最高の Life Insurance ポッドキャスト (2024)

1
Estate Planning: Plan Now, Gift Now, Insure Now 17:03

15d ago17:03

17:03

As we embark on the possibility of estate tax regulations changing at the end of 2025, which may or may not happen with the recent election results, we brought in an expert on all things estate planning – Brett Berg from Prudential. He is a trusted resource for TBA, and Zach Gosselin sat down with him to discuss the approach your clients should be …

1
Business Solutions: Buy Sell Opportunities 10:30

1M ago10:30

10:30

We’re closing out our Business Solutions Series with Principal's business solutions team - Mark Householder & Tom Bates. After bringing them in to discuss all things Key Person Coverage, we brought them back to discuss all things Buy-Sell Opportunities with Zach Gosselin: How common it is for buy sell agreements to be funded with life insurance The…

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LIAM 2024: New Trends in Life Insurance 9:12

3M ago9:12

9:12

This September is the 20th Anniversary of Life Insurance Awareness Month! To celebrate, we brought our LIBRA Relationship Director – Michele Leeming – on the podcast to discuss the biggest changes that have happened in life insurance in the last few years, how to leverage awareness, take advantage of resources available, and what target markets tha…

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🍄 Amanita Muscaria: An Ancient Teacher's New Groove w/ Tatyana Voloshin 1:10:30

3M ago1:10:30

1:10:30

Send us a text 🍄 Amanita Muscaria: An Ancient Teacher's New Groove w/ Tatyana Voloshin In this eye-opening episode, career and wellness coach Tatyana Voloshin introduces us to the often misunderstood yet intriguing mushroom, Amanita Muscaria. She shares her journey of rediscovering this ancient mushroom and its potential to revolutionize anxiety an…

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A Stoic Philosopher's Guide to Personal Growth & Career Success w/ Matt Seibert 1:00:15

3M ago1:00:15

1:00:15

Send us a text In this episode, I have the pleasure of speaking with Matt Seibert, Director of Agent Development at LIFE180, about the unexpected intersections of stoic philosophy, personal development, and career. Matt shares his journey from graphic design to insurance, revealing how ancient wisdom can be applied to modern business challenges. We…

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🐸 The Magic of Kambo: Science, Spirituality, and Sustainability w/ Caitlin Thompson 1:01:52

3M ago1:01:52

1:01:52

Send us a text In this episode, we dive deep into the world of Kambo, an Amazonian frog medicine, with expert practitioner Caitlin Thompson. From its traditional uses to modern applications in healing chronic illnesses, Caitlin shares her journey and extensive knowledge about this powerful medicine. We explore the science behind Kambo, its potentia…

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Demystifying Financial Advisors and the Power of Life Insurance w/ Broc Buckles 30:36

4M ago30:36

30:36

Send us a text Demystifying Financial Advisors and the Power of Life Insurance w/ Broc Buckles In this episode of The After Life Insurance Podcast, I sit down with Broc Buckles, co-founder of BC Brokerage and host of the Only Fee Only podcast. We dive deep into the world of financial advising, comparing fee-only and commission-based models, and exp…

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Break Free from Money Trauma & Find Financial Peace w/ Erin Gray 54:04

4M ago54:04

54:04

Send us a text Break Free from Money Trauma & Find Financial Peace w/ Erin Gray In this episode, financial mentor Erin Gray shares her journey from workaholic financial planner to compassionate money guide. We explore the subtle impacts of childhood money trauma, the pitfalls of workaholism, and how to cultivate a healthier relationship with financ…

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The Art of Dying: Psychedelics, Aqua-cremation, and End-of-Life Wisdom w/ Nicole Soares 1:17:40

4M ago1:17:40

1:17:40

Send us a text The Art of Dying: Psychedelics, Aqua-cremation, and End-of-Life Wisdom w/ Nicole Soares This episode is a real eye-opener... I sit down with Nicole Soares, founder of EcoLove Transitions, and end-of-life educator. Nicole shares her transformative journey from financial services to becoming a death doula, exploring the intersections o…

