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Sam has been marketing and selling insurance on the Internet since January of 1999, gaining national prominence as an expert in travel insurance, international benefits and war risk insurance before transitioning focus to the senior market in 2004. Transferring lessons learned from online travel insurance, Sam developed innovative, first generation web-based tools and services throughout the...

Join us for a conversation with Larry Adams at LongevityQuest. Their algorithmic biotech analysis (created in conjunction with Quest Diagnostics and MIT) encourages and empowers people to pursue a long, good life. They help organizations improve employee health and reduce costs by intelligently managing what has previously been unknowable. Their innovative myLQAnalysis® reports provide individuals...

In this episode we are excited to share a conversation with Silicon Valley virtuoso and Ascend co-founder, Andrew Wynn. Take a few minutes to learn about this innovation which facilitates funds flow through the various stakeholders in insurance, all while prioritizing your customer’s experience. Bio: Ascend is co-founded by insurtech entrepreneur Andrew Wynn (Co-CEO) who...

We are thrilled to spend an hour with attorney and author Joel Schwartz as he shares insights into the true-life murder mystery regarding insurance proceeds. This story would be unbelievable if it weren’t true! Joel’s case has become the most watched Dateline story in decades, as well as the top rated miniseries staring Renee Zellweger. ...

Grace Grant is the Executive Director of the insurance industry’s premiere collegiate talent pipeline, Gamma Iota Sigma. We are very pleased to share a few minutes of our conversation with Grace about how GIS brings the stakeholders of our industry together to serve those seeking talent and those seeking careers! Grace joined Gamma Iota Sigma...

Take a few minutes to listen to a conversation with Chris Gandy. Learn how Chris grew his business by helping his clients create custom financial strategies designed to help make their dream retirement lifestyle a reality. In 1999, Chris started his own firm and, since then, has worked with business owners, physicians, professional athletes and...

Attorney Harley Gordon is a nationally recognized authority on long-term care issues. He has been voted one of the “100 Most Influential People in Long-Term Care” by McKnight’s Long-Term Care News and was also named one of the “10 Most Influential People in Long-Term Care” by Senior Market Advisor. His book, How to Protect Life Savings from...

Richard Szuch is a senior member of the Securities Litigation and Regulation practice group of Bressler, Amery and Ross. Richard regularly represents investment advisors, broker-dealers and banks; defending an array of fraud based claims. He defends clients in regulatory inquiries, arbitration concerning securities transactions and employment disputes. He has been in trials and hearings related...

Jay Stubbs is celebrating over 20 years in the financial services industry. He has been a qualifying member of the Million Dollar Round Table, served as President of the NAIFA chapter in his hometown of Mobile, AL, as well as the President of NAIFA-Alabama. He is past President of the Estate Planning Council in Mobile,...

Bill Wienhoff is the founder and CEO of ClearCert, which is an independent, centralized training certification clearinghouse for producers and leading Long Term Care Insurance and annuity carriers. His firm publishes carrier authorized state-by-state rules, pre-certifies training courses that meet carrier requirements, and maintains a direct reporting network with hundreds of training firms across the United States. The ClearCert...

DON’T GET LEFT BEHIND! The insurance industry is going through a revolution, but too many carriers, brokers, agents, and team members aren’t keeping up with the changes. Today we live in an Amazon.com world of convenience, information, and choices. People expect every product and service – including insurance – to be as easy and efficient...

Jeff Brown is the EVP of sales for Imprezzio, Inc., a Spokane-based proprietary software company that helps insurance carriers and agents manage data for better growth and distribution. The company provides sales software to over 150,000 users with several of the largest carriers in the nation. At Imprezzio, Brown is responsible for the software company’s...

The internet’s philosophy of open communication permits us to express ourselves freely. It also leaves us immensely vulnerable. Criminals depend on the cyber world to conduct their illegal activities just as industriously as legitimate business and ethical people do. Unfortunately, the illegal and unethical use of cyber technology has made your job more complicated. Knowing...

Did you know that human error continues to be one of the most significant causes of data and security breaches? In today’s world these risks and exposures come into play with just about everything we do. Experiencing a security compromise can include not only the ones we usually think about such as when we make...

Andy Jewell is a successful insurance agent located in historic downtown Lynden, Washington. Andy works diligently to help clients understand how insurance can help them and protect them from loss due to risks they encounter daily in their personal and business lives. In the twelve years Andy has been with Farmers Insurance, he has attended...

Jesse R. Slome, an award-winning public relations professional recognized for his work marketing the Cabbage Patch Kids dolls, is one of the nation’s leading experts in the field of marketing insurance and financial products. Slome is founder and president of Sales Creators, Inc., the nation’s largest producer of generic LTCI sales and marketing material. Prior...

Matthew Wolk is a very successful and award winning District Manager with Farmers Insurance Group in St. Louis, Missouri. He has been named District Manager of the Year 5 of the past 6 years and has over 80 producers and store fronts he assists to achieve their goals. Matt’s personal insurance career began as a...

Ask anyone about Chris Ingram, and the first thing they will say is he’s competitive. Very competitive. It will also be followed up by his other qualities of leadership, vision, and dedication. For clients at Jettison, a passion for making sure they win will always come first. He views every client through the lens of...

David Stansfield is an award winning agency owner in Ft Collins, Colorado. In 1994, he interviewed with Farmers and the District Manager at that time told him he was too young so he should work for another agent. He interviewed with another company and they told him he should work as a claims adjuster. He...

Marvin Feldman signed his first New York Life contract in 1966 while he was a senior at Ohio State University, and started his career as an Agent with New York Life in Columbus, OH. Immediately after graduating he transitioned into New York Life’s Management Program. In 1974 Marv returned to personal production in East Liverpool,...