Best P&c Risk Solutions Podcasts (2025)

1
200 in Heels: Fast Lanes and Faster Growth with Cassidy Arbeli 35:27

3d ago35:27

35:27

Welcome 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…

1
Insider Dealing and Conflicts of Interest: NCUA's Letter to Credit Unions from 1986 6:14

4d ago6:14

6:14

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://www.linkedin.com/in/mark-treichel/ Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA examinations from the …

1
From Captive to Independent: Dan Kitajima’s Journey to Insurance Agency Freedom 53:07

10d ago53:07

53:07

Welcome 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…

1
Fighting Payments Fraud: A Deep Look into Federal Banking Agencies' New Initiative 8:09

11d ago8:09

8:09

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Episode: Fighting Payments Fraud - Federal Banking Agencies Launch Major Initiative Episode Summary Three major federal banking agencies have joined forces to combat the explosive growth in payments fraud across America. In this episode, we break down the comprehensive Request for Info…

1
From McDonald’s to Insurance Success: The Ben Bucher Agency Story 51:13

17d ago51:13

51:13

Welcome back to The Insurance Dudes! In this episode, our hosts Craig Pretzinger and Jason Feltman sit down with Ben Bucher, owner of Bucher Family Insurance, for an engaging, honest, and often hilarious conversation about his journey from an aspiring actor and McDonald’s manager to leading a multimillion-dollar insurance agency. Ben opens up about…

1
NCUA's Civil Money Penalty Authorities and What You Need to Know 4:31

18d ago4:31

4:31

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://www.linkedin.com/in/mark-treichel/ Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA examinations from the …

1
From College Basketball Coach to $18 Million Insurance Agency: BJ Hill’s Playbook for Success 50:59

23d ago50:59

50:59

On this episode of The Insurance Dudes, hosts Craig Pretzinger and Jason Feltman sit down with BJ Hill, owner of Summit Insurance in Loveland, Colorado. BJ shares his remarkable journey from college basketball coach to building one of the top insurance agencies in the country, now writing over $18 million in premium. From his early days as a “juco”…

1
Letters of Understanding and Agreement (LUAs) 6:06

25d ago6:06

6:06

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://www.linkedin.com/in/mark-treichel/ www.marktreichel.com Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA e…

1
Uncovering Referral Goldmines and Process Mastery with Peter Fournier 43:07

1M ago43:07

43:07

Welcome back to The Insurance Dudes! In this episode, hosts Jason Feldman and Craig Pretzinger sit down with industry powerhouse Peter Fournier to uncover the secrets behind building a thriving, recession-proof insurance agency. Peter shares his journey from flipping Pokémon cards as a kid to carving out his niche in mortgage protection within the …

1
Why David Carothers Avoids Industry Hires and How It Fuels His Agency’s Success 29:05

1M ago29:05

29:05

Welcome to this episode of The Insurance Dudes, where hosts Jason and Craig sit down for a high-energy, no-holds-barred conversation with the dynamic David Carothers. David shares his unconventional journey from a college baseball player and retail worker living off macaroni and cheese to running a powerhouse commercial insurance agency in Tampa. I…

1
David Kelly Wrote The Book On Incentive Comp Management 24:22

1M ago24:22

24:22

On this episode of The Insurance Dudes, Jason and Craig sit down with David Kelly, the author who literally wrote the book on incentive compensation management and the founder of insuretech startup BobTrack. David shares his unconventional journey into the insurance industry—starting as a complete outsider who’s never sold a policy but knows how to…

1
Make Leads Paid For Put Your Thimble On Front Of Funnel 23:08

1M ago23:08

23:08

Welcome to another exciting episode of "The Insurance Dudes," where hosts Craig Pretzinger and Jason Feltman are on a mission to help you escape the constraints of your insurance agency with the secrets to creating a predictable and profitable sales machine. In this episode titled "Audio Make Leads Paid For Put Your Thimble On Front Of Funnel," we …