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Unlocking Psychic Abilities & Ancient Wisdom w/ Kara Gurney 1:08:28

4M ago1:08:28

1:08:28

Send us a text Unlocking Psychic Abilities & Ancient Wisdom w/ Kara Gurney This episode was SO much fun, I got to talk with psychic medium Kara Gurney about her journey into the world of psychic abilities and mediumship. Kara shares insights on developing psychic gifts, the connection between emotions and physical health, and the rising global ener…

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Navigating Life After Loss: Finding Spiritual and Financial Balance w/ Jeff Kamke 1:02:26

4M ago1:02:26

1:02:26

Send us a text In this episode, Jeff Kamke shares his deeply personal journey of losing his father and how it transformed his perspective on life, death, and financial planning. We explore the intersection of spirituality and finance, discussing how proper planning can lead to generational wealth and legacy. Jeff offers insights on energetic healin…

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The True Cost of Long-Term Care 25:11

4M ago25:11

25:11

We've brought the expert on all things long-term care (LTC) back for the third and final episode in our LTC series. Kevin Riley joins us to answer all the questions about the true cost of long-term care: What’s the cost of your client’s doing nothing about their LTC coverage? What do clients need to be considering beyond cost? What are some common …

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Keys to Building Financial Security, Opportunity, and Generational Wealth w/ Charles Newton 53:00

5M ago53:00

53:00

Send us a text In this episode of the After Life Insurance Podcast, I talk to Charles Newton, who shares how he built a financial safety net for his family that provides him with peace of mind AND opportunities for growth. Charles has a ton of great insights on how you can optimize your financial efficiency right now and in the future. This guys is…

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LTC Access & Control 21:01

6M ago21:01

21:01

When talking to your clients about long-term care are you focusing too much on the technical aspects of your client’s LTC options, instead of how it serves them? Kevin Riley, Regional Director at OneAmerica, has been helping advisors focus on what’s important to clients when it comes to access and control. This episode covers the following: Clients…

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Business Solutions: Guaranteed Issue Life Insurance 10:26

6M ago10:26

10:26

Did you know that most Americans are taking advantage of life insurance offered through their employer? There is a new guaranteed life insurance offering for business owners to offer their employees with payroll deductions. Katie Landers, Life Marketing Director with Cincinnati Life, talks about what the Worksite program is, what businesses qualify…

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Business Solutions: Key Person Coverage 9:19

6M ago9:19

9:19

We’re continuing our Business Solutions Series with Principal's business solutions team - Mark Householder & Tom Bates. After bringing them in to discuss all things Guaranteed Issue Term for Groups, we brought them back to discuss all things Key Person with Zach Gosselin: The biggest mistake financial professionals make in the market How to quantif…

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Having an Effective Conversation about LTC 18:58

8M ago18:58

18:58

The chances are high that at some point your client will need long-term care, but having the conversation about it requires a different approach than a life insurance proposal. Kevin Riley, Regional Director at OneAmerica, has been helping advisors have effective conversations about LTC for years, and now he’s willing to share some of those secrets…

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Taxation Of Life Insurance And Retirement Plans 36:49

8M ago36:49

36:49

In this episode, you will learn how to correctly answer questions about taxation of insurance products and retirement plans on your life insurance exam. Our Washington, DC life insurance prelicensing text book is available for purchase. The title of the book is “Pass Your Washington, DC Life Insurance Exam” and it’s available on Apple Books and Bar…

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Our washington, DC Text Book Is NOW Available For Purchase 26:10

8M ago26:10

26:10

Our Washington, DC life insurance prelicensing text book is available for purchase. The title of the book is “Pass Your Washington, DC Life Insurance Exam” and it’s available on Apple Books and Barnes and Nobles.Purchase link: https://books2read.com/u/3nqgoBRegister for our next challenge https://www.minzopass.com/pass-your-l...Helpful links:Affili…

