The Independent Insurance Agency Playbook: The insurance business is all about playing an infinite game. Shane, Tonya, Mike, and Robby discuss how to play the long-term game of being a successful agent and creating a culture of freedom for yourself. Learn more at www.integrapartnernetwork.com
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Insurance Carrier Podcasts
Welcome to Insurance Town! Your host is the Mayor of Insurance Town, Heath Shearon. After many years in different parts of the insurance world, Heath wants to share his experience with you. Join in on conversations with Heath and many of the friends he's made along the way. Insurance Town is a production of Insurance Town LLC! Find more info at http/://www.Insurancetownpodcast.com Music: "Mornin, Noon, and Nite" by Daddy Long Legs
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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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Real talk - we ran our agencies blind for YEARS. No idea what our contact rates were, our quote-rates, our close rates. We were just grinding, blaming the leads when things didn't work. Sound familiar? Here's what changed everything for us: we started tracking the right metrics: leading metrics. Simple, but game-changing. Once we could see our funnel, we 5x'd our production without working more hours. Now we help hundreds of agents do the same - track the right KPIs, optimize what's broken, ...
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A macro look at health, benefits, and senior market insurtech industry happenings and trends with AgencyBloc.
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Insure Your Health, hosted by Erin Ackenheil of Black Point Insurance, empowers listeners to educate themselves on healthcare through unique industry trainings, medical professional interviews and carrier spotlights. Whether you're a health insurance agent, a healthcare professional or a patient, you're going to learn about everything from Medicare Advantage to today's hot health topics alongside the smart, fun and energetic Erin Ackenheil!
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Life Linked is an advisor-focused podcast built for professionals who want to grow their life insurance and planning strategies with clarity and confidence. Each episode delivers practical concepts, real advisor stories, and expert insight from advanced markets specialists and carrier leaders without the fluff or sales pitch. We cover what advisors actually need: term and permanent life insurance strategies, underwriting and case design, marketing and client acquisition, estate equalization, ...
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Hello I am Pat Brough from Finck & Perras Insurance Agency and this is our podcast "Local & Mighty". Our podcast is about Massachusetts Personal and Commercial insurance, in plain english mixed in with a little bit of fun. Everything you want to know or have been afraid to ask your insurance agent or things you should know when you are buying a house, car or starting a business.
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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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CLEARly Beneficial Podcast: Where We Rip Off the Band-aid and Explore What's Next Welcome to the CLEARly Beneficial podcast - the show where we rip off the band-aid on healthcare and explore the future of benefits with the people driving innovation in our industry. Host Vinny Catalano brings over 20 years of health insurance brokerage expertise to conversations that get to the real story. You'll discover what actually works, what doesn't, and what's coming next from the innovators brave enou ...
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Welcome to Carrier Conversations! On this show, we talk about everything related to running a successful 18 wheeler! No matter if you are hauling bananas or bandanas, west coast or east coast, 1 truck or 1000 units, we cover it all! Tune in to each episode, as we dive into: -How to Find Good Paying Freight -How to Avoid Delays, Load Cancellations, Etc -How to Prevent Your Rig From Breaking Down -How to Find The Best Insurance For You -How to Find the Best Brokers To Work With -How to Find Sh ...
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Helping P&C insurers drive innovation and turn possibilities into realities.
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#withSONAR is about the intersection of freight data and the people that move it. Hosted by Luke Falasca and Tony Mulvey.
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Planning your next vacation? Before you budget, learn how to get the most out of your travel dollars with Smart Travel. NerdWallet’s trusted travel experts, Sally French and Meghan Coyle, are here to help your travel dollars work even harder. But the travel Nerds don’t just make recommendations; they break down the latest travel details, exploring the pros and cons of specific strategies, practical tools, and tactics. Dive deep with the experts as they lay out all the options so you can fina ...
