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

1
Coterie Insurance's And I Quote: Building Relationships with Insurance Agents
Coterie Insurance, Simplifying Small Business Insurance
Coterie Insurance is focused on building a community of independent insurance agents that help insure small businesses across America. Coterie's podcast, And I Quote, was started to enhance how important relationships within the insurance industry are. Through events, LinkedIn, online communities, slack chats and so much more, our industry is connected at the core. Our hosts, Bobbie Collies & Ashleigh Burden, interview independent insurance agents, experts, & partners in our podcast. Discuss ...
…
continue reading
A delicious mix of Insurance and TV
…
continue reading
Insurance 360 is made with insurance professionals in mind. I360 explores everything in the world of insurance sales and marketing. Join the team as we explore, insurance selling ideas, marketing trends, insurance carriers, lead generation methods and more. If you are new, or are considering selling such products as Medicare Advantage, Medicare Supplements, Prescription Drug plans, life insurance, annuities, final expense and ancillary health products such as dental and hospital indemnity, I ...
…
continue reading
Agency Nation is the leading digital publication helping insurance professionals dominate marketing, sales and technology in the modern marketplace.
…
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
Bringing insurance agents tips and strategies for making sales, staying compliant, marketing yourself, getting leads, and more! Think of the Agent Survival Guide as your go-to resource for insight, information, and the inspiration needed to take the next step on your journey. Whether you’re just getting started or a seasoned pro, the ASG Podcast has got you covered. Empowering insurance agents selling Medicare Supplement, Medicare Advantage, Medicare Part D, ACA, Long and Short-Term Care, Li ...
…
continue reading
We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
…
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
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
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
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.
…
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
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
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 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 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
The Good for Business Podcast features interviews, tips and tricks from owners, operators and innovators. Hear the inspiring stories of growth and life lessons from guests in Mississippi and around the world. Hosted by entrepreneur, fundraiser and real estate broker Colin Krieger, the podcast is based in the Golden Triangle community, which comprises Columbus, West Point and Starkville, Mississippi. Co-host Eric Krieger manages on-site coverage, editing and publishing for Good for Business o ...
…
continue reading
Matters of money can be difficult to understand, especially if you lack the experience doing so. But financial success is just within reach—if you know where to look for help. Welcome to The Dollar Diva with Debbie. Your host, Debbie Bloyd, wants you to find your path to financial stability. Pulling on her vast experience within the industry, she helps you find the best ways to invest money and save money. Debbie Bloyd has over 24 years in the finance industry, which has equipped her with th ...
…
continue reading

1
Good for Business - ep07 - Independent Insurance Agent Layforn "Fonz" Profice, Jr
44:56
44:56
Play later
Play later
Lists
Like
Liked
44:56This episode features Independent Mississippi Insurance agent Pastor Layforn Profice, Jr., who shares tales from a lifetime of learning. From selling used cars and fine jewelry to managing vending machines and slinging fries at McDonald's, "Fonz" has always kept a cool head during his entrepreneurial journey. He shares tremendous insight for gettin…
…
continue reading

1
The Last Line of Defense: Protecting the Independent Medicare Agent | Insurance 360 Ep. 28
38:09
38:09
Play later
Play later
Lists
Like
Liked
38:09Send us a text In this episode of Insurance 360, Calvin Bagley joins Bob and Rob for a candid conversation on the growing pressure agents face from CMS regulations, shifting carrier strategies, and public misconceptions about our industry. From commission shakeups and non-commissionable plans to advocacy efforts on Capitol Hill, this is a must-watc…
…
continue reading

1
SPONSORED: How Independent Agents Are Winning Big in the Rental Market – with Darren Nix, Founder of Steadily
9:10
9:10
Play later
Play later
Lists
Like
Liked
9:10In this special podcast episode, Insurance Journal host George Jack sits down with Darren Nix, founder of Steadily, to explore how one burned-down rental property sparked a revolution in landlord insurance. Darren shares his journey from tech founder to insurtech disruptor, diving into early missteps, key lessons, and how Steadily is building a “Ge…
…
continue reading

1
Bonus Episode - Columbus Night Out Against Crime
13:46
13:46
Play later
Play later
Lists
Like
Liked
13:46Colin Krieger and Columbus, Mississippi Parks Director Greg Lewis discuss the 30th annual National Night Out event in Columbus, scheduled for August 5th from 5 to 8 PM at the Columbus River Walk stage. The event aims to foster community unity and police-community relations through activities like face painting, balloon animations, sack races, hula …
…
continue reading
We dive into the Affordable Care Act enrollment periods and how to help your clients navigate them! Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: ACA Basics - Knight School Training Takeaways From the 2025 Marketplace Integrity and Affordability CMS Final Rule Reg…
…
continue reading
Ready to recruit? Don't miss our episode with tips on where to find applicants, training resources, and more! Read the text version Resources: Before You Recruit: Setting Up Your Agency for Success Developing an Agency - Your Guide to Getting Started FMO vs. IMO vs. NMO vs. MGA vs. GA: What's the Difference? Learn More About PlanEnroll Find Your Ag…
…
continue reading

