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The McKinsey on Insurance podcast features conversations with the leading thinkers in the global insurance industry. McKinsey partners and insurance executives discuss the challenges and opportunities insurance leaders are facing, featuring practical advice and inspirational ideas.
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Hello I am Pat Brough from Finck & Perras Insurance Agency and this is our podcast "Local & Mighty". Our podcast is about Massachusetts Personal and Commercial insurance, in plain english mixed in with a little bit of fun. Everything you want to know or have been afraid to ask your insurance agent or things you should know when you are buying a house, car or starting a business.
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This is the Red Barn Financial Podcast. Red Barn Financial is a financial advisory company serving family and small businesses. Red Barn Financial helps people: 1. Organize their finances and put together a plan for success 2. With their investments through financial plans and investment analysis and investment management. 3. With risk mitigation strategies including life insurance, disability insurance and more. 4. Through tax planning strategies 5. Setting up IRAs, brokerage accounts and o ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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ProAssurance's quarterly earnings conference calls and investor presentations. ProAssurance Corporation is a specialty writer of professional liability insurance, and the fourth largest writer of medical professional liability insurance in America. We principally write through four subsidiaries, ProAssurance Indemnity Company, Inc., PRA Indemnity Company, Inc. (formerly Casualty), Podiatry Insurance Company of America (PICA) and our Excess and Surplus Lines carrier, ProAssurance Specialty In ...
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The Insurance Dudes

The Insurance Dudes: Craig Pretzinger & Jason Feltman

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New to the high-octane world of insurance agency ownership with The Insurance Dudes© ? Looking for answers on how to make it happen? 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 insights and proven strategies. You're here just in ...
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Welcome to Carrier Conversations! On this show, we talk about everything related to running a successful 18 wheeler! No matter if you are hauling bananas or bandanas, west coast or east coast, 1 truck or 1000 units, we cover it all! Tune in to each episode, as we dive into: -How to Find Good Paying Freight -How to Avoid Delays, Load Cancellations, Etc -How to Prevent Your Rig From Breaking Down -How to Find The Best Insurance For You -How to Find the Best Brokers To Work With -How to Find Sh ...
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Miles of Training podcast is all about interstate trucking. Penni Royston, your host, is an interstate authority expert and licensed commercial insurance agent. Whether your a newbie in the industry or a seasoned carrier there’s something new to learn for all.
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Insure Your Health, hosted by Erin Ackenheil of Black Point Insurance, empowers listeners to educate themselves on healthcare through unique industry trainings, medical professional interviews and carrier spotlights. Whether you're a health insurance agent, a healthcare professional or a patient, you're going to learn about everything from Medicare Advantage to today's hot health topics alongside the smart, fun and energetic Erin Ackenheil!
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BenefitHackers

John Millen, BenefitHacker

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A BenefitHacker is a NEW BREED OF ADVISOR. SMARTER, FASTER, and driven by results. BenefitHackers wage war against THE STATUS QUO…And win. BenefitHackers ARE CARRIER-NEUTRAL and are never shackled to insurance carriers. A BenefitHacker puts CLIENTS before commissions. If you ask others in their industry, they’ll tell you that what Benefit Hackers are doing is impossible…yet it’s happening DAILY. BenefitHackers… - Design creative strategies - Implement efficiently - Communicate clearly - TRAN ...
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The Insurance Chatter with Reghan Brandt

Reghan Brandt | LRP, The Loss Run Pros | CPF, Columbia Pacific Finance | The Insurance Chatter

