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IA Forward

Shane Tatum and Tonya Lied

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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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PJO Insurance Brokerage is a full-service independent insurance agency that specializes in providing personalized insurance solutions for individuals and businesses. With our brokers having over 60 years of combined insurance experience, at PJO Insurance Brokerage, we take pride in the fact that we put our clients’ needs first and foremost.
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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 Agent Leader Podcast

Brent Kelly--The Agent Leader Podcast

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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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That Annuity Show

Nassau Financial Group

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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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The Insurance Dudes

The Insurance Dudes: Craig Pretzinger & Jason Feltman

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New to the high-octane world of insurance agency ownership with The Insurance Dudes© ? Looking for answers on how to make it happen? Hosted by industry veterans Jason Feltman and Craig Pretzinger, this podcast is your no-holds-barred guide to dominating the insurance game. With decades of combined experience and a track record of building some of the most successful agencies in the business, Jason and Craig are here to share their hard-won insights and proven strategies. You're here just in ...
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Introducing "The Great Reset Podcast"—the podcast that pulls back the curtain on the insurance world! 🎙️ Dive deep into the stories that matter, from insider perspectives to exposing fraud and calling out agents who leave debts behind. Whether you're an industry pro, a consumer, or someone curious about the truths hidden in plain sight, we're here to keep you informed and empowered. Tune in, and let's shed light on the good, the bad, and the ugly in insurance!
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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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The Independent Agent

Jordan Goodman & Justin Goodman

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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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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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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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TeleDudes TeleMarketing TeleFunnels

