The Independent Insurance Agency Playbook: The insurance business is all about playing an infinite game. Shane and Tonya discuss how to play the long-term game of being a successful agent and creating a culture of freedom for yourself.
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Independent Insurance Agency Podcasts
A macro look at health, benefits, and senior market insurtech industry happenings and trends with AgencyBloc.
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Looking to build your own insurance agency and you're not sure where to start? This is the podcast for you! Have your own insurance agency, but you want to grow bigger and build your legacy? Stick around, as our hosts give you tips and tricks to make that happen!
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Do you get overwhelmed with insurance policies? Are you interested in learning about the different types of insurance? On the show, RiskProNet starts the conversation about insurance and risk management. RiskProNet is a network of independent insurance agencies who serve individuals and corporations with extensive industry knowledge. Follow the show to get an in-depth look at insurance and risk assessment. If you want to learn more about RiskProNet, visit their website at riskpronet.com.
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Navigating the Business Insurance Landscape with PJO Insurance Brokerage
PJO Insurance Brokerage
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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. PJO Insurance Brokerage 4103 East Prickly Pear Trail Phoenix, Arizona 85050 480-680-9951 https://pjobrokerage.com/
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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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The independent insurance agency space is rapidly changing and evolving. The whole industry is feeling it and we want to provide a connection for agents to understand that they’re not alone. Join industry expert, Carey Wallace, and her Gen Z daughter, Lindsay Wallace, as they interview agency owners, and get down in the nitty-gritty of every day topics that you face in your agency. The incoming wave of M&A, agency marketing, technology & insurtech, and generational change is upon us, join us ...
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Need help with understanding the complex world of insurance? The show is hosted by Ken Nichols AAI, ARM, PA who has owned an independent insurance agency for over 25 years. The episodes include guests who have knowledge of specific insurance related topics and will have a conversation with Ken who is experienced in applying the subjects when purchased by the consumer. Although most people have a general idea of different types of insurance policies, they rarely have a good understanding of w ...
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The Age of the MGA Podcast is the definitive playbook to learn how to build, operate, scale and invest in MGAs—told by the entrepreneurs, operators, and capital partners driving the industry forward. Each episode brings together the most elite founders, investors, and experts to give you a behind-the-scenes look at what it really takes to build and grow a high-performing MGA—from your first dollar of premium to operational scale.
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Coterie Insurance's And I Quote: Building Relationships with Insurance Agents
Coterie Insurance, Simplifying Small Business Insurance
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Coterie Insurance is focused on building a community of independent insurance agents that help insure small businesses across America. Coterie's podcast, And I Quote, was started to enhance how important relationships within the insurance industry are. Through events, LinkedIn, online communities, slack chats and so much more, our industry is connected at the core. Our hosts, Bobbie Collies & Ashleigh Burden, interview independent insurance agents, experts, & partners in our podcast. Discuss ...
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For agency owners serious about the Insurance Trifecta—Faster Growth, Higher Margins, and Peak Valuation. Hosted by Michael Jans—founder of Agency Revolution and architect of the longest-running mastermind in the industry —The Insura-Preneur Podcast delivers the real-world systems, strategies, and shortcuts used by the most successful independent agencies and insurtechs across North America. Each episode arms you with practical tools and elite insights so you can: - Accelerate organic growth ...
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Optimal Finance Daily - Financial Independence and Money Advice
Optimal Living Daily | Diania Merriam
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Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
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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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The podcast for independent insurance agency leaders and their teams to learn practical strategies and behaviors to become their best version possible. Hosted by Sitkins Group President, Brent Kelly, The Agent Leader Podcast provides agencies with leadership, sales, and self-development methods that actually get results. With our focus on a total-team approach to improving independent insurance agencies, we dive into sales, service, and leadership teams. Leadership is not a title. Leadership ...
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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independen ...
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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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Welcome to the Agency Growth Machine Podcast with Randy Schwantz. This show is for agency owners who want to remain independent, develop their team of producers, and do it in a way that they too can grow and profit from.
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Insurance Agents Talk Shop
Doug Coombs, Executive Vice President, Chief Marketing Officer, SIAA
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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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We're 3rd generation insurance agency owners, and also brothers. In 2018, we launched our 2nd company, Total CSR, with the aim of reducing new-to-industry onboarding time frames from 2 years, to 2 months. Since then, we’ve traveled the country speaking to thousands of agencies owners and their teams. The Independent Agent Podcast is our attempt to provide helpful answers to your most difficult questions - anonymously of course.
