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Steph McGovern and an expert panel discuss major global business trends, their impacts on the insurance industry and the challenges they pose to insurance brokers. At a time when business and technology are constantly changing, which fundamental worldwide shifts will have the greatest impact on businesses, and entire industries? What risks do we need to mitigate against, and which changes offer the most exciting opportunities? A podcast series by Allianz Insurance. Want to find out more abou ...
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Join Ryan Whybrow, an experienced insurance broker at Konsileo, as he chats with industry experts and local business owners in East Anglia. Each episode dives into the world of general insurance, offering insights, advice, and real-world experiences to help you protect your business. Discover how to safeguard your assets, navigate insurance complexities, and ensure peace of mind for your enterprise. Tune in to stay informed, stay secure, and learn from the best in East Anglia! 📧 For more inf ...
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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 now, 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 ...
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Insurance Broker and Consultant Supporting Business Owners
Clarence Nappier, Insurance Broker & Consultant
Starting April 1, 2024, the only insurance brokerage in America company in the world has combined insurance services, sales system training and business development services to help businesses of any size increase sales productivity and performance using superior business development and sales training tools. Episodes focus on the four main sales functions: contacting, prospecting, appointment setting, closing and zero-cost referrals. Businesses can upload 3-minute videos to featured in regi ...
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The Placing You First Podcast spans a diverse spectrum of insurance industry issues to keep you and your clients informed.
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Pete Tessier & Curt Wyatt host the leading podcast about Insurance. Whether it's home insurance, auto insurance, business, people, insurance companies or more the Insurance Podcast discusses the relevant issues within the P&C insurance sector. From CEOs, to insurance brokers, VPs, owners, innovators, the podcast will feature those within the insurance industry who lead change. This podcast also considers the future with social media, consumer facing, fin-tech or startups, or AI, we will shed ...
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321 Biz Dev is the number one consulting firm in the world offering sales systems and business development services for attorneys, CPAs, plastic surgeons, dentists, insurance brokers, real estate brokers.321 Biz Dev helps any small business owner with a sales function who wants to increase performance, productivity and profitability using superior business development and sales training tools. Podcast episodes focus on the four main sales functions: contacting, prospecting, appointment setti ...
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Alliant Employee Benefits is a national insurance brokerage and employee benefits consulting firm.
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Making Risk Flow is a podcast powered by Cytora. This insurance podcast is designed to bring clarity, know-how and inspiration in driving digital transformation for commercial insurers, paying particular attention to the automation of risk processing. This podcast, led by industry veteran Juan de Castro as well as insurance change-makers, will showcase their learnings, challenges and solutions that have, or haven’t, worked for them. If you are embarking on leading a transformational project ...
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Host James Ferreira breaks down everything insurance-related in Canada. From expert advice on coverages for all types of insurance needs to hot topics in the industry and related insurance markets including real estate, mortgages, finance, and automotive industries, and most importantly; special guest appearances, The Broker Breakdown will bring entertainment and education to the world of insurance.
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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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All successful commercial real estate investors have one thing in common, they make smart decisions quickly. In other words, they have clarity. This show is all about building that foundation for you. We ask the best investors in the business how they make decisions, how they manage risk, and how they've built their best systems and business plans. If you're a member of a GP team, CRE Clarity starts here.
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The seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. With topics that can range from public policy, market technicals, and municipal strategies for clients to consider, tune in to our monthly in-depth conversations for the team’s latest views on the municipal market. MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Hold ...
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TV/Radio Show on the raw and uncut side of real estate. Special Millennials Features. Host Lisa (Puerto) Gillett, Licensed CA Real Estate Broker, Professional Agent Trainer, Award Winning Author and Entrepreneur, Owner of Super Agent®Trademark *Bonus Episodes of #ShiftYourThinking Series. https://lasuperagent.com DRE #01736957/#02151048
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Mortgage Solutions for the every day Canadian mortgage consumer. Are you thinking about becoming a mortgage broker learn first hand what you should look for in a brokerage and what you need to be successful.