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The Insurance Chatter with Reghan Brandt
Reghan Brandt | LRP, The Loss Run Pros | CPF, Columbia Pacific Finance | The Insurance Chatter
This is the Insurance Chatter! What is the insurance industry talking about? What problems are insurtechs solving? What trends are agents, brokers, underwriters and executives thinking about? Every week, I sit down with a different person from across the insurance industry to discuss what's happening in their niche markets. I want to give you a behind the scenes look at risk, technology, data and culture within one of the most exciting business sectors. Follow along to get pumped and see whe ...
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Truck Focus Podcast - Connects Industry Leaders, to the Industry, to Help Create a Pivotal Change. Host Josh Hannaberry interviews various leaders in the transportation industry as they share their perspectives and offer applicable advice to be successful in the transportation industry with respect to compliance, organizational processes, hiring drivers, and profits.
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Each week, join Roger Entner and the Recon Analytics team for an analysts perspective on the world of telecom.
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Welcome to Next in Financial Services, Oracle's podcast where we discuss the future of technology and how banks, insurers, and FinTechs can prepare for tomorrow.
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Rodney Mattos Show: Redefining Insurance with Innovation & Insight Welcome to the Rodney Mattos Show, hosted by industry luminary Rodney Mattos, Sr., where we explore the future of insurance and employee benefits with bold ideas and practical solutions. This podcast blends cutting-edge AI automation from Apeironix with Triforta’s transformative strategies, tackling the industry’s biggest challenges head-on. From self-funded workers’ compensation to innovative health benefits management, Rodn ...
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Stay Ahead with the Latest Trucking Insights. Tune into the MCIEF Podcast for expert discussions on the most pressing issues in trucking insurance. From innovative claims strategies to in-depth industry trends, each episode brings valuable insights from industry leaders. Whether you’re a seasoned professional or new to the field, our podcasts offer practical knowledge to help you succeed. Stay informed, stay connected, and drive your business forward with MCIEF. Truck Stop Podcast is your go ...
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Nancy L. Cavey, a seasoned attorney with over thirty-nine years of experience, explains the complex world of filing for Long-Term Disability benefits. Filing for disability can be a confusing, life changing event, so with her deft expertise, Nancy will guide you through: - The ins-and-outs of ERISA (the Employee Retirement Income Security Act), which governs group Long-Term Disability Claims. - Information regarding the process and lifespan of a claim, from the initial application to the req ...
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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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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 Unscripted which airs Live Tuesdays at 9am. 'Finding The Courage To Retire,' written by Bruce Porter is available on Amazon. For more information visit our websi ...
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Welcome to the ActiveProspect Podcast, where we explore the latest trends and challenges in lead generation, compliance, and performance marketing. Each episode features industry experts sharing actionable insights to help you navigate the evolving landscape of consumer consent, data enrichment, and regulatory compliance. Join us as we provide the knowledge and tools you need to thrive in today's dynamic regulatory environment. Stay informed, stay compliant, and stay ahead with the ActivePr ...
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Join us for Simply Defensive, a podcast dedicated to exploring the world of defensive cybersecurity through the lens of real-world experts. In each episode, we'll interview leading professionals from the cybersecurity industry, delving into their experiences, challenges, and innovative solutions. Whether you're a seasoned cybersecurity veteran or just starting to learn about the field, Simply Defensive offers valuable insights and practical advice to help you stay ahead of the curve. Tune in ...
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Zurich Times PodCast on Anchor.FM https://www.zurichtimes.net Twitter: @ZurichTimes Patreon: https://www.patreon.com/zurichtimes Telegram: https://t.me/ZurichTimes YouTube: youtube.com/c/ZurichTimes
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Dive into the Insurtech Universe, where we journey across the globe to connect with the masterminds revolutionizing insurance. From trailblazing startup founders and visionary venture capitalists to innovative carriers and dynamic vendors, we explore how these industry titans are not just predicting the future—they’re actively crafting it.
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Hosted by Ed Hennings and Co -Host, Crissy "Blu Jai" covering real stories of urban truckers and industry professionals sharing their experiences on the road to riches and financial freedom with a touch of swag.
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The purpose of the Skeptical Analyst podcast is to offer my opinions, remarks, and contemplations about issues at the intersection of the insurance industry, technology, society, and cyber risks.