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Roger Sitkins, the nations #1 Insurance Agency Consultant has been helping independent insurance agencies and producers become more profitable, more efficient and have more fun for over 35 years. Today he offers a suite of services to help you achieve the great agency you've always dreamed of.
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We are Craig Pretzinger and Jason Feltman, just a couple Insurance Dudes passionate about telemarketing TeleFunnels. We’ve hacked the mechanics of top agents TeleFunnels. You’ll hear behind the scenes tactics for how you can sell more, save time, reduce the cost of your leads and produce predictable results every single day! Now lets get it on! Go to live.teledudes.com to register for a live webinar on the TeleDudes service or www.teledudes.com to sign up today!
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The independent insurance agency space is getting turned on it's head right now and the next three to eight years are going to be messy, exciting and potentially revolutionary. I'll be broadcasting the journey one agent at a time as we all scramble to piece together the agency of the future, technology and the unrelenting battle for your client's attention
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Welcome to Mahoney Manhart Agency podcast aka Goose Droppings. Blake Manhart and Ryan Mahoney are independent insurance agents with Goosehead Insurance. Listen as we discuss the journey of building our agency through relationships, marketing, & branding. You will find a mix of interviews, presentations, tips and our thoughts around how we approach the insurance industry. Thank you for listening and please leave us your comments and reviews. Cover art photo provided by Gary Bendig on Unsplash ...
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New to the high-octane world of insurance agency ownership with The Insurance Dudes© ? Veteran who's looking to learn some new ideas? We started this journey in 2019, on the search for 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 ...
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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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The Digital Advisor is a marketing podcast where independent insurance agents and financial advisors come for marketing, branding, and SEO strategies that help them build a better business both online, and off. Our parent company, Advisor Evolved provides agents and advisors with insurance agency websites and marketing coaching that helps them build the brand authority they need to maintain a stable, long lasting business in a highly competitive space. For more information, check our website ...
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The Medicare Sales Playbook is more than just a podcast; it's a mission to transform the way agents approach Medicare sales, focusing on utilizing one's unique talents, embracing hard work, and fostering a sense of community. It's about making a meaningful impact on the lives of seniors while simultaneously achieving professional growth and financial success. Every episode is designed to inspire, educate, and empower agents to not only grow their business but also to discover their 'why' and ...
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Episode #41: The SIAA Advantage for Independent Agencies
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Thinking about partnering with a network like SIAA? In this episode, we sit down with Don Mills, President of SIA Group, to explore why SIA Group chose to partner with SIAA—and how it helped grow the agency from 40 to 120 employees without losing independence. ✅ Learn the financial benefits of agency partnerships ✅ Understand how partnerships prote…
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19 Game Changers That Can Transform Your Agency Forever 🚀 (Part 1)
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It only takes one move to trigger the inflection point that changes everything — your income, your time, your valuation. In this solo strategy session, I’m handing you the same high-leverage tools I’ve taught to 7- and 8-figure agency owners — the exact plays that helped them scale smarter, work less, and command premium valuations. 💡 Inside this e…
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3166: Cash Flow Investments: REITs and Agency Mortgages by JT McGee with The College Investor
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3166: JT McGee explores the world of mortgage REITs, explaining how they generate impressive dividend yields by leveraging government-backed and non-agency mortgage securities. He outlines the …
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Cash Out vs. Cash Flow: Creating Your Long-Term Plan
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Selling your agency might sound like the ultimate success, but is it the best path for your financial future? Shane and Tonya discuss the options of cashing out or creating long-term, sustainable revenue. They explore what buyers are really looking for, how to structure your agency like an annuity, the emotional side of selling, and the hidden risk…
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#123 - Decoding Leadership Excellence w/ David Keller
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In this episode, Lindsay and Carey sit down with David Keller to discuss key takeaways from a recent leadership training session, emphasizing the importance of defining success, learning from past mistakes, and fostering psychological safety within teams. They also explore the implementation of the EOS framework in business and the value of network…
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3165: 5 Tips For Buying a Home in a Competitive Market by Mike Ballew of Egg Stack on Real Estate Investing
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3165: Mike Ballew shares practical, strategic guidance for navigating a hyper-competitive housing market, where hesitation can cost you your dream home. His five-step plan empowers buyers to ac…
