Direct Insurance Podcast - DIP!

Insurance Advisors Direct
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The Direct Insurance Podcast cuts through the noise.  Hosted by Insurance Advisors Direct, each episode brings together industry veterans, attorneys, AI experts, and financial professionals to give agents and consumers the real conversations nobody else is having. No product pitches. No fluff. Just actionable information on retirement planning, long term care, life settlements, Medicare, and how AI is reshaping the insurance industry right now.  Whether you are an agent trying to grow your practice or a family trying to protect your future, this is the podcast that actually helps. 

  1. 2d ago

    Medicare Advantage Is Falling Apart, and What Agents Need to Do Now (with Harley Gordon)

    Medicare Advantage is contracting fast. Carriers are pulling out of markets, cutting benefits, and reducing commissions. The agents who built their entire practice around Medicare Advantage with no plan B are about to feel it in their paycheck. Harley Gordon, attorney and creator of both the CLTC and the new Certified Medicare Supplement Professional designation, joins the Direct Insurance Podcast to break down what agents need to do right now to protect their practice, and why moving from product selling to advice giving is the only sustainable path forward. In this episode: Why Medicare Advantage is undergoing massive changes, and what it means for agent commissionsThe Certified Medicare Supplement Professional designation, and how it elevates an agent's practiceHow to shift from selling Medicare products to conversations about IRMAA, long term care, hospital indemnity, and final expenseWhy agents who stop talking about products and start giving advice get more referralsHow one agent generates 93% of his revenue from centers of influence referralsWhy financial advisors, estate planning attorneys, and CPAs will send you business if you speak their languageHow an extended care event disrupts a financial advisor's entire business model, and why that opens the doorWhy production rose 25% when agents completed the CLTC courseAbout the guest: Harley Gordon is an attorney in Massachusetts and co-founder of the National Academy of Elder Law Attorneys. He created the Certified in Long Term Care (CLTC) professional designation and the new Certified Medicare Supplement Professional designation to help agents build deeper, more profitable practices based on advice rather than product sales. Connect with us:  Website: www.iadbrokerage.com  Phone: 800-381-0977  YouTube: www.youtube.com/@iadbrokerage  Facebook: www.facebook.com/InsuranceAdvisorsDirect  LinkedIn: www.linkedin.com/company/insurance-advisors-direct-agency  TikTok: www.tiktok.com/@insuranceadvisorsdirect New episodes every week. Subscribe so you never miss one.

  2. Jul 30

    Why Most People Get Long Term Care Insurance Wrong (with Harley Gordon)

    Most agents try to sell long term care insurance by leading with statistics, risk, and charts. That works on two types of people: those who already know they need it, and those who have watched a family member go through it. For everyone else, especially healthy men with no prior experience, it almost never works. The conversation has to change completely. Harley Gordon, attorney and creator of the Certified in Long Term Care (CLTC) designation, joins the Direct Insurance Podcast to break down why selling long term care as a product is the wrong approach, and what the conversation that actually closes looks like. In this episode: Why traditional long term care sales fail with the most common type of prospectHow to shift the conversation from risk based to consequence basedWhy the sale has nothing to do with the client and everything to do with his familyA live role play of the CLTC conversation that closes without feeling like a saleWhy a client can say he will never need care and still buy the policyHow the CLTC designation teaches agents to create a plan instead of sell a productWhy insurance agents deliver checks when everyone else delivers billsHow a documented 25% increase in production followed agents completing the CLTC courseAbout the guest: Harley Gordon is an attorney in Massachusetts and co-founder of the National Academy of Elder Law Attorneys. He created the Certified in Long Term Care (CLTC) professional designation, which has become an industry standard for agents and advisors who want deeper, more effective conversations about extended care planning. Connect with us:  Website: www.iadbrokerage.com  Phone: 800-381-0977  YouTube: www.youtube.com/@iadbrokerage  Facebook: www.facebook.com/InsuranceAdvisorsDirect  LinkedIn: www.linkedin.com/company/insurance-advisors-direct-agency  TikTok: www.tiktok.com/@insuranceadvisorsdirect New episodes every week. Subscribe so you never miss one.

  3. Jul 23

    Are Insurance Agents Being Replaced By AI? (The Truth) (with Filip Lundstedt)