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This is the Insurance Chatter! What is the insurance industry talking about? What problems are insurtechs solving? What trends are agents, brokers, underwriters and executives thinking about? Every week, I sit down with a different person from across the insurance industry to discuss what's happening in their niche markets. I want to give you a behind the scenes look at risk, technology, data and culture within one of the most exciting business sectors. Follow along to get pumped and see whe ...
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Truck Focus Podcast - Connects Industry Leaders, to the Industry, to Help Create a Pivotal Change. Host Josh Hannaberry interviews various leaders in the transportation industry as they share their perspectives and offer applicable advice to be successful in the transportation industry with respect to compliance, organizational processes, hiring drivers, and profits.
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Bruce Porter is the owner and advisor at The Resource Center an Insurance & financial services company located in Springfield, MO. On this podcast he will answers listener questions every week on K-ROG, a local Facebook group for the Rogersville Community with Will Worsham. He will also be posting his segment interviews on KOLR 10's Ozarks Live which airs Live Tuesdays at 3pm. 'Finding The Courage To Retire,' written by Bruce Porter is available on Amazon. For more information visit our webs ...
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Join Peter Colis, CEO and co-founder of Ethos, as he sits down with some of the life insurance industry’s biggest movers and shakers. Hear them talk through their biggest breakthroughs, business insights, and leadership challenges — and get to know them on a more personal level. Founded in 2016, Ethos is a technology company providing access to instant, accessible life insurance online.
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Educating CONTRACTORS, PUBLIC ADJUSTERS, & PROPERTY OWNERS on the restoration industry's struggles with insurance claims. There are many intricacies of how to properly handle the hurdles you may face during an insurance claim and there is no need to endure it alone. Often people feel like they have no options when going up against the colossus insurance companies but we are here to prove that you DO HAVE OPTIONS!
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Zurich Times PodCast

Zurich Times PodCast

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Zurich Times PodCast on Anchor.FM https://www.zurichtimes.net Twitter: @ZurichTimes Patreon: https://www.patreon.com/zurichtimes Telegram: https://t.me/ZurichTimes YouTube: youtube.com/c/ZurichTimes
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Hosted by Ed Hennings and Co -Host, Crissy "Blu Jai" covering real stories of urban truckers and industry professionals sharing their experiences on the road to riches and financial freedom with a touch of swag.
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InsurTech Talk

Karl Heinz Passler

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InsurTech Talk is about the community of insurance innovators who apply InsurTech. Why? Insurance corporations are under pressure. You can read and hear this everywhere. One approach to release the pressure is to innovate with the help of InsurTech. This is what InsurTech Talk is about.
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The Benekiva Connects Podcast is a weekly show hosted by the Benekiva team. Benekiva is a configurable SaaS technology platform that transforms the end-to-end claims and servicing experience across all product lines. Each week we delve into challenges and innovations in the insurance industry that help our customers take a “beneficiary first” mindset. We talk about tools, ideas, and more that help our listeners achieve digital transformation and make use of cutting edge claims technology. Ma ...
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NYC Real Estate

Mark Levine (EBMG)

