Host: John Thompson
Guest: Sheree Tromblee
In this episode of Nurturing Success, host John Thompson sits down with Sheree Tromblee, a passionate and experienced insurance advisor at Weaver & Associates. Sheree brings clarity, urgency, and compassion to the world of property and casualty insurance—helping clients and financial professionals understand how risk protection is foundational to any long-term plan.
They explore the critical role insurance plays in financial planning, discuss the hidden risks most clients overlook, and break down how recent wildfires, rising premiums, and shifting carrier policies are reshaping the industry. Sheree also shares what it means to build a proactive, education-first practice in today’s environment and why she believes insurance is a rewarding path for the next generation of professionals.
💡 What You'll Learn:
Why insurance is more than a product—it’s about protection and partnership
How to identify hidden liability risks in everyday life (like golf carts and e-bikes)
What financial professionals often miss when it comes to client coverage
How home updates, location, and AI-driven inspections impact policy approvals
Why today’s insurance market is more volatile—and how to navigate it
The difference between standard vs. non-admitted insurance carriers
Why Sheree believes insurance is a powerful, purpose-driven career path
⏱ Timestamps:
[00:00] Intro and what Sheree is grateful for
[02:30] Sheree’s journey into insurance and the family legacy at Weaver & Associates
[04:00] Insurance as education: changing the way clients think about protection
[05:30] How financial advisors and insurance professionals can collaborate better
[07:30] Understanding umbrella coverage—and the hidden exposures that matter
[10:00] The overlooked risks of e-bikes, golf carts, and co-signing loans
[12:00] Why major carriers are pulling back and how that impacts consumers
[14:00] The importance of roof, plumbing, and electrical updates for policy eligibility
[17:00] Policy changes affecting replacement cost coverage for roofs
[22:00] Insurance challenges for condo units and wildfire risk
[26:00] The rise of water damage claims and the trouble with aging properties
[28:00] Inside Sheree’s team, tech stack, and client-first service model
[30:00] Why insurance is a fulfilling career for the next generation
[32:30] Final thoughts on legacy, love, and protecting what matters most
🔗 Resources & Mentions:
California Fair Plan
Understanding Umbrella Coverage
Homeowners & Wildfire Risk in California
Standard vs. Non-Admitted Carriers
Connect with Us:
Please reach out to Sheree with any questions or feedback. Contact Sheree Here
Follow us on social media for the latest updates and additional insights. @smplmortgage
If you enjoyed this episode, please like, share, and subscribe to Nurturing Success for more insights from industry leaders. Stay tuned for the next episode, where we continue to explore successful financial strategies and practices. If you're interested in being our next guest, please reach out to jack@smplmortgage.com to schedule a time.
