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Amanda Yaniz, Director of Marketing and Kelsey Ramsey, Director of digital strategies discuss all aspects of being an independent insurance agent other than writing insurance policies. This means we will cover topics about digital strategies, sales, marketing, agency management, agency growth strategies, and so much more.
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PJO Insurance Brokerage is a full-service independent insurance agency that specializes in providing personalized insurance solutions for individuals and businesses. With our brokers having over 60 years of combined insurance experience, at PJO Insurance Brokerage, we take pride in the fact that we put our clients’ needs first and foremost.
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Agency Nation is the leading digital publication helping insurance professionals dominate marketing, sales and technology in the modern marketplace.
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Lively discussions with insurance agents and other insurance professionals regarding issues of the day, challenges experienced, successes enjoyed, innovations explored, and more. Join us to gain insights – unless you already have “all the answers”. Hosted by Doug Coombs, Chief Marketing Officer for SIAA – the largest network of independent insurance agencies in the United States.
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The Ultimate Insurance Agents podcast for the property and casualty insurance industry. Grow your agency, retain clients, compete in the modern world.
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On the Insurance Claims Innovation podcast, your host, Chris Tidball, encourages entrepreneurs to share their expertise, stories, and hearts. We cover a wide range of topics – From insurance claims to subrogation that our guests are thought leaders in. We believe that every person has a unique message which can positively impact the world. We let our guests share on the subjects they’re well-known for. No matter the topic, you’ll be hearing real stories from real people.
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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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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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Entrepreneurship and business techniques and tips you won't learn in business school.
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Welcome to Getting Past the Premium, hosted by Elliot Bassett and Ryan Brott! What's different about our podcast? We focus on breaking down problems that advisors face in the risk management industry and talk about solutions that bring value to clients. The industry is changing and clients are expecting more than just shopping their insurance for a cheaper price. Let's get past the premium and talk about truly meaningful solutions!
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I’m Beaux Pilgrim - Welcome to Reed Insurance! This channel will teach you about all things insurance - from company reviews, secrets about the insurance industry, homeowners insurance to renters, auto insurance, business policies, general insurance claims, different coverage options, and how to prepare for emergency situations like floods, earthquakes, roof damage, bodily injury, and more. Need insurance coverage? Looking for a reliable insurance plan at a great rate? Learn more about how w ...
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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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Legal Files has been in this business for 30+ years and knows what it takes for you to be successful. Government agencies, corporations, universities and insurance companies rely upon Legal Files to successfully organize workflows and manage operations. From centralizing and organizing your contacts, documents, emails, calendars, etc. to seamlessly integrating with Microsoft Outlook, Legal Files offers the latest technology to help you get the job done more efficiently and more efficiently. ...
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Welcome to Buttoned Up, the show that is full of pro insights and wisdom to button up your agency, team, and family life. On this shared journey, Daniel Seong will explore specific and real-world subjects, so you and he can gain practical and actionable tips to navigate our careers better. Daniel's goal is to inspire and fuel you by tailoring a fabric of knowledge, passion, and fun, creating some memorable moments that will leave an everlasting impact on your life.
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Way back in 1991, Eddie Price, an entrepreneur by nature, started his own insurance agency, Carolina Insurance, in the small town of Forest City, NC. As the agency grew, Eddie realized that if he was going to continue to grow and service customers the way they deserved to be serviced, he would need to move from the world of paper to the world of technology. He would probably need an agency management system. He decided what he wanted in a system and off he went . . . exploring all the system ...
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On The Brand Manual, two creative agency owners sit down with people who make brand-identity and marketing decisions for companies every day. They pop the hood to find out how these successful businesses are getting the most horsepower for their message and vision for where they’re heading. For fans of “How I Built This”
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This is the official podcast feed of the Society of Actuaries
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In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. This podcast is for advisors and small business owners moving on to the next stage of their business careers, whether that is exit planning or growth strategies. Drawing on his experience of buying seven wealth management firms and doing due diligence on more than a hundred ot ...
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Join our hosts, Financial Consultants Krystian Cieplucha and Tom Davia, as they walk us through the fundamentals of investing, helping us to make informed and better decisions with our money, and discussing what we need to do to prepare for the road ahead._______________________________________________ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or i ...