    Insurance companies like Aetna, Humana, and United are quietly automating the follow up, the leads, and the plan presentations that agents still do manually. The brokers who do not adopt AI now will not lose their jobs outright. They will simply make significantly less money, because the carriers will no longer need them to originate anything. Filip Lundstedt joins the Direct Insurance Podcast to break down how to avoid AI burnout, what to prioritize first, and where the AI insurance agency is headed over the next few years. In this episode: How to avoid AI burnout and overwhelm using the cycle of actionWhy finishing one thing completely before starting the next is the key to staying productiveHow to prioritize appointment setting and follow up over fancy AI sales botsWhy AI can compress a 45 minute education call down to 15 minutesThe future of the AI insurance agency, and where the industry is headedWhy brokers who ignore AI will not lose their jobs but will make far less moneyHow Aetna, Humana, and United are building models that reduce the need for independent agentsWhy starting today with free tools and simple steps is all it takes to get aheadAbout the guest: Filip Lundstedt is an insurance agency owner and AI implementation expert who helps agents build smarter, more efficient practices using artificial intelligence. He presented at the IAD Sales Summit and shares practical, actionable AI strategies built specifically for the insurance industry. Connect with us:  Website: www.iadbrokerage.com  Phone: 800-381-0977  YouTube: www.youtube.com/@iadbrokerage  Facebook: www.facebook.com/InsuranceAdvisorsDirect  LinkedIn: www.linkedin.com/company/insurance-advisors-direct-agency  TikTok: www.tiktok.com/@insuranceadvisorsdirect New episodes every week. Subscribe so you never miss one.

  4. Jul 16

    Why Insurance Agents Lose Clients They Already Have, and How AI Fixes It (with Filip Lundstedt)

    Most insurance agents give up after one voicemail and wonder why their leads are not converting. The reality is that it now takes 12 to 18 follow ups to get someone on the phone, and the agents who automate that process are the ones keeping 94% of their clients every year. Filip Lundstedt joins the Direct Insurance Podcast to break down how AI transforms follow up, client retention, and content creation for insurance agents, and why the ground truth statement is still the foundation of everything. In this episode: Why one voicemail is not follow up, and what it actually takes to get a client on the phoneHow to automate SMS, email, and ringless voicemail follow up sequences using AIWhy client retention matters more than lead generation, and how AI protects your book of businessHow one agent maintains a 94% retention rate using automated 52 week nurture sequencesHow to produce 90 pieces of content in a week and schedule them for the next 90 daysWhy AI can turn one podcast into 17 to 20 clips ready to post on TikTok and YouTubeHow AI helps agents earn five star reviews and improve search visibilityWhy the ground truth statement is the foundation that makes all of it workAbout the guest: Filip Lundstedt is an insurance agency owner and AI implementation expert who helps agents build smarter, more efficient practices using artificial intelligence. He presented at the IAD Sales Summit and shares practical, actionable AI strategies built specifically for the insurance industry. Connect with us:  Website: www.iadbrokerage.com  Phone: 800-381-0977  YouTube: www.youtube.com/@iadbrokerage  Facebook: www.facebook.com/InsuranceAdvisorsDirect LinkedIn: www.linkedin.com/company/insurance-advisors-direct-agency  TikTok: www.tiktok.com/@insuranceadvisorsdirect New episodes every week. Subscribe so you never miss one.

  5. Jul 9

    How to Use ChatGPT, Claude, and Gemini as an Insurance Agent (with Filip Lundstedt)

    Most insurance agents are chasing every client they can find, buying generic AI prompts that have nothing to do with their business, and wondering why nothing is working. The fix starts with two things: knowing exactly who your ideal client is, and building an AI system around that person. Filip Lundstedt joins the Direct Insurance Podcast to break down the ideal client avatar, the ground truth statement, and how to build an AI staff that works as a team to handle compliance, upselling, and client onboarding, so the only thing left for you to do is close. In this episode: What an ideal client avatar actually is, and why most agents get it wrongWhy chasing every client costs you time and money you cannot get backThe ground truth statement, and why it is the single most important thing you can buildWhy ChatGPT and Claude are different tools, and why you need bothHow to build an AI staff with specific roles, including sales, compliance, and upsell agentsWhy compliance built into your AI protects you from costly Medicare marketing mistakesHow to compress a 30 minute appointment down to 15 minutes using AIWhy $40 to $60 a month on AI can change your entire practiceAbout the guest: Filip Lundstedt is an insurance agency owner and AI implementation expert who helps agents build smarter, more efficient practices using artificial intelligence. He presented at the IAD Sales Summit and shares practical, actionable AI strategies built specifically for the insurance industry. Connect with us:  Website: www.iadbrokerage.com  Phone: 800-381-0977  YouTube: www.youtube.com/@iadbrokerage  Facebook: www.facebook.com/InsuranceAdvisorsDirect  LinkedIn: www.linkedin.com/company/insurance-advisors-direct-agency  TikTok: www.tiktok.com/@insuranceadvisorsdirect New episodes every week. Subscribe so you never miss one.

