Shows
HIPE Leadership PodcastAttitude of Gratitude – How Gratitude can Change your LifeIn this heart-centered episode, David and Lindsey explore the transformative power of gratitude—and how embracing it can shift the way you view everything, even something as practical (and often overlooked) as life insurance.
Too often, life insurance is seen purely as a financial transaction or a “just-in-case” backup plan. But what if we reframed it as an act of love, responsibility, and gratitude for the people who matter most?
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Have questions or topics you’d like discu...2025-07-2532 min
AMG AcademyCross-Sell Champions: Wellabe’s New Tools to Grow Your Book of BusinessLooking to boost your cross-selling game and offer more value to your clients this AEP season? In this episode of AMG Academy, Matt McClure hands the mic to Amber Allen, Devon Williams, and special guest Mary Anna Jones from Wellabe to explore innovative new products and platforms designed to make selling easier and more rewarding.
Discover how Wellabe’s new Critical Illness plan—combining cancer, heart attack, and stroke coverage—gives agents flexible options with robust benefits. Learn about the game-changing MyEnroller platform, hospital indemnity plan match tools, rewards programs for both clients and agents, and incentive opport...2025-07-2512 minAMG AcademyScale Without Burnout: Automation for Agents That Actually WorksFeeling like your business is running you instead of the other way around? In this episode of AMG Academy, Devon Williams joins Matt McClure to discuss how agents can embrace automation to save time, reduce burnout, and boost production. Learn how to simplify your follow-up, streamline lead engagement, cross-sell with confidence, and avoid common mistakes like rebuilding the same email over and over again. Whether you're new to the industry or looking to get to the next level, this episode offers actionable advice on creating a sustainable, scalable insurance practice.
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...2025-07-1825 minHIPE Leadership PodcastIsolating the Objection & Understanding Your ClientsToo many agents are focused on closing the sale instead of having a real conversation. But true success in this business doesn’t come from pushing policies — it comes from understanding people.
In this episode, Lindsey and David are joined by Corey Price, Affiliate Principal of Legacy Financial, to explore one of the most powerful tools in any advisor’s arsenal: isolating the objection. Together, they break down how to listen beyond surface-level responses, identify the client’s true concerns, and craft solutions that solve real problems — not just check boxes.
Whether you're managing hesitation, addressing...2025-07-1834 minHIPE Leadership PodcastLife Insurance Awareness – Building a LegacyIn episode 42 of the HIPE Leadership Podcast, Lindsey and David dive into a topic that too often gets overlooked until it's too late—life insurance. They explain how life insurance isn't just a financial product, but a powerful tool for protecting your loved ones and building a lasting legacy.
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Have questions or topics you’d like discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a revi...2025-07-1132 min
Agent Boost Marketing PodcastEpisode 95: Agent Boost Joins AmeriLife & SMAAgent Boost Podcast: Major Announcement! Agent Boost Marketing Joins AmeriLifeWelcome to a special edition of the Agent Boost Podcast! 🎉 In this landmark episode, Dan and Mike Hardle announce the monumental sales transaction of Agent Boost Marketing to AmeriLife and Senior Market Advisors. Dan reflects on the incredible journey from door-to-door sales to building a thriving business, sharing insights and hard-earned lessons along the way. They discuss the drivers behind this strategic partnership and how it positions Agent Boost for unprecedented growth. If you're an agent, agency owner, or just curious about the inner workings of the insurance industry, this epi...2025-07-1156 min
The Street Level Marketing Show (Audio)Street Level Marketing (Aired 07-08-25)Smarter Leads, Real Results: AI, Data and CX StrategiesLearn how AmeriLife uses AI, compliance, and customer insights to turn smarter leads into lasting growth. Bill DeCoursey breaks down the data myths hurting your bottom line.
Chapters
(00:00:00) - Street Level Marketing(00:00:52) - What's the Biggest Myth About Data in Marketing?(00:03:11) - What's one data point most marketers overlook but they should?(00:04:50) - How Electronic Arts Went From Research to Customer Behavior(00:06:11) - What makes a consumer insights team truly effective?(00:07:22) - Should Businesses Update Their Customer Personas?(00:09:17) - What does performance marketing mean today?(00:10:44) - Top Marketing Insights for the Senior Market(00:13:41) - Lead Generation...2025-07-0848 minAMG AcademyIndependent, Not Alone: Finding Mentors and Building Strategic PartnershipsOn this episode of AMG Academy, host Matt McClure is joined by marketers Amber Allen and Devon Williams to explore a powerful message for every independent insurance agent: you don’t have to go it alone.
They dive deep into the importance of finding a mentor, how to form strategic partnerships, and why independence doesn't have to mean isolation. Whether you're new to the industry or a seasoned producer looking to scale, this episode is packed with practical insights about collaboration, community, and growth.
✅ How to find the right mentor ✅ What to look for (and avo...2025-07-0326 minHIPE Leadership PodcastLeading with Love with Scotty ElliotIn episode 41 of the HIPE Leadership Podcast, Lindsey and David are joined by Scotty Elliot. Scotty is Amerilife’s Chief Distribution Officer, Health. In this position, Elliott oversees a distribution organization of more than 50 independent health and life marketing organizations that has more than doubled in size since 2020.
Scotty, Lindsey, and David discuss various topics regarding leadership, including properly handling struggles and using struggles as tools for success, surrounding yourself with excellent leaders, three leadership lessons, challenges, and more!
Subscribe now and don't miss out on this essential guide to growing as a leader and entr...2025-06-2050 minHIPE Leadership PodcastFinancial Security Within an AnnuityLindsey and David break down myths surrounding the annuity space!
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast!
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Listen to Previous Episodes: https://hipe.financial/
Connect with David and Lindsey: davidcurry@orca.life | lindseycurry@orca.life | (502) 314-2789
Connect with Kevi...2025-06-1428 minAMG AcademyMedicare Mayhem? Here’s How Agents Can Pivot & ProfitIn this action-packed episode of AMG Academy, host Matt McClure sits down with Sean Niebuhr, veteran marketer with AmeriLife, to talk candidly about the rapidly evolving Medicare space. From disappearing PDP commissions to changes in Med Supp plans and the rise of ancillary products, Sean shares what every insurance agent needs to know right now to stay competitive.