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https://www10plusbrand.com https://www.10PlusProfile.com 1-888-288-4533 Sign up for 10 Plus Brand’s Newsletter: https://10plusbrand.substack.com/embed 10 Plus Brand’s Youtube: https://www.youtube.com/@10plusbrand 10 Plus Brand Inc.’s founder, CEO Joanne Z. Tan started the first episode of #10PlusPodcast on July 5, 2019. Since then, we have produced hundreds of episodes on brand building and digital marketing tips, which are always thought provoking and cutting edge, as well as in-depth Inter ...
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Welcome to the Pennies to Pounds Podcast - the ultimate destination for young people who want to take control of their financial future. We understand that financial literacy is often overlooked in traditional education, leaving many young people feeling overwhelmed and ill-equipped to manage their finances. Our mission is to make financial literacy accessible and fun by simplifying complex concepts and debunking common myths. Here are just a few of the topics we cover on the Pennies to Poun ...
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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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Influencers in the home care industry, Kelly Adams and Nicole Haney, connect with other successful home care owners and businesses that support success in home care. As Action Leaders, they’ve built the level of success they hope to inspire other home care owners toward.
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Darren Cabral is a Canadian entrepreneur and the CEO of digital marketing agency Suits Social Inc. His personal goal is to reach 100-Million people and help them drive attention to their ideas and their business, and build the life they deserve in the process. It’s his belief that the biggest threat to your success is obscurity. No matter how great your idea, your vision, and your intentions, you can’t help anyone if nobody knows you exist. That’s why you need a blueprint to success. Join Da ...
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Save US Democracy: Voters have more choices than two-party candidates with Rank Choice Voting - Excerpt from Interview of Former Chief Justice of CA Supreme Court _ Episode 29, Season 2
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The 2024 Presidential Election is revealing the limitations and flaws in the US two-party system. The framers of the US Constitution never specified that there would be just two political parties. Many current democracies in other countries have a parliamentary system with multiple parties and more diverse voices. Rank Choice Voting, as already ado…
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The First Step to Building a $1 Million Insurance Book of Business with Rob Jacomen
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“It takes the same amount of energy to sign a small client as it does to sign a large one." Rob Jacomen, Co-Founder at Basecamp Insurance Growth Mastermind, joins us this week and drops some knowledge on what it takes to build a $1 million book of business. The first step: Get focused on your audience. This isn't a new idea by any means, but Rob di…
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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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Matthew Murray's Unique Path in Building a Successful Insurance Agency PART 2
15:46
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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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Financial Wisdom Through The Lens of Mark Twain
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Ever wondered how the timeless wisdom of Mark Twain applies to finance? Known for his wit and profound observations on life, Twain's words offer more than just entertainment—they provide valuable lessons for managing your finances. Join us as we discuss financial tips through the lens of some classic Mark Twain quotes. Here’s some of what we discus…
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You know your website speaks to your credibility as a business and insurance agency, so how frequently are you reviewing it to make sure it fits well in your strategy for lead generation and client service? Our guest for this episode, James Amezcua, Sales Director at Lift Local joins us for an engaging conversation that includes the importance of c…
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US Supreme Court Justices Term Limits and Ethics Rules: Interview Excerpt of Former Chief Justice of CA Supreme Court_by Joanne Tan_Episode 28, Season 2
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Why are the STATE supreme court justices subject to ethics rules, while the US supreme court justices are NOT? Who should hold SCOTUS accountable? What does it take to have age-based term limits for SCOTUS, PROTUS, members of US Congress and Senate, and officials at all levels of the federal government? Hear insights from the President of PPIC (Pub…
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The Entire Interview of Former CA Supreme Court Chief Justice Tani Cantil-Sakauye, by Joanne Z. Tan_Episode 27, Season 2
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Tani Cantil-Sakauye, former Chief Justice of California Supreme Court for 11 years, and current President of the Public Policy Institute of California, was interviewed by Joanne Z. Tan, host and producer of "Interviews of Notables and Influencers" of 10 Plus Podcast on June 24, 2024. Around 22 questions and answers are presented in three parts: Par…
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One Billion Tax Dollars for Housing California's Homeless are Missing, said PPIC President in an Interview - Episode 26, Season Two
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At least one billion in tax dollars are unaccounted for, and the money was marked for helping the homeless in California, already disbursed to counties and cities from State Government. Hear the shocking truth from the President of PPIC (Public Policy Institute of California) Tani Cantil-Sakauye, former Chief Justice of CA Supreme Court for 11 year…
