The Modern Insurance Agent

Jumpstart Go
  • 5.0 (7)
  • Entrepreneurship

What happens when a millennial couple dives headfirst into the insurance world, scales a million-dollar remote business, and decides to share their journey with the world? You get The Modern Insurance Agent!Join David and Elle Denning as they peel back the curtain on the messy, magical, and often hilarious realities of entrepreneurship. From the joys (and challenges) of working together as a couple to running remote teams and traveling the globe, this podcast is your behind-the-scenes look at building a business and a life you love.

  1. The Average Millionaire Has 7 Income Streams. Most People Have 1.

    1d ago

    The Average Millionaire Has 7 Income Streams. Most People Have 1.

    Send us Fan Mail Most people rely on one stream of income. And in today’s world… That’s becoming riskier than ever. 👀 Layoffs happen. Markets shift. Industries change fast. Which is why more professionals are starting to ask: 👉 “How do I build real long-term financial resilience?” 🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Fred Moskowitz alternative investment expert, fund manager, educator, and bestselling author of *The Little Green Book of Note Investing* to break down passive income, long-term wealth building, and why relying on a single income source may no longer be enough. 💡 Inside this episode: • Why the average millionaire has multiple income streams • How passive income creates flexibility & resilience • What mortgage note investing actually is • What it means to “be the bank” • Why relying on one source of income is increasingly risky • How insurance professionals can think more long term financially • Why educational content builds trust faster than selling • How AI & automation are helping investors and educators scale • The connection between health, wealth, and long-term thinking ⚠️ If you’ve ever thought: “How do I create more stability, flexibility, and freedom long term?” This episode is worth your attention. 🔗 Connect with Fred Moskowitz: https://www.fredmoskowitz.com https://www.giftfromfred.com 📘 Book: The Little Green Book of Note Investing https://amzn.to/3I0pR49 📱 Socials: @thefredmoskowitz Connect with Us: 🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast Join the Movement of Modern Insurance Agents! Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀 📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

    51 min
  2. How AI Search Is Changing Local Insurance Marketing Forever

    3d ago

    How AI Search Is Changing Local Insurance Marketing Forever

    Send us Fan Mail Most insurance agents still think marketing is about: Referrals. Cold outreach. Posting on social media. But a much bigger shift is happening right now. 👀 Consumers are starting to ask AI who they should trust. And if your business is invisible online… You may never even make the list. 🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Mike Forgie, founder of Next Step Connect, to break down how AI search, Google Maps, local SEO, and recommendation engines are changing insurance marketing forever. Because the future of visibility won’t just be about ranking on Google… It’ll be about whether AI trusts your business enough to recommend it. 💡 Inside this episode: • Why referrals alone are no longer enough • How AI search is changing local business visibility • What Google AI Overviews mean for insurance agents • How ChatGPT & AI recommendation engines choose businesses • Why Google Maps matters more than ever • What “local authority” really means in 2026 • Practical ways agents can improve visibility right now • How to build a business that supports your life not consumes it ⚠️ If you want your business to stay visible in the next era of search and marketing… This episode is essential. 🔗 Connect with Mike Forgie: https://nextstepconnect.com https://www.linkedin.com/in/michaelforgie/ Connect with Us: 🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast Join the Movement of Modern Insurance Agents! Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀 📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

    49 min
  3. The Future Belongs to True Advisors, Not Product Sellers

    May 21

    The Future Belongs to True Advisors, Not Product Sellers

    Send us Fan Mail The financial industry is changing. 👀 Clients today are: • More educated • More skeptical • And expecting far more personalization than ever before Which means the gap between product sellers and true advisors is getting wider every year. 🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with David, founder of Hygge Financial, to break down what modern retirement planning and advisory relationships should actually look like. Because instead of starting with products… David starts with questions like: 👉 Who do you want to become? 👉 Where do you want to live? 👉 What does an ideal retirement actually look like for *you*? That shift changes everything. 💡 Inside this episode: • Why planning should focus on outcomes not just assets • What separates true advisors from product sellers • How client expectations are evolving • How modern firms use systems, VAs, and automation to create leverage • Why client experience is becoming a major competitive advantage • How to communicate complex planning more clearly • Hidden risks and inefficiencies many portfolios contain • How to build a more human, planning-centered advisory business ⚠️ If you’re an advisor, insurance professional, or business owner trying to build deeper trust and stronger long-term relationships… This episode will expand how you think about planning, leadership, and client experience. 🔗 Connect with David: https://www.hyggefinancial.com/ — David Nelson is a registered representative offering securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 • 513.794.6794. Investment Advisory Services offered through O.N. Investment Management Company. David Nelson does not offer tax or legal advice. Tax and Estate planning services provided in conjunction with your licensed tax and legal professionals. Connect with Us: 🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast Join the Movement of Modern Insurance Agents! Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀 📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