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Join Mark Levine from EBMG, a New York City real estate property management firm as he talks everything NYC real estate with special guests and experts in the field. Mark has been in the NYC real estate sector since 1998 and enjoys talking about some of the hottest topics and questions on everything related to real estate in New York City. Have a question or something you want to add to the show, send us an email at nycrealestatepodcast@gmail.com and we'll try and cover it.
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Mark Whatley is an influential voice in the property restoration and insurance technology sectors. He co-founded Sureti, a company that provides third-party fund control services aimed at accelerating property claims payments, ensuring faster and more efficient resolution for restoration contractors and insurance carriers. Whatley is also the found…
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Join us as we sit down with Deanna Mulligan, CEO of Purposeful and former CEO of Guardian Life Insurance Company, to uncover her inspiring journey and unwavering passion for helping people. From the profound messages in her bestselling book "Higher Purpose" to the real-world lessons learned during Hurricane Sandy, Deanna reveals how preparing emplo…
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In this podcast episode, Brian Skrobonja takes us on a thought-provoking journey through the evolving concept of retirement. As we dive into the past, present, and future of retirement, Brian helps us unravel the complexities of this modern-day concept which, though deeply ingrained in our society, is relatively new in human history. This episode i…
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Join AgencyBloc for a comprehensive discussion on employee benefits with Marcie Strouse, Partner at Capitol Benefits Group (https://capitol-benefits.com). This episode dives deep into the ever-changing group benefits market, offering valuable insights for businesses of all sizes. Key Discussion Points: Market Dynamics: Explore the impact of carrier…
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This week we welcomed Dr. David Krause for a discussion on remediation of microbial contamination and Legionella. We have wanted to get Dr. Krause on the show for a long time now and the stars have lined up. Dr. David Krause is the founder of Healthcare Consulting and Contracting (HC3). He is a Certified Industrial Hygienist and Toxicologist, with …
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Ep. 81 Tax Efficient Funding of a Major Purchase (House, Car, etc.) In this episode I share how I helped a client with funding a home downpayment, but this process can work with any amount and any major purchase. The key here is to avoid penalties and keep our taxes to a minimum. Here is the spreadsheet used to walk through this. When you have an a…
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Haulin Assets Academy: https://www.haulinassetsacademy.com/ I start off this episode ranting a bit about a couple of challenges I faced recently. One involved being dropped from a load that I think was completely unwarranted. The second situation was because of a strong oder in a trailer that wouldn't go away, even after a washout. What To Expect F…
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In this episode, Brian Skrobonja goes over the three main retirement mindsets that could negatively impact your retirement plans. He sheds light on what most retirees get wrong about retirement planning, why being confident doesn’t eliminate investment risks, and what to consider when hiring a financial planner. Brian goes over three retirement min…
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What if your life insurance policy could actually help you live a longer, healthier life? Join us for an inspiring conversation with Brooks Tingle, CEO of John Hancock, as he reveals how this 162-year-old company is using cutting-edge technology and wellness programs to revolutionize the insurance industry. From the emotional journeys of policyhold…
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In this podcast episode, Brian shares his remarkable journey from his parents' middle-class immigrant background to achieving financial freedom through decades of learning and building businesses. He recounts his early aspiration for an opulent lifestyle and the pivotal moment when he realized the importance of creating income-producing assets. Thr…
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Shoot Us A Message! Welcome to another insightful episode of **The Insurance Dudes**, where Craig Pretzinger and I, Jason Feltman, are joined by the dynamic insurance expert, Matthew Murray. In today's conversation, we dive deep into the often daunting topic of life insurance and final expenses. Matthew shares his profound wisdom on navigating thes…
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Shoot Us A Message! Welcome to another thrilling episode of The Insurance Dudes! This time, hosts Craig Pretzinger and Jason Feltman sit down with our special guest, Matthew Murray, who shares a blend of humor, insightful stories, and invaluable advice from his journey in the insurance industry. Matthew kicks off the episode with a hilarious and un…
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Haulin Assets Academy: https://www.haulinassetsacademy.com/ Throughout my military, business ownership and corporate careers I have held many different types of leadership positions. I have lead groups with just a few people to groups with hundreds of people. I am a much better leader today than I was 20 years ago. I hope this episode will give you…
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In this episode we talk about the importance of using key performance indicators beyond just investment performance to gauge the health of one's retirement plan. There are five crucial data points that form the foundation of a successful retirement strategy: passive income, effective tax rate, cash flow ratio, banking capacity, and horizontal asset…
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Shoot Us A Message! Welcome to another exciting episode of The Insurance Dudes! We're thrilled to delve into the transformative world of AI and automation with industry expert Justin Brock. Joining hosts Craig Pretzinger and Jason Feltman, Justin highlights how AI is revolutionizing business operations, scaling productivity to infinite heights, and…