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Ep. 9 | Why most MGAs fail before they launch...and how to build one that wins. feat. David Gritz, Co-Founder, InsurtechNY
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Want to launch a successful MGA in 2025? Before you pitch a reinsurer or raise a dime, watch this. In this episode of The Age of the MGA Podcast, we sit down with David Gritz—co-founder of InsurtechNY and the InsurTech Fund. He’s helped launch 80+ InsurTech startups and runs the only accelerator built specifically for digital MGAs. Inside this conv…
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Diversification: The Safe Haven for Your Portfolio in Uncertain Times
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In this week's episode, we delve into the big economic news shaping our world and portfolios. We provide updates on the job market, modest gross domestic product (GDP) growth, the Personal Consumption Expenditures price index and an uptick in inflation, new tax policies and the National Deficit, and what the Federal Reserve might be thinking for th…
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4 Generations, 1 Workforce: Solving the Insurance Talent Gap with Luis Rivera
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Luis Rivera of Solutions 21 joins host Chip Arenchild to explore the real challenge facing independent insurance agencies: developing the next generation of leaders. From military insights to succession planning analogies, this episode uncovers how brokerages can address generational shifts, preserve institutional knowledge, and build leadership at…
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3164: How Discovering Your Debt Triggers Can Set You Free From Debt by Jackie Beck on Money Freedom
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3164: Jackie Beck reveals how identifying your personal debt triggers can be the turning point to lasting financial freedom. By examining the emotional and habitual roots of your spending decis…
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3163: You, Too, Can Be Conned by JL Collins on Financial and Money Advice
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3163: J.L. Collins lays out a sharp and eye-opening warning about the seductive nature of financial scams and the psychological tricks that make them so effective, even on smart, well-intention…
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3162: P.S.: We All Struggle by J. Money on Feeling Overwhelmed and Anxious
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3162: J. Money reminds readers that everyone, even those who seem to have it all together, struggles sometimes. Through raw honesty and uplifting encouragement, this piece offers a comforting r…
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3161: How Should I Invest a Lump Sum? By Chris Reining on Investing Advice
9:52
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3161: Chris Reining unpacks the psychological and strategic considerations behind investing a large lump sum, emphasizing the risks of loss aversion and market timing. By advocating for a slowe…
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The #1 Metric for Insurance Agency Success
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Most insurance agency leaders focus on revenue, retention, and growth—but there’s one overlooked metric that could transform your agency’s future: Revenue Per Relationship. In this episode, Brent Kelly breaks down why this powerful measurement matters more than ever and how it reveals the true value of your client connections. You’ll learn practica…
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3160: The Yield Shield: Preferred Shares by Wanderer of Millenial Revolution on Investment Income
14:04
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3160: Wanderer explains how incorporating preferred shares into a retirement portfolio can mitigate sequence-of-return risk by boosting income during the vulnerable early years of retirement. B…
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Episode #44: Clicks, Leads, Clients, Repeat: Digital Marketing Tips
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📢 Wondering how to make digital marketing actually work for your insurance agency? In this episode of Build Your Legacy: Insurance Edition, we break down what a strong digital marketing strategy looks like—and how agents can avoid common pitfalls while boosting online visibility and lead generation. ✅ Learn how to identify your ideal client and tar…
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What Agents Need to Know About Rising E&O Claims
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On this episode of Agency Nation Radio, Will Jones, Big “I” director of communications and editor-in-chief of Independent Agent magazine, is joined by Nancy Germond, Big “I” executive director of risk management and education, and Amanda Juratovic, Big “I” vice president of E&O operations, to discuss one of the independent agency channel’s most-pre…
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Selling Medicare: How Top Medicare Agents Keep Clients for Life
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🔥 This episode of the Medicare Sales Playbook is packed with real strategies you can implement TODAY to keep your clients, grow your business, and build real residual income! We dive into why retention beats acquisition, how to play the long game in Medicare, and introduce the CARE Method: Connect Advocate Review Educate 🎯 You’ll learn: Why your cl…
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3159: Luck, Credit, and the FIRE Movement by Sean Mullaney of FI Tax Guy on Financial Independence
14:10
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3159: Sean Mullaney offers a compelling defense of the FIRE movement by reframing it not as a claim to credit or privilege, but as a tool for improving financial outcomes through intentional de…
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The $10 Million Question: Are You Engineering Your Agency’s True Value — or Just Earning a Living?