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Rick Williams discusses his book “Create the Future” and tools for more powerful decision-making. Rick is a widely published author and speaker specializing in leadership and decision-making. He began his career as a physicist developing space- and defense-related systems. Then, after graduating Harvard Business School, Rick joined the global consu…
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Market Minutes Recap - Market Update (Perspectives on the S&P CoreLogic Case-Shiller Home Price Index, GDP, PCE inflation, the presidential debate, and hedge funds)
22:56
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the S&P CoreLogic Case-Shiller Home Price Index, GDP, PCE inflation, the presidential debate, and hedge funds. Speakers: Ather Bajwa, Director of Investmen…
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Matthew Murray's Unique Path in Building a Successful Insurance Agency PART 1
22:38
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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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How to Handle Cyber Crimes at Your Agency with Daniel Metcalf
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Cyber liability coverage is a policy that every insurance agency needs to sell. But how are you handling it at your company? Is it a tack-on policy, or a true consultation? Daniel Metcalf, Co-founder and President at CyberFin, partners with agencies across the company to help small-to-medium-sized businesses find better coverage for their clients, …
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Young Agents Take on the Hard Market: Prioritizing Risk Management
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The Big “I” National Young Agents Committee (YAC) partnered with Trusted Choice to create a special bonus series of content related to the hard market on Agency Nation Radio. This week’s episode features Jack Griffith, Partner at TWIA Insurance Agency in Summerville, South Carolina and was hosted by Daschle Larsen, a member of the National Young Ag…
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The 5 Key Performance Indicators To Help Measure The Health Of Your Retirement Plan - Replay
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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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The Impact from the Upcoming Ruling by US Supreme Court on Absolute Immunity or Limited Immunity for PROTUS_Interview Excerpt of Former CA Supreme Court Chief Justice_Episode 25, Season 2
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There will be long lasting and significant ramifications and consequences for our democracy and the Republic, by this week's US Supreme Court's ruling on Presidential Absolute Immunity or Limited Immunity, said former CA Supreme Court Chief Justice Tani Cantil-Sakauye, in an interview with Joanne Z. Tan. As we are all waiting for the landmark rulin…
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How AI is Transforming Content Creation, Marketing, and Sales PART 2
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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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Market Minutes Recap - Market Update (Perspectives on retail sales, industrial production, consumer spending, the Fed, and the equities market)
19:53
19:53
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into retail sales, industrial production, consumer spending, the Fed, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment Stra…
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109. Transform Your Finances & Grow a 5-Figure Investment Portfolio ft Laura Ann Moore and Kevin Cahill (LIVE From P2P Dec Event)
41:35
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Send us a Text Message. Kickstart your journey to financial empowerment with this special live episode from our "New Year, Wealthier You" event, hosted at the iconic Samsung KX building in London. Our esteemed panellists, financial well-being speaker Laura Ann Moore and wealth and investment coach Kevin Cahill discuss money mindset, smart budgeting…
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The Future of Auto Insurance for Independent Insurance Agents
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What is the future of the auto insurance industry for the independent agency channel? Is the channel of distribution going to change and will insurance agents still be relevant? Will people buy their auto insurance online or directly at the dealership? Are self driving cars or autonomous vehicles going to affect auto insurance sales? Independent ag…
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Young Professional Advisory Council: Evolution of Technology: A Journey Through Time
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Join us for a conversation that journeys from the 1980’s to today, exploring how technology along with the nature of actuarial work has evolved. On this podcast, Bill Sayre, FSA (an actuary with decades of experience) will take Shang Xu, FSA (a Gen Z actuary) into the past, examine how the nature of actuarial work changed with the advancements in t…
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Why Organizations Need to Look Beyond Profit
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Kickstarter Co-Founder Yancey Strickler discusses his book "This Could Be Our Future" and how organizations need to look beyond profit and money and toward maximizing the values that make life worth living. Yancey is one of the co-founders of Kickstarter, the crowdfunding pioneer. He says by recalibrating our definition of value, a world of scarcit…
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How AI is Transforming Content Creation, Marketing, and Sales PART 1
33:21
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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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On this episode of Agency Nation Radio, Erika Matthews, program manager at Invest, hosts a conversation with Samantha Snider, assistant account manager at Abbott and Fillmore Agency and Joanna Dresden, an experienced Insurance Agent at Hartland Insurance Agency. Dresden is Snider’s mentor, and the two Michiganders discuss the inspiring dynamic betw…
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Are You Making These Rookie Mistakes With Your Investments?
