Best Kathe Kline Podcasts (2024)

1
Dominating Local Markets: Mastering Event Strategies for Insurance Agents 34:24

2h ago34:24

34:24

In the latest episode of Insurance Business Babes, Steve Pomerantz joins Joanna Wyckoff to dive deep into strategies for mastering events and achieving local market dominance, essential for insurance agents especially during the Annual Enrollment Period (AEP). Joanna Wyckoff highlights the value of establishing robust relationships with broker mana…

1
Special Bonds: What Barbara Learned on a Trip with Her Granddaughter 28:05

1d ago28:05

28:05

In this heartfelt episode of the "Rock Your Retirement" podcast, Kathe and Barbara discuss a cherished tradition they each hold dear: taking their grandchildren or nieces and nephews on special trips. The episode opens with Kathe sharing how she and her sister, who have no children of their own, make it a point to take their nieces and nephews on m…

1
How the Inflation Reduction Act Reforms Medicare Part D Plans in 2025 40:46

8d ago40:46

40:46

Understanding Medicare Part D and the Inflation Reduction Act Kathe Kline is joined by Andrew Saul, Sales Director at Physicians Mutual, to delve into the complexities surrounding Medicare Part D and the changes ushered in by the Inflation Reduction Act. Key points of discussion included the new $2,000 out-of-pocket cap and its impact on seniors, a…

1
Client Retention Strategies Amid Medicare Plan Disruptions 37:44

12d ago37:44

37:44

Navigating Medicare Plan Changes: Key Strategies for Insurance Agents In our latest episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff dive deeply into the essentials of managing Medicare plan changes and the importance of timely communication with clients. Here are the most critical takeaways and strategies discussed to en…

1
Last Minute AEP preparation tips 26:13

19d ago26:13

26:13

Last-Minute AEP Preparation: Key Strategies from Industry Experts As we approach the Annual Enrollment Period (AEP), ensuring that your preparations are comprehensive and efficient is critical for a successful season. In this episode of Insurance Business Babes, hosts Kathe Kline and Joanna Wyckoff shared valuable insights and strategies for last-m…

1
Surviving Major Carrier Compensation Cuts: Insights and Strategies for Brokers 25:50

26d ago25:50

25:50

Navigating the Shifting Landscape of Medicare Plans: Insights from Insurance Business Babes In a recent episode of the ever-insightful "Insurance Business Babes" podcast, hosts Kathe Kline and Joanna Wyckoff delve into pressing issues facing insurance brokers and their clients in the Medicare universe. From the discontinuation of broker commissions…

1
Stage 8: Selling Your Medicare Business: Insights and Tips for a Smooth Transition 21:27

1M ago21:27

21:27

In this episode of "Insurance Business Babes," host Kathe Kline is joined by guest Christian Brindle to discuss the intricacies of preparing for the transition or sale of a Medicare business. They differentiate between selling the entire business, which includes systems and leadership and tends to be more lucrative, and selling just the client book…

1
From Grumpy Old Men to Blue Zones: Garry Cole on Aging 39:57

1M ago39:57

39:57

In this heartfelt and insightful episode of "Rock Your Retirement," host Kathe Kline and long term guest co-host Barbara Mock welcome Garry Cole to engage in a deep conversation about aging, purpose, and relationships in the context of retirement. Barbara shares her excitement about her new project and inquires about Gary's future aspirations post-…

1
Stage 7: Acquiring and Managing a Sales Team 30:46

1M ago30:46

30:46

Kathe and Joanna are preparing for AEP, so we're bringing you Stage 7 of a Medicare Agents business, originally aired on Christian Brindle's YouTube Channel. Kathe Kline and Christian Brindle delve into the intricate balance between managing a growing business and maintaining a manageable workload. They explore the challenges and potential benefits…