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Most agency owners are asking the wrong question. They’re stuck on “What’s my agency worth today?” But the real question — the $10 million question — is this: Are you deliberately engineering its value… or just hoping for the best? In this hard-hitting solo episode, Michael Jans throws open the strategic vault and lets you in on the 12 critical lev…
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- Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.comBy WHZ Strategic Wealth Advisors
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3158: How to Create "Tiny Advantages" and Crush Your Opponents by James Altucher on Investing Advice
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3158: James Altucher draws a powerful parallel between winning at chess and successful investing: both hinge on consistently building tiny advantages. From choosing debt-free companies with str…
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Big change isn’t always the answer. Shane and Tonya break down how small, strategic adjustments can create a massive impact on your agency. From tweaking processes to rethinking priorities, learn how to stay nimble, lead with clarity, and build momentum one micro move at a time. IA Forward to can help you take your agency from good to great. Learn …
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#122 - The Art of Knowing When to Walk Away in Business w/ Jeff Brehmer
30:27
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In this episode, Lindsay and Carey sit down with Jeff Brehmer to discuss the intricacies of agency acquisitions. They explore the importance of relationships, due diligence, and acquisition challenges. Jeff shares his personal experiences, emphasizing the need for patience, persistence, and understanding the unique dynamics of each acquisition. The…
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3157: The 3 Most Important Words in Financial Planning by Erik Carter of Financial Finesse
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3157: Erik Carter underscores how embracing a margin of safety, a buffer against unpredictability, can transform your entire approach to financial planning, from investing and retirement to ins…
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Ep. 8 | What if your MGA was built like a Silicon Valley tech company? feat. Jacob Landman, Co-Founder, Carma Cannabis Insurance
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Would you trust a frustrated cannabis operator to disrupt the insurance space? Jacob Landman did more than just trust—he became the operator-turned-MGA-founder who’s taking on the outdated, exclusion-ridden mess that defines most cannabis insurance programs. And in this episode, he breaks down exactly how he’s doing it. From building proprietary un…
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3156: [Part 2] 5 Ways We Avoided Lifestyle Inflation to Reach Financial Freedom by Lisa Harrison of Mad Money Monster
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3156: Lisa Harrison shares how she and her husband sidestepped lifestyle inflation to build wealth and achieve financial freedom, without sacrificing joy or connection. Through mindful home buy…
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3155: [Part 1] 5 Ways We Avoided Lifestyle Inflation to Reach Financial Freedom by Lisa Harrison of Mad Money Monster
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3155: Lisa Harrison shares her personal journey from a youthful splurge on a flashy car to a values-driven commitment to living within her means. Through candid storytelling and practical advic…
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3154: Why I Won’t Give My Kids An Allowance by Andy Hill of Marriage, Kids and Money
10:28
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3154: Andy Hill challenges the traditional notion of giving kids an allowance by linking money to effort through “Chore Money.” His approach teaches children real-world financial principles, li…
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3153: The Percentage Of People With No Wealth Outside Their Home Is Sad by Sam of Financial Samurai
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3153: Sam from Financial Samurai sheds light on a growing financial vulnerability in America: nearly 30% of households have no investments beyond their primary residence. He explores how financ…
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3152: How Can You Afford to Travel the World? by Paula Pant of Afford Anything on Money Lessons
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3152: Paula Pant shares how long-term, global travel can be surprisingly attainable, not just for the wealthy, but for anyone willing to rethink their financial priorities. By breaking down the…
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Turning Tension into Trust — Handling Unhappy Clients Like a Pro | Ep. 33
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Even the best agencies face unhappy clients. The real test is how you handle them. In this episode, Amanda Yaniz and Kelsey Concklin Ramsey dive into the why behind client dissatisfaction, how to respond with empathy and professionalism, and the proactive habits that keep frustration at bay. You’ll learn communication strategies, and reputation man…
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Episode #43: Owner Compensation: What to Pay Yourself and Why
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How Much Should Insurance Agency Owners Pay Themselves? How do independent insurance agency owners decide what to pay themselves? In this episode of Build Your Legacy: Insurance Edition, we dive into insurance agency compensation—how much to pay yourself, when to adjust your salary, and why stability matters more than spikes in income. ✅ Producer v…
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Why Not You? A Wake Up Call for Agency Leaders
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Why not you? In this powerful solo episode, Brent Kelly challenges insurance agency leaders to confront the one thing holding them back: their mindset. Drawing inspiration from the final chapter of Best Version Possible, Brent unpacks the core differences between good agencies and great ones. Discover the three areas where most agency leaders think…
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What It Takes to Run a Successful Independent Medicare Agency in 2025
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Welcome back to Medicare Sales Playbook! In this episode, Matt Smith sits down with Josh Burns—agency owner of Capstone Insurance & Financial Group in Brandon, MS—for a powerful conversation on building culture, recruiting the right agents, and thriving as an independent agency. Josh shares his journey from martial arts school operator to captive a…
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3151: The Time Value of Money (or why 25 years of cable TV doesn't cost as much as you think) by Stephen Popick with GRS
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3151: Stephen Popick unpacks the often-misunderstood concept of the time value of money, showing why recurring expenses like cable TV aren’t as costly in today’s dollars as they appear over dec…
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- Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.comBy WHZ Strategic Wealth Advisors
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3150: 4 Lessons Learned From Our 2nd Rental Property by Julien Saunders of Rich and Regular
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3150: Julien Saunders shares four hard-earned insights from preparing his second rental property, revealing how time, cash, and strategy shape success in real estate investing. Whether you're c…
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🛠️ Peak Valuation Masterclass – Build, Scale, Sell.