They also dive into:
Why diversification is key to long-term broker success
How to effectively cross-sell (without being pushy)
The client retention power of being a one-stop shop
The outdated tactics agents still use—and what to do in...2025-06-1332 minAMG AcademyBuild a Referral-Based Business: Proven Strategies for Insurance AgentsIn this episode of AMG Academy, host Matt McClure welcomes back Devon Williams, Senior Marketing Manager at AmeriLife Marketing Group, to dive into one of the most powerful growth strategies in the business: building a referral-based insurance practice.
Whether you’re a brand-new agent or an industry veteran, this episode will help you: ✅ Shift from lead-dependence to client-driven referrals ✅ Build lasting trust and credibility from the first appointment ✅ Ask for referrals without sounding pushy ✅ Keep client relationships alive—even after the sale ✅ Stay organized without complicated CRMs ✅ Leverage personal branding and social media for...2025-06-0625 minHIPE Leadership PodcastSales 201 – Mastering the IntangiblesLindsey is joined by Agency Leader Kevin Glasscock to break down the key intangibles for success within the sales and final expense industry!
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast!
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Connect with David and Linds...2025-06-0641 minHIPE Leadership PodcastSelling vs. ServingIn episode 38, David and Lindsey break down a powerful mindset shift from selling to serving — and why it’s the key to long-term success in business, leadership, and life!
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast!
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Conn...2025-05-3028 minHIPE Leadership Podcast“Brevity is the Soul of Whit” — With Rayna ReyesLindsey and David are joined by Rayna Reyes. Reyes leads a team of highly skilled financial specialists with expertise in retirement planning, insurance management, and investments. Reyes is one of our top professionals and specializes in helping people retire early and achieve financial independence.
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Listen to Previous Episodes: https://hipe.financial/
Connect with David and Lindsey: davidcurry@orca.life | lindseycurry@orca.life | (502) 314-2789
Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial
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About HIPE Financial:
Lindsey and David Curry a...2025-05-2352 minAMG AcademyNavigating Medicare Changes: What Every Agent Needs to Know in 2025In this episode of AMG Academy, Matt McClure is joined by AMG marketers Jonathon Higgins and Tyler Heckman to unpack the biggest trends reshaping the landscape for independent agents—from carrier exits to rising claims, birthday rule state expansions, and the explosive growth of C-SNP and D-SNP plans.
Listen in to discover:
What Allstate’s exit means for the future of Med Supp
Why birthday rule states are changing how agents retain clients
The rise of chronic condition plans and how to capitalize on it
Smart cross-selling strategies using hospital indemnity
Why staying connected to your mark...2025-05-1728 minHIPE Leadership PodcastKeys to Winning over your Customer in Final ExpenseIn this episode, David and Lindsey dive deep into the art of building trust and closing sales in one of the most sensitive areas of insurance—final expense. Whether you're a seasoned agent or just starting out, understanding how to connect with your clients on a human level is the key to long-term success.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don...2025-05-1034 minAMG AcademyFrom Overlooked to In-Demand: Marketing Strategies for Insurance AgentsDiscover how to build a powerful personal brand as an independent insurance agent in 2025. In this episode of AMG Academy, host Matt McClure welcomes AmeriLife's Devon Williams and Amber Allen (Bubp) for a deep dive into cost-effective marketing strategies, customer retention tools like hospital indemnity and living benefits, and why authenticity and consistency matter more than carrier logos. Whether you specialize in Medicare, life, or ACA, this episode is packed with practical advice to help you attract more clients and grow faster.
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To Learn More and Contact Us: AmeriLifeMarketingGroup.com
Wa...2025-05-0934 minHIPE Leadership PodcastBonus Interview: Crushed by Credit? There’s Hope — with Robin GrowleyIn this bonus episode, we dive into the importance of tackling credit card debt before it spirals out of control. You'll hear insights from Robin Growley of Bank of America, who shares practical tips and a message of hope for anyone feeling overwhelmed by debt. Whether you're just starting to manage your finances or already feeling buried, this interview reminds us it’s never too late to take control.
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Listen to Previous Episodes: https://hipe.financial/
Connect with Lindsey and David: davidcurry@orca.life | lindseycurry@orca.life | (502) 314-2789
...2025-05-0602 minHIPE Leadership PodcastHit that Home Run in Your Final Expense CareerIn this episode, David and Lindsey are joined by Crystal Poe – Principal – Southern Life Insurance Group to break down exactly what it takes to elevate your game and dominate in the final expense industry.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast!
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Listen to Previous Episode...2025-04-2549 minHIPE Leadership PodcastTransformation Starts with Changing OurselvesIn this episode, David dives deep into one of the most powerful truths in entrepreneurship: real transformation in your business begins with personal transformation. Whether you're scaling a startup, pivoting a product, or just trying to stay sane in the chaos, one thing is clear—external change only sticks when it's rooted in internal growth.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future epis...2025-04-1827 minHIPE Leadership PodcastHow to Lead When You’re FatiguedLeadership doesn’t pause when you’re tired—and in the fast-paced world of final expense, fatigue is almost guaranteed. Whether you're managing a team, pushing through solo sales days, or juggling personal challenges, this episode dives into how to lead with clarity, resilience, and purpose even when your energy is low.
In this episode, Lindsey and David discuss simple mindset shifts to stay focused and present, how to inspire your team when you’re running on empty, and real strategies for rest, recovery, and re-centering.
Subscribe now and don't miss out on this essential guide to...2025-04-1133 minAMG AcademyBonus Interview: Spring Clean Your Finances for America Saves Week2025-04-0905 minHIPE Leadership PodcastHooking Your Ladder to the Right RoofIn this episode, Lindsey is joined by Kevin Glasscock to discuss the world of final expense insurance, exploring how to ensure your business is on the right path for long-term success. The analogy of “hooking your ladder to the right roof” comes to life as they discuss the importance of choosing the right markets, carriers, and sales strategies to elevate your business to new heights.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and yo...2025-03-2838 minHIPE Leadership PodcastChasing and Finding the Right People in the Final Expense SpaceEpisode 31 – Lindsey and David explain and examine the critical importance of building the right team and clientele. Whether you're a seasoned agent or just starting out, understanding how to chase and find the right people can make all the difference in your success. They discuss strategies for identifying high-quality prospects, building lasting relationships with clients, and developing a network that aligns with your values and goals.