1
Gleb Tsipursky Plays Decision Doctor Don't Dare Miss This Diamond 46:56

1M ago46:56

46:56

Welcome to another exciting episode of "The Insurance Dudes," where hosts Craig Pretzinger and Jason Feltman are on a mission to help you escape the constraints of your insurance agency with the secrets to creating a predictable and profitable sales machine. In this episode titled "Audio Make Leads Paid For Put Your Thimble On Front Of Funnel," we …

1
Mastering Recruitment: Insights from Dave Williams on Scaling Insurance Agencies 48:38

1M ago48:38

48:38

Welcome back to another exciting episode of The Insurance Dudes! Today's guest is none other than Dave Williams, a dynamic entrepreneur with a fascinating journey from overcoming personal and professional challenges to building a multi-million dollar insurance agency. Dave shares his insights on the importance of mastering your craft from the groun…

1
Learn from Brian A'Hearn To Earn, Know What I Mean Vern? 46:09

1M ago46:09

46:09

Welcome to another exciting episode of The Insurance Dudes Podcast! Today, we have a special guest, Brian Ahearn. With his extensive experience in the insurance industry and expertise in the psychology of persuasion, Brian shares invaluable insights that can help transform your agency operations and enhance your sales skills. From the importance of…

1
Wild Bill Rice Talkin Bout Leads | The Insurance Dudes 37:17

1M ago37:17

37:17

In this episode of The Insurance Dudes, hosts Craig Pretzinger and Jason Feldman sit down with Wild Bill Rice to explore the ins and outs of lead generation within the insurance industry. As a seasoned professional in marketing and lead generation, Bill Rice offers valuable insights into understanding the unique challenges and opportunities tied to…

1
Jas Takhar Crushes Content Curating Creative Craziness 50:53

1M ago50:53

50:53

In this exciting episode of The Insurance Dudes, join hosts Craig and Jason as they bring in the dynamic Jas Takhar live from his own studio. Known for his high-energy approach, Jas promises to match and potentially exceed the enthusiastic vibes. Dive into a lively conversation filled with rapid-fire questions and insightful discussions on content …

1
How to Master the Art of Insurance Sales with Rob Liano 56:26

1M ago56:26

56:26

In this episode of The Insurance Dudes, join hosts Craig Pretzinger and Jason as they dive into an insightful conversation with Sales Coach and Speaker, Rob Liano. Growing up as the youngest of four boys with a father who transitioned from engineering to excelling in vacuum sales, Rob learned early on about the power of sales and determination. Fro…

1
How to Thrive in Commercial Insurance: Lessons from Patrick Albrecht 36:54

1M ago36:54

36:54

In this episode of The Insurance Dudes, hosts Craig and Jason sit down with Patrick Albrecht, President of Associated Insurance Administrators (AIA), to discuss the evolution of commercial insurance marketing and sales. Patrick shares his journey from Air Force engineer to insurance executive, offering valuable insights into the wholesale insurance…

1
Preliminary Warning Letters: Per NCUA's National Supervision Policy Manual (NSPM) 8:22

1M ago8:22

8:22

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA e…

1
What Are NCUA's Enforcement Options and Philosophy? 6:37

1M ago6:37

6:37

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Enforcement actions range from formal to informal, and minor to drastic. Today we discuss what NCUA's philosophy is in this regard. Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to …

1
What is NCUA's Authority to Remove Officials? 4:36

2M ago4:36

4:36

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The Federal Credit Union Act allows NCUA to remove officials. We explain how. Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intrica…

1
NCUA's Supervisory Letter on Enterprise Risk Management 14:11

2M ago14:11

14:11

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://ncua.gov/regulation-supervision/letters-credit-unions-other-guidance/enterprise-risk-management-erm Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Ou…

1
Involuntary Liquidations: Why and How Does NCUA Do Them? 9:13

2M ago9:13

9:13

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The National Credit Union Administration (NCUA) today liquidated Unilever Federal Credit Union of Englewood Cliffs, New Jersey. The NCUA made the decision to liquidate Unilever Federal Credit Union and discontinue operations after determining the credit union was insolvent and had no p…

1
NCUA Reopens Public Comment on Succession Planning 3:58

2M ago3:58

3:58

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers NCUA’s reopening the public comment period on two recently finalized rules that haven’t fully taken effect yet. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose t…