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Shoot Us A Message! Welcome to another exciting episode of The Insurance Dudes! We're thrilled to delve into the transformative world of AI and automation with industry expert Justin Brock. Joining hosts Craig Pretzinger and Jason Feltman, Justin highlights how AI is revolutionizing business operations, scaling productivity to infinite heights, and…
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In this episode on Certificates of Deposit (CDs) as investments, we talk about the nuanced decision-making involved in purchasing CDs and whether or not CDs are good investments, particularly in a rising interest rate environment, and we explain why interest rates are the only factor you need to consider. Wealth creation isn't solely dependent on C…
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When choosing a financial advisor, there are a number of questions you want to ask. In this episode of the Red Barn Financial Podcast, Sean Moran answers the Top 5 questions: Is the advisor licensed? Are they truly a financial advisor or are they an insurance agent or coach that gave themselves a fancy name? Don't just pick the first advisor you me…
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In this episode of the Red Barn Financial Podcast, Sean Moran talks about the areas in the Bible where it speaks about money. This is only scratching the surface, because there are over 2,500 verses that talk about money. If you feel convicted to do what God is calling you to do with your money, specifically being a good steward of what has been gi…
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This month is a really good indicator of what happens when you have a truck sitting for too long. We had a truck sit the entire month and the impact on the bottom line is pretty easy to calculate. Craig and I spend a few minutes of this episode showing the impact that a sitting truck has on your net income. It's a pretty interesting case study. Be …
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In this episode, Brian Skrobonja explains what alternative investments are and why they are the fastest route to growing your assets or retirement savings. He sheds light on how the most successful investors in the world keep getting wealthier and how to use an endowment like strategy to position your retirement assets. Brian explores alternative i…
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Shoot Us A Message! In today's riveting episode of The Insurance Dudes, Craig Pretzinger and Jason Feltman dive deep into the often overlooked but crucial aspect of retention in the insurance business. Join us as Craig reminisces about his almost-cancelled 2019 Christmas trip to Kauai and how a key realization about lifetime value (LTV) of clients …
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Join us in this episode as we sit down with Eric from Claim Titan to explore why this CRM is a game-changer for public adjusters. Forget about juggling spreadsheets like a circus act—Claim Titan streamlines your workflow, making claims management a breeze. ------------------------------------------------------------------- LISTEN TO THIS BULL. "Exp…
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This week we welcomed Seth Harrison the Executive Director of Actionable Insights for a discussion on scoping and billing restoration projects. Actionable has built a product that helps ensure restoration contractors get all the money they deserve. Don’t leave money on the table! LEARN MORE on IAQ Radio+. After learning the ins and outs of claims s…
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Whether you're a seasoned pro or just starting out, "Insurance Claims Tactics 2024" equips you with the knowledge and tools needed to excel in your role. Tune in to stay ahead of the curve, elevate your skills, and maximize your impact in the world of insurance claims. Don't miss out on the latest trends, technologies, and strategies shaping the in…
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Shoot Us A Message! Welcome to The Insurance Dudes! Today, host Craig Pretzinger brings you an essential guide to navigating the AI revolution in the insurance industry. If you're a P&C or life insurance agent, this episode is a must-listen. Craig dives deep into the art and science of crafting effective prompts for AI tools like ChatGPT, detailing…
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In this episode, we delve into the link between overall retirement quality and the confidence you have in your financial plan. We emphasize how a well-designed retirement strategy tailored to your needs, not solely reliant on market performance, is pivotal for boosting confidence and making your retirement plan a reality you can rely on. Addressing…
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Shoot Us A Message! Welcome back to another riveting episode of The Insurance Dudes! Today, it's just Craig Pretzinger flying solo while Jason Feldman is off on a top-secret mission. Craig dives deep into the ever-evolving world of Language Learning Models (LLMs) like ChatGPT, emphasizing their critical role in staying competitive and relevant in t…
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How can the traditional world of life insurance adapt and thrive using cutting-edge technology without losing the human touch that clients value? Join us for an inspiring conversation with Christian Mitchell, Executive Vice President and Chief Customer Officer at Northwestern Mutual. Christian shares the challenges and innovations reshaping the ins…
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Prof. J. David Miller has focused his research on mycotoxins and damp buildings and health for the last 40 years first at Agriculture Canada and then at Carleton University in Ottawa. Dr. Miller has published over 370 papers on fungi and fungal toxins and has co-written 10 books on the public health aspects of exposures to fungi and fungal toxins, …
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Shoot Us A Message! Welcome back to another exciting episode of The Insurance Dudes! Today, we're diving into a critical conversation on the AI takeover and what this means for your insurance agency. Are you going to be a Blockbuster or a Netflix in the evolving landscape of AI? Join your host, Craig Pretzinger, as he shares a compelling story of a…
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We just completed our 2024 insurance renewal last month, so I thought this world be a good time to revisit the subject of insurance. It's been several years since we have taken a serious swing at the topic and high time we do it again. Especially since insurance is in the top 5 expenses for most trucking companies and a little savings on your insur…
