Ep. 14 - Why Income Replacement Over Insurance Disability - Tom Nicols CLU, FLMI, ACS, CPS Insurance Services

Ep. 14 - Why Income Replacement Over Insurance Disability - Tom Nicols CLU, FLMI, ACS, CPS Insurance Services

Dan chats with Tom Nicols of CPS Insurance Services and discusses the importance of income replacement. Tom manages the Disability Income Department and is a Senior Marketing Manager for Disability Income Sales. He holds his CLU, FLMI and ACS industry designations as well as his P&C License, Series 6 and 63 Licenses.

Ep. 13 - Jentry Harris REBC, THRP, The Mahoney Group and Health Rosetta Associate Advisor

Employers are sick and tired of hearing that there aren't ways to minimize their healthcare spending without disrupting the health and wealth of their employees. Dan sits down with Jentry Harris of the Mahoney Group. Listen in as Jentry discusses alternative solutions to the standard run of the mill insurance framework.

Ep. 12 - Looking for more clients? Don't overlook the middle market

Looking for new prospects or clients? Join Dan and Marty as they discuss and explore untapped opportunities among middle market customers. Agents tend to focus their efforts on affluent or high-end business market clients, which can be beneficial - but it pays to remember there's a whole world of potential clients out there. By missing out on helping most of your potential client base you could be leaving money and impactful relationships on the table!

Ep. 11 - How to Create an Exceptional Experience for Your High-Net Worth Clients

Don't let the need for new customers overshadow those who have already shown commitment and trust in you! Dan and Martin discuss how they can help you expand your offerings and earning power by investing in customer relationships rather than chasing new ones. Dan offers to show you how to turn your high-net worth clients into relationship's that encourages repeat business and referrals. Unlock the potential of limitless business growth by creating an exceptional experience that elevates your business to new heights, infinite success, built on clients eager to refer you within their network.

Ep. 10 - Casey Strunk Highlights the Importance of Managing Human Capital

Casey Strunk, president of The Strunk Insurance Group - a family-owned Employee Benefits Agency since 1982 – has seen firsthand the challenges that business owners face and recognizes how vital it is to manage Human Capital. This makes The Strunk Insurance Group an invaluable asset to business owners. Not only does his team provide trusted Employee Benefits advice and services; but they also extend that knowledge base and kindness into their community. When Casey's team isn't putting their expertise to work for clients', they're out there making sure that everyone has access to tools needed for success - this truly makes them philanthropists at heart!