11 episodes

If you are looking to scale your business and learn from the best insurance producers in the industry then your in the right place. We profile producers and Experts that are changing the insurance industry.

Agents on the Move Jason Hoffmann

    • Business
    • 5.0 • 3 Ratings

If you are looking to scale your business and learn from the best insurance producers in the industry then your in the right place. We profile producers and Experts that are changing the insurance industry.

    Tabor Ai. Copilot for Medicare Agents-Scott Reid and Keith Gleason

    Tabor Ai. Copilot for Medicare Agents-Scott Reid and Keith Gleason

    On this episode we are Joined by Scott Reid and Keith Gleason, Scott is the Founder of Tabor Ai, which is an Ai Copilot for Medicare Agents. We're diving into the future of insurance with a focus on a groundbreaking technology that's set to revolutionize the way agents work. Scott and Keith will touch on what it is, how it works, and the profound impact it could have on the industry.
     

    • 37 min
    Captive Agent to Agency Owner w/ Patrick Althof | AoTM Podcast Ep. 10

    Captive Agent to Agency Owner w/ Patrick Althof | AoTM Podcast Ep. 10

    Patrick Althof joins us on Episode 10 to discuss his transition from being a Captive Agent to being an Owner of his own insurance Agency. Patrick is the co-founder of David Berkeley Insurance Group and shares what he has learned after a decade in the insurance business. We discuss the differences between being a line of authority (captive) under a general agency and owning your own book of business as an independent broker.

    • 27 min
    Using Life Insurance for Business Owners Dan Crowley

    Using Life Insurance for Business Owners Dan Crowley

    Dan Crowley joins us on the episode to talk about risk management and transition planning for Business owners. An industry veteran, Dan has over 20 years of experience working with family businesses as both an insurance advisor and as a facilitator for peer executive groups. Dan has put together some unique business secession and deferred compensation plans for his clients. You will want to hear how he helps his business owner clients put these plans in place.

    • 29 min
    You Get What You Expect with Brian "Weems" Williams

    You Get What You Expect with Brian "Weems" Williams

    Brian Williams has been in the insurance business for over 12 years. After prior careers as a mortgage broker and Radio DJ, he has found his calling as an independent insurance broker focused solely on medicare. Brian joins us to share the system and mindset that has enabled him to grow a medicare book of business to over 2700 clients

    • 24 min
    Consistent Growth with Adam Richter

    Consistent Growth with Adam Richter

    Adam Richter based out of Baltimore, Maryland, has been an insurance producer and a team leader for 12 years. In this episode Adam shares his views on what leads to a career of consistent growth in year over year production.

    • 31 min
    Climbing the Ladder with Andy Choi

    Climbing the Ladder with Andy Choi

    Andrew Choi, based out of Des Plaines, Illinois, has been in the insurance business going on two decades as both a producer and a manager . In this episode Andy shares how he persevered in the early days of his business, what a career in the insurance industry has done for his family, and the ways he continues to grow as he looks towards the future.. 

    • 21 min

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