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Adams Wealth Partners are financial advisors located in Nashville, TN. Helping clients to "Retire While You Work®". Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Adams Wealth Partners is not a broker/dealer. Content represents the opinions of the speaker & not necessarily those of Raymond James. Important Disclosure Info: http://raymondjames.com/smicd.htm. The rating isn’t intended to be an endorsement or any way indicative of the advisors abilities to ...
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The CYB podcast is a collaboration of Treadstone Risk Management and Liberty Benefit Advisors. The series is dedicated to bringing free and easily understandable insurance and risk management ides and concepts to business owners, organization leaders, families, and individuals.
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The Digital Broker is the only podcast focused exclusively on insurance technology and operations. Hosted by industry expert Ryan Deeds and brought to you by Indio Technologies.
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The Digital Broker is the only podcast focused exclusively on insurance technology and operations. Hosted by industry experts, Steve Anderson. Ryan Deeds, and Indio Technologies.
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Entrepreneur. Licensed Real Estate & Insurance Broker. Co-founder and CEO of: LJ HUB LJ Insurance Agency LJ Realty Team 5 Locations in Queens, New York
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Bima Leap Insurance Broker is fully committed to provide you with first in class general insurance solutions that are fully compliant with IRDAI guidelines. We aim to protect all of our customers with their insurance needs. All insurance products provide customers with state-of-the art solutions, and come with the in-house support of a dedicated & professional team and insurers who are there for you ALWAYS.
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Welcome to the PRMA Risk Ready podcast, the show for Risk Management Professionals in the High Net Worth Space.
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The Insurance Technology Podcast brings together interesting people from across the insurance ecosystem to discuss and debate technology’s impact on insurance products, businesses, and the industry. While “InsurTech” seems like the buzzword of choice these days, insurance technology has been around for decades. As a true believer that the past informs the future, podcast host Reid Holzworth speaks to both insurance industry “godfathers” – the original innovators who paved the way for tech at ...
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Broker Brett radio is a range of conversations with entrepreneurs, startup folks, family, and friends. We're here to break down the usual walls in business and society, to have vulnerable, real, but hopefully uplifting and helpful conversations around small businesses, startups, health, and more. Some content reshared from Insurance Nerds as well, InsNerds.com. brett@brokerbrett.com is a great way to connect if you want to talk shop or join me on the show.
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At Healthcare Clarity, we compare and review policies while providing free advice, helping to secure our clients the best private health insurance for their needs We provide first class private health insurance advice for our clients, and finding the best policies for their needs.
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Selling A Dental Practice With Dr. Gary DDS
Dr. Gary DDS - Dentist & Nationwide Dental Practice Broker
A series of real time scenarios of how selling a dental practice works including selling to private investors, DSO's and more. Seller legal fees reimbursed based on certain criteria on dental practices of $1.1 million and higher based upon a successful sale and closing. Before you call a DSO, call Dr. Gary DDS at Nationwide Dental Practice Brokers. The sale of a dental practice is one of the most complex business transactions you will make in your career as a dentist. Not only do you have to ...
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2nd Generation Insurance Broker/Agent. Boutique Family Owned and Operated Service. Father and Son giving unique perspective on the #insurance marketplace. (212) 687-2525, aaron@gordoncompanies.com #idgat50 #futureinsurance #millenial #trustedadvisor
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The Mortgage Calculator Mortgage Loan Officer Training Series covers an in depth training for new and experienced MLOs on different loan types. Our program features live demos to not only structure a loan, but also the specific setup of a loan file in an LOS system such as Encompass. Both new and experienced Loan Officers and Mortgage Brokers can learn new tips and tricks for loans, new loan products, non traditional mortgage programs and much more! For more info visit https://themortgagecal ...
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Cyber Insurance Leaders is a bi-weekly podcast dedicated to helping Cyber Security and Insurance professionals hear about the latest developments, best practices and thought leadership from leaders in the market. If you’re looking to hear and learn from cyber insurance and security experts, this show is for you. Each episode features an interview with an executive or thought leader, discussing topics like: the cyber insurance industry as a whole, international growth, cyber claims, and more.