1
Good for Business - Ep 06 - Restaurateur Ledrico Isaac
50:21
50:21
Play later
Play later
Lists
Like
Liked
50:21Episode 6, Ledrico Isaac Social media influencer and restaurateur Ledrico Isaac shares the challenges of running a business in a smaller city, as well as life lessons learned from over a decade of working for himself. From how to make a buck online to dealing with public (mis)judgement, Isaac provides some unique insight into the mind and might of …
…
continue reading

1
Should You Hire an Assistant for Your Insurance Business?
6:42
6:42
Play later
Play later
Lists
Like
Liked
6:42Feel like you’re working past your capacity? It may be time to hire an assistant for your insurance business! Read the text version Learn more about Ask Integrity Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: Ask Integrity FREE eBook Download – The Complete Guide …
…
continue reading

1
A 2026 D-SNP Market Snapshot ft. Lincoln Lafayette & Anthony Budhar
21:27
21:27
Play later
Play later
Lists
Like
Liked
21:27D-SNP integration changes are about to hit year 2 in 2026. What does that mean for the market? Lincoln Lafayette and Anthony Budhar join Sarah to chat about the D-SNP market in 2026 and the opportunities for agents selling dual-eligible special needs plans. 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Pod…
…
continue reading
This week's Friday Five is a mini-explainer on ICHRA: the Individual Coverage Health Reimbursement Arrangement. Learn more about this type of coverage and partnership opportunities for Ritter Insurance Marketing agents to offer it. Have questions about ICHRA or QSEHRA? Send them our way by email [email protected] or call 1-717-562-7211 and le…
…
continue reading

1
Good for Business - ep05 - Renee...from United Way
46:31
46:31
Play later
Play later
Lists
Like
Liked
46:31Renee...from United Way Our guest this time is the biggest ball of energy that the Golden Triangle has ever seen. Renee Sanders is the Executive Director of one of the fastest-growing United Way regional offices in the country. In this episode, Sanders speaks on her career path that led her to the United Way, managing through the challenges during …
…
continue reading

1
Making Cyber Insurance Work for the Middle Market
2:20
2:20
Play later
Play later
Lists
Like
Liked
2:20Cyber risk is a top global concern, yet middle market companies often lag in coverage. This excerpt of the Insuring Cyber Podcast, hosted by Elizabeth Blosfield, explores how insurers are tailoring policies with industry-specific endorsements to make cyber insurance more accessible and relevant for businesses that don’t speak “cyber” fluently. To w…
…
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
EP. 13: The British Open, Hurricane Hype and Happy Gilmore Returns!
39:22
39:22
Play later
Play later
Lists
Like
Liked
39:22In this lively new episode, Golfertainment George and the Florida Insurance Men Patrick Wraight and Kevin Amrhein chat about a Florida meteorologist selling hurricane predictions, the rise of concrete “hurricane-resistant” homes, and the cultural comeback of Happy Gilmore 2. They dive into the rich history of golf during The British Open weekend. T…
…
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
SPONSORED: The Adjuster Advantage: EagleView’s Claims DNA in Action
25:55
25:55
Play later
Play later
Lists
Like
Liked
25:55Aerial imagery and data are revolutionizing claims adjusting. Our vodcast explores how roof photos, measurements and 3D sketches are critical inputs to streamline claims workflows. Having information before an inspection is powerful, and Eagleview provides important property details so adjusters can work efficiently and settle claims onsite. Jenna …
…
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
Digging for Insurance Sales? This One's A Gold Rush | Insurance 360 Ep. 29
36:51
36:51
Play later
Play later
Lists
Like
Liked
36:51Send us a text In this episode of Insurance 360, we dive into strategies for mastering Annual Enrollment Period (AEP) with special guest Jeremy Boz from Tyler Insurance. Hosts Rob and Bob discuss the ins and outs of AEP certifications, effective planning, and the essential role of technology and organization in managing a successful insurance agenc…
…
continue reading