1
Stage 6 of Medicare Business: Building Tweaking, and Maintaining Systems 40:12

2M ago40:12

40:12

Joanna and Kathe are still on vacation, so our latest episode of "Insurance Business Babes," is a replay of Christian Brindle and Kathe Kline where they discussed the sixth stage of a Medicare Agent's Business: The building Tweaking, and Maintaining Stage. **Building Robust Systems for Success** A major topic we delved into was the critical importa…

1
Stage 4 of Your Medicare Business: Getting Going with Under 100 Clients 29:30

2M ago29:30

29:30

Kathe and Joanna are on vacation, so in this episode, we're bringing you a special interview when Christian Brindle interviewed Kathe for his YouTube Channel. The conversation, which has been edited for the podcast, delves into low-budget strategies for hosting educational events and seminars, the importance of building relationships with carrier r…

1
Making Travel Dreams Come True: Barbara’s Costa Rica Adventure 19:52

2M ago19:52

19:52

In today's episode, we're thrilled to welcome back Barbara, who will be sharing the exciting details of her long-awaited family trip to Costa Rica. After years of anticipation and multiple pandemic-related delays, Barbara's dream vacation is finally happening. She'll discuss everything from the origins of this epic journey to the meticulous plannin…

1
Stages 1-3 of Medicare Business with Christian Brindle 43:59

2M ago43:59

43:59

Christian Brindle interviewed Kathe for his You Tube Channel, so we are sharing some of those interviews with you here. This is Part 1 of the stages of Medicare Business. Stages 1-3 including prelicensing, AHIP certification, and the stages of becoming a successful Medicare agent. They share valuable tips, including the importance of networking, bu…

1
Insurance Marketing: From TikTok Success to University Partnerships with Scott Sims 45:10

2M ago45:10

45:10

In this episode of "Insurance Business Babes," hosts Scott Sims, Joanna Wyckoff, and Kathe Kline delve into the dynamics of leveraging social media and traditional marketing for business growth in the insurance industry. Scott shares his journey of transitioning from viewing TikTok as a fun experiment to using it as a powerful marketing tool, acqui…

1
Balancing Business and Life: Joanna's New Personal Assistant 34:20

3M ago34:20

34:20

In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff discuss Joanna's decision to hire a personal assistant to help balance her demanding work and personal life. Joanna highlights the challenges of managing her business alongside personal responsibilities, especially due to her disability. She shares her past experien…

1
Streamline Your Medicare Process with your own T65 Video 32:14

3M ago32:14

32:14

In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff delve into the creation and utilization of video content for insurance professionals, particularly focusing on Medicare education. Kathe shares her journey with using video creation tools like Loom and her strategy of white-labeling a perfected educational video for…

1
Safeguarding Your Insurance Legacy: Keith Nabb's Tips for Effective Succession Planning 41:08

3M ago41:08

41:08

In this episode of "Insurance Business Babes," hosts Joanna Wyckoff, and Kathe Kline talk with Keith Nabb, delving into the critical aspects of succession planning for insurance professionals. They emphasize the importance of treating an insurance business like a business by investing in tools like CRM and assistants, the significance of maintainin…

1
Preparing for the Future: Safety, Cancer Care, and End-of-Life Decisions 31:49

3M ago31:49

31:49

In this episode, host Kathe Kline and guest Barbara delve into crucial aspects of end-of-life planning and the importance of safety for older adults. They discuss bathroom accessibility improvements, emphasizing the need for thoughtful renovations to prevent falls. Barbara shares her personal journey as a breast cancer patient, highlighting her exp…

1
Are you treating your insurance business like a business? 38:35

3M ago38:35

38:35

In this episode, Kathe Kline and Joanna Wyckoff discuss various aspects of running a successful insurance business, drawing from personal experiences and industry knowledge. They highlight the importance of having professional representation and the pitfalls of conflicting interests, using LegalShield as an example. They emphasize treating the busi…

1
Preparing for AEP: Early Certifications and Effective Client Communication Strategies 35:25

4M ago35:25

35:25

In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff delve into the crucial aspects of managing Medicare certifications and plan comparisons. They discuss the utility of creating spreadsheets for comparing benefits between different counties and plans, leveraging a virtual assistant for data entry, and the importance …