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The modern real estate investor doesn’t have time to research every headline and trend. That’s why BiggerPockets' Dave Meyer and his expert panel do it for you. Learn how to invest smarter in today’s economic environment.
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The Apex Broker Edge is the podcast for insurance brokers & agents and agency leaders who are not satisfied with second place. Learn client retention, sales, and leadership skills from top-performing agents that you can replicate to build a predictable and profitable career as the #1 insurance agent. Expect to learn strategies you can’t find with a Google search. Our mission is simple: to be your #1 resource for no-nonsense advice so that you can become the top producer at your agency. Subsc ...
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In SecureNow Radio we interview senior executives from the insurance ecosystem. The podcast is brought to you by SecureNow, an award-winning, technology-focused insurance broker, distributing pure-risk, commercial insurances to small businesses. Through these interviews, you get a ringside view of the insurance industry, its issues and opportunities. Stay tuned!
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Dante Royster, a seasoned mortgage broker and the author behind the book "The Ultimate Mortgage Guide," is a dynamic professional dedicated to transforming lives through financial empowerment. With a career spanning over two decades, Dante's journey in the mortgage industry began in 2002, and he wants to share his knowledge with you. With licensing in nine states, Dante interacts with individuals from diverse backgrounds and financial situations, utilizing his expertise to make the dream of ...
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Insurance Age has been serving the UK regional broker community for over 30 years. Through exclusive news stories, analysis interviews and features it delivers the market intelligence brokers need to improve their business in print and at www.insuranceage.co.uk
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Step into the world of real estate marketing mastery with ’Don’t Be A Basic Biscuit,’ a real estate marketing podcast! The ultimate podcast for professionals in the real estate industry. Whether you’re a realtor, insurance agent, lender, developer, property inspector, or title rep, this podcast is your comprehensive guide to all things marketing. Join us as we explore a multitude of personal marketing techniques, from building your brand to leveraging social media, mastering print marketing, ...
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Tom is a husband, father, and lover of aviation. When he first started learning about private jets, he noticed there wasn’t a lot of content available for people who wanted real, down to earth, information without any fluff or pomp. He knew that many people were curious before they buy a private jet, and he wanted to be a guide for the curious to the serious and those in between. Tom pulls back the curtain on private aviation to help individuals buy sell or charter jets without wasting time ...
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Real estate is housing, its business, and so much more. Its complex. This podcast breaks down complex real estate issues such as sales, mortgages, foreclosures, and more. My name is Chuck Hamm. I began in real estate started after college when I became a sales agent in 2004, a licensed broker in 2008, then graduated of law school in 2017, and passed the California Bar Exam in 2019. I am a licensed mortgage loan originator, and principal and officer of California Mortgage Professionals, and I ...
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Nothing commercial, just sharing my perspective and experiences of the insurance market now that I’m a decade in and still not 30.
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As a broker you understand the need for life and health insurance, but clients may need a little help. Assurity sits down with the insurance pros to get valuable tips on targeting, prospecting techniques, sales strategy, and more. Tune in every other week for new tips to grow your business. We’re listening. Tell us what you’d like to learn about next: podcast@assurity.com
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Atlanty with Jason Forman is the #1 podcast for Atlanta’s real estate professionals. Hosted by Jason Forman, a seasoned mortgage broker who has funded over $100 million in real estate loans, this podcast discusses opportunities and issues within the Atlanta real estate market. Each episode features engaging conversations with Atlanta’s top real estate leaders, offering valuable insights and practical tips to help you succeed—not vague concepts or opportunities only available in distant marke ...
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A Digital Guide for Brokers, produced to provide advice and support for brokers on how to tackle the growing digital opportunity within general insurance. The podcast features senior leaders within Open GI sharing their first-hand experiences and discussing the opportunities and challenges brokers will face implementing digital solutions in their businesses.