1
Good for Business - ep04 - Andy Hubbard, The Honest Insurer
54:32
54:32
Play later
Play later
Lists
Like
Liked
54:32Columbus, Mississippi insurance broker Andy Hubbard tells tales from his path to entrepreneurship, from working at the family appliance repair business to selling computers, and even his time announcing the Blue Light Specials at K-Mart. Hubbard brings his trademark sincerity to his life story, including quips about lessons learned in business, tha…
…
continue reading
On this installment, insuretech exec Ilya Filipov outlines how artificial intelligence will help insurance marketers. This new generation is called agentic AI, where an “agent” mimics the work of a human in approaching problems. Ilya recommends experimenting with AI models — “There’s nothing to be scared about” — and discover how to develop clear, …
…
continue reading
Not enough hours in the day? ✋🏼 We've been there! In this episode, we explore problems that can be a time-suck for insurance agents. Our list of solutions could change the game for your business!Read the text version Free Downloads: Months of Medicare Sales Planner The Busy ACA Agent’s Sale Calendar Resources: 5 Things From the 2025 Budget Reconcil…
…
continue reading
The Friday Five for July 18, 2025: Update on Regulation Banning Medical Debt from Credit Reporting Google Announces NotebookLM Featured Notebooks This week in Apple Rumors Threads Usage Up, Meta Testing Facebook Login 2026 Midwest D-SNP Market Opportunity Get Connected:🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Surviv…
…
continue reading

1
Good for Business - ep03 - Paul Picard, Home Inspector to the Stars
44:36
44:36
Play later
Play later
Lists
Like
Liked
44:36Episode 3. Paul Picard, Home Inspector to the Stars This week's podcast features North Mississippi master home inspector Paul Picard, who shares stories of his upbringing in South Louisiana, his international travels in the fish hatchery field, and the ins and outs of running a family home inspection business. From his time as a 14 year-old over-th…
…
continue reading

1
EP. 105: What Insurance Experts Said About Cyber at RIMS 2025
26:50
26:50
Play later
Play later
Lists
Like
Liked
26:50On this episode of The Insuring Cyber Podcast, take a look back on four interviews recorded on site at RIMS 2025 in Chicago! This episode features Michael Von Gablenz, head of insure AI at HSB and Munich Re, Michelle Chia, Cyber Chief Underwriting Officer for AXA XL, Chris Mather, underwriting lead for Lloyd’s Market Association and Elizabeth Jenki…
…
continue reading

1
The Difference Between Captive and Independent Agents
10:25
10:25
Play later
Play later
Lists
Like
Liked
10:25Are you just starting out in the insurance industry and aren’t sure what path is right for you? In this episode we break down the pros and cons of becoming a captive or independent agent. Work with Ritter Insurance Marketing Resources: 3 Advantages of Being an Independent Insurance Agent 10 Essential Tools for Beginner Insurance Agents AHIP Test Ti…
…
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
Leading with Trust: How MEA & Associates Inc Provides a Positive Client Experience
16:43
16:43
Play later
Play later
Lists
Like
Liked
16:43In this episode of the And I Quote podcast, host Ashleigh Burden speaks with Giovanna Plum. Giovanna shares her journey in the insurance industry, the evolution of technology in the field, and how MEA Brokerage is adapting to meet client needs. Giovanna emphasizes the importance of customer service, the use of technology for efficiency, and the sig…
…
continue reading

1
EP. 02 Expert: Cargo Theft up 20% in Last Five Years
12:25
12:25
Play later
Play later
Lists
Like
Liked
12:25Cargo theft has been on the rise for the last several years, and bad actors are becoming more sophisticated and higher tech. The increased risk along the supply chain as the act of cargo theft is an ever more global endeavor. We spoke with Keith Lewis, Vice President of Operations for Verisk CargoNet, about the trends and what they’re telling us. T…
…
continue reading

1
Good for Business - Ep02 - Scott Ferguson (full interview)
56:11
56:11
Play later
Play later
Lists
Like
Liked
56:11Scott Ferguson from Financial Concepts on entrepreneurship and taking over the family business. Host Colin Krieger is a top Realtor and home restoration specialist in the Golden Triangle region of Mississippi and is a community leader who focuses on fundraising endeavors that support those in need.By Colin Krieger
…
continue reading
Don’t miss the ASG Podcast cheat sheet on keeping in touch with client the old-fashioned way – through mail. 💌 We’ve got resources, tips, strategies, and more! Read the text version Mail Communication Resources: Canva Lead Concepts Lunacy Microsoft Designer MOO Office Depot ReminderMedia Staples Vistaprint Ritter Resources: Agent Compliance Handboo…
…
continue reading
Ready for a better commission tracking solution? Don’t miss our episode featuring suggestions on tracking your hard-earned commissions. Register for your FREE RitterIM.com Account Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: AHIP Test Tips and Tricks for Medicare…
…
continue reading