The Insurance Dudes: Craig Pretzinger & Jason Feltman

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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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Agency Ascend is a podcast for insurance agents and agency owners who are looking for resources to scale their business. The show is hosted by CEO, Chris Sterlacci, and other staff members of CAA to bring you tools and guidance on how they help Agency Owners turn their business into a major asset.
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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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Everything a real estate agent, investor, or prospective homebuyer needs to know about the buying, selling, and closing process in Georgia. Doyle Johnson, a managing attorney with Lueder, Larkin & Hunter, sits down with the area's leading experts and takes you from listing to closing while having some fun along the way. Learn tips and listen to valuable real world stories from the best network of professionals in the business. The information on this podcast relates to Georgia Real Property ...
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Matters of money can be difficult to understand, especially if you lack the experience doing so. But financial success is just within reach—if you know where to look for help. Welcome to The Dollar Diva with Debbie. Your host, Debbie Bloyd, wants you to find your path to financial stability. Pulling on her vast experience within the industry, she helps you find the best ways to invest money and save money. Debbie Bloyd has over 24 years in the finance industry, which has equipped her with th ...
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The Insura-Preneur Podcast provides opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.
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In this episode of Agency Ascend, we sit down with Jeff Brewer, Executive Director of the Independent Insurance Agents of Dallas (IIAD), and Chris Lacy to explore the dynamic world of independent insurance agencies. Jeff shares the long-standing mission of IIAD to empower agents with resources, education, and advocacy while addressing the unique ch…
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Shoot Us A Message! Join us as Becky reflects on her fond memories, including her love for New Kids on the Block and the unexpected twists that led her to the Testicle Festival for her first concert. Plus, hear her heartfelt advice on cultivating a positive mindset amidst life's hurdles and finding joy in every day. Don't miss out on this heartwarm…
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Unlock the secrets of transforming a traditional family business into a thriving, innovative insurance agency as we sit down with Tom Krug, the visionary president of J Krug & Associates. Discover how Tom's journey from working alongside his father and grandfather to reshaping the agency with a modern employee stock ownership model has paved the wa…
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Shane and Tonya break down Progressive's recent decision to exit the dwelling fire insurance market and explain why it’s not the catastrophe some agents fear. They discuss how this move will open new opportunities for homeowner’s capacity and give practical advice on adapting to industry changes. IA Forward to can help you take your agency from goo…
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Susan Winkler of CT IFS joins Paul Tyler as a guest host to discuss their interviews from InsureTech Connect (ITC) in Las Vegas. The podcast explores the critical intersection of climate risk and insurtech innovation, featuring conversations recorded during the conference. The episode includes insights from Stacey Brown of InsurTech Hartford discus…
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In this episode of The Great Reset, we dive deep with an industry-leading life insurance recruiter who has transformed his approach to talent acquisition. Shifting from a focus on quantity to quality, he shares his journey of redefining his skills to find the right candidates—often interviewing hundreds just to identify the perfect fit. This dedica…
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Shoot Us A Message! Welcome back to another insightful episode of The Insurance Dudes! Today, we're pleased to introduce our exceptional guest, Khashayar Fadaie, a seasoned insurance entrepreneur with a fascinating journey from humble beginnings to industry success. In this episode, we delve deep into the themes of self-awareness, personal growth, …
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Shoot Us A Message! Whether you're in the insurance industry or striving for personal growth, this episode is packed with wisdom that's sure to inspire and empower you on your journey. Tune in and let's elevate our consciousness together! The full episode is dropping tomorrow. Join the elite ranks of P&C agents. Sign up for Agent Elite today and ge…
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Mark Shipp, Senior Executive VP at HUB International, joins us to share his extraordinary transformation from early career hurdles to becoming a multi-million dollar producer in the insurance industry. Mark's journey underscores the role of mindset, strategic processes, and a heart for service. From his beginnings in the family business to honing s…
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Shane and Tonya discuss the potential shift to a softer commercial market and what it means for independent agencies. They explore how a new market cycle can impact growth opportunities and share strategies to stay competitive. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on Link…
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In this episode of That Annuity Show, host Paul Tyler, along with guests Bruno Caron and Tisa Rabun-Marshall, engage in a comprehensive discussion with retirement planning expert Suzanne Norman. They explore the complexities of retirement planning, including the emotional landscape retirees face, the importance of financial literacy, and the concep…
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Shoot Us A Message! Welcome to another exciting episode of The Insurance Dudes! Today, we're thrilled to dive deep into the innovative strategies and inspiring journey of Dimitri Apostle, co-host and mastermind behind an immensely successful referral-based insurance agency. Over the next hour, Dimitri will share his revolutionary approach to transf…
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Discover the transformative power of self-leadership in this inspiring episode featuring Tinsley English, a dynamic leader in the insurance industry. Tinsley shares her unexpected journey into insurance and how she embraced it with passion and purpose. Drawing from her empowering book, Grit, Growth, and Gumption for Women, she unveils strategies fo…
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Join Shane and Tonya for a special Thanksgiving week episode as they share heartfelt reflections on gratitude, holiday traditions, and the power of building meaningful relationships in business and life. From turkey, dressing, and football rivalries to showing appreciation for carriers and clients, this episode is packed with insights to fuel your …
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In this episode, we’ll explore how to minimize data risks, focusing on the critical first steps every business should take following a cyber attack and the ways cyber liability insurance can safeguard your organization. Contact us at PJO Insurance Brokerage, our goal is to provide you with the best plan for your business. We can help you understand…
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In this episode, we’ll explore how to minimize data risks, focusing on the critical first steps every business should take following a cyber attack and the ways cyber liability insurance can safeguard your organization. Contact us at PJO Insurance Brokerage, our goal is to provide you with the best plan for your business. We can help you understand…
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Susan Winkler of CT IFS joins Paul Tyler as a guest host to discuss their interviews from InsureTech Connect (ITC) in Las Vegas. The podcast captures conversations with key industry leaders about AI innovation in the life and annuity sector, recorded during the conference. The episode features interviews with Nagesh Cherukupalli from Cognizant, who…
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Shoot Us A Message! Welcome back, listeners, to another exciting episode of The Insurance Dudes Podcast! Today, we have an inspiring and insightful conversation lined up with Stephanie Riggins, a seasoned insurance agency owner with 15 years of industry experience. Join our hosts, Jason and Craig, as they dive into Stephanie's journey from a waitre…
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In this episode of Agency Ascend, Isaac Smith, Chris Sterlacci, Chad Brumit, and Pat Mulady revisit the value Coverage Agency Alliance brings to its members. They discuss leveraging resources like growth coaches and Access Plus, navigating hard markets, and balancing independence with collaboration for growth. Shares: Isaac: “The Magic Of Thinking …