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Ireland’s favourite mortgage broker would like to sit down with you to share a cup of tea and chat about the state of the mortgage and property market. For those looking to buy property and own a home in Dublin or anywhere in Ireland, this casual and fun podcast will provide some invaluable perspective. Along with US expatriate co-host, Norm Schriever, John Coleman of JC Mortgages would like to invite you to tune in, listen, and even submit your questions to Tea & Mortgage podcast! https://w ...
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The Business of Health Podcast examines how group health insurance brokers and agents grow profitable businesses. We focus on issues like ACA compliance, ERISA, and other issues that cost companies thousands. Host Mike Martens brings over a decade of experience in group health compliance. His company First Staff Benefits has saved clients millions of dollars and countless hours through Affordable Care Act compliance services. The Business of Health is here to save your group health business ...
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The Successful Adviser by James McCracken
James McCracken interviews today's most inspiring and successful advisers & entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn , Tim Ferriss, Seth Godin & Tony Robbins
Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nugg ...
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The Insurance Chatter with Reghan Brandt
Reghan Brandt | LRP, The Loss Run Pros | CPF, Columbia Pacific Finance | The Insurance Chatter
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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Industry experts sit with Master Electrician, and Electrical Association Director of Education, Mike Miller about trends and challenges facing contractors, talking shop, and everything needed to keep electricians in-the-know.
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Welcome to MetLife’s podcast, “Putting Numbers to Work,” where experts take complex ideas from across the benefits research landscape and distill them into lessons employers can put to action. HR professionals are inundated with new stories and emerging trends that help predict radical shifts in employee expectations and how organizations need to change to stay competitive. It’s hard to know who to trust, what’s hype, what’s real, and what’s going to have an impact. With today’s employment l ...
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What makes an equestrian business work and thrive? Join our engaging, insightful, and entertaining conversations with business leaders and entrepreneurs across the equestrian industry to learn how to start, maintain, and enjoy a successful business.
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The NABIP Healthcare Happy Hour podcast is released weekly on Friday afternoons by the National Association of Benefits and Insurance Professionals, and includes a recap of the week’s top issues in healthcare and health insurance politics and policy.
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The Insurance Marketing and Advertising Podcast is produced in conjunction with the Insurance Marketing and Advertising Summit, set for Nov. 3, 2006 in New York City. The conference is a joint production of the Insurance Media Association and the A.M. Best Company. It focuses on best practices and current strategies for agents, brokers, carriers, reinsurers and other insurance-related organizations. Details are available at http://www.insurancemedia.net
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Episode 901: Medicare Dual Eligible and Social Security COLA Increase
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This could have impacted thousands of Medicare beneficiaries across the country.
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Recession Indicators Go Off, Is the Housing Market Safe?
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Recession fears are increasing. The stock market has taken substantial hits, housing inventory is climbing, and bank account balances are starting to fall. So, with more economic turmoil, we have to ask: will the housing market crash? And if we get a housing market crash, how bad (or good) will it be for investors? Could we see a 2008-style selloff…
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Episode 11: 'Talking Ads' with Alex, Steph and Tessa
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Alex, Steph and Tessa share the adverts that have caught their eye this month, bringing along a mixed bag of ideas. From text messages and QR codes to getting creative with Canva and copy writing, the team have got you covered! We recommend you view all the adverts before or during listening to this episode to engage in the discussion. Immerse your…
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77: Giving Voice and Support to Grooms and the Profession
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We speak to Dinette Neuteboom and Amy McGann about starting the HorseGrooms platform, their equestrian journeys, and how they balance a labor of love with additional work. Equestrian B2B Guests and Links Episode 77: Hosts: Jennifer Wood and Jennifer Connor of EQ Businesswomen Guest: Dinette Neuteboom | Facebook | Instagram | YouTube Guest: Amy McGa…
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The changing process of commercial underwriting- Nicole Farely
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As the commercial market cycle changes between hard and soft so does the underlying process of underwriting risk. Nicole Farely, VP Carrier Relations at Bold Penguin, brings her expertise and perspective on how agents, brokers and carriers will have to change to meet underwriting needs. In this episode: What is driving change in underwriting of com…
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Are You ACTUALLY Covered? Breaking Down Aviation Insurance with Matt White