1
NCUA Releases Staff Message on the Current NCUA Board 2:04

3M ago2:04

2:04

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA Releases Staff Message on the Current NCUA Board Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA examinatio…

1
Understanding Conflicts of Interest in Asset Management (OCC) 13:24

3M ago13:24

13:24

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Understanding Conflicts of Interest in Asset Management: Show Notes In this episode, Samantha Shares explores the critical topic of conflicts of interest in asset management based on the OCC Comptroller's Handbook. While originally created for banks, these principle-based guidelines pr…

1
OCC's Comptroller's Handbook booklet "Model Risk Management" 34:36

3M ago34:36

34:36

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Show Notes: Model Risk Management (OCC Comptroller's Handbook) In this episode, Samantha Shares discusses the OCC's "Model Risk Management" handbook (Version 1.0, August 2021). This comprehensive handbook provides guidance on how financial institutions should manage risks associated wi…

1
Understanding the Capitalization of Unpaid Interest Into the Loan Balance 15:43

3M ago15:43

15:43

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Reach out to learn how we assist our clients. Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA examinations from t…

1
Building Resilience: Contingency Funding Plans for Credit Unions 8:44

3M ago8:44

8:44

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA wants you to build a good contingency funding plan. We discuss their guidance on this important topic. Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Ou…

1
NCUA Board Member Tanya Otsuka Statement on the Decision to Remove Total Overdraft and Non-sufficient Fund Fee Data 5:49

4M ago5:49

5:49

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers NCUA Board Member Tanya Otsuka Statement on the Decision to Remove Total Overdraft and Non-sufficient Fund Fee Data The following is an audio version of that STATEMENT. This podcast is educational and is not legal advice. We are spons…

1
NCUA Board Member Todd Harper Statement on the Decision to Curtail the Collection of Overdraft and Non-sufficient Fund Fees 6:19

4M ago6:19

6:19

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers NCUA Board Member Todd Harper Statement on the Decision to Curtail the Collection of Overdraft and Non-sufficient Fund Fees The following is an audio version of that Statement This podcast is educational and is not legal advice. We ar…

1
NCUA Board Member Tanya Otsuka Remarks at the 2025 Governmental Affairs Conference 7:46

4M ago7:46

7:46

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA Board Member Tanya F. Otsuka Remarks at the 2025 Governmental Affairs Conference As Prepared for Delivery on March 4, 2025 Thank you to Jim, Carrie, and everyone at America’s Credit Unions for the invitation. Special thanks to the convention center staff and everyone behind the sc…

1
NCUA's Concentration Risk Expectations for Credit Unions 26:16

4M ago26:16

26:16

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ This episode covers NCUA's Guidance to Credit Unions on Concentration Risk. Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricaci…

1
Kyle Hauptman's First NCUA Board Statement as Chairman 6:49

4M ago6:49

6:49

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers NCUA Chairman Kyle S. Hauptman's opening remarks from the February 27, 2025 Board Meeting. The following is an audio version of Chairman Hauptman's first board meeting remarks as NCUA Chairman. This podcast is educational and is not l…

1
President Trump's Executive Order: Ensuring Accountability for All Agencies 9:55

4M ago9:55

9:55

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ By the authority vested in me as President by the Constitution and the laws of the United States of America, it is hereby ordered: Section 1. Policy and Purpose. The Constitution vests all executive power in the President and charges him with faithfully executing the laws. Since it wou…

1
How NCUA Evaluates Your Credit Union Earnings 14:53

5M ago14:53

14:53

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ This episode covers NCUA's Guidance to Examiners on how they should evaluate credit union earnings. Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team u…

1
Enterprise Risk Management: NCUA's Supervisory Letter 14:27

5M ago14:27

14:27

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA's Supervisory Letter on Enterprise Risk Management. Audiobook style. Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies…

