
Play later
Lists
Like
Liked
8:57- Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.comBy WHZ Strategic Wealth Advisors
…
continue reading