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In this episode of the Jet Life Podcast, host Tom Lelyo sits down with Matt White, CEO of BWI Aviation Insurance Agency, to break down the often-overlooked world of private aviation insurance. Matt shares stories about the real importance of having the right coverage, like the $275,000 aircraft claim that saved a pilot from financial disaster. They…
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Insurance Matters - Unveiling Expertise: A Conversation with Lee Salt
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Join us for another insightful episode of Insurance Matters - Unveiling Expertise as we sit down with Lee Salt, a highly respected insurance professional at Konsileo. In this engaging conversation, host Ryan Whybrow delves deep into Lee's extensive experience and his journey within the insurance world. Learn about the challenges faced in the indust…
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Loan Officer Training 08/29/2024 - How to Structure a Down Payment Assistance Loan
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In this episode of the Loan Officer Training podcast, we explore the essential strategies for structuring down payment assistance loans. Discover how to effectively design and manage these loans to help your clients overcome one of the biggest barriers to homeownership. We’ll cover key aspects such as eligibility criteria, types of down payment ass…
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Are we in a recession? A lot of people certainly think so. After a surprisingly accurate recession indicator went off weeks ago, more and more Americans have begun to believe that we’re already facing an economic downturn. The problem? We rarely know we’re in a recession until we’re out of one. So, how can we be sure we’re in a recession and not ju…
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Loan Officer Training 08/28/2024 - How to Structure an ITIN Borrower Loan
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In this episode of the Loan Officer Training podcast, we dive into the intricacies of structuring ITIN borrower loans. If you’ve ever faced the challenge of helping clients without a Social Security Number secure financing, this episode is for you. We’ll break down the key steps to successfully structure ITIN loans, from understanding eligibility r…
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Transforming Home Aesthetics: The Power of Paint with Expert Oscar Valiz
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Welcome to Atlanty with Jason Forman is the #1 podcast for Atlanta’s real estate professionals. Hosted by Jason Forman, a seasoned mortgage broker who has funded over $100 million in real estate loans, this podcast discusses opportunities and issues within the Atlanta real estate market. Each episode features engaging conversations with Atlanta’s t…
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How marginal gains can lead to Olympic Gold and business success
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In another special episode of Insurance Tomorrow, we look at how preparation and how marginal gains can lead to success, inside and outside of the sporting arena. As the proud partners of Team GB and ParalympicsGB, we thoroughly enjoyed talking to Jonny Riall, Head of Performance Services, ParalympicsGB and Helena Rowlands, Olympic and English rugb…
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Loan Officer Training 08/27/2024 - How to Structure Blended Rates for 1st & 2nd Mortgages
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In this enlightening episode of Loan Officer Training, we dive deep into the complexities of structuring blended rates for 1st and 2nd mortgages. Whether you're a seasoned loan officer or just starting out, understanding how to effectively blend rates can significantly impact your clients' financial outcomes and your own success in the industry. Jo…
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Episode 893: Using a Sales System is the Key to Success
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Our company is the busiest in the last quarter of the month. Please reach out to discuss your current sales situation. Support the Show. Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comBy Rick Nappier
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Navigating TDPSA Compliance & Insurance Coverage in the Digital Age
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Unravel the complexities of the Texas Data Privacy and Security Act (TDPSA) with cyber and professional lines broker Josh White from CRC Group’s ExecPro practice group. Discover the essential components of this new legislation, understand its alignment with similar laws, and learn about the unique aspects that set Texas apart. Josh breaks down the …
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Midwest Multifamily Development, with Omar Khan
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Welcome to the CRE Clarity Podcast with Jeremy Goodrich. Today, our guest is commercial real estate investor and developer, Omar Khan. In this insightful conversation, we explore Omar’s career path from investment banking to real estate investing and development, discuss various asset classes for investment, and delve into the specifics of one of h…
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[Greatest Hits] The Five Pillars of Data Analytics Strategy in Insurance | Craig Knightly, Inigo
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While we take a seasonal break over the summer, we're excited to bring you a special series of Greatest Hits episodes! These episodes highlight the most impactful discussions from past seasons of Making Risk Flow; offering both new listeners a chance to catch up on the essential conversations that have shaped our industry, and long-time followers a…
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August Mortgage Rate Update & Should You Buy/Refi Now?