1
Using AI and CRMs to Optimize Client Care and Business Operations 35:33

4M ago35:33

35:33

In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff talk about a bunch of different things, but delve into the importance of using CRM systems and technology to streamline client interactions and protect against disputes. They discuss various tools like Applaud AI for recording face-to-face meetings, Dialpad for phon…

1
Adapting to CMS changes for 2025 46:04

4M ago46:04

46:04

In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff, alongside guest Angela Palo, delve into the multifaceted challenges faced by insurance agents amid evolving CMS regulations and Medicare policies. They discuss the skewed perceptions government employees have about agents due to primarily hearing complaints, emphas…

1
Embracing Change: Barbara's Cancer Recovery Journey and Journey to Healing 35:32

4M ago35:32

35:32

Host Kathe Kline sits down with guest Barbara, who shares her emotional journey after undergoing surgery for breast cancer. Barbara discusses the challenges of the surgical process, the physical and emotional toll of post-surgery recovery, and the impact of her diagnosis on her retirement plans. The conversation delves into the complexities of acce…

1
Tackling Insurance Scams with Ronnell Nolan of HAFA 43:52

4M ago43:52

43:52

In the latest episode of "Insurance Business Babes," host Joanna Wyckoff and guest Ronnell Nolan, president and founder of Health Agents of America, discuss the alarming rise of fraud and misleading advertisements in the Medicare and ACA sectors. They delve into the recent shutdown of deceptive Medicare ads and the persistence of misleading Faceboo…

1
DAC- Navigating The Medicare Maze for Developmentally Disabled Adults 40:19

5M ago40:19

40:19

In this episode of "Insurance Business Babes," guest Cynthia McCluskey joins Kathe Kline to delve into the unique challenges faced by adults with developmental disabilities, specifically focusing on the complexities surrounding Medicaid and Medicare systems. They discuss the often-overlooked Disabled Adult Child (DAC) program, highlight the importa…

1
The Power of Proactive Client Attraction 30:00

5M ago30:00

30:00

The podcast hosts, Kathe and Joanna, discuss the challenges that prevent insurance agents from being successful. They start by describing a meme that one of Joanna's agents posted, which shows two lines of people - one line labeled "Hungry to win" that is much longer than the other line labeled "Hungry to do what winning requires." This illustrates…

1
Conference Dilemma: How to Determine Which Insurance Trainings Are Worth Your Time 25:52

5M ago25:52

25:52

Kathe Kline and Joanna Wyckoff discuss the importance of carefully choosing which trainings to attend as insurance professionals. They emphasize the need to prioritize trainings that are relevant to an agent's current business needs and future goals, and stress the importance of balancing attendance with actual business productivity. They also shar…

1
Grace and Gratitude: Barbara's Cancer Journey and Seeking Support 37:43

5M ago37:43

37:43

In this episode of "Rock Your Retirement," host Kathe Kline is joined by Barbara as they delve into a deeply personal and poignant discussion surrounding Barbara's recent breast cancer diagnosis. This heartfelt conversation touches upon the emotional upheaval and complexities of navigating medical procedures, support, and the fear of recurrence. Th…

1
Taking Control: The Shift from Employee to Owner Mindset 28:22

5M ago28:22

28:22

In this insightful episode of Insurance Business Babes, hosts Kathe Kline and Joanna Wyckoff dive deep into the crucial aspect of protecting and managing your business in the insurance industry. They share personal strategies on segregating emails for clients and carriers, handling overwhelming amounts of insurance-related spam, and employing techn…

1
Medicaid Waivers and other Out of the Box ideas for your clients 34:56

6M ago34:56

34:56

In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff delve into the complexities of Medicaid waivers, vital programs that provide medical and financial assistance to individuals who don't meet traditional Medicaid requirements due to their income but who face severe medical challenges such as disabilities and chronic …

