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 Facebook Posts That Actually Get Insurance Clients

    9h ago

    The Facebook Posts That Actually Get Insurance Clients

    Send us Fan Mail If you post insurance content on social media every now and then... When was the last time one of your posts actually turned into a client? 👀 Not a 👍 from another agent. Not a "Great post!" from someone who was never going to buy from you. An actual conversation. An actual client. Actual revenue. If you're drawing a blank... You're not alone. Most agents are posting consistently. They're trying. They're showing up. But nothing's happening. And it's not because Facebook doesn't work for insurance agents. It's because most insurance content looks exactly the same. ❌ Generic tips ❌ Motivational quotes ❌ "Did you know..." graphics ❌ Open enrollment reminders everyone scrolls past People have seen it all before. Which is why it rarely starts a conversation. 🎙️ That's exactly what we're breaking down LIVE: The Facebook Posts That Actually Get Insurance Clients 💡 Inside the training, you'll learn: ✅ The 5 types of Facebook posts that consistently generate conversations, referrals, and clients not just likes ✅ The biggest content mistakes keeping agents invisible (and how to fix them) ✅ How to turn everyday conversations, client questions, and personal stories into posts people actually respond to ✅ A simple weekly posting framework you can start using immediately no fancy editing or complicated strategy required 🎁 Plus, we'll show you a real story-based video that generated $8,300 in commissions... from just **two clients.** That's what's possible when you know what to post and why it works. If you've ever stared at your phone wondering... "What am I even supposed to post today?" This training is for you. 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

    14 min
  2. Stop Relying on Talent: The Numbers Behind a $200 Million Insurance Agency

    2d ago

    Stop Relying on Talent: The Numbers Behind a $200 Million Insurance Agency

    Send us Fan Mail What separates agents who struggle from agents who build massive organizations? 👀 According to insurance industry legend John Wetmore... It isn't talent. It isn't luck. It isn't even experience. 👉 It's activity. 🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with John Wetmore founder of Family First Life Agent Force, former Managing Partner at Integrity Marketing Group, host of the Insurance Insiders Podcast, author of Do More Now, Get Better Later, and creator of JW Numbers. Over the course of his career, John has mentored 6,000+ agents and helped build organizations generating more than $1 billion in annual premium. 💡 Inside this episode: • How John went from bankruptcy to seven figures • The moment he realized every phone call had a dollar value • Why most agents dramatically underestimate the activity required to win • The power of tracking your numbers • Why consistency beats talent almost every time • What great mentors actually do differently • Leadership lessons from building massive organizations • Why unrealistic expectations cause most people to quit • The future of insurance sales in an AI-driven world • How to simplify your business and focus on what actually matters ⚠️ If you're an insurance agent who wants to grow faster, build a stronger business, and stop relying on motivation to succeed... This episode delivers a simple but powerful truth: Success isn't complicated. It's measurable. And the agents who win are usually doing more of the right activities than everyone else. 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

    52 min
  3. How a Breakdown in Napa Became a Sales Breakthrough

    4d ago

    How a Breakdown in Napa Became a Sales Breakthrough

    Send us Fan Mail What if the biggest thing holding back your sales isn't your script... Or your leads... Or your marketing... 👉 What if it's your brain? 👀 Most sales professionals spend years improving their tactics. Very few spend time improving the operating system running those tactics. 🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with Aaron Hendon, Chief Meditation Evangelist at The Mindful CEO, top-producing real estate agent, leadership coach, and mindfulness expert. Aaron has coached more than 10,000 people and developed a mindfulness framework that helped participants: 📈 Increase sales by 160% 🧠 Reduce worry by 80% 🎯 Improve focus, clarity, and gratitude 💡 Together, they discuss: • Why success doesn't automatically eliminate anxiety • The hidden game most salespeople are playing • How mindfulness impacts performance and decision-making • The neuroscience behind meditation and attention • Why high performers train their minds like athletes train their bodies • How rejection affects sales professionals • The difference between obsession and devotion • Why hustle culture often creates worse results • Practical mindfulness habits you can start today • How to stay grounded when business gets stressful ⚠️ If you're constantly chasing the next goal but still feel stressed, distracted, or overwhelmed... This conversation may change the way you think about performance. Because the highest level of success isn't just about mastering your business. It's about mastering yourself 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
  4. How the Wealthy Unknowingly Give Half Their Estate to the Government

    Jun 11

    How the Wealthy Unknowingly Give Half Their Estate to the Government

    Send us Fan Mail What if the biggest threat to your family’s wealth isn’t the market… …but the tax bill waiting at the end? 💸 🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with Mark Halpern, founder of WealthInsurance.com and a 35-year veteran serving ultra-high-net-worth families. Mark has built a business with a 99% client retention rate, helped generate billions in planning opportunities, and is on a mission to unlock $1 billion in annual charitable giving by 2037. 💡 Together, they break down: • How childhood tragedy shaped Mark’s mission and career • Why wealthy families unknowingly lose millions to taxes • The difference between a problem solver vs. a product seller • Why referrals consistently outperform traditional prospecting • How advisors can move up-market and attract affluent clients • Estate planning mistakes that create massive unintended tax bills • Why AI will replace transactional advisors but not trusted ones • The growing role of philanthropy in advanced planning • How life insurance becomes a strategic wealth transfer tool ⚠️ If you’re an insurance agent, financial advisor, business owner, or simply interested in how wealth is preserved across generations… This conversation will challenge how you think about money, legacy, and planning. And it may reveal just how much wealth is unintentionally being lost every year. 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

    54 min
  5. The Secret Insurance Product That Isn't Actually Insurance

    Jun 9

    The Secret Insurance Product That Isn't Actually Insurance

    Send us Fan Mail Most insurance agents have heard the term "surety bond." Very few can actually explain how it works. And even fewer realize it's part of a $22 billion industry that helps power construction, development, licensing, and business growth across the country. 👀 🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with Gary Eastman, Founder & President of Axis Surety and Swiftbonds, to unpack the world of surety bonds and why understanding them can make you a more valuable advisor to commercial clients. Before entering the surety industry, Gary spent 17 years serving as General Counsel for Fortune 500 and Fortune 10 companies. Today, he helps contractors, developers, and business owners secure bonding capacity, win larger projects, and unlock new growth opportunities. 💡 Inside this episode: • What a surety bond actually is • Why surety bonds are *not* insurance • The three major categories of surety bonds • How bonded projects reduce risk and delays • Why contractors use bonding to qualify for larger jobs • How agents can create more value for commercial clients • The future of AI, automation, and embedded bonding • Why speed and bonding capacity are becoming competitive advantages • Common mistakes businesses make when it comes to bonding ⚠️ If you work with contractors, developers, business owners, or commercial clients... This episode will help you understand one of the most overlooked but important parts of the insurance ecosystem. And it may open up opportunities you didn't even know existed. Connect with Gary Eastman: https://swiftbonds.com/ https://www.facebook.com/swiftbonds https://www.linkedin.com/in/gary-swiftbonds-76a4b861/ https://x.com/swiftbonds 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. The Average Millionaire Has 7 Income Streams. Most People Have 1.

    May 28

    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
  7. How AI Search Is Changing Local Insurance Marketing Forever

    May 26

    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
  8. 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
See All (150)

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
    150
  • Rating
    Explicit
  • Copyright
    © 2026 Jumpstart Go
  • Show Website
    The Modern Insurance Agent

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