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Rewrite Your Money Story Today - The Get Ready Money Podcast

On this episode of The Get Ready Money Podcast, I spoke with Tokiso “TKay” Nthebe author,...
2 min read

Policyholder Communications Management (PCM) in Insurance: A Journey Mapping Approach

In sales and marketing, understanding the buyer’s journey is fundamental. Businesses...
1 min read

These 10 Questions Will Help You Create More Educational Content

This guest content is from Roloff Consulting and appeared HERE One of the biggest...
2 min read

Build Your Financial Dream Team - The Get Ready Money Podcast

On this episode of The Get Ready Money Podcast, I spoke with Alissa Maizes, Julie...
4 min read

PDFs to Polished Data: The Hidden Costs of Manual Data Entry

Picture a junior underwriter spending two hours re-keying a 12-page statement of values....
4 min read

Guest Post: Litigation Finance (Litigation Funding) 101

This article first appeared HERE There has been significant press surrounding litigation...
2 min read

Improve Life Insurance Agent Success with Better Training!

On this episode of The Get Ready Money Podcast, I spoke with Derek Notman, Adam Holt and...
2 min read

Financial Planning For Special Needs Individuals - The Get Ready! Money Podcast

On this episode of The Get Ready Money Podcast, I spoke with Bryan Jepson—Author,...
3 min read

Low-Code, Big Impact: Accelerating Digital Transformation in Insurance

The amount that I despise the overuse of corporate jargon and industry buzzwords is...

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Insuring Tomorrow

Engaging Millennials in the Insurance Industry 

Tony Cañas, CPCU, MBA & Carly Burnham, CPCU, MBA

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The End of Insurance As We Know It

How Millennials, Insurtech, and Venture Capital Will Disrupt the Ecosystem

Rob Galbraith, CPCU, CLU, ChFC

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When Words Collide

Resolving Insurance Coverage and Claims Disputes

Bill Wilson, CPCU, ARM, AIM, AAM

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