19:23
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Investing can be a daunting task, especially for those who are just starting out. Even seasoned investors can fall into common traps that can derail their financial goals. In this episode, we’ll share our experience on how to avoid rookie investing mistakes and build a solid financial plan. Here’s some of what we discuss in this episode: Making sur…
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Building Your Perfect Tech Stack: Essential Steps for Independent Insurance Agents
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In this insightful episode of License to Talk Insurance, your hosts Amanda and Kelsey dive into the essential steps for developing a tech stack tailored to independent insurance agencies. They discuss the critical components of a tech stack, from agency management systems to customer relationship management (CRM) tools, and website essentials. Aman…
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Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins Elliot this week to pull back the curtain on how Ellerbrock-Norris is growing and thriving. From client referrals to COIs to cold calling, learn how to develop proven processes and build strong relationships through their four primary lead-generation channels. Enjoy the episode! Episode L…
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Certificates of Deposit: What to Consider and How to Use Them - Replay
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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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Episode 6: How Can Employers Effectively Manage Workers Compensation Claims?
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In this episode we’ll explore how employers can Manage Workers’ Compensation Claims to Minimize Financial Impact. Remember, to avoid risking your business, The Role of Legal Experts in Navigating Workers’ Compensation Claims is essential for your financial stability. Get in touch with our expert brokers today for guidance. Don’t let these claims be…
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How Can Employers Effectively Manage Workers Compensation Claims?
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In this episode we’ll explore how employers can Manage Workers’ Compensation Claims to Minimize Financial Impact. Remember, to avoid risking your business, The Role of Legal Experts in Navigating Workers’ Compensation Claims is essential for your financial stability. Get in touch with our expert brokers today for guidance. Don’t let these claims be…
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Margo Fowkes discusses her book "Leading Through Loss" and how leaders can navigate grief at work. Margo is a grief specialist and consultant wth a background in psychology and organizational development. Listen for three action items you can use today. Host, Kevin Craine Do you want to be a guest? Everyday-MBA.com/guest…
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Market Minutes Recap - Market Update (Perspectives on unemployment claims, CPI inflation, the FOMC meeting, and the equities market)
20:03
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into unemployment claims, CPI inflation, the FOMC meeting, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cynthi…
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From Combat to Coverage with Army Veteran Adam Wirthlin
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On this episode of Agency Nation Radio, Adam Wirthlin, commercial lines producer at Turner Agency in Greenville, South Carolina, shares how his time in the U.S. Army has given him skills to be a better producer. “It seems like a complete 180 from serving, but the skills I learned in the military set me up for success in this field, like attention t…
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Emerging Topics Community: Cyber Insurance: Evolution, Trends, and Risk Mitigation Strategies
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In this podcast Joe Alaimo interviews Rahul Nawab, SVP, Analytics at EXL to discuss cyber insurance evolution, risk mitigation, and emerging trends. They explore emerging trends, adaptive strategies, data analytics, and insurer innovations in cyber insurance and risk mitigation.
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Focus on the Relationship, Not the Transaction with Brett Young
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Brett Young, CEO of Erb and Young, joins us to discuss building relationships. A relationship becomes valuable to a client for two primary reasons: trust and access. So how do you build relationships, build your value prop and ultimately build your book of business? Start by building trust and providing access. But then you run into a problem: scal…
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Exploring Alternative Investments and Building a Long Term Vision
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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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How You Can Spend More To Acquire Insurance Clients | Insurance Agency Playbook
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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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108. Shaping Your Financial Future: Early Habits, Healthy Spending, and Relationships ft Aila Money
38:26
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Send us a Text Message. What if your childhood experiences with money have already set the stage for your financial future? This week's episode is about how we can make positive financial shifts. Whether recognising your spending triggers or acknowledging past teaching about money when you were younger, we can all progress towards a healthier finan…
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Health Section: Saudi Women in Actuarial Field
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In this episode, Dave Dillon has a conversation with Ashwag Alzahrani; Saudi Arabia’s First Female FSA.