1
Understanding Health Care Professionals' Concerns About Medicare Advantage Plans: Exploring Real Issues 26:49

6M ago26:49

26:49

We fixed the audio issue! In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff discuss a controversial subject among insurance agents. They talk about the reasons why hospital and healthcare workers dislike Medicare Advantage Plans, delving into specific issues such as prior authorizations, network restrictions, and r…

1
Step Up Your Insurance Game with Tech Tools 37:55

6M ago37:55

37:55

In this episode of "Insurance Business Babes" Kathe Kline and Joanna Wyckoff dive into the world of tech tools that can revolutionize insurance businesses. They explore the DFY platform's automated features, emphasize the importance of owning customer data outside of Facebook, and discuss various CRM options like Agency Block and Medicare Pro, incl…

1
From Pass to Prep: How New Agents Can Hit the Ground Running 37:37

6M ago37:37

37:37

In this informative episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff delve into the essential next steps for new insurance agents fresh from passing their exams. They provide practical advice on establishing a solid business foundation, including setting up an LLC, creating a professional online presence, and engaging in …

1
The RightSize Mindset: Transforming Your Home and Happiness 36:06

6M ago36:06

36:06

Kathe Kline invites special guests Barbara Mock and Marni Jameson to unwrap the art of living simply and meaningfully as we progress through the various stages of retirement. Marni's newest book, Rightsize Today, is a must read for anyone considering changing homes, changing locations, or rethinking how to live in their current home.…

1
Tackling Procrastination: The Power of Accountability 31:32

7M ago31:32

31:32

In this episode of Insurance Business Babes, hosts Kathe Kline and Joanna Wyckoff dive into the world of virtual co-working and the significance of accountability, especially for entrepreneurs. They share personal anecdotes about maintaining productivity through structured schedules and tidy workspaces while addressing the challenges of isolation w…

1
Are you prepared to Lose your FMO (or at least the benefits they provide)? 25:23

7M ago25:23

25:23

In this insightful episode of Insurance Business Babes, Kathe Kline and Joanna Wyckoff tackle the timely and critical issue of what agents can do if their Field Marketing Organization (FMO) is eliminated. They stress the importance of having a backup plan, which includes learning how to manage their own client data using affordable and HIPAA-compli…

1
Making Every Conference Count: Valuable Lessons for Insurance Agents 42:21

7M ago42:21

42:21

In the 'All About Conferences' episode of 'Insurance Business Babes,' hosts Kathe Kline and Joanna Wyckoff discuss various facets of attending and maximizing the benefits of industry conferences. They talk about their strategies for effective networking, the significance of arriving early to conferences for relationship-building and handling jet la…

1
Exploring the Different Types of Veterans and Their Healthcare Options 36:06

7M ago36:06

36:06

Joanna breaks down Veterans benefits and how that effects Medicare for our listeners. The Department of Veterans Affairs (VA) provides a range of healthcare services, but it's important to understand that the level of coverage varies based on priority levels. The highest priority is given to veterans who are 50% or more disabled, granting them free…

1
Moving Beyond the RV: Downsizing, Community, and Redefining Retirement 29:31

7M ago29:31

29:31

In this episode of the Rock Your Retirement Show, host Kathe Kline is joined by guest Barbara to discuss the challenges and experiences of moving and downsizing after years of RV living. Barbara shares her journey from living in an RV as a snowbird to downsizing and finally moving into a new home closer to family, detailing the emotional and practi…

1
More Leads (Part 2 of Leads leads Leads) 31:14

7M ago31:14

31:14

Kathe Kline and Joanna Wyckoff continue their discussion from last week on getting leads. They start the discussion with Facebook groups. Joanna discusses the crucial role of being a resource for customers needing diabetic supplies and the value of customer referrals. They delve into the importance of creating personal networks for referrals, even …

1
Leads Leads Leads Part 1 30:01

8M ago30:01

30:01

Kathe Kline and Joanna Wyckoff share their insights on building leads and finding new clients in the insurance industry. Here are 3 key takeaways from the episode:1️⃣ Local Events and Grassroots Methods: Joanna Wyckoff believes in establishing herself as a local agent and prioritizing her territory before venturing into other locations. She emphasi…