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The complexity of Social Security calculations can cause some confusion around when someone eligible should file and claim their benefit. There are a lot of variables to consider and acronyms to decipher that can make Social Security feel like a confusing hedge maze. Let’s cut through some of the noise and clarify some of the most pressing question…
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Mark Springer is a highly regarded and experienced President/CEO skilled in successfully expanding a multi-location residential and commercial services company across a broad geographical region. Mark has a demonstrated ability to drive market-leading performance, dynamic growth, and profitability. He grew his company from 1 to 7 profitable locatio…
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In this episode, Tim Robinson (CEO at AgencyBloc) and Cory Schmidt (CTO at AgencyBloc) interview Cristin Hopkin-Bishop, COO at The Brokerage Inc. Cristin shares her background, the history of The Brokerage Inc., and the current landscape, shifts, and consolidation in the insurance industry. The Brokerage Inc. is a family-owned national FMO (Field M…
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If you tune into social media, there are a lot of influencers and gurus peddling one-size-fits-all financial advice and unfortunately plenty of investors base their strategies on what these people recommend. Find out why basing your investment decisions on what’s trending on TikTok is short sighted and discover the seven indispensable steps of buil…
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Shoot Us A Message! Welcome back to another thrilling episode of The Insurance Dudes! Today we're joined by Craig, the word of mouth wizard Pretzinger, and Jason, the referral renegade Feltman. Buckle up as we dive deep into the dynamic world of referral marketing—a gold mine for boosting your agency’s growth that too many overlook. Referrals don't…
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Ep 78 Why Drawing From Your Retirement Account Early is a Costly Mistake Many times people take money out of their retirement account early so they can pay bills, because they changed jobs or for "easy access" to their money. In this episode of the Red Barn Financial Podcast, Sean Moran shares why this could be a costly mistake, but in the current …
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In this episode, host Peter Colis welcomes Susie Keisler-Munro, the CEO of Assurity Insurance and a dynamic leader who has been on the forefront of innovation in the industry. Assurity is a life and supplemental health insurance company and was one of Ethos' first partners. Tune in to hear about Susie’s extensive background in the field, ranging fr…
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Mr. Havics is an Honors graduate from Georgia Institute of Technology with a Bachelor’s Degree in Mechanical Engineering. He is a Certified Industrial Hygienist (CIH), and a registered Professional Engineer (PE) with over 35 years of experience in environmental, health and safety, building science, and materials science consulting. He is a limited …
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Shoot Us A Message! Welcome back to another insightful episode of "The Insurance Dudes"! In This episode "Insure Tech Specs to Avoid Wrecks," we dive deep into the transformative world of technology in the insurance agency sphere. Jason Feltman, also known as "the Tech Titan," and Craig Pretzinger, the "Efficiency Emperor," discuss the crucial role…
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We keep moving in the right direction, April 2024 Financials were better than March. If you remember I mentioned I would be happy if we can keep doubling our net income for 4-5 months. April is the third month in a row we have been able to do that. We start off the episode talking about the importance of being agile. If you aren't agile in this kin…
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In this episode, Brian Skrobonja answers the top questions he receives from people looking for help with their financial plan. He sheds light on why a plan is more than just picking stocks, what most people get wrong about passive income, and the benefits of knowing how much tax liability you’ll have in the future. Brian answers the top questions h…
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Shoot Us A Message! Welcome to another illuminating episode of "The Insurance Dudes" podcast, where your hosts, Craig Pretzinger, the conversion king, and Jason Feltman, the prospecting pro, dive deep into the critical topic of crafting a unique value proposition (UVP) for your insurance agency. In this episode, we explore why a well-defined UVP is…
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Shoot Us A Message! Welcome back to The Insurance Dudes for another episode! The hosts of today's episode, "Scaling Your Agency with Intention and Purpose," Jason Feltman and Craig Pretzinger, will walk you through the crucial tactics for effectively expanding your insurance agency without compromising your basic principles or overworking your staf…
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Most business owners come into the financial game as the quarterback. They’re telling their CPA and financial advisor what they need and when they need it instead of working as a team to plan out a cohesive strategy. This needs to change. Listen to the latest episode of the podcast to learn why your business needs a financial team that works togeth…
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Host Peter Colis sits down with Eric Olson, the charismatic CEO of Global Financial Impact, as he recounts his remarkable transformation from a toll booth operator to the architect of a thriving life insurance empire. Eric's candid storytelling reveals the essence of entrepreneurship, highlighting the pivotal moments that propelled him forward and …
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Taxes Done? You're NOT Finished Yet! Here's Why When you finish your tax return you want to understand what happened, what you can do for the next year to save taxes or to strategically prepare yourself for future years. In this episode of the Red Barn Financial Podcast, Sean will talk about what to look for on your tax return and things that you c…
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