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Mortgage rates are falling, but the Fed hasn’t made any rate cuts yet. What’s the deal? We’re explaining it all in this August mortgage rate update with repeat guest and lender-friend of the show, Caeli Ridge. Caeli fills us in on today’s mortgage interest rates, why rates are moving without any federal funds rate cuts happening, what could cause r…
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Mortgage Industry Mental Health Charter (MIMHC) - Jason Berry
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Alex is joined by Jason Berry, Group Sales Director at Crystal Specialist Finance and Co Founder of Mortgage Industry Mental Health Charter (MIMHC). Follow Jason on LinkedIn. Visit or sign up to MIMHC here. Visit Crystal Specialist Finance here. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and conten…
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Numerous Alternative Opportunities For The Selling Dentist
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In this episode, Dr. Gary discusses Numerous Alternative Opportunities For The Selling Dentist. To learn more about our company, please visit: dentalpracticeguide.com. Legal fees reimbursed based on certain criteria when selling to a DSO upon a successful sale and closing. To learn more about our company, please visit: dentalpracticeguide.com.…
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The Most Frustrated Dentist Due To Dental Insurance In 14 Years
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In this episode, Dr. Gary discusses The Most Frustrated Dentist Due To Dental Insurance In 14 Years. To learn more about our company, please visit: dentalpracticeguide.com. Legal fees reimbursed based on certain criteria when selling to a DSO upon a successful sale and closing. To learn more about our company, please visit: dentalpracticeguide.com.…
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Leading during industry transformation- Kelly Melchor
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Kelly Melchor found her way into insurance like so many executives, but she also found a passion for leadership and empowering people. In a time of industry transformation, Kelly talks about her journey and the concerns she has for customer expectations amidst constant change. In this episode: The importance of leadership coaching Balancing technol…
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How to Plan for Medical Expenses in Retirement
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Planning for medical expenses in retirement is a crucial part of financial planning. In this video, we break down key strategies to help you prepare for healthcare costs in your golden years. Learn about the importance of budgeting for medical expenses, understanding Medicare and supplemental insurance options, and building a health savings account…
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Want a Career in Aviation? Get Plugged In! ✈️ An Interview with Catherine Wren
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In this episode of the Jet Life Podcast, I sit down with Catherine Wren, NBAA Top 40 Under 40 & NTBAA Board of Directors, to talk all about breaking into the world of private aviation. Catherine shares her story of growing up in a small New Mexico town, knowing nothing about aviation, and how she found her way into the industry. From starting out o…
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Robust new issue supply is creating relative value opportunities. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers a…
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Changes in the MLS Rules (NAR Lawsuit): What Buyers and Agents Need to Know
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Send us a text In this episode, we're discussing the recent NAR lawsuit and MLS rule change that now requires buyers to sign a representation agreement before viewing properties. We'll explain what this means for buyers and agents, and how it shifts the dynamics of the real estate market. We'll also cover important topics like commission negotiatio…
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Tightening Your Belt On Obesity Drugs: Compliance Best Practices and Pitfalls
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Many employers are considering covering GLP-1 drugs for weight loss, but the costs associated with this coverage can be extensive. Join Alliant’s employee benefits compliance team for a robust discussion on how to cover GLP-1 drugs without breaking the bank or the law.By Alliant Employee Benefits
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Loan Officer Training 08/22/2024 - How to Structure Mixed-Use Property Loans
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In this episode of Loan Officer Training, we dive into the intricacies of structuring Mixed-Use Property Loans, a vital topic for loan officers dealing with properties that combine residential and commercial spaces. We’ll explore the unique challenges and opportunities presented by mixed-use properties, including how to assess the different compone…
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Joshua Mercer: Diverse Ventures and Community Impact
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Joshua Mercer is a true Chicago visionary with a heart for the community and a knack for entrepreneurship. A graduate of Howard University with a degree in marketing, he later received a master's in elementary education. His journey has been marked by impactful ventures, from founding Swish Dreams Sports and Educational Foundation to pioneering the…
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VP Harris Wants to Stop Wall Street Homebuying, But Will It Help Regular Buyers?