1
The Part B Drug Predicament: Exploring MAPD Challenges and Client Stories 29:41

8M ago29:41

29:41

In this episode, hosts Kathe Kline and Joanna Wyckoff dive into the complex world of Medicare Advantage plans and prescription formularies. They discuss the challenges and unfairness that beneficiaries face, the intricacies of part B drugs, and the impact of potential issues with Medicare Advantage plans. Listen in as they share personal experience…

1
Getting Started with LOAs 45:11

8M ago45:11

45:11

LOAs (Licensed Only Agents) take center stage as hosts Kathe Kline and Joanna Wyckoff explore the challenges, complexities, and opportunities of working with LOAs in the insurance industry. From the nuances of payroll management, handling legal aspects, and the importance of asset protection, to personal stories of adaptation and resilience in the …

1
Barbara's European Escapade: Golfing in Spain, Glamping in Ireland, and Chasing Waterfalls in Iceland 43:31

8M ago43:31

43:31

In this episode, Barbara tells us about her incredible three-week trip to Ireland, Iceland, and Spain. Join us as Barbara shares her and her husband's adventures, from glamping in Ireland to witnessing volcanic activity in Iceland and attending the Solheim Cup in Spain. Get ready to be inspired by their travel experiences and learn valuable tips fo…

1
Do you, an independent insurance broker, need an LLC? 34:05

8M ago34:05

34:05

In today's episode, we delve into the crucial process of setting up an LLC for your insurance business. Cohost Joanna Wyckoff shares her first-hand experience of establishing her own agency, Top Flight Insurance, and the essential steps she took to form an LLC. From obtaining name approval to acquiring an EIN number and navigating state agency lice…

1
Boosting Productivity: Hiring an Executive Assistant 36:51

9M ago36:51

36:51

In this episode, Joanna Wyckoff and Kathe Kline dive into the world of hiring an executive assistant. Joanna discusses her recent experience in hiring an assistant and shares valuable insights on the importance of finding the right fit. The hosts also explore the use of tools and techniques to enhance productivity, including the benefits of hiring …

1
Mastering Insurance Cross Selling: Christian Brindle Joins Insurance Business Babes Part 2 39:56

9M ago39:56

39:56

In this episode, we continue the riveting conversation with Christian Brindle, as he shares a personal story about overcoming reluctance to sell dental, vision, and hearing plans, leading to remarkable sales growth. Kathe shares insights on leveraging compliance-approved videos to automate cross-selling and Joanna dives into the ease of getting out…

1
The Hustle and Growth of Medicare Business Part 1 with Christian Brindle 33:21

9M ago33:21

33:21

In today's episode, we have a special guest, Christian Brindle, founder of Christian Brindle Insurance Services and the man behind a thriving Medicare Agent Facebook group. Christian joins our hosts, Kathe Kline and Joanna, to delve into the nitty-gritty of the Medicare business. From discussing the complexities of the insurance market to navigatin…

1
Setting Boundaries: Why You Shouldn't Be Available 24/7 42:17

9M ago42:17

42:17

In this episode of the Insurance Business Babes podcast, Kathe and Joanna discuss the importance of prioritizing health, both physically and mentally, as insurance agents. They start by talking about how it's all too common for agents to overwork themselves, getting little sleep and not taking proper breaks. Joanna shares how she used to work 18 ho…

1
Barbara is Back with New Beginnings: The Story of Downsizing, Letting Go, and Building Connections 1:00:37

9M ago1:00:37

1:00:37

In this episode of "Rock Your Retirement," Barbara returns to share her experience with downsizing and moving from her family home to a new, smaller property. She details the emotional challenges, financial decisions, and unexpected turns that she and her husband encountered during this major transition in their retirement. From selling their uniqu…

Podcasts Worth a Listen

Kathe Kline Podcasts

Podcasts Worth a Listen

Quick Reference Guide