    46 min
  4. What Homeowners Wish Their Insurance Agent Had Explained Earlier

    May 19

    What Homeowners Wish Their Insurance Agent Had Explained Earlier

    Send us Fan Mail  Most insurance agents focus on selling the policy. Very few understand what happens *after* the claim. And that’s where trust is either built… or completely lost. 👀 🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Tommy Whitehead founder & CEO of TomCo Solutions to break down the real-world homeowner experience after storm damage, flood loss, and major insurance claims. Because when disaster hits, clients don’t just need a policy… They need guidance. Tommy works at the intersection of construction and insurance, helping homeowners navigate the rebuilding process while collaborating with adjusters, public adjusters, and insurance professionals. 💡 Inside this episode: • What homeowners actually experience after a major claim • The biggest frustrations clients face during rebuilds • What agents should explain before disaster happens • Why rebuild knowledge makes agents significantly more valuable • How AI & documentation are changing claims and reconstruction • How contractors and insurance professionals can work together better • Why communication and trust matter more than ever during claims ⚠️ If you’re a homeowners insurance agent… This episode will completely change how you think about client experience. Because the claim process is where your relationship with the client is truly tested. 🔗 Connect with Tommy Whitehead: https://www.tomcosolutions.com https://www.buildingsuccess.com https://calendly.com/tommy-whitehead https://www.linkedin.com/in/tommywhitehead  Connect with Us: 🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast Join the Movement of Modern Insurance Agents! Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀 📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

    37 min
  5. The Great Upheaval: How AI Will Reshape Sales and Work

    May 14

    The Great Upheaval: How AI Will Reshape Sales and Work

    Send us Fan Mail Most companies think they understand what drives performance. They don’t. 👀 A lot of leaders track activity… But very few actually know which actions create wins, losses, growth, or decline. And with AI changing the workplace faster than ever… That gap is about to become a massive problem. 🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Jack Siney 7-time entrepreneur, former top sales leader, and founder of FrontRace to break down how AI is reshaping sales, leadership, performance measurement, and the future of work itself. Jack has: • Led sales teams of 100+ reps • Grown sales for 67 consecutive months • Built and exited companies with 8- and 9-figure outcomes • Helped businesses identify the exact activities driving results 💡 Inside this episode: • Why most leaders still don’t know what actually drives performance • How AI is changing sales coaching and management • What remote work exposed about accountability & visibility • Where AI genuinely helps and where it’s overhyped • “The Great Upheaval” Jack believes is coming to the workforce • Why human trust still matters in sales & insurance • How to future-proof yourself in an AI-driven world ⚠️ If you’re trying to understand where business, leadership, and sales are heading over the next 5 years… This episode deserves your attention. 🔗 Connect with Jack Siney: https://frontrace.com https://www.linkedin.com/in/jacksiney/ Connect with Us: 🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast Join the Movement of Modern Insurance Agents! Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀 📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

    45 min
  6. How to Build Your Own Privatized Bank Using Whole Life Insurance

    May 12

    How to Build Your Own Privatized Bank Using Whole Life Insurance

    Send us Fan Mail Most People Think Wealth = Freedom 👀 But if your money is trapped… do you really have control? 🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Taylor to break down how individuals and business owners are using properly structured whole life insurance to create: ✅ Liquidity ✅ Flexibility ✅ Long-term financial control Including strategies like: • Building your own “privatized bank” • Using whole life insurance as a liquidity tool • Repositioning money more efficiently • Creating tax-advantaged access to capital • Rethinking retirement and legacy planning But this conversation goes beyond insurance. 💡 We also dive into: • How Taylor uses AI behind the scenes to operate more efficiently • Practical AI strategies for financial professionals • Why layoffs and market shifts create planning opportunities • How 1035 exchanges can improve financial positioning • Why liquidity matters more than most people realize ⚠️ If you’ve ever wondered: “How do wealthy people create more control with their money?” This episode will shift how you think about wealth, access, and financial strategy. 🚀 Because real financial freedom isn’t just about having money. it’s about controlling it. 🔗 Connect with Taylor: https://ndifinancial.com Connect with Us: 🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast Join the Movement of Modern Insurance Agents! Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀 📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