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Formerly known as The American Truck Driver Podcast, The Blue Ribbon Podcast is a show about how thrive and survive in the Trucking Industry as an Owner/Operator. Hosted by Larry W. Long and Chris Polk, this podcast will give you all the tools and information you need to become a successful Owner/Operator.
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Agenzee Agents of Change Insurtech Podcast
Agenzee, Insurance Licensing and Appointment Management Made Easy
Explore the latest trends, tips, and tools in insurance and Insurtech designed to empower modern insurance professionals. Discover how to grow your business, elevate your department, or advance your career. Learn more about Agenzee at http://www.agenzee.com.
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The Benekiva Connects Podcast is a weekly show hosted by the Benekiva team. Benekiva is a configurable SaaS technology platform that transforms the end-to-end claims and servicing experience across all product lines. Each week we delve into challenges and innovations in the insurance industry that help our customers take a “beneficiary first” mindset. We talk about tools, ideas, and more that help our listeners achieve digital transformation and make use of cutting edge claims technology. Ma ...
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Samantha Brown on Places to Love, Route 66, and the Travel Habits That Save You Money
46:22
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46:22Travel TV icon Samantha Brown shares tips for finding hidden gems, saving money, and dodging airport stress. Hosts Sally French and Meghan Coyle sit down with Samantha Brown, host of Samantha Brown’s Places to Love, to talk about how she keeps travel feeling fun, affordable, and deeply local after decades on the road. But first, Sally and Meghan sw…
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Season 7 premiere: McKinsey Senior Partner and co-author of “The Future of AI in the Insurance Industry” shares insights on what it really takes to maximize the return on carrier investments in AI.By Guidewire
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Fully Insured Healthcare: A Model Past Its Prime
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20:39In this episode of Blueprints for Better Benefits, we unravel the uncomfortable truth behind fully-insured healthcare and why it no longer serves the employers who rely on it. What once promised predictability has now become a system defined by rising costs, shrinking flexibility, and little to no transparency. We break down why premiums continue t…
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The 80/20 rule isn’t new in business, but most agency owners are still drowning in the wrong 80%. We discuss how the Pareto Principle shows up in agency life: service overload, monoline accounts, paper chaos, and clients that consume time without moving revenue. If your team feels stretched, your service load feels heavy, or your agency isn’t scali…
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New Truckload Datasets: Deeper Volume, Capacity & Market Insights
12:03
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12:03Welcome back to WithSONAR!This week, we’re highlighting SONAR’s new Truckload Datasets—an enhancement to the same tender data you already know and trust.In this session, we’ll walk through the four new dataset categories:Volumes (STVI): Expanded market, trailer type, and length-of-haul intelligence—still indexed to 10k from 4/1/2019, but with far g…
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This Week: The Anxiety Premium and the US Device Insurance Market
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14:05Analysts Don Kellogg and Roger Entner are joined by Recon's XJ Wang to share insights from the new report on device insurance and discuss the changes carriers must make to retain their customer base. 00:00 Episode intro 00:26 Device insurance market overview 02:32 The “Income Paradox” and market disruptors 06:05 Innovative strategies in the space 0…
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The True Cost of Being Underinsured with Eric Brown
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44:16In this episode, we sit down with Eric, Accredited Accident Reconstructionist, Ohio Peace Officer, Marine Corps veteran, and founder of Crash Tech Reconstruction Services, to discuss the real-world risks of car accidents and the staggering costs of being underinsured. Eric shares insights from his nationally recognized reconstruction work, illustra…
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Episode #75: Fresh Start for Insurance Agencies: Building Daily Habits That Drive Long-Term Growth
10:28
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10:28The New Year is often seen as a clean slate—but lasting success in insurance doesn’t come from drastic resolutions. In this episode of the Build Your Legacy Insurance Edition podcast, Bill and Travis discuss how producers and agency leaders can use the start of the year to build better habits, clearer focus, and consistent growth. From dedicating u…
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HAPPY NEW YEAR!! Thank you so much for yet another amazing year in Insurance Town!! This weeks episode is a little different, No Guest. This week i am releasing one of my keynote presentations from a conference I spoke at this year, IIANC, thank you to my friend AUBE KNIGHT and his amazing staff in North Carolina for hosting me and helping me to le…
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2025 Travel Trends and 2026 Predictions: Where to Go Next and How to Pay for It
42:28