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Pass Your Life Insurance Exam Challenge Day 4 1:01:22

8M ago1:01:22

1:01:22

This is day 4 of our Pass Your Life Insurance Exam Challenge. The goal of the challenge is to prepare you for your life insurance exam in just 4 days. Our student for day 4 was Beverly Irby from Texas. Register for our next challenge https://www.minzopass.com/pass-your-life-insurance-exam-challenge Helpful links: Affiliate Program: https://www.minz…

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DI Solutions: Medical Professionals 8:17

8M ago8:17

8:17

Disability Income is crucial for many professionals, but one industry where it isn't a hard sell because they are educated about it's importance from the beginning is any medical field. We brought in our resident DI expert - Kathryn Kinnane - to talk DI, how to best approach medical professionals, what's needed for the most accurate quotes, and how…

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State Of The Insurance Industry With Diana Hinojosa 42:53

8M ago42:53

42:53

In this interview with Diana Hinojosa, we discuss the state of the insurance industry and some of the hurdles new agents face. Diana is an insurance industry and is an insurance exam tutor. Sign up for our next Pass Your Life Insurance Exam Challenge https://www.minzopass.com/pass-your-life-insurance-exam-challenge Helpful links: Affiliate Program:…

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Business Solutions: Guaranteed Issue Term for Groups 10:53

8M ago10:53

10:53

When it comes to business solutions - specifically guaranteed issue insurance for groups - the options can feel daunting. That's why we brought in two experts from Principal's business solutions team - Mark Householder & Tom Bates - to talk all things guaranteed issue term for groups. They joined our own John Felton to discuss the following questio…

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Pass Your Life Insurance Exam Challenge Day 3 1:36:25

9M ago1:36:25

1:36:25

This is day 3 of our Pass Your Life Insurance Exam Challenge. The goal of the challenge is to prepare you for your life insurance exam in just 5 days. Our student for day 3 was Beverly Irby from Texas. Register for our next challenge https://www.minzopass.com/pass-your-life-insurance-exam-challenge Helpful links: Affiliate Program: https://www.minz…

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Part 3: How New Life Insurance Agents Can Avoid Failing In Their First Three Years 33:42

9M ago33:42

33:42

In this episode, you will learn things that you could you in your third year to guarantee your success as a new life insurance agent. 85% of new life insurance agents fail. However, if you think outside of the box and do the things that the 85% that fail don't want to do, then you could become one of the 15% of new life insurance agents that succee…

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Pass Your Life Insurance Exam Challenge Day 2 2:00:19

9M ago2:00:19

2:00:19

This is day 2 of our Pass Your Life Insurance Exam Challenge. The goal of the challenge is to prepare you for your life insurance exam in just 5 days. Our student for day 2 was Lexie Estrada from South Carolina. Sign up for our next challenge https://www.minzopass.com/pass-your-life-insurance-exam-challenge Helpful links: Affiliate Program: https:/…

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Part 2: How New Life Insurance Agents Can Avoid Failing In Their First Three Years 49:55

9M ago49:55

49:55

In this episode, you will learn things that you could you in your second year to guarantee your success as a new life insurance agent. 85% of new life insurance agents fail. However, if you think outside of the box and do the things that the 85% that fail don't want to do, then you could become one of the 15% of new life insurance agents that succe…

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Underwriting Dilemma: Heart Issues 4:00

9M ago4:00

4:00

Our in-house impaired risk specialist sat down to provide insights on what underwriting can look like for clients with heart issues that include: Heart attack history Heart murmurs Pace Makers High Blood Pressure & more In this episode, she touches on what conditions receive more favorable underwriting or are typically declined. She also provides i…

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Term VS Permanent Life Insurance 45:21