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Have questions or topics you’d liked discussed? Connect with Lindsey and Davi...2025-03-2142 minHIPE Leadership PodcastAiming for a Purpose: The Importance of Planning in Final Expenses"If you aim at nothing, you will hit it every time." This powerful quote speaks volumes about the importance of setting clear goals—and it's especially true when it comes to final expense planning. In episode 30 of HIPE Leadership Podcast, Lindsey and David explore the amount of people who avoid or delay planning for their final expenses, often resulting in unnecessary stress, financial strain, and burdens on loved ones. A discussion also ensues about why it’s crucial to have a clear plan in place for end-of-life expenses, the impact of final expense, and how taking proactive steps now can...2025-03-1427 minHIPE Leadership PodcastThe Power of Belief in the Final Expense SpaceThe final expense space is one where many people are hesitant to step in due to misconceptions or self-doubt. But what if the key to success is not about having the most experience or credentials, but rather believing in yourself and taking that first step? In episode 29 of HIPE Leadership Podcast, Lindsey and David are joined by Agency Leader Nick Davis to explore how confidence, action, and belief can be your strongest assets in building a career in final expense insurance.
Subscribe now and don't miss out on this essential guide to growing as a leader and...2025-03-0739 minHIPE Leadership PodcastSeize the Moment in Your Final Expense JourneyEpisode 28 – Lindsey and David are joined by Agency Leader Zach Randolph of Republic Financial. Zach discusses how he went from college into the final expense space, the lessons he’s learned along the way that have made his successful, and why seizing the opportunity has no perfect timing!
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Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and shar...2025-02-2840 minAMG AcademyThe Secret to Year-Round Sales: Ancillary Insurance EssentialsMany agents focus solely on Medicare Advantage or life insurance, but they’re missing out on a key opportunity: ancillary products. In this episode, Matt McClure and Barry Hensley dive into the power of hospital indemnity, final expense, and Medicare supplements. Learn how these products fill crucial gaps in coverage, why they’re an easy add-on for clients, and how they can provide agents with year-round income.
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To Learn More and Contact Us: AmeriLifeMarketingGroup.com
Watch Full Episodes on our YouTube Channel
Follow Us on Facebook2025-02-2142 minHIPE Leadership PodcastThe Dream TestEpisode 27 – Lindsey and David talk about various factors into living the type of life and experiencing the type of career in the final expense space you always dreamed about!
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast!
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2025-02-2138 minHIPE Leadership PodcastTurning Dreams to Destiny | Finding Your Success in Final ExpenseLindsey and David are joined by Glenn Crabtree – the Founder of ORCA Life. Glenn breaks down dreams, goals, and the deciding factors in determining if Final Expense sales is right for you!
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast!
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Listen to Previous Episodes: https...2025-02-1434 minAMG AcademyNext-Level Growth: Proven Strategies for Insurance AgentsThinking bigger? In this episode, Matt McClure and AmeriLife Marketing Group’s Kyle England share expert insights on how to expand your book of business, build strong client relationships, and use marketing to accelerate your growth as a life and health insurance agent.
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To Learn More and Contact Us: AmeriLifeMarketingGroup.com
Watch Full Episodes on our YouTube Channel
Follow Us on Facebook2025-02-0723 minAMG AcademyMastering Medicare: A Deep Dive into Plan G and Plan N for AgentsWhether your clients value lower premiums or fewer out-of-pocket costs, knowing the difference between Plan G and Plan N is essential. On this episode, Matt is joined by Senior Marketer Shelby Vail. Shelby breaks it all down, giving you the knowledge you need to confidently help clients make informed Medicare decisions.
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To Learn More and Contact Us: AmeriLifeMarketingGroup.com
Watch Full Episodes on our YouTube Channel
Follow Us on Facebook2025-01-3122 minHIPE Leadership PodcastIt’s our Light, not Darkness, that Most Frightens UsThis week, Lindsey and David are joined by Agency Leader Ashley Williams. A former college basketball player - Williams has taken her career journey into the final expense space, and shares some of the lessons she has learned along the way for continued success in the insurance industry.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review an...2025-01-3138 minHIPE Leadership PodcastInspect what you Expect – With Agency Leader Andy BellThis week, Lindsey and David are joined by Agency Leader Andy Bell. Bell has been the second-highest producing agent for Orca Life since 2021. Lindsey, David, and Andy discuss what drives Andy’s success, his legacy, and advice for younger agents for future success.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast!
...2025-01-2436 minHIPE Leadership PodcastBegin with the End in MindThis week, Lindsey and David take inspiration from American educator, author, businessman, and speaker – Stephen Covey – and explore how setting clear, intentional goals at the outset can transform the way we approach everything—from personal development to successful strategies in the final expense space!
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcas...2025-01-1828 minAMG AcademyThe Power of Cross-SellingIn this episode, host Matt McClure speaks with AMG Senior Marketing Director Melissa Figueroa about how cross-selling can help take your practice to the next level. Discover why offering a comprehensive range of solutions not only increases retention and referrals but also ensures you're addressing your clients' full spectrum of needs. From identifying cross-selling opportunities to building trust and delivering value, we share actionable tips and strategies to help you stand out in a competitive market while prioritizing what's best for your clients.
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To Learn More and Contact Us: AmeriLifeMarketingGroup.com
Watch F...2025-01-1729 minHIPE Leadership Podcast2025 is a New Opportunity: 10 Easy Review QuestionsStart the year off right! On this episode of the HIPE Leadership Podcast, Lindsey and David break down year-end review questions, and how to apply these questions when reevaluating your goals in 2025!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast!
Listen to Previous Episodes: https://hipe.financial/
Connect with Lindsey and David: lindseycurry@orca.life | davidcurry@orca.life | (502) 314-2789
Connect with Richard Shawn: ...2025-01-1131 minHIPE Leadership PodcastSetting Goals and What it Takes to Achieve ThemLindsey and David welcome Nick Mudd of Elite Life Associates to discuss his recipe for professional success. The three discuss the mindset and skills it takes to build a successful business, what true leadership looks like, and the importance of setting goals for yourself that may seem lofty at first, but will help you become a better version of yourself.
Listen to Previous Episodes: https://hipe.financial/
Connect with Lindsey and David: lindseycurry@orca.life | davidcurry@orca.life | (502) 314-2789
Connect with Richard Shawn: richardshawn@orca.life | 502-645-6993
...2024-12-2043 minHIPE Leadership PodcastFrom Directive to Collaborative: Unleashing Your Team's PotentialOn episode 20 of the HIPE Leadership Podcast, Lindsey and David are joined by Orca Life VP of Operations, Scott Morris. Scott shares his valuable insights on shifting from a directive leadership style to a collaborative approach. Discover how embracing a collaborative culture can foster a thriving team environment. Empower your people to leverage their unique strengths and contribute to company growth.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or to...2024-12-1336 minHIPE Leadership PodcastThe Final Expense Journey: Navigating the Present and Future of InsuranceOn episode 19 of the HIPE Leadership Podcast, Lindsey and David are joined by Senior Advisor of Orca Life – Richard Shawn. Richard is prominently associated with ORCA Life, a company specializing in "final expense" life insurance, meaning it covers end-of-life costs like funeral expenses and outstanding medical bills; he is often recognized as a key figure within the company, often involved in its development and marketing of final expense insurance products.