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42:28If 2025 was about premium everything and complicated travel perks, 2026 is shaping up to be more intentional: fewer trips, less algorithm-chasing, more ease — and spending where it actually improves your experience. Hosts Meghan Coyle and Sally French ring in 2026 by looking back at the biggest travel and credit card trends of 2025 — from the “ever…
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Special Announcement: 3 Insights Every Investor Needs to Help Secure Their Financial Future
11:15
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11:15Brian Skrobonja closes out the year with a milestone episode that marks the final episode of 2025 and the conclusion of this version of the show. He shares the gratitude he feels for the listeners who have supported the mission, the team whose work brought each idea to life, and the recognition the podcast received from Forbes as one of the top sho…
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Resolutions or Results: The New Year Reality Check
47:22
47:22
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47:22New Year’s resolutions sound great until reality hits. This episode discusses why most resolutions fail, what actually leads to results, discipline over motivation, planning for obstacles, and why progress beats perfection every time. This episode is a reality check for independent agency owners who are tired of vague goals and ready to make decisi…
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This Week: Genius Myopia - Why Smarter Models Aren't Enough
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12:19
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12:19Analysts Don Kellogg and Roger Entner are joined by Recon's CEO of AI, Joe Salesky, to discuss his new report on the obstacles to mass AI adoption and what the industry may look like in 2026. 00:00 Episode intro 00:25 AI adoption has stalled despite model improvement 02:17 First-party data's role in adoption 03:58 Model Context Protocol is needed 0…
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Modern Insurance Agencies: Growth, Culture & Leadership with Kelly Donahue
41:31
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41:31Kelly Donahue, a public speaker and consultant with over a decade of experience in the local insurance agency space, joins Insurance Dudes to break down what it really takes to build a profitable, future-ready insurance agency. The conversation explores leadership at the agency-owner level, creating a strong internal culture, and using systems inst…
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Episode #74: Christmas Lessons for Insurance Agencies: Preparation, Kindness and Culture
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9:16In this special holiday edition of the Build Your Legacy Insurance Edition podcast, we step back from the day-to-day grind and talk about what the Christmas season can teach insurance agencies about leadership, preparation, and culture. From lighthearted debates about Christmas movies to meaningful conversations about running an insurance agency, t…
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Skip Google, Get the Suite: How Travel Advisors Deliver Luxury You Can’t Book Yourself
25:41
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25:41Learn what it’s like working with a travel advisor, including how much time and money they can really save you when planning your next trip. Can travel advisors really save you money? Should you be booking travel yourself or outsourcing the job to a professional? Hosts Megan Coyle and Sally French discuss the unexpected perks, cost structures, and …
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Tax Deferred to Tax Free: Navigating Taxes in Retirement - Replay
17:33
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17:33In this milestone 100th episode of the Common Sense Financial Podcast, host Brian Skrobonja delves into the critical topic of managing taxes in retirement. The episode focuses on strategies for minimizing tax liabilities, especially for retirees with tax-deferred accounts facing potential hefty tax bills. Brian emphasizes the importance of sustaina…
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Welcome To The Week When Nobody Gets Anything Done
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42:40We are taking a step back from the holiday to-do lists, to discuss why clarity and intention matter more than urgency as we prepare for 2026. This episode isn’t about strategies or checklists, but about perspective, gratitude, and giving yourself permission to breathe before the next year begins. Learn more at IntegraPartnerNetwork.com.…
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Unlocking Custom Market Insights for Smarter Decisions
17:31
17:31
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17:31Welcome back to #WithSONAR!This week, we’re diving into Custom Dashboards and showing you how to tailor SONAR pages specifically to your network.In this session, you’ll learn how to:• Access and share custom dashboards in SONAR• Create dashboards from scratch or use the Dashboard Wizard• Build and customize Chart Widgets to analyze volume, capacity…
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Looking Ahead: Opportunities for Advisors in 2026
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12:38In this episode, John Felton and Zach Gosselin break down why year-end is the most important time for advisors to plan ahead and where the real opportunities for growth will come from in 2026. The discussion covers key industry trends, effective use of permanent life solutions, and the continued role of annuities, and how advisors can help business…
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This Week: Christmas Episode - A Spirited Discussion on Wireless Industry Economics with Peter Adderton and Ronan Dunne
