
Sam has been marketing and selling insurance on the Internet since January of 1999, gaining national prominence as an expert in travel insurance, international benefits and war risk insurance before transitioning focus to the senior market in 2004. Transferring lessons learned from online travel insurance, Sam developed innovative, first generation web-based tools and services throughout the...
Oct 14, 2022

Join us for a conversation with Larry Adams at LongevityQuest. Their algorithmic biotech analysis (created in conjunction with Quest Diagnostics and MIT) encourages and empowers people to pursue a long, good life. They help organizations improve employee health and reduce costs by intelligently managing what has previously been unknowable. Their innovative myLQAnalysis® reports provide individuals...
Aug 9, 2022

In this episode we are excited to share a conversation with Silicon Valley virtuoso and Ascend co-founder, Andrew Wynn. Take a few minutes to learn about this innovation which facilitates funds flow through the various stakeholders in insurance, all while prioritizing your customer’s experience. Bio: Ascend is co-founded by insurtech entrepreneur Andrew Wynn (Co-CEO) who...
Jul 12, 2022

We are thrilled to spend an hour with attorney and author Joel Schwartz as he shares insights into the true-life murder mystery regarding insurance proceeds. This story would be unbelievable if it weren’t true! Joel’s case has become the most watched Dateline story in decades, as well as the top rated miniseries staring Renee Zellweger. ...
May 24, 2022

Grace Grant is the Executive Director of the insurance industry’s premiere collegiate talent pipeline, Gamma Iota Sigma. We are very pleased to share a few minutes of our conversation with Grace about how GIS brings the stakeholders of our industry together to serve those seeking talent and those seeking careers! Grace joined Gamma Iota Sigma...
Oct 6, 2021

Take a few minutes to listen to a conversation with Chris Gandy. Learn how Chris grew his business by helping his clients create custom financial strategies designed to help make their dream retirement lifestyle a reality. In 1999, Chris started his own firm and, since then, has worked with business owners, physicians, professional athletes and...
Feb 12, 2021

Attorney Harley Gordon is a nationally recognized authority on long-term care issues. He has been voted one of the “100 Most Influential People in Long-Term Care” by McKnight’s Long-Term Care News and was also named one of the “10 Most Influential People in Long-Term Care” by Senior Market Advisor. His book, How to Protect Life Savings from...
Sep 9, 2020

Richard Szuch is a senior member of the Securities Litigation and Regulation practice group of Bressler, Amery and Ross. Richard regularly represents investment advisors, broker-dealers and banks; defending an array of fraud based claims. He defends clients in regulatory inquiries, arbitration concerning securities transactions and employment disputes. He has been in trials and hearings related...
Jul 17, 2019
16 min

Jay Stubbs is celebrating over 20 years in the financial services industry. He has been a qualifying member of the Million Dollar Round Table, served as President of the NAIFA chapter in his hometown of Mobile, AL, as well as the President of NAIFA-Alabama. He is past President of the Estate Planning Council in Mobile,...
Jul 1, 2019
30 min

Bill Wienhoff is the founder and CEO of ClearCert, which is an independent, centralized training certification clearinghouse for producers and leading Long Term Care Insurance and annuity carriers. His firm publishes carrier authorized state-by-state rules, pre-certifies training courses that meet carrier requirements, and maintains a direct reporting network with hundreds of training firms across the United States. The ClearCert...
Dec 7, 2018
21 min
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