In this episode, we take you on a comprehensive journey through the world of Final Expense Insurance and break down key details for established and new agents al...2024-12-0634 minHIPE Leadership PodcastThe Greater the Risk, The Greater the Reward — With Seth WallaceOn episode 18 of the HIPE Leadership Podcast, Lindsey and David are joined by Agency Leader Seth Wallace. Seth discusses why the insurance sales industry is an inviting proposition for younger people, and what attributes have helped Seth continue to evolve and grow in the industry!
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this po...2024-11-2237 minAMG AcademySupport, Benefits and Resources: What it’s Like Working with AmeriLife Marketing GroupOn this week’s episode, Matt McClure speaks with Devon Williams. He’s been a marketer with AmeriLife Marketing Group for more than 10 years and has seen first-hand how AMG helps agents grow their business. The two discuss some of the resources AMG provides to agents and the support that is available to help them thrive in the insurance world.
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To Learn More and Contact Us: AmeriLifeMarketingGroup.com
Watch Full Episodes on our YouTube Channel
Follow Us on Facebook2024-11-2232 minAMG AcademyBonus Episode: November is National Palliative Care Month! w/ Dr. William Logan, National Medical Director, Carelon Health Palliative Care
Guest: Dr. William Logan, National Medical Director, Carelon Health Palliative Care
November is National Palliative Care Month. Seriously ill patients often juggle many doctor visits, complicated medication schedules, and care instructions. They also experience a range of emotions that comes with navigating complex condition management. Serious illness can also affect patients financially because it's common for people with these conditions to end up in the hospital or emergency room on multiple occasions. The goal of palliative care is to improve patient well-being and provide comprehensive, wrap-around support throughout their treatment journey. And when loved ones choose palliative care, caregivers also g...2024-11-1906 minHIPE Leadership PodcastQuality Questions Create a Quality LifeIn episode 17 of HIPE Leadership Podcast, Lindsey and David welcome Agency Leader Robin Kelley to the show to discuss the importance of asking the RIGHT questions leading to further revenue. Plus, Robin shares the lessons he’s learned in the sales industry, and how to gain MORE security in the Insurance Sales industry as one is building their careers.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be f...2024-11-1641 minHIPE Leadership PodcastBonus Episode: Happy Veterans Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of AmericaAn estimated 180,000 service members transition to civilian life annually, according to the Department of Labor. While veterans play a vital role in our communities and society, they continue to face significant obstacles when entering the workforce. Matt McClure speaks with Lindsey Streeter, Senior VP of Global Military Affairs at Bank of America, about how veterans can make the transition from military to civilian life – and what employers can do to help.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d li...2024-11-1106 minHIPE Leadership PodcastRisk for Reward – A Career in Full Commission SalesIn episode 16 of HIPE Leadership Podcast, Lindsey dives deep into the high-stakes world of full commission sales, where earnings are directly tied to performance, and risk is often just a part of the job. She explores the five ways a commission-based sales career can bring you success, and explores what makes this career path uniquely challenging yet highly rewarding for those with the right mindset.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David an...2024-11-0918 minAMG AcademyHow the Inflation Reduction Act is Affecting Medicare SalesOn a new edition of AMG Academy, host Matt McClure speaks with Senior Marketing Director Joe Brandau of AmeriLife Marketing Group. The two discuss the Inflation Reduction Act and how it is impacting Medicare sales this year. There’s a lot of good in the bill, but perhaps some unintended consequences are making things more difficult for producers and marketers.
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To Learn More and Contact Us: AmeriLifeMarketingGroup.com
Watch Full Episodes on our YouTube Channel
Follow Us on Facebook2024-11-0828 minHIPE Leadership PodcastTake Action in Sales: Keys to Success and Finding Your "Why" - With Patrick HolderWhether you’re new to the field or a seasoned pro, taking decisive action is key to meeting your goals and growing your skills. In episode 15 of HIPE Leadership Podcast, Lindsey and David are joined by VP, Sales for Orca Life – Patrick Holder. Patrick has produced over $1.4 million throughout his time at Orca Life, and explores the major lessons learned throughout the sales journey—from building resilience and mastering the art of listening, to closing deals with confidence. Plus, the trio discuss the motivations behind choosing a career in sales and how a strong “why” can fuel your drive and determ...2024-11-0144 minHIPE Leadership PodcastProper Planning and Responsibilities In Sales – With Cordon CassidyOn episode 14 of the HIPE Leadership Podcast, Lindsey and David are joined by Agency Leader Cordon Cassidy. Cordon explains his journey in the final expense space, the importance of proper planning and organization, and the responsibilities one must upkeep when pursing a successful sales career.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this po...2024-10-2541 min
EFES NationThe Future of the Insurance Industry - With Amber AllenIn Episode 33 of EFES Nation, Chase is joined by Amerilife Senior Marketing Director Amber Allen to discuss the future of the insurance industry, and common areas where Amber helps agents succeed!
AEP is a critical time to help clients navigate their Medicare options. In episode 32 of EFES Nation, Chase does a deep dive with Agency Owner Jeremy Johnson about the Annual Enrollment Period (AEP), offering essential guidance on the dos and don’ts for insurance agents and advisors.
Whether you're a seasoned professional or just starting out, this episode offers valuable insights and inspiration to he...2024-10-1826 minHIPE Leadership PodcastCareer Journey Through Final Expense - With Chris AllenOn episode 13 of HIPE Leadership Podcast, Lindsey and David are joined by Agency Leader, Chris Allen of Apex Financial. The trio discusses Chris’s journey in the final expense and sales business, and some insightful information on how Chris paved a new path forward with his career!
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and shar...2024-10-1837 minAMG AcademySocial Security Announces Lowest Cost of Living Adjustment in Four Years
GUEST: Jenn Jones, VP of Government Affairs, AARP
TOPIC: Each year the Social Security Administration announces the cost-of-living adjustment (COLA) for the upcoming year. Last week, leaders announced a 2.5% COLA for 2025. That is smaller than recent years – attributable to slowing inflation.