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Kamala Harris has a plan to make it easier for first-time homebuyers to buy a house, but it comes at the expense of institutional investors. Eviction filings surge throughout the Sunbelt states, EVEN as apartment rent prices fall across all bedroom counts. And could commercial real estate’s struggles lead to you paying even higher property taxes? W…
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NABIP Membership Chair Leslie Shelton discusses her journey into the insurance business and her passion for membership. She emphasizes the importance of making new members feel welcome and supported, and shares strategies for improving the member experience. Shelton also highlights the social aspect of NABIP and the value of networking and building…
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Loan Officer Training 08/21/2024 - How to Structure Bank Statement Loans
24:14
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In this episode of Loan Officer Training, we explore the strategic use of Bank Statement Loans, a valuable financing option for self-employed individuals and others who may not have traditional income documentation. Discover how these loans use bank statements to verify income, making them an ideal choice for borrowers with irregular income streams…
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The Essential Guide to Roof Maintenance and Insurance with Oxana Duhlicher
54:14
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Welcome to Atlanty with Jason Forman is the #1 podcast for Atlanta’s real estate professionals. Hosted by Jason Forman, a seasoned mortgage broker who has funded over $100 million in real estate loans, this podcast discusses opportunities and issues within the Atlanta real estate market. Each episode features engaging conversations with Atlanta’s t…
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Loan Officer Training 08/20/2024 - How to Structure Foreign National Loans
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In this episode of Loan Officer Training, we dive into the essentials of mastering Foreign National Loans to help you broaden your client base and tap into a lucrative market. We'll cover the key aspects of working with foreign national borrowers, including understanding their unique needs, navigating the specific requirements and documentation, an…
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Understanding Mortgage Protection Plans with Kyra Wong
27:29
27:29
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In this informative episode, Len Lane, founder and president of Brokers for Life Inc., sits down with Kyra Wong, Senior Vice President of Insurance Products for DLCG, to discuss the importance of Mortgage Protection Plans (MPP). They highlight the significant differences between MPP and bank insurance, emphasizing the portability and comprehensive …
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Tenants in Big Cities Could Save Thousands if “Broker Fee” Reform Passes
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New “broker fee” reform could help tenants save thousands of dollars when finding their next apartment or home to rent, but it could come at a significant cost to landlords. In big cities like Boston and New York, it’s not unusual for landlords to hire a broker to help bring in more potential tenants. The problem is that, unlike the rest of the Uni…
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Episode 10: 'Talking Ads' with Alex, Hannah, Steph and Tessa
24:29
24:29
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The team are back to share the adverts that have caught their eye this month, sharing what made them stop and look and how you could create similar promotions for your website or social media pages. From 'adulting' and cleaning to furniture and music lessons, they have selected a range of cleverly thought about adverts for you to store away neatly …
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How to Save for College Before It's Too Late
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On this week's episode of the Retire While You Work® Podcast, the team discusses various strategies for saving towards your children's college education. While it may often feel early to plan for college when it seems so far off, the truth is that it can arrive quicker than anticipated. Join hosts Carson Odom, David Adams, and Jeri Anne Agee as the…
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Sorting through a Complex, Yet Attractive Market Landscape
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On this episode, host Chris Roberti sits down with Mike Denlinger from the Los Angeles trading desk to discuss how the muni market is looking in late summer 2024, portfolio positioning, an update on credit fundamentals and more. Mike is Managing Director and Portfolio manager with focus on the investment grade segment of the municipal business. So,…
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Passion vs. Money: Do You Have to Choose? | Hosted by Allan Draper
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In this episode, Allan Draper and Tom Lelyo dive into a conversation about finding the sweet spot between making a good income and chasing your passions. Tom shares his journey of wanting to help people who, like him, have a servant's heart but just never found the right vehicle for success... Together, they explore how finding the right balance be…