9M ago45:21

45:21

This is the second part of day one of our Pass Your Life Insurance Exam Challenge. In this episode, you will learn important frequently tested concepts about the differences and similarities between term insurance and permanent life insurance policies. The goal of our challenge is to prepare you for your life insurance exam in just five days. Sign …

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Part 1: How New Life Insurance Agents Can Avoid Failing In Their First Three Years 55:02

10M ago55:02

55:02

In this episode, you will learn things that you could you in your first year to guarantee your success as a new life insurance agent. 85% of new life insurance agents fail. However, if you think outside of the box and do the things that the 85% that fail don't want to do, then you could become one of the 15% of new life insurance agents that succee…

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If You Don't Know These Test Taking Strategies, You Will Fail Your Life Insurance Exam 49:39

10M ago49:39

49:39

This is the first part of day one of our Pass Your Life Insurance Exam Challenge. You will learn about important strategies and tips to help you pass your life insurance exam in this episode. The goal of the challenge is to prepare you for your life insurance exam in just 5 days. Sign up for our next challenge https://www.minzopass.com/pass-your-li…

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The Dream And Nightmare of Being A Life Insurance Agent 41:58

10M ago41:58

41:58

This is the first episode of our new agent training. In this episode, you will learn about the advantages and disadvantages of being a life insurance agent. We cover how to decide whether being a life insurance agent is the right path for you. Helpful links: Text or call us: 202-703-3668 Enroll in our growth academy for new life insurance agents: h…

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3 New Trends in Life Insurance 7:05

10M ago7:05

7:05

A new year brings new opportunities for life insurance advisors. What trends can you expect this year when it comes to life insurance? Michele Leeming, Relationship Director with LIBRA, discusses what advisors can expect when it comes to the types of products and coverages clients will be seeking and the future of underwriting. For assistance with …

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Exciting News To Pass Your Exam and Succeed In The Insurance Industry 51:49

10M ago51:49

51:49

Happy New Year and welcome back to our life insurance prelicensing podcast. In this episode, we provide great news about our self-study life insurance prelicensing courses and our life insurance prelicensing textbooks. We also provide information for our new Next Level Academy Online Membership Community to help you pass your exam and become a succ…

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Charitable Giving with Life Insurance 7:18

11M ago7:18

7:18

'Tis the season for giving, and that's why we have our vice president, Zach Gosselin, walk us through if your client can provide a charitable gift with life insurance, what the different options are, if there are tax implications, and what - if any - drawbacks there are to using life insurance for charitable giving.…

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What is TBA Awareness Month? 7:15

12M ago7:15

7:15

Every December we celebrate TBA Awareness Month! John Felton sits down with Morgan Mynatt to talk about how TBA Awareness Month came to be, what three things advisors are most unaware of about TBA, and what is the #1 thing advisors should be more aware of when it comes to TBA and how they support advisors. If you have any questions about TBA or how…

1
Underwriting Dilemma: Diabetes 4:09

1y ago4:09

4:09

Over 11%, or more than 37 million Americans, have diabetes, and that number continues to climb. With the increasing number of those affected by this, we brought in our impaired risk specialist Jennifer Stanifer, to discuss all things diabetic underwriting. From what information you need from your clients, to what the best carriers are for the most …

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Long-Term Care 101 28:53

1y ago28:53

28:53

Long-term care is likely one of the few topics clients come to their advisors about. With November being LTC Awareness Month, we brought on OneAmerica’s Kevin Riley, Regional Account Director, to provide perspective on why this coverage is so crucial, the cost of self-funding long-term care, and how to get started in the market if you’re an advisor…

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Estate Planning: Who It's For & How to Offer It 8:43

1y ago8:43

8:43

With the potential for the current estate tax cuts to sunset in January 2026, it has created more awareness around the importance of estate planning for many Americans. Zach Gosselin, who works closely with our advisors and our estate planning attorney partners, answers some common questions about this topic to help you - as advisors - provide the …