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42:31On the Christmas episode, analysts Don Kellogg and Roger Entner are joined by Peter Adderton, founder of Boost and MobileX, and Ronan Dunne, former CEO of Verizon’s Consumer Group and O2, for a spirited discussion on MNOs, MVNOs, and the current state of the wireless industry. 00:00 Episode intro 00:27 MVNOs vs. their host carriers 04:42 Segmentati…
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Redefining Wildfire Insurance: AI, MGA Solutions & Protecting At-Risk
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28:32In this episode, Kevin Stein, founder and CEO of Delos Insurance Solutions, shares how he is transforming wildfire insurance through cutting-edge AI and innovative MGA structures. With an aerospace background and advanced degrees from Stanford and UC Berkeley, Kevin explains how his team models wildfire risk with remarkable accuracy, providing cove…
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Episode #73: How Independent Agencies Compete for Talent in 2026
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16:17In this episode of the Build Your Legacy Insurance Edition podcast, Bill and Ted explore how independent insurance agencies can successfully compete for talent as the industry moves toward 2026. With hiring consistently ranking as the top challenge for agency owners, this conversation focuses on how workforce expectations have shifted and why indep…
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In this episode of Insurance Town, the Mayor sits down with Brian Ahearn to unpack the difference between social media influence and true leadership influence, while also sharing a meaningful conversation around faith, family, and the responsibility that comes with leading well. Brian reflects on how becoming a grandfather has reshaped how he think…
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What “Amazing Race” Host Phil Keoghan Learned from a Life of Travel (“Powering Travel” Episode)
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24:26“Amazing Race” host Phil Keoghan shares what he’s learned from his life of travel in this special presentation of “Powering Travel” from Expedia Group. In an inspired conversation about the lessons he’s learned from a lifetime of travel, Phil joins host Elisabeth Goodridge to reflect on his earliest memories abroad and how exposure to diverse cultu…
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Are You Prepared for the Evolution of Retirement? - Replay
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16:12In this podcast episode, Brian Skrobonja takes us on a thought-provoking journey through the evolving concept of retirement. As we dive into the past, present, and future of retirement, Brian helps us unravel the complexities of this modern-day concept which, though deeply ingrained in our society, is relatively new in human history. This episode i…
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Where AI Helps and Where Customers Say No
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54:07Everyone’s talking about AI, but customers aren’t convinced it's in their best interest. This episode explores where AI improves the insurance experience, where it raises red flags, and what agency owners need to know before leading with tech. Learn more at IntegraPartnerNetwork.com.By Shane Tatum and Tonya Lied
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Living Well With POTS: A Conversation With Nutritionist and Advocate Jill Brook
32:48
32:48
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32:48Have a comment or question? Click this sentence to send us a message, and we might answer it in a future episode. Welcome to Season 5, Episode 43 of Winning Isn't Easy. In this episode, we'll dive into the complicated topic of "Living Well With POTS: A Conversation With Nutritionist and Advocate Jill Brook." Most people hear POTS or dysautonomia an…
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Special Episode: Best Insights from Season 6
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38:38Special Episode: Your Playlist of the Year’s Best Soundbites on P&C Innovation From combining AI and empathy in claims to insuring the future of autonomous mobility, we’ve collected the best insights on driving innovation in P&C from industry leaders who appeared on InsurTalk in 2025.By Guidewire
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This Week: Super Owner Economics - Comcast & Charter’s Network Jiu-Jitsu
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12:48Analysts Don Kellogg and Roger Entner share insights from Recon’s new Super Owner Economics report as Comcast and Charter look to reshape the wireless industry through CBRS deployment. 00:00 Episode intro 00:25 Comcast and Charter build out CBRS networks 02:57 Implications for Verizon and other MSOs 04:59 Cable's strategy and service bundling 06:41…
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The Power of Presence in Insurance Claims with Galen Hair
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31:17In this episode, we sit down with Galen Hair, founder of Insurance Claim HQ, to uncover the human side of insurance claims. With over 25 years of experience recovering over $1 billion for policyholders across the U.S., Galen shares how empathy, transparency, and simply being there for clients can make all the difference. From hurricane-struck Louis…
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Episode #72: What Elite Independent Agencies Do Differently in 2026
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11:31Elite agencies don't succeed by accident—they succeed because they are intentional. In today’s episode of the Build Your Legacy Insurance Edition podcast, Bill and Travis break down the specific traits, behaviors, and systems that set top-performing independent agencies apart. In this episode we cover: • Why intentionality drives every part of an e…
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Is Self-Insuring the Future for Business Owners?