1
Operational Risks: Cyber, Fraud Risk Innovation & More 10:31

5M ago10:31

10:31

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ ## Episode Overview This episode covers the OCC's Fall 2024 Operational Risk report, examining key areas of focus for financial institutions including cybersecurity, operational resilience, innovation, and fraud risk management. ## Key Topics Covered ### Cybersecurity - Elevated operat…

1
Rudy Surovick’s Advice for Insurance Agents Facing Tough Times 38:12

5M ago38:12

38:12

Shoot Us A Message!Welcome back to another exciting episode of The Insurance Dudes! Today, we're thrilled to have a candid conversation with Rudy Surovick, an accomplished insurance professional with a fascinating journey from the independent agency world to becoming a pivotal player in the captive insurance landscape.In this episode, Rudy shares e…

1
Credit Risk Today: an OCC Perspective 6:25

5M ago6:25

6:25

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The full OCC report can be found HERE Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA examinations from the insid…

1
Escaping the Handcuffs: Gensler's Journey from Captive to Independent Insurance Success 22:12

5M ago22:12

22:12

Shoot Us A Message!Welcome to another episode of The Insurance Dudes podcast! In today's exciting episode, we sit down with Travis Gensler, a seasoned insurance professional who shares his incredible journey from a marketing franchise debacle to becoming a successful independent insurance agent.Travis dives deep into the benefits and challenges of …

1
NCUA THIRD PARTY RELATIONSHIP GUIDANCE 28:03

5M ago28:03

28:03

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://ncua.gov/regulation-supervision/letters-credit-unions-other-guidance/evaluating-third-party-relationships-0 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to suc…

1
From Law to Insurtech: Chris Cheatham's Journey 25:31

6M ago25:31

25:31

Shoot Us A Message!Welcome to another exciting episode of The Insurance Dudes! Today, Craig Pretzinger and Jason are joined by Chris Cheatham, an entrepreneurial dynamo deeply rooted in the insurtech world. Chris, a former lawyer and the co-founder of Risk Genius, shares his journey from legal frustrations to pioneering insurance AI technologies. W…

1
Cease & Desist Orders - NCUA's Enforcement Manual 13:09

6M ago13:09

13:09

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers N C U A’s Authority to issue cease and desist orders as outlined in its enforcement manual. The following is an audio version of that portion of the manual. This podcast is educational and is not legal advice. We are sponsored by Cred…

1
From Law to Insurtech: Chris Cheatham's Journey | Teaser 0:49

6M ago0:49

0:49

Shoot Us A Message!Join us as we navigate Chris’s unique career trajectory, from handling complex legal documents with machine learning to enhancing insurance processes with AI.Expect lots of laughs, engaging anecdotes, and even some nostalgic discussions about video games and childhood concerts! So buckle up and get ready for a dynamic ride throug…

1
NCUA's Supervisory Priority Letter to Credit Unions 15:18

6M ago15:18

15:18

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers N C U A's 2025 Supervisory Priorities. The following is an audio version of Letter to Credit Unions 25-CU-01. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose tea…

1
Mastering Traits and Systems: Ryan Schaffer's Insights on Efficiency and Growth 37:37

6M ago37:37

37:37

Shoot Us A Message!Welcome back to another episode of The Insurance Dudes! Today, we're thrilled to have Ryan Schaffer from the mortgage and real estate finance industry join us. Ryan, who once aspired to be a firefighter, transitioned to the mortgage world in the early 2000s and has since navigated through various market cycles, including the 2008…

1
Increased External Fraud Activity Targeting the Federal Banking System: OCC 7:12

6M ago7:12

7:12

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers A portion of The O C C's Semiannual risk perspective Special topic Increase fraud targeting the federal banking system. The following is an audio version of that topic. This podcast is educational and is not legal advice. We are spons…

1
Mastering Traits and Systems: Ryan Schaffer's Insights on Efficiency and Growth | Teaser 0:49

6M ago0:49

0:49

Shoot Us A Message!Whether you're in insurance, mortgage, or any sales-driven industry, this episode is packed with valuable advice on scaling your operations, building referral partnerships, and maintaining a competitive edge through perseverance and personalized communication. So tune in tomorrow and get ready to gain some actionable insights fro…

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