    48 min
  7. Why Most Insurance Agencies Don’t Actually Control Their Growth

    May 7

    Why Most Insurance Agencies Don’t Actually Control Their Growth

    Send us Fan Mail Most Insurance Agencies Think They Own Their Marketing… 👀 But in reality? Their vendors do. A lot of agencies are spending money every month on marketing they don’t fully understand, control, or own. And that becomes a serious problem when growth slows down. 🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Jake Cash Founder & CEO of Senryx Group and creator of the Marketing Independence philosophy. Before launching Senryx, Jake led marketing strategy for GEICO’s national agency network, overseeing more than $500 million in media spend and partnerships with brands like the NFL, NBA, Disney, Google, and Meta. Now, he helps P&C agencies build marketing systems they actually control. 💡 Inside this episode: • Why vendor dependence is a hidden risk for agencies • What “Marketing Independence” really means • Why more leads won’t solve deeper growth issues • What the top 10% of P&C agencies do differently • Why diversified marketing systems outperform single-channel strategies • How agencies should actually think about AI • Why smart agencies use AI quietly while doubling down on human trust • How retention and consumer shopping behavior are reshaping insurance ⚠️ If you’ve ever thought: “I’m spending money on marketing… but I still don’t feel in control” This episode will completely reframe how you think about growth. 🚀 The future belongs to agencies that own their systems not rent them. 🔗 Connect with Jake Cash: https://senryx.com https://linkedin.com/in/JakeCash Connect with Us: 🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast Join the Movement of Modern Insurance Agents! Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀 📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

    45 min
  8. From Insurance Agent to Content Creator: The PlanMan Story

    May 5

    From Insurance Agent to Content Creator: The PlanMan Story

    Send us Fan Mail Most Insurance Agents Stay Stuck… 👀 Doing the same things. Using the same strategies. Getting the same results. Until the industry moves on without them. This episode is about what happens when you refuse to stay stuck. 🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Bruce Weinstein founder of Weinstein Wealth Insurance Solutions and creator of Ask The PlanMan to break down what real reinvention looks like. Because his story isn’t just about building a brand… It’s about evolving when most people don’t. 👉 Everyone should have a plan. That’s the message behind his brand. But what makes it powerful is the transformation behind it. 💡 Inside this episode: • How Bruce evolved from traditional agent to content creator • Why podcasting & video are changing how trust is built • What “old dog, new tricks” actually looks like in business • How to build a personal brand that attracts clients • Why education is replacing traditional sales tactics • How to stay relevant in a fast-changing industry • What reinvention actually requires ⚠️ If you’ve ever thought: “I know I need to evolve… but I don’t know where to start” This episode will change how you see your next move. 🚀 Reinvention isn’t optional anymore, it’s the edge. Connect with Bruce: https://www.planmaninsurance.com/ Connect with Us: 🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast Join the Movement of Modern Insurance Agents! Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀 📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

    1 hr
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5
out of 5
7 Ratings

About

What happens when a millennial couple dives headfirst into the insurance world, scales a million-dollar remote business, and decides to share their journey with the world? You get The Modern Insurance Agent!Join David and Elle Denning as they peel back the curtain on the messy, magical, and often hilarious realities of entrepreneurship. From the joys (and challenges) of working together as a couple to running remote teams and traveling the globe, this podcast is your behind-the-scenes look at building a business and a life you love.

Information

  • Creator
    Jumpstart Go
  • Years Active
    2025 - 2026
  • Episodes
    145
  • Rating
    Clean
  • Copyright
    © 2026 Jumpstart Go
  • Show Website
    The Modern Insurance Agent

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