COLA increases are meant to offset rising prices including food, gas and living expenses. This year, retirees on a fixed income have struggled to keep up with inflation and the 2025 COLA is expected to provide some relief.
To Learn More and Contact Us: AmeriLifeMarketingGroup.com
Watch Full Episodes on our YouTube Channel
Follow Us on Faceb2024-10-1606 minAMG AcademyVision Loss Awareness with Jason Menzo, CEO of the Foundation Fighting Blindness, and Michelle Glaze, Director of Professional Outreach for Foundation Fighting BlindnessGUESTS: Jason Menzo, CEO of the Foundation Fighting Blindness, and Michelle Glaze, Director of professional outreach of Foundation Fighting Blindness (Michelle shares her own story about vision loss, as well).
TOPIC: World Sight Day on Thursday, October 10, 2024, focuses the world’s attention on blindness and vision loss and the importance of eye care. To help spread awareness during October’s Blindness Awareness Month, the Foundation Fighting Blindness invites individuals to share their unique experiences with blinding diseases through the social media campaign, #ShareYourVision.
This year’s campaign celebrates the unique and diverse ways in which individ...2024-10-1108 minAMG AcademyThe Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD
Guest: Debra Whitman, PhD, AARP’s Executive Vice President and Chief Public Policy Officer and former staff director for the Senate Special Committee on Aging
In her groundbreaking new book, Debra Whitman provides a road map for navigating, and celebrating, the second half of life. A globally recognized expert on aging, Whitman shares insights on longevity, brain health, financial planning, work, housing, and the value of relationships and social engagement. Informed by Whitman’s unmatched expertise and her deep passion, The Second Fifty is an indispensable guide for living well in the 21st century whether you are approaching 50, into your later years...2024-10-0906 minHIPE Leadership PodcastThe Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD
Guest: Debra Whitman, PhD, AARP’s Executive Vice President and Chief Public Policy Officer and former staff director for the Senate Special Committee on Aging
In her groundbreaking new book, Debra Whitman provides a road map for navigating, and celebrating, the second half of life. A globally recognized expert on aging, Whitman shares insights on longevity, brain health, financial planning, work, housing, and the value of relationships and social engagement. Informed by Whitman’s unmatched expertise and her deep passion, The Second Fifty is an indispensable guide for living well in the 21st century whether you are approaching 50, into your later years...2024-10-0906 minHIPE Leadership PodcastJourney Through the Final Expense Space – with Corey PriceIn episode 12 of HIPE Leadership podcast, Lindsey and David are joined by Agency Leader Corey Price to discuss Corey’s career journey in the final expense space, his approach to selling insurance, and gives lessons on leading people to success within final expense.
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Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast!
Lis...2024-10-0540 minHIPE Leadership PodcastThe Journey and Rewards of Final Expense with Kevin GlasscockLindsey & David are joined by Agency Leader of Orca Life, Kevin Glasscock, to discuss his journey in the final expense space, his primary market area, and advice for young agents hoping to succeed within the industry.
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Have questions or topics you’d like to hear addressed on the show? Connect with Lindsey & David and your question or topic could be featured in an upcoming episode! Don't forget to leave a review and share this podcast!
C...2024-09-2737 minHIPE Leadership PodcastOur Assignment Comes with the AlignmentIn episode 10 of the HIPE Leadership podcast, Lindsey and David dive deep into the idea that every assignment we take on in life is intricately connected to our inner alignment. Whether it's a career goal, a personal mission, or a relationship, the tasks we are given or choose to pursue often mirror our internal state of balance—or imbalance.
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Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be f...2024-09-2025 minAMG AcademyMedicare Prescription Drug Cap 2025 | Interview with Leigh PurvisBonus episode! Guest: Leigh Purvis, Prescription Drug Policy Principal, AARP Public Policy.
A provision in the 2022 Inflation Reduction Act will cap annual out-of-pocket prescription drug costs for people in Medicare prescription drug plans, beginning at $2,000 in January 2025.
A new AARP report analyzes the number of enrollees that will benefit from the cap by state, age, gender, and race between 2025 and 2029. The findings indicate that Medicare drug plan enrollees who reach the new out-of-pocket cap will see average savings of roughly $1,100, or 56%, in 2025 for their prescription drugs.
To Learn More and Contact Us...2024-09-1804 minHIPE Leadership PodcastMaximize Your Potential with a Balanced LifeMany of us struggle to juggle multiple responsibilities—whether it’s work, family, personal goals, or self-care. But achieving balance isn’t about perfection; it’s about prioritizing the right areas and creating harmonious cycle between everything. In episode nine of the HIPE Leadership Podcast, Lindsey and David dive into the importance of creating balance in life and how it directly impacts your ability to reach your highest potential.
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Have questions or topics you’d liked discussed? Connect with Linds...2024-09-1334 minHIPE Leadership PodcastWhat You Need to Know for Life Insurance MonthSeptember is Life Insurance Month, a perfect time to take a closer look at one of the most crucial financial tools available. In episode 8 of the HIPE Financial Podcast, Lindsey and David break down the essentials of life insurance — what it is, why it matters, and how to choose the right policy for you and your loved ones.
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Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featu...2024-09-0634 minHIPE Leadership PodcastThe Key Qualities of Successful Entrepreneurs in the Insurance IndustryOn episode seven of the HIPE Leadership Podcast, Lindsey and David Curry are joined by President and Chief Executive Officer at Orca Life – Glenn Crabtree explore how certain qualities within someone’s skillset can shape the journey of successful entrepreneurs in the insurance industry. Lindsey, David, and Glenn give real-life examples of industry leaders who have demonstrated unwavering persistence, share actionable tips for cultivating this essential trait, and examine how the right mindset can set you apart in one of the most competitive fields.
Subscribe now and don't miss out on this essential guide to growing as a le...2024-08-3032 minHIPE Leadership PodcastLeveling Up: Embrace the Hard Now, Conquer the Impossible LaterOn episode six of the HIPE Leadership Podcast, Lindsey and David Curry dive into the power of tackling tough challenges today to build the resilience and skills needed for even greater feats tomorrow. Whether it's in your career, personal life, or fitness journey, David and Lindsey discuss how pushing through hard things sets the foundation for exponential growth.