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Shoot Us A Message! Whether you're a seasoned agent or just starting out, this episode is packed with actionable advice and motivation to help you scale your business. So, grab your notepad and get ready to be inspired by Stephanie Riggins' remarkable story and expert tips. The full episode is dropping tomorrow. Join the elite ranks of P&C agents. …
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In this episode of The Great Reset, we sit down with two remarkable industry leaders who exemplify the power of teamwork. Together, they’ve found a unique balance in their roles, leveraging each other's strengths to tackle challenges in the IMO landscape. Through their partnership, they provide essential training, resources, and growth opportunitie…
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Shane and Tonya explore why salespeople often get sold on the next big thing, from spray-painted grass to shiny new software. They share practical strategies for avoiding impulsive decisions, questioning the need for change, and focusing on tools and processes that truly enhance your agency’s success. IA Forward to can help you take your agency fro…
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Rebranding your agency is a significant decision that can breathe new life into your business, but it's not one to take lightly. In this episode, Amanda and Kelsey dive into the three key phases of rebranding—planning, execution, and launch—sharing actionable tips and real-world examples along the way. Learn how to evaluate whether a rebrand is the…
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Trent Tillman, President and Chief Revenue Officer of TrueNorth Insurance, joins us to share the extraordinary growth story of the agency, scaling from under $10 million to over $140 million in revenue. Gain insights into a leading agency's strategic vision for growth as the discussion covers the company's expansion across multiple locations, its r…
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In this episode of That Annuity Show, Paul Tyler, Bruno Caron, and Ramsey Smith discuss the importance of reaching more people in the annuity industry with their products. They are joined by Sri Reddy, Sri Reddy, senior vice president of Retirement and Income Solutions at Principal® and a Principal Securities Registered Representative, who shares i…
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Shoot Us A Message! Nicholas Sacca, an accomplished insurance agent from Las Vegas. Join hosts Craig Pretzinger and Jason as they dive into the transformative power of personal referrals and social media in the insurance industry. We'll explore how tracking business origins and leveraging consistent, authentic content on platforms like Instagram, T…
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Shoot Us A Message! Don't miss out on this episode packed with valuable tips, heartfelt stories, and practical strategies to help you thrive in the ever-evolving insurance landscape. The full episode is dropping tomorrow. Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency! 🔗 https://www…
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Shane and Tonya explore how choosing gratitude and maintaining a positive perspective can make all the difference, even in the toughest of markets. They share personal stories, practical tips, and the importance of leading by example, reminding us that a mindset shift can turn challenges into opportunities for growth and connection. IA Forward to c…
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Join us as Joe Vens, a leading risk advisor at First MainStreet Insurance, returns to share his transformative journey in the insurance industry. Through the themes of mentorship, coachability, and dedicated personal growth, Joe discusses how these qualities have shaped his career and set him apart. Joe dives into the art of balancing family, profe…
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Shoot Us A Message! Watch the full episode here https://www.buzzsprout.com/254746/episodes/15976527 Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency! 🔗 https://www.skool.com/agentelite Grab our newly released book at a discount! https://ln.run/02VKz The Insurance Dudes Weekly 5-Min Re…
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Shane and Tonya discuss venting up, carrier relationships, the danger of falling into lazy selling" habits, and strategies to keep your agency’s growth and profitability on track. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.…
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What if you could seamlessly blend cutting-edge technology with personal growth in your insurance agency? This episode of the Agent Leader promises insights into just that as we chat with Billie Jo Galle, Senior Vice President of Marketing and Operations at TRICOR Insurance. Billie Jo's extensive experience provides a unique perspective on harmoniz…
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On The Great Reset Podcast next episode airing tonight , we dive into the tough choices agents make—even when it means leaving the industry. Today’s story: an agent who shifted back to real estate after the challenging experience of selling final expense insurance to elderly clients. Tune in for stories of resilience and finding the right path.Want…
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Today, Mike Odor, Head of Annuity Sales at Midland National Life Insurance Company and Branislav Nikolic, Managing Director, Head of Insurance at The Index Standard join us to talk about a new approach to guiding agents on how to think about recommending FIA index strategy allocations. They share insights on how the Index Standard is helping to str…
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Welcome to Agency Ascend, the podcast where we explore the journeys and strategies of agency owners and entrepreneurs who are scaling their businesses to new heights. In this episode we are introduced to Chris Sterlacci, CEO of the Coverica Agency Alliance (CAA), and special guest Mike Sterlacci, the Founder of CAA. In this episode they talk about …
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What do a historic Vanderbilt football upset and independent insurance agencies have in common? More than you’d think! In this episode, Shane and Tonya discuss rethinking what it means to be a game changer in the insurance world. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on Li…
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Renowned sports psychologist and performance coach Dr. Rick Jensen draws from his remarkable experience coaching pro champions to offer powerful insights for excelling in insurance. Dr. Jensen emphasizes the value of specialization, and the competitive advantage gained by becoming trusted consultants within specific niches rather than staying gener…
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In this episode, we explore the roles of direct agents and brokers in insurance, highlighting key differences to help you choose the right option. When Choosing The Right Insurance Professional For Your Needs, get all the information you can to compare the best plans. At PJO Insurance Brokerage, a top-rated brokerage in Nevada, we provide insurance…
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In this episode, we explore the roles of direct agents and brokers in insurance, highlighting key differences to help you choose the right option. When Choosing The Right Insurance Professional For Your Needs, get all the information you can to compare the best plans. At PJO Insurance Brokerage, a top-rated brokerage in Nevada, we provide insurance…
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Join host Paul Tyler and annuity professional Sheryl J. Moore for an illuminating discussion on the transformation of the annuity market. From innovative product design to illustration challenges, Moore shares invaluable insights on making annuities more accessible to consumers. With co-hosts Tisa Rabun-Marshall and Bruno Caron. Chapters: 0:00 - In…
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Danielle Richard | R6 Integrity GroupAfter years of refining her craft with various IMOs, Danielle Richard founded R6 Integrity to embody transparency, professionalism, and integrity at its core. R6 Integrity agents are well-equipped with industry knowledge, mentorship support, and access to essential training resources to meet your financial needs…
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Shoot Us A Message! Welcome to another episode of The Insurance Dudes! In this riveting episode, our hosts Eric Brown and Craig Pretzinger sit down with Nik Champion, founder of Champion Insurance Agency. Together, they delve into the highs and lows of the insurance business, including Nik’s harrowing experience with a client's threats, the importa…
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Shane and Tonya discuss the social media trend labeling insurance as a "scam," and what insurance professionals can do to educate consumers and change the narrative without fueling unnecessary conflict. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Insta…
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