1
275 - Magnifact's Krish Krishnan on Rewiring the Insurance Industry
32:31
32:31
Play later
Play later
Lists
Like
Liked
32:31Summary In this episode of That Annuity Show, Paul Tyler speaks with Krish Krishnan, CEO and founder of Magnifact, about the company's mission to streamline data aggregation in the insurance industry. They discuss the challenges of data management, the importance of digital transformation, and how AI is set to revolutionize the industry. Krish shar…
…
continue reading

1
5 Things From the 2025 Budget Reconciliation Bill
17:39
17:39
Play later
Play later
Lists
Like
Liked
17:39In this week’s Friday Five, Sarah gives her first impressions on what agents need to know about the 2025 Budget Reconciliation Bill. Learn more about what’s changed for Medicare, Medicaid, ACA, and more! Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 💌Send feedback, questions, and to…
…
continue reading
Partnerships can be a powerful growth strategy for your business. Learn more about marketing your business through collaboration and community involvement. Read the text version Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: 5 Insurance Marketing Tips to Help Agent…
…
continue reading
Our podcast guest today is local entrepreneur Russell Poole, owner of Plus Remodels in Columbus, Mississippi. In the episode, Russell shares his path to ownership in the construction business, which includes experience in house painting, restaurants, and several years as an oil and gas landman (just like Billy Bob Thorton in the TV Show). Poole sha…
…
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
We’ve got the breakdown of all the Medicare and Medicare Advantage enrollment periods that beginner agents need to know. Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: 10 Essential Tools for Beginner Insurance Agents: https://ritterim.com/blog/10-essential-tools-fo…
…
continue reading

1
Field Notes on Digital Marketing Resources
22:26
22:26
Play later
Play later
Lists
Like
Liked
22:26Take your business into the modern world of digital marketing. We’ve compiled the ultimate guide to getting started, tips, resources, and more! Read the text version Register with Ritter Insurance Marketing Full-Service Digital Marketing Services: $99 Social ConciergeBee Disruptive Advertising Firebelly MarketingHubstaff Talent Ignite Visibility Kl…
…
continue reading

1
Broker Leader Combines ‘Analytics and People’
36:21
36:21
Play later
Play later
Lists
Like
Liked
36:21On this installment we meet Olga Collins, CEO of the Worldwide Broker Network, or WBN. Olga is a true woman of the world, speaking six languages, including Polish from her native country. She relays a fascinating life and career story as well as business lessons she’s learned along the way. She says she fell in love with risk management and insuran…
…
continue reading

1
Field Notes on Traditional Marketing Resources
33:39
33:39
Play later
Play later
Lists
Like
Liked
33:39Learn how to promote your insurance business with traditional marketing strategies. We cover what agents should know: marketing materials, use cases, and where to find resources! Partner Resources: AllOver Media Lead Concepts LeadingResponse ReminderMedia Branded Magazine Info Ritter Agents working with ReminderMedia Design Resources: 99Designs Fiv…
…
continue reading

1
274 - Joe Nunes on Navigating the Future of Retirement Planning
40:56
40:56
Play later
Play later
Lists
Like
Liked
40:56In this episode of That Annuity Show, Paul Tyler, Bruno Caron, and guest Joe Nunes discuss the evolution of retirement planning, focusing on the shift from defined benefit (DB) to defined contribution (DC) plans. They explore the challenges faced by retirees today, the role of annuities, and the importance of adequate contributions to ensure financ…
…
continue reading
In this episode of Agent Essentials, we’re covering the definition of the Health Insurance Marketplace! Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. The Complete Guide to Selling Affordable Care Act Insurance Plans Resources: FREE DOWNLOAD – The Complete Guide to Selling Af…
…
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
Setting Up Your Insurance Business Structure ft. Frank Lavery & Justin Abodalo
1:10:46
1:10:46
Play later
Play later
Lists
Like
Liked
1:10:46Ever thought about incorporating your insurance business? Not sure if it’s the right move? In this episode, Sarah is joined by attorneys Frank Lavery and Justin Abodalo to learn more about business entities and how they’re structured. Frank focuses on the corporate law side, while Justin specializes in tax implications. Listen as theyir share their…
…
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
The Pros and Cons of Working with Regional and National Carriers
9:55
9:55
Play later
Play later
Lists
Like
Liked
9:55Is business growth on your 2025 goals list? Don't miss this episode! We outline features and drawbacks of the different carrier types to help you fill in portfolio gaps. Read the text version Request your Free Portfolio Review from the team at Ritter Resources: Adding Spokes to Your Wheel ft. Robert Rothschild: https://lnk.to/rothschild2025 Diversi…
…
continue reading