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Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be fe...2024-08-2335 min
NewsRamp Insurance PodcastEmpowering Financial Strategies and Recognizing Growth in the IndustryIn this episode, we cover two exciting partnerships in the financial and insurance industries. AmeriLife Group, LLC has teamed up with Peak Financial Freedom Group to offer comprehensive retirement income plans and wealth management services. This collaboration aims to enhance AmeriLife's Wealth Distribution platform and provide clients with holistic financial strategies. Additionally, MCC Brokerage has been recognized as one of America's fastest-growing private companies by Inc. 5000. With over 25 years of experience, MCC Brokerage offers licensed agents top-flight resources, marketing programs, compliance training, and professional development opportunities.2024-08-2003 min
NewsRamp Business & Corporate PodcastToday's Highlights: UNOS Chief Medical Officer, Chaintrade.ai Launch, CPREX Acquisition, Velocity Global CEO, Liquid Death Partnership, Caddis & Ultrascale Alliance, Commonwealth Initiative, AmeriLife Partnership, LogicMark ExpansionIn today's episode, we cover a range of topics, including the appointment of Dr. Andrew S. Klein as Chief Medical Officer of UNOS, the launch of Chaintrade.ai by SMCE revolutionizing data intelligence for capital markets, and CPREX's acquisition of Regional Airport Center II in Orlando. We also discuss Francoise Brougher's appointment as CEO of Velocity Global, Liquid Death's partnership with Campobasso Football Club, and the strategic alliance between Caddis Cloud Solutions and Ultrascale Digital Infrastructure. Additionally, we touch on Commonwealth's initiative to improve the financial well-being of workers, AmeriLife Group's partnership with Peak Financial Freedom Group, and LogicMark's expansion...2024-08-2026 minNewsRamp Insurance PodcastEmpowering Clients with Holistic Financial Strategies & Recognizing Industry ExcellenceAmeriLife Group, LLC has partnered with Peak Financial Freedom Group, a retirement income planning company known for its comprehensive retirement income plans and wealth management services. The partnership aims to enhance AmeriLife's Wealth Distribution platform and empower clients with holistic financial strategies. MCC Brokerage, an innovative field marketing organization, has been named one of America's fastest-growing private companies by Inc. 5000, showcasing their rapid revenue growth and commitment to excellence.2024-08-2003 minHIPE Leadership PodcastBuilding Stronger Relationships: The Power of Mindset in CommunicationWhether it's in your personal life or professional environment, how you approach conversations can make all the difference.
On episode 5 of the HIPE Leadership Podcast, Lindsey and David Curry dive deep into the art of building meaningful relationships by shifting the way we think about communication. They explore strategies for fostering genuine connections, the importance of empathy, and how altering your mindset can transform the way you interact with others. Whether you're looking to strengthen your existing connections or build new ones, this episode will provide you with the tools you need to communicate more effectively and t...2024-08-1633 min
NewsRamp Finance and Fintech PodcastFinancial Partnerships and Milestones: AmeriLife Group, LLC and Actelis NetworksAmeriLife Group, LLC has partnered with USA Financial to enhance opportunities for independent financial professionals. USA Financial, a national wealth management firm, is excited about the new doors this partnership will open. Actelis Networks, traded under NASDAQ as ASNS, has achieved a significant milestone in Q2 2024 with positive EBITDA, marking its first positive quarter since 2022.2024-08-1503 minNewsRamp Insurance PodcastEmpowering Financial Professionals: AmeriLife Group Partners with USA FinancialAmeriLife Group, LLC partners with USA Financial to enhance opportunities for independent financial professionals. USA Financial, a national wealth management firm, is excited about the new doors this partnership will open. With expanded access to top-flight insights and resources, financial professionals can take their businesses to new heights. Houlihan Lokey acted as the exclusive financial advisor to USA Financial in connection with the transaction.2024-08-1502 min
NewsRamp Leadership and Management PodcastIndustry Updates: EcS+ Rebranding, AmeriLife Appoints EVP, NAVEX Conference, and Tourism Insights with Larry WoodsToday's episode features updates from various industries, including the rebranding of EcS+ as a women-owned expense reduction services firm led by Angela Briante. AmeriLife Group appoints Michael Tobitsch as Executive Vice President, and NAVEX announces its thirteenth annual risk and compliance virtual conference with keynote speakers Cy Wakeman and Alison Taylor. Additionally, tourism trailblazer Larry Woods shares insights on destination marketing and the future of Texas tourism on the Building Texas Show.2024-08-1305 minNewsRamp Insurance PodcastAmeriLife Group, LLC Appoints Michael Tobitsch as Executive Vice President and Head of Corporate DevelopmentAmeriLife Group, LLC appoints Michael Tobitsch as Executive Vice President and Head of Corporate Development. Tobitsch will lead corporate development efforts, focusing on acquisitions and growth objectives. With a background in investment banking, Tobitsch brings a wealth of experience to AmeriLife, a national leader in insurance and retirement solutions.2024-08-1302 minHIPE Leadership PodcastThe Power of Perspective: How Shifting Your View Can Change Your LifeHow often do we find ourselves stuck in negative thought patterns, feeling overwhelmed by circumstances that seem beyond our control? What if the key to unlocking a more fulfilling life is not in changing the world around us, but in changing how we see it?
On episode four of the HIPE Leadership podcast, Lindsey and David Curry explain the ways in which people can benefit from a perspective change and explore some scientific studies of how one’s physical and mental health connect to their perspectives in life.
Subscribe now and don't miss out on th...2024-08-0933 minHIPE Leadership PodcastWhen Leaders Grow, Your Whole Team GrowsOn episode 3 of the HIPE Leadership Podcast, Lindsey and David Curry the key components to growth in your journey as a leader and entrepreneur.
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Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes!
Listen to Previous Episodes:
https://hipe.financial/
Connect with David and Lindsay:
davidcurry@orca.life | lindseycurry@orca.life | (502)-314-2789
2024-08-0232 minNewsRamp Insurance PodcastPartnership Announcement: AmeriLife Group, LLC and Elite Insurance Group Join ForcesAmeriLife Group, LLC has partnered with Elite Insurance Group, an independent insurance brokerage specializing in Medicare, health insurance, and life insurance markets. Terms of the deal were not disclosed. The partnership will provide Elite Insurance Group access to resources and benefits to enhance their business, as they join AmeriLife's Health Distribution organization. AmeriLife's Chief Distribution Officer of Health, Scotty Elliott, is excited to welcome Elite Insurance Group to the team, emphasizing the importance of strong partners in the industry.2024-08-0102 minHIPE Leadership PodcastCrafting Your Vision: The Entrepreneur's Guide to SuccessOn episode 2 of the HIPE Leadership Podcast, Lindsey and David Curry dive deep into one of the most critical components of entrepreneurial success: having a vision. David and Lindsey discuss the importance of vision, crafting a vision, and the power of building a vision.