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🚀 Ready to dominate 2025? Whether you’re thinking of selling in 2 years or 20, the path to a peak valuation starts NOW. 💥 🔥 In this episode, Michael Jans – the mind behind The Society of Insura-Preneurs, dives deep into: 💥 The seismic shifts shaking the industry in Q1 2025 🏆 Why niche-focused agencies command a premium 💡 The 5-step blueprint to eng…
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Economic Insights for Your Memorial Day BBQ
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In this week's episode, our experts unpack the past few days following positive news on tariff discussions between the United States and China. We also provide observations on the final earnings calls of the first quarter of 2025, changes in consumer sentiment, ongoing uncertainty around the Federal Reserve, what happened in the Treasury Bond marke…
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#121 - The Heart of Operations: Building a Strong Agency w/ Jessica Yarbrough
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26:16
In this episode, Lindsay and Carey sit down with Jessica Yarbrough to talk about her unique journey into the insurance industry, the importance of operations within an agency, and the value of building strong internal and external relationships. They discuss the significance of agency values, team culture, and adopting new technologies, particularl…
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3149: 5 Reasons Why Most Don't Become Wealthy by Brian Tracy on Poor Financial Habits
10:42
10:42
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10:42
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3149: Brian Tracy breaks down the five core reasons most people fail to achieve financial independence, from never realizing wealth is possible for them to lacking long-term perspective. He exp…
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Sam Melamed’s Journey Through Insurance Innovation
40:48
40:48
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40:48
In this episode of the Insurtech Building Blocs podcast, host Cory Schmidt speaks with Sam Melamed about the evolution of Insurance-Forums.com, the importance of community in the insurance industry, and Sam's journey from agent to CEO. They discuss the significance of building a caring company culture, market trends in ancillary products, and the n…
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Ep. 7 | Why Thore Was Built As a Reciprocal Exchange MGA — And What Most Founders Still Get Wrong - feat. Johnathan Yazdani, Thore Underwriters
1:10:14
1:10:14
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1:10:14
What if writing a billion dollars in premium was actually the easy part? In this episode of The Age of the MGA Podcast, we sit down with Johnathan Yazdani, CEO and co-founder of Thore Underwriters — a reciprocal exchange + MGA hybrid designed from the ground up to remove bias in claims, plug tech into execution, and rethink how underserved markets …
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3148: What to Do with That Extra Third Paycheck by Kumiko of The Budget Mom on Intentional Spending
10:31
10:31
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10:31
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3148: Kumiko Love shares a strategic guide to making the most of an extra paycheck - a financial opportunity that comes just a few times a year for bi-weekly earners. By prioritizing intentiona…
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3147: Get Rich With: the ChaCHING Instinct by Mr. Money Mustache on Financial Independence
11:36
11:36
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11:36
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3147: Mr. Money Mustache explains how developing a “ChaCHING!” instinct, feeling rewarded by not spending money, can radically shift your financial trajectory and mindset. By training yourself …
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3146: Do Something. Do Anything. by Steve Kamb of Nerd Fitness on Trading Perfection for Progress
12:17
12:17
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12:17
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3146: Steve Kamb delivers a powerful reminder that action beats inaction every time, even if that action isn’t perfect. By showing how small, messy steps forward can overcome analysis paralysis…
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3145: Why I’m Grateful For My Student Loan Debt by Jen Hayes on Money Transformation Success
12:22
12:22
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12:22
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3145: Jen Hayes reflects on how student loan debt, while burdensome, became a catalyst for personal growth, minimalism, and financial transformation. Her story challenges conventional thinking …
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3144: The Single Most Important Trait That Defines Personal Finance Success by Robert Farrington of The College Investor
13:50
13:50
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13:50
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3144: Robert Farrington unpacks how personal accountability is the ultimate driver of financial success, highlighting that it's not just about numbers, it's about owning every financial decisio…
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Episode #42: Stability: Why It Matters In Insurance
9:20
9:20
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9:20
Is your agency truly stable—or are you just hoping for the best? In this episode of Build Your Legacy: Insurance Edition, we dive into how insurance agency partnerships offer the financial and carrier stability that every established agency needs. ✅ Guaranteed Contingencies – Build a stable revenue stream with quarterly payouts ✅ Market Access – Ho…
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