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Insurance Matters - Product Focus: Private Medical
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Welcome to the first of our Product Focus series on the Insurance Matters Podcast! In this episode, host Ryan Whybrow sits down with Stefan Vircan, our expert in Private Medical Insurance. 🏥✨ Discover the benefits and essentials of Private Medical Insurance, understand the coverage options available, and get tips on choosing the right plan for your…
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Loan Officer Training 08/15/2024 - How to Structure Property Insurance for Financed Properties
20:26
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In this episode of Loan Officer Training, we focus on the essential task of structuring property insurance for financed properties. Proper insurance coverage is crucial for protecting both the borrower and lender's interests, ensuring that assets are safeguarded against potential risks. We'll break down the different types of property insurance pol…
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Secrets to Successful Rental Management with Industry Leader Paul Rush
39:58
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Welcome to Atlanty with Jason Forman is the #1 podcast for Atlanta’s real estate professionals. Hosted by Jason Forman, a seasoned mortgage broker who has funded over $100 million in real estate loans, this podcast discusses opportunities and issues within the Atlanta real estate market. Each episode features engaging conversations with Atlanta’s t…
…
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1
76: Building Relationships to Broker Horses Internationally
1:06:55
1:06:55
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We speak to Katherine McMahon about starting a business in France, managing client expectations, and going through international business regulations. Equestrian B2B Guests and Links Episode 76: Hosts: Jennifer Wood and Jennifer Connor of EQ Businesswomen Guest: Katherine McMahon of French Horse Exports | Facebook | Instagram | YouTube Sponsor: Rid…
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What Should Investors Do if Insurance Prices Keep Rising?
40:40
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We’re currently in a home insurance crisis. Everyone (except for Henry, apparently) is feeling the sting of home insurance prices rising significantly year after year. Some investors have seen their homes’ insurance costs double or triple over a few years. This is making it harder not only to protect your property but also to keep your cash flow. W…
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Loan Officer Training 08/14/2024 - How to Structure Rate Locks
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In this episode of Loan Officer Training, we explore the intricacies of structuring rate locks, a critical aspect of managing interest rate risk for your clients. Understanding how to effectively structure rate locks can help you secure favorable terms and protect borrowers from market fluctuations. We’ll discuss the different types of rate locks, …
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Ready, Set, REAL ESTATE! Ep. 248 'Buyer's You Pay the Agent Fee Now'
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In this episode, Lisa Gillett, dives deep into the latest rules and industry practice changes that are set to impact the real estate landscape. Tune in as she breaks down what these changes mean for your bottom line, whether you're a buyer, seller, or agent. From new regulations to emerging market trends, Lisa covers it all with her signature exper…
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Back to the Future of insurance with Pat West
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If you aren't following Pat West, @Hedgequote on X you're missing out, but now you can get a big sample of his insights and extensive knowledge. In this episode Why APIs are still important in the connectivity experience for agents and brokers Understanding the nuances of embedded insurance How to look at AI as a tool for the future and not a threa…
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Loan Officer Training 08/13/2024 - How to Properly Set Expectations for a Successful Closing
26:24
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In this episode of Loan Officer Training, we delve into the essential practice of setting expectations to ensure a smooth and successful closing. Proper expectation management is key to navigating the complexities of the mortgage process and fostering trust with clients. We'll discuss effective communication techniques to clearly outline the steps …
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Homeowners Insurance in Crisis: Understanding California's Challenges and Solutions
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Send us a text In this episode, Luke and Chuck discuss the pressing issue of homeowners insurance in California. They explore the root causes of the current crisis, including poor policy decisions from inadequate forest management to bad legislative policy as to insurance companies. The discussion explains how these factors impact mortgage affordab…
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