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Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes!
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htt...2024-07-2632 minHIPE Leadership PodcastIf It's Meant to Be, It’s Up to Me: Embracing Personal ResponsibilityOn episode 1 of the HIPE Leadership Podcast, Certified John Maxwell team leaders Lindsey and David Curry dive deep into the transformative quote, "If it’s meant to be, it’s up to me." This powerful saying by William H. Johnsen encapsulates the essence of personal responsibility and the pivotal role we play in shaping our destinies. Lindsey and David discuss practical strategies for embracing this mindset, overcoming obstacles, and staying motivated on the path to achieving our goals.
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Have...2024-07-1928 minAMG AcademyUnderstanding Medicare Supplement: Humana Plan NOn a new edition of AMG Academy, Matt McClure welcomes Valentina Cervantes, Channel Development Director with Humana, to talk about the carrier’s Medicare Supplement Plan N. Valentina is a seasoned professional with a decade of experience in the Medicare market. She has held various roles within the market, including recruiting, training, and helping agents grow their business. For the past 3 years, Valentina has been a valuable member of the Humana team, currently serving as the Channel Development Director for Humana Medicare Supplement.
To Learn More and Contact Us: AmeriLifeMarketingGroup.com
Watch Full Episodes on our...2024-07-1923 minNewsRamp Insurance PodcastInsurtech Provider Novidea Acquires Docomotion & AmeriLife Group Partners with WerksGroup for Federal Employee BenefitsNovidea, a leading Insurtech provider, has acquired Docomotion to enhance its document generation capabilities and solidify its position in the insurtech industry. The strategic move, set to close within the week, will bring new automated forms processing, design, management, and e-signature features to Novidea's platform. AmeriLife Group, LLC has also announced a partnership with WerksGroup, LLC, known for prioritizing relationships over sales, to provide enhanced retirement and life insurance guidance for federal employees.2024-07-0202 min
Corporate Competitor PodcastAmeriLife Executive Brian Peterson says: When you think you have communicated enough, communicate one more time.Ep. 186: Basketball shaped Brian, who was the President and CEO of TruChoice Financial Group. He was the architect behind its construction before accepting his role at AmeriLife. Our BONUS RESOURCE for this episode includes Don’s favorite quotes from today’s episode and a reflection question so you can apply Brian’s insights. --- Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Sp...2024-06-2626 minAMG AcademyMedico’s Short-Term Care PlanOn this episode, Matt McClure welcomes Kelly Rayburn from Medico to discuss a unique policy offering, short-term care (STC). Joined by AMG’s Barry Hensley, they will go over a brief history of the company, the products they offer and then go into detail on the STC plan. They will also cover the highlights of the product and how it stands out against the competition.
To Learn More and Contact Us: AmeriLifeMarketingGroup.com
Watch Full Episodes on our YouTube Channel
Follow Us on Facebook2024-05-0334 minAMG AcademyHow Strategic Assistance Can Help Business GrowthThis week, Matt welcomes Ken Brannigan, Chief Operating Officer of Senior Healthcare Solutions, and Amber Allen of AmeriLife Marketing Group. The three discuss how having the right partner can help your business grow. They’ll go in-depth on the services that AMG can provide and Ken will share how those resources helped him reach his goals.
To Learn More and Contact Us: AmeriLifeMarketingGroup.com
Watch Full Episodes on our YouTube Channel
Follow Us on Facebook2024-04-2632 minAMG AcademyGTL Hospital Indemnity: What it is and What Sets it ApartThis week, host Matt McClure speaks with special guest Demetri Simos, AVP of Sales for Guarantee Trust Life (GTL). They’ll discuss everything you need to know about GTL’s hospital indemnity policies and what sets them apart from the competition.
To Learn More and Contact Us: AmeriLifeMarketingGroup.com
Watch Full Episodes on our YouTube Channel 2024-03-3035 minAMG AcademyBuilding Your Brand in Today's Digital AgeOn this week's show, Matt McClure and AMG Principal Nick Hildenbrand discuss the importance of building your brand. From logos to slogans to online marketing, this wide-ranging discussion will cover the basics you need to know to make yourself stand out from the crowd in the insurance space.
To Learn More and Contact Us: AmeriLifeMarketingGroup.com
Watch Full Episodes on our YouTube Channel 2024-03-2227 minAMG AcademyGrowing from Solo Agent to an AgencyThis week, Matt McClure speaks with AMG Principal Nick Hildenbrand about the journey from solo agent to agency. From recognizing the need for expansion to managing growth and challenges, they’ll cover all the steps along the way.
Learn more and get in touch with us at AmeriLifeMarketingGroup.com
Watch Episodes on our YouTube Channel 2024-03-1549 minAMG AcademyThe Importance of Hospital Indemnity CoverageOn this first episode of the AMG Academy podcast, host Matt McClure speaks with Barry Hensley about the importance of hospital indemnity coverage.
Who is an ideal client for this type of policy? What are some of the optional riders agents can offer? We go in-depth about everything you need to know in this wide-ranging conversation.