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Building Connected Customer Relationships
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Nicolaj Siggelkow discusses his book "Connected Strategy" and how to build continuous customer relationships for competitive advantage. Nicolaj is a professor at the Wharton School, University of Pennsylvania, where he also serves as co-director of the Mack Institute for Innovation Management. Listen as he describes how by designing your own “conne…
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1
Market Minutes Recap - Market Update (Perspectives on PMI data, employment data, Fed rate cuts, and the stock and bond markets)
19:53
19:53
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19:53
In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into PMI data, employment data, Fed rate cuts, and the stock and bond markets. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mate…
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1
8 Prompt Steps for 10x Better ChatGPT Answers | Insurance Agency Playbook
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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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Leadership and Legacy: How Kristin Beckholt Shaped Her Home Care Business
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Join us on this inspiring episode of "Home Care Hot Seat," where we explore the dynamic journey of Kristen Beckholt, a seasoned nurse who transitioned into a pioneering entrepreneur in the home healthcare industry. From taking a leap of faith by purchasing a franchise with her husband to navigating the complexities of business management and staff …
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The 401(k) is a great tool. It's easy and painless, which makes it a great way to build our savings. But it's also easy and painless, which also means we tend to forget about it for long periods of time. Today we’re going to talk about a few of the places where people make mistakes with their 401(k). Here’s some of…
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What jobs will be substantially replaced by AI? - Pt. 2 of 2, Summary of GenAI Summit, SF_Joanne Z. Tan_Episode 24, Season 2
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Joanne Tan, AI Experience Design (AIXD) consultant for UX, CX, CSAT, explains the latest Gen AI job and data opportunities and losses.(Continued from Pt. 1 of 2.)What is the difference between an AI Co-pilot and an AI Agent?What jobs will be substantially replaced by GenerativeAI?Data protection and Data Use: land grab or monetize what data?When AI…
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30 - Exploring the Future of Claims Management: AI, Efficiency, and Customer Experience with Sapiens' Gayle Herbkersman
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Your host, Chris Tidball, talks with the Senior Vice President of Sapiens, Gayle Herbkersman. Gayle's path into the insurance industry is a testament to the power of experience and the drive for process efficiency. With a rich background in insurance software, Gayle has witnessed first-hand the pivotal role emerging technologies play in shaping the…
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What Daily Non-Negotiables Directly Tie to Growth with Cyrus Jaffery
43:50
43:50
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Cyrus Jaffery, Founder and CEO of Jaffery Insurance, grew up in the captive agency model before breaking out to start his own agency. Cyrus joins Elliot this week to talk about what he learned in that captive environment that's created his approach to growth today. They cover "daily non-negotiables" and how they should directly tie to the growth of…
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Young Agents Take on the Hard Market: Marketing & Communication Tactics
16:58
16:58
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The Big “I” National Young Agents Committee (YAC) partnered with Trusted Choice to create a special bonus series of content related to the hard market on Agency Nation Radio. This week’s episode features Allyson Hearring-Padilla, an agent at Blank’s Insurance Agency in Olney, Illinois, and was hosted by Taylor Hendrickson, a member of the National …
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How to Create Retirement Confidence - Replay
18:27
18:27
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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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Where is GenAI going? How Fast? - A Summary of a 3-day GenAI Summit in San Francisco, Part 1 of 2_Episode 23, Season 2_Joanne Z. Tan
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5:30
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Where Is Generative AI heading? How fast? How long will it take to overcome bottlenecks & obstacles? What is the difference between an AI Co-pilot and an AI Agent?AI Jargon for “Non-Nerds” and AI Newbies To read as a blog To watch as a video © Joanne Z. Tan All rights reserved. ========================================================= - To stay in …
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