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Insurance Trends, Ideas, & Analysis From Insurance Nerds

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2 min read

Are Insurance Leaders More Technocratic or More Strategist?

While the insurance sector has long prided itself on stability, analytical rigor, and process excellence, these very strengths might be limiting our potential for meaningful value creation. Drawing from Roger Martin's insightful analysis of...

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1 min read

The Role of Health Care Planning in Achieving Early Retirement

On this episode of The Get Ready Money Podcast, I spoke with Drew Shockley, Co-Founder of Move Health, about how integrating health care planning...

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1 min read

Come As You Are: Building Financial Trust Through Authenticity & Storytelling

On this episode of The Get Ready Money Podcast, I spoke with Hillary Gale, finance marketing strategist and host of The Finance Marketing Podcast,...

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2 min read

Balancing Tech Innovation and Resilience within Insurance Organizations

Inspired by "Investing in Your Company's Long-Term Viability" from Carrier Management The insurance industry is experiencing an unprecedented...

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2 min read

How Niche Expertise Is Powering the MGU Renaissance in Insurance

Every great retail broker has a story they tell with a hint of frustration. It’s about that one client, or that one niche, they know better than...

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2 min read

Mastering Insurance Designations: The Power of Micro-Focusing

So, you’ve decided to continue your education and tackle a professional designation. Maybe you're aiming to become a subject matter expert in a...

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2 min read

California's AB 254: Wildfire Prevention and Funding Strategies

In response to the devastating wildfires of January 2025, California lawmakers introduced Assembly Bill (AB) 254, a sweeping piece of legislation...

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1 min read

Social Media Addiction Litigation: A Critical Insurance Coverage Battle Unfolds

According to a recent article from Gen Re titled "When Likes Turn to Lawsuits – Social Media Addiction and the Insurance Fallout," and the Insurance...

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2 min read

Why Building an Audience First is Your Secret Weapon for Product Success

Launching a product without an existing audience is like throwing a party without sending invitations...you might have the best offering in the...

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4 min read

Revenue Beyond Commissions: The Case for Fees and Financing in Every Insurance Agency

If you’ve never done it before, there’s a good chance broker fees and premium financing revenue share hold a potentially uncomfortable place in your...

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