Learn more and get in touch with us at AmeriLifeMarketingGroup.com
Watch Episodes on our YouTube Channel 2024-03-0935 min
Orion's The Weighing MachineCharles Goldman of Orion - The Future of Holistic Wealth ManagementAs the advice model continues to evolve, harnessing the power of technology is not just a competitive edge but a necessity. However, amidst this technological revolution, financial advisory firms have to maintain sight of innovations' true purpose. The most successful firms skillfully strike a balance between cutting-edge innovation and the human touch, ensuring that technology enhances, rather than replaces, the art of conversation.In this episode, Rusty and Robyn talk with Charles Goldman, Executive Chairman of the Board at Orion. Charles is also a member of the Board of Directors of Genstar portfolio companies ACA Group, AmeriLife...2023-08-1549 min
Hire Learning with Oz RashidOvi Vitas — AmeriLife’s CMO on Hiring and Award-Winning Advertising for Global BrandsOn this episode, your host Oz Rashid is joined by Ovi Vitas, Executive Vice President and Chief Marketing Officer at AmeriLife — a Fortune 500 financial organization — to discuss digital marketing and how video games are leading the way in the marketing space, as well as how Ovi makes hiring decisions.The type of people Ovi looks for when hiring are those who contribute to diversity, as well as people who are disruptors. All in all, desired character traits would depend on the role that needs to be filled. Overall, the most important quality is that candidates be good...2023-05-2451 min
Making it Our BEST Season!Episode 5 Medicare Vs Medicaid by Sherry RobertsBefore joining the AmeriLife team, Sherry was a Quality Specialist in Charleston, SC. Sherry earned a Bachelor’s Degree in Business Administration from East Tennessee State University and a Master’s in Business Administration from the University of Phoenix Online. Sherry and her husband live in the Summerville community and have four adult children, five grandsons, and a great-granddaughter. She enjoys all things fitness related and is active in several fitness groups. As a member of Summerville Presbyterian Church, she is an active member of a church women’s group, an elder, and a member of the service and spirit...2023-01-1328 min
The Re/Imagine PodcastMoving Service Functions from the Call Center to the App StoreRetiretech Forum Session 2: Service & Operations “Moving Service Functions from the Call Center to the App Store”We still primarily serve our customers in a business model defined by answering inbound phone calls, managing forms, and opening lock boxes. However, the entire world, including seniors, is rapidly shifting to an app economy. The AARP found that individuals over 50 dramatically increased their adoption of smartphones, tablets, and wearable devices during the pandemic. Today, 97% of individuals over the age of 50 report owning at least one primary digital device. How will expectations change for modes and hours of communications? Will paym...2022-08-0448 min
The Re/Imagine Podcast102 Starting Retirement Planning Discussions in an Increasingly Distracted World Nassau Re/Imagine Retiretech Forum Panel 1: Sales & Marketing “Starting Retirement Planning Discussions in an Increasingly Distracted World” Retirement planning is a critical need for millions of Americans. However, it’s never been harder than it is today to start that important conversation. Call screening technology grows more sophisticated. Digital ad prices increase. Email open rates decline. Conflicting messages in the mainstream media cause doubt about the value of our core products. In addition, a growing stream of television ads threaten to create health care planning fatigue. How should the industry adapt and find more effect...2022-07-2841 min
Wharton FinTech PodcastGanesh Rao, Managing Director and Head of Financial Technology and Services at THLIn today's episode, Ally McCloskey sits down with Ganesh Rao, Managing Director and Head of Financial Technology and Services at Thomas H. Lee Partners ("THL"), the $16B+ private equity firm. THL invests in middle market growth companies exclusively in three sectors: Financial Technology & Services, Healthcare, and Technology & Business Solutions. Since its founding in 1974, THL has raised more than $34 billion of equity capital, invested in over 160 companies, and completed more than 500 add-on acquisitions representing an aggregate enterprise value at acquisition of over $210 billion. Specifically within Financial Technology & Services, THL has invested $5.7 billion in 28 companies. Some notable exits you may know include...2022-03-1137 min
A Kick In The Aspirations, with Rob LianoTaking Your Sales And Marketing To The Next Level, with David PaulRob Liano interviews Amerilife's David Paul, and they hash our effective strategies to improve your sales and marketing career.Takeaways include:One key indicator of successUsing technology to your advantageWhat sets you apart from the competitionQuick tips to increase retentionOne area where salespeople failA great career opportunityWhy sales is easier than ever before2021-05-2445 min
Smart Business Dealmakers: The Middle-Market M&A PodcastDean Zayed, CEO of Brookstone Capital ManagementAfter Brookstone Capital Management founder Dean Zayed sold a majority share of his registered investment advisory firm to AmeriLife, he rekindled a conversation with the founder of another RIA, FormulaFolios. The result: the creation of a $6.5 billion business. We talked with Dean about both the AmeriLife and the FormulaFolios transactions, and how one deal informed the other. 2020-12-1117 min
Strong LYFE PodcastCoffee & Insurance SOTUMay 14, 2020
Thank you for joining us for another special edition of the Strong LYFE podcast - State of the Union - Coffee and Insurance style!
This week Allie and Tony invited Mr. Pat Fleming, an actuary for AmeriLife.com to be their guest on the show.
Allie and Tony ask tough questions about the changes happening in the insurance industry. You can only imagine if Covid-19 is affecting the economy as a whole so lean in and listen to what our guest has to say about how the insurance industry is thinking about...2020-05-151h 03
Strong LYFE PodcastGrade Yourself Each Day - Mark Graham - Ep 30Grade Yourself Each Day - Mark Graham - Ep 30 - Jan 21, 2020
Welcome Strong LYFE Community! We have another excellent episode prepared for you.
This week we have special guest, Mark Graham, from Amerilife Marketing Group. Mark is in the insurance business to say the least. His family is as well. He has 10 total family members in the industry, His Dad, himself, both of his. children, and 6 other extended family members. Needless to say, the insurance business runs deep in his life and family.
However, despite his insurance roots, we didn't focus on...2020-01-2155 min
Tampa Bay Talks#9 Festival of TreesFestival of Trees, presented by AmeriLife is renowned in the Tampa Bay area as a family-friendly wonderland of holiday bliss and is our largest special event supporting The Arc Tampa Bay. Stroll through pathways lined with hundreds of trees and wreaths created by local artists, businesses, community leaders and families, all available for purchase. #FestivalofTrees
https://thearctbfoundation.org/event/festival-of-trees2019-11-1920 min
OBBM NetworkThe Sign Queen on Java with JoeIn this episode of Java with Joe, host Joe Chandler talks with Michele Klepser about the amusing world of signage and the most useful signs people need for business today. For the local family business, signs also play a major role as they raise athletes and musicians.Michele and Joe talk about it all, and bring a new insight to signage you may not have considered for your own business. Talk to The Sign Queen, Michele Klepser, at 682-414-5760, or go to Signarama and take a look around!The Java with Joe Show is...2018-08-0827 min
OBBM NetworkWhy Video, and Can You Make More Money With it? Chase Turnbow on Java With JoeOn this episode of Java with Joe, Chase Turnbow of Chase Me Films talks with Joe Chandler about using video in a marketing strategy and how it directly relates to increased revenue. Contact Chase at 972-533-8254, email him at info@ChaseMeFilms, connect with him on Facebook and Twitter, or go to his website at ChaseMeFilms.comThis episode was brought to you by Amerilife HPS (727-683-1245) and NJ Painting (973-896-2650), proud sponsors of the Java with Joe Show on the OBBM Network. Java with Joe Show brings you 'Highly Caffeinated Mark...2018-08-0229 min