  6. Jul 2

    What Insurance Agents Get Wrong About AI (with Filip Lundstedt)

    Most insurance agents are either avoiding AI entirely or spending thousands on generic done-for-you systems that know nothing about Medicare, health insurance, or long term care. Both mistakes cost them time and money they cannot get back. Filip Lundstedt joins the Direct Insurance Podcast fresh off the IAD Sales Summit to break down what AI actually means for insurance agents today, what to avoid, and the simple steps any agent can take right now to start using it the right way. In this episode: Why AI is a propellant for brokers, not a replacement for who you areThe difference between workflows and AI, and why most agents confuse themWhy free AI tools produce generic results that hurt more than they helpThe done-for-you AI trap that costs agents $500 a month or moreWhy speaking to your AI produces better results than typingThe ground truth statement, and why it is the foundation of everythingHow to start with just three AI tools and actually see resultsWhy generic prompts bought online will never work for insurance agentsAbout the guest: Filip Lundstedt is an insurance agency owner and AI implementation expert who helps agents build smarter, more efficient practices using artificial intelligence. He presented at the IAD Sales Summit and shares practical, actionable AI strategies built specifically for the insurance industry. Connect with us:  Website: www.iadbrokerage.com  Phone: 800-381-0977  YouTube: www.youtube.com/@iadbrokerage  Facebook: www.facebook.com/InsuranceAdvisorsDirect  LinkedIn: www.linkedin.com/company/insurance-advisors-direct-agency  TikTok: www.tiktok.com/@insuranceadvisorsdirect New episodes every week. Subscribe so you never miss one.

  7. Jun 25

    Turn a Life Insurance Policy Into Long Term Care Money (with Chris Orestis, Retirement Genius)

    Most agents and families do not realize that settling a life insurance policy pays out an average of 9 times more than surrendering it for cash value. That difference can be the gap between affording care and going without it. Chris Orestis, President of Retirement Genius, joins the Direct Insurance Podcast to break down how the life settlement process actually works, how agents can add it to their practice with a single question, and why billions of dollars in settlements happen every year while most people have never heard of it. In this episode: Why life settlements pay out 9X more than cash surrender value on averageHow hedge funds and investment banks buy life insurance policies as assetsThe one question every agent can ask to open the door to a life settlementHow the full process works, from policy review to lump sum payoutWhy the process costs the policy owner nothing out of pocketThe Big Five private pay solutions for long term care, and how life settlements fit inHow agents get compensated, and why they do not need to be experts to offer thisVA aid and attendance benefits and reverse mortgages as additional funding optionsAbout the guest: Chris Orestis is the President of Retirement Genius, an information and resource platform that helps people build a well balanced retirement through financial, health, long term care, and lifestyle planning. Connect with us:  Website: www.iadbrokerage.com  Phone: 800-381-0977 YouTube: www.youtube.com/@iadbrokerage Facebook: www.facebook.com/InsuranceAdvisorsDirect LinkedIn: www.linkedin.com/company/insurance-advisors-direct-agency  TikTok: www.tiktok.com/@insuranceadvisorsdirect New episodes every week. Subscribe so you never miss one.

  8. Jun 18

    Your Parents' Life Insurance Could Pay for Their Care (with Chris Orestis, Retirement Genius)

    Most families walk into an assisted living facility with no long term care insurance, assume Medicare will cover it, and leave with no answers. What they often do not realize is that a life insurance policy they already own could help pay for that care. Chris Orestis, President of Retirement Genius, joins the Direct Insurance Podcast to break down the Big Five private pay solutions for long term care, including the life settlement option that most families and agents have never considered. In this episode: The Big Five private pay solutions every agent and family needs to knowWhy Medicare does not pay for long term care, and what actually doesHow a life insurance policy can be sold while you are still alive to fund careWhy life settlements often pay out more the older and sicker the policy owner isThe difference between surrendering a policy and settling it for its market valueWho qualifies for a life settlement, and what the process looks like start to finishWhy 90% of term life policies are never claimed, and what that means for seniorsAbout the guest: Chris Orestis is the President of Retirement Genius, an information and resource platform that helps people build a well balanced retirement through financial, health, long term care, and lifestyle planning. Connect with us:  Website: www.iadbrokerage.com  Phone: 800-381-0977  YouTube: www.youtube.com/@iadbrokerage  Facebook: www.facebook.com/InsuranceAdvisorsDirect  LinkedIn: www.linkedin.com/company/insurance-advisors-direct-agency  TikTok: www.tiktok.com/@insuranceadvisorsdirect New episodes every week. Subscribe so you never miss one.

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About

The Direct Insurance Podcast cuts through the noise.  Hosted by Insurance Advisors Direct, each episode brings together industry veterans, attorneys, AI experts, and financial professionals to give agents and consumers the real conversations nobody else is having. No product pitches. No fluff. Just actionable information on retirement planning, long term care, life settlements, Medicare, and how AI is reshaping the insurance industry right now.  Whether you are an agent trying to grow your practice or a family trying to protect your future, this is the podcast that actually helps. 

Information

  • Creator
    Insurance Advisors Direct
  • Years Active
    2023 - 2026
  • Episodes
    40
  • Rating
    Clean
  • Copyright
    © 2026 Direct Insurance Podcast - DIP!
  • Show Website
    Direct Insurance Podcast - DIP!