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Funding Retirement with Life Insurance 7:13

1y ago7:13

7:13

Many associate life insurance with death benefit, but what many fail to see is all the other possibilities available through life insurance - including helping fund retirement. John Felton discusses the various living benefits available through life insurance, when an advisor should recommend the options that involve retirement funding, and how to …

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2023 Open Enrollment 8:48

1y ago8:48

8:48

It has been a year since "The Life of the Insurance Lady" has been on her Podcast. She is back and taking about the "Health Care Subsidies" people are seeing being marketed. Listen to find out the truth of the matter, so of say. --- Send in a voice message: https://podcasters.spotify.com/pod/show/the-insurance-lady/message…

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The Current State of Life Insurance 10:32

1y ago10:32

10:32

The Life Insurance industry took a more prevalent role in clients’ lives largely due to the pandemic, but is that still the case? Michele Leeming, LIBRA’s Relationship Director, discusses the current state of the industry, what products clients are purchasing, how the industry has changed in the last year, and how to overcome some of the barriers t…

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Term Conversions 101 8:24

1y ago8:24

8:24

Term conversions have been mentioned several times on the podcast, but we thought it was important to touch on some of the most commonly asked questions and misconceptions about providing this service to your clients. This episode covers: Do you have to be the original writing advisor on a policy to convert it? What is the easiest way to determine …

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Policy Review Refresher 9:08

1+ y ago9:08

9:08

You've heard policy review mentioned many times in our episodes, but John and Zach take this opportunity to focus solely on policy review and: Why it matters How to offer it When it makes sense What policies should be reviewed For access to the free policy review kit, visit: https://www.tba.com/policy-review/…

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Major Sale On Our Courses 6:12

1+ y ago6:12

6:12

In this episode, you will learn about our major sale on our courses. You will also learn about how how us to help lift young Africans out of poverty.Website: www.MinzoPass.comPhone #: 202-855-6294Gofundme: https://gofund.me/4d7ef13cminzopass による

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3 Ways to Serve the Emotional Needs of Clients 23:52

1+ y ago23:52

23:52

When it comes to effectively engaging clients – it can be a challenge in any industry. However, the pandemic has created a new filter in the life insurance industry of what clients are looking for in their advisor, and that is, “who is really there for them?” Tiffany Markarian, the founder of Advantus Marketing, LLC, sits down with TBA’s Morgan Myn…

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Business Owner Solutions: 5 Questions You Should Be Asking 6:51

1+ y ago6:51

6:51

We are approached consistently by advisors about what questions they should be asking their business owner clients when it comes to succession planning in order to mitigate risk and provide comprehensive solutions. John and Zach sit down to discuss 5 questions you should be asking your business owner clients in order to do just that, as well as sol…

1
How to Get Better Impaired Risk Offers 21:22

1+ y ago21:22

21:22

John Felton sits down with Dr. Robert Frank, Medical Director for LIBRA Insurance Partners, to get Dr. Frank’s expertise and insight on the following when it comes to impaired risk cases in life insurance: How does Dr. Frank help advisors like you and brokerages like TBA in the impaired risk space Recurring impaired risk ailments that are worth cha…

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The Basics of Life Settlements 14:52

1+ y ago14:52

14:52

In this episode, Vice President of Welcome Funds, Dan Ohman and TBA’s John Felton discuss the basics of life settlements, the tax implications, the overall process, and the sweet spot policies that make the most sense for pursuing a life settlement. TBA admittedly had shied away from the Life Settlements business when it first came on the insurance…

1
Business Owner Solutions: Buy-Sell vs Key Person 6:46

1+ y ago6:46

6:46

It's a question we hear time and time again: "Do I recommend buy-sell or key person for this business owner client?" In this episode, John Felton and Zach Gosselin break it down: The key differences between key person vs buy-sell What scenarios each solution makes the most sense in The tax implications for the business or beneficiaries For more inf…

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