Know-how

  • Autor: Vários
  • Narrador: Vários
  • Editor: Podcast
  • Duración: 3:37:46
  • Mas informaciones

Informações:

Sinopsis

We sit down for personal conversations with the top insurance and financial advisors, executives, experts, and regulators; to learn about their journey to success, how they achieved their ambitions, and became experts in the financial industry. Tune in!

Episodios

  • Jay Stubbs – A Personal Perspective on How to Grow Your Business

    01/07/2019 Duración: 30min

    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 – Clear Cert

    07/12/2018 Duración: 21min

    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...

  • Troy Korsgaden – Discussion Partner, A Radical Transformation to Unrivaled Service in the Insurance Industry

    02/11/2018 Duración: 25min

    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 – The California Privacy Law and It’s Impact Upon the Insurance Industry

    11/09/2018 Duración: 21min

    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...

  • #2 – Who Uses Cyber Security?

    19/04/2018 Duración: 07min

    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...

  • #1 – Developing Common Cyber Security Sense

    20/03/2018 Duración: 08min

    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...

  • Jesse Slome – Short Term Care Specialist

    07/09/2017 Duración: 29min

    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...

  • Robert Strauss – Constructive Technology for Life Insurance

    17/03/2017 Duración: 19min

    Robert Strauss, JD is the Founder and CEO of Lifester Corporation, creators of Lifester.com, a web-based, software platform that makes it easier for consumers to make decisions about buying life insurance, while at the same time addressing many of the challenges producers have communicating the many complex product features, proposals and strategies. Lifester.com is expected...

  • Daniel Joye – Connecting with Millinial Agents and Consumers!

    27/06/2016 Duración: 32min

    Daniel has been a self-described “computer geek” since his youth, when he made weekly visits to his local Radio Shack store to beg the manager for hands-on time with the TRS80 computer. An early science fair project found Daniel, then 13, writing code that created an animated “stick figure” graphic display loop. His teachers rated...

  • Henrietta Nye – Leverage Your Future with Professional Designations!

    27/06/2016 Duración: 22min

    Henrietta Nye is President of Keir Educational Resources.  She holds the professional credentials of CFP®, CLU, ChFC, CPCU, CASL   and has been with the company since 1983.  She oversees all aspects of the business management and development.  Her feels the key to Keirs success has been hiring great people that produce the products or communicate with the customers.  She...