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44:33In this episode of Insurance Town, host Heath Shearon welcomes Van Carlson to discuss the evolution of risk management and the importance of self-insuring for businesses. They explore the 831B tax code, its history, and its application in modern business risk management. Van shares insights from his career in the insurance industry, highlighting th…
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Best and Worst Carriers for Standby and Same-Day Changes — and How to Capitalize (Video Episode)
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33:46Learn how same-day flight changes and standby can save you money when your travel plans suddenly change. In this special video episode, hosts Sally French and Meghan Coyle dive into last-minute travel rules, exploring when you can make a same-day flight switch, what “standby” really means, and how fees and policies differ from airline to airline. B…
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The Three Retirement Mindsets That Could Have A Negative Impact On Your Retirement Plans - Replay
19:01
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19:01In this episode, Brian Skrobonja goes over the three main retirement mindsets that could negatively impact your retirement plans. He sheds light on what most retirees get wrong about retirement planning, why being confident doesn't eliminate investment risks, and what to consider when hiring a financial planner. Brian goes over three retirement min…
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Creating the Profit Portfolio: How Many Carriers Are Enough?
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48:17
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48:17One of the most misunderstood decisions independent agency owners face is building a carrier portfolio that actually supports profitability and scale. We discuss how top-performing agencies use a focused carrier mix to drive better results, create efficiency, capitalize on contingency income, and create long-term growth. This episode also marks the…
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Winning Disability Claims: Lessons From Denials, Appeals, and Carrier Games
30:50
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30:50Have a comment or question? Click this sentence to send us a message, and we might answer it in a future episode. Welcome to Season 5, Episode 42 of Winning Isn't Easy. In this episode, we'll dive into the complicated topic of "Winning Disability Claims: Lessons From Denials, Appeals, and Carrier Games." Most workers assume an ERISA disability clai…
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This Week: Starlink’s Victory Lap, Amazon’s Sprint, and GEOs Crashing
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9:16Analysts Don Kellogg and Roger Entner break down the satellite market’s shift toward three dominant players, as well as the complex mix of big personalities and government regulation shaping it. 00:00 Episode intro 00:25 The state of satellite and Starlink alternatives 03:01 Amazon Leo's status 03:40 The rise of the three-player market 04:18 Backst…
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Why Agencies Stop Growing And How Real Marketing Fixes It With Andy Neary
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44:51In this episode, we uncover the real reasons most insurance agencies struggle to grow and why relying on old-school sales tactics is no longer enough. We’re joined by Andy Neary, who shares how he rebuilt his career from scratch in a market where no one knew him and why building a powerful personal brand became the game-changer that transformed his…
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Episode #71: How to Transition from Captive to Independent in 2026
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14:35Thinking about leaving the captive model and becoming an independent insurance agency in 2026? This episode breaks down the realities of that transition — what’s changing in the market, what you need to prepare for, and how to build a foundation that lasts. We walk through the key decisions every captive agent faces when stepping into independence,…
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Can you lock in rates for your customers with the carriers you have in your agency?
57:50
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57:50In this weeks episode I sit down with Dylan Dimarchi of Eventual to talk about A product that is super coolBy Heath Shearon
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Maximizing Miles, Sharing Points, Avoiding Costly Mistakes: Your Travel Questions Answered
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31:50We answer listener questions about travel insurance, Chase point transfers, lounge access, free checked bags, and more. Host Sally French opens the episode with the week’s biggest travel headlines alongside Elizabeth Ayoola, host of NerdWallet’s Smart Money podcast, who fills in for Meghan Coyle during the news segment. They cover sweeping 2026 cha…
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Investing with Guardrails: The Rise of Defined Outcome ETFs and Structured Income Notes
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41:35Brian Skrobonja sits down with Phon Vilayoune to unpack buffered ETFs and income notes. Phon is the Founder and CEO of VETA Investment Partners, where they currently oversee over $5.5 billion in assets. They discuss the benefits of positioning your portfolio for growth and safety, how to protect your nest egg in volatile markets, and practical stra…
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Ep. 13 Larry Thompson: Healthcare Reform Starts with Understanding Systemic Accountability
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48:01
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48:01Send us a text Why Healthcare's Dysfunction Is a Feature, Not a Bug—And Who Benefits From Keeping It That Way Lawrence Thompson has spent 35+ years in healthcare leadership roles at some of the industry's most prominent organizations. As CEO of Benefit Systems Inc., and with previous executive positions at Aetna Life & Casualty, HealthAxis, and Hea…
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Cloning Yourself: Building An Agency That Runs Without You
21:30
21:30
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21:30Shane and Tonya explore what it truly means to “clone yourself” through systems, people, and AI. From documenting what’s in your head to empowering team members to make confident decisions, they discuss how to build an agency that runs smoothly even when you’re not in the room. Plus, a look at how AI technology and automation tools can become your …
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When Policy Limits Collide - Navigating Mental Nervous and Musculoskeletal Conditions in Long-Term Disability Claims
27:28
27:28
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27:28Have a comment or question? Click this sentence to send us a message, and we might answer it in a future episode. Welcome to Season 5, Episode 41 of Winning Isn't Easy. In this episode, we'll dive into the complicated topic of "When Policy Limits Collide - Navigating Mental Nervous and Musculoskeletal Conditions in Long-Term Disability Claims." Mos…
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From Pre-Law to FLARE: How Josh Stroschein Became Google's Malware Analyst
39:38
39:38
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39:38In this episode of Simply Defensive, Josh Mason and Wade Wells sit down with Josh Stroschein — aka The Cyber Yeti — a former professor turned reverse engineer now working on one of the largest malware analysis teams in the world. Josh shares his unconventional path through .NET development, credit card processing security, and academia before landi…
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In this episode, we sit down with John Felton, President of Tennessee Brokerage Agency, to break down what TBA Awareness Month is all about and why it matters for advisors. John walks through how TBA stands out as a true partner: offering hands-on case support, product expertise, and business-growth strategies that many advisors don't realize they …
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This Week: A New C-Band Auction & What It Means for Wireless and Satellite
9:42
9:42
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9:42Analysts Don Kellogg and Roger Entner examine the FCC’s forthcoming C-band spectrum auction and its broader implications for both the wireless and satellite sectors. 00:00 Episode intro 00:30 Spectrum auction news and analysis 02:18 Who will be the likely bidders? 03:09 Uses for unlicensed spectrum 04:54 Increased competition in broadband 07:08 How…
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Real Talk on Success, Mindset & Content With Dan Garzella
1:05:18
1:05:18
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1:05:18In this episode, we’re joined by Dan Garzella, a highly respected entrepreneur and the founder of The Garzella Group, one of the fastest-growing independent insurance agencies in the U.S. Dan has built multiple successful businesses, mentors leaders across industries, and continues to guide entrepreneurs on scaling teams, simplifying systems, and c…
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