Marketing Moves Every Agent Needs to Make Now In this week’s Direct Insurance Podcast: Uncensored, Jason & Andy reveal: ✔ How to turn your book of business into a prospect goldmine ✔ Social media and community marketing ideas that actually work ✔ How referral partners can fill your pipeline fast ✔ Why now is the time to prepare before the changes hit

What if just 100 clients could bring you $150,000 in annual income? In this week’s Direct Insurance Podcast: Uncensored, Jason & Andy break down: ✔ How agents can easily enroll 100 clients this fall ✔ Why USA Health Plans pay 3–4x ACA commissions ✔ The power of building a level-income book you can rely on ✔ How to stop wasting time on non-commissionable work

In this week’s Direct Insurance Podcast: Uncensored, Jason & Andy break down: ✔ Why HSAs are the most tax-favored savings vehicle in America ✔ How they beat ACA plans with broader networks & unlimited benefits ✔ Why agents earn 3–4x the commission on these plans ✔ How HSAs can transform your book of business

In this week’s Direct Insurance Podcast: Uncensored, Jason & Andy break down: ✔ Why agents must add ACA alternatives now ✔ Affordable vs. comprehensive options for your clients ✔ How the USA Health Plans platform makes selling easier than ever ✔ Why the EBA Sigma PPO plan is a game-changer for unlimited benefits & broad networks

In this week’s Direct Insurance Podcast: Uncensored, Jason & Andy break down: • Why ACA changes could cut customer bases by up to 50% • The importance of mastering alternative solutions beyond ACA • How to prepare your clients now so you aren’t overwhelmed in the fall • Why marketing and AI tools are critical to staying ahead

In this episode, Jason and Andy (“The Insurance Buddies”) break down the major regulatory changes coming to the under-65 health insurance (ACA) market and why these disruptions are actually the opportunity of a lifetime for agents. What you’ll learn: • The shortened open enrollment period and how it impacts your ACA book • New rules for Special Enrollment Periods (SEPs) and subsidy documentation • Why some carriers are leaving the market (and how to pivot) • The expected 20–50% drop in ACA e...

We break down what an FMO really does and why agents looking to grow need to understand the power of the right partnership.

Join us for our first episode of the second season as we dive into the latest insights from the 2024 Medicarians Conference in Vegas. Our hosts, the Insurance Buddies, Jason McLellan, Andy Duster, Will Smallwood, and Richard Buffkin, share their thoughts on the new CMS regulations, the growing interest in ACA, and the emerging role of AI in the insurance industry.

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. Today we sat down with 3 of our carrier rep partners; Kyle Ingraham from Health Alliance Plan - or HAP, Robin Kane-Mostyn from McLaren Medicare, and Rob Roberts from Priority Health! With all 3 of these carrier reps having once been independent agents themselves, we sat down to talk about the 5 Habits of TOP Succes...

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. Today we sat down with Nick Mancuso from Retirable! Retirable describes the business as "... an experienced team of financial advisors and technologists, passionate about building a way to help you get more from your golden years — and we won't stop until everyone can confidently expect a better retirement." -Retir...

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. Today we sat down with Donald Kirkendall from Kirkendall/AffordableOne Insurance! Don walks us through the importance of life insurance in today's world, and why it's MORE important for younger generations to think about life insurance now than ever before. The cost of living has gone up...but so has the cost of D...

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. Today we sat BACK down with Robert Intelisano, aka The Insurance Doctor! Rob walks us through some really important things that can help you sell more annuities! We talk about the features and benefits of annuities that help educate the client, while still making the most sense to them! Robert is the Founder and P...

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. Today we sat down with Chris Schiefer; a life insurance specialist and IAD's partner from TruChoice Financial! Chris has been working in the insurance industry for almost 20 years and has been helping agents and brokers alike grow their book of business by educating them about different insurance products that can ...

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. Today we sat down with Robert Intelisano, aka The Insurance Doctor! Rob walks us through some really important things that both you and your clients need to know about annuities; including some basic definitions and tax deferrals. Robert is the Founder and President of Intelisano & Associates. Since 1999 he ha...

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. Today we sat down with Chris DeMars; an annuity specialist and IAD's partner from TruChoice Financial! Chris has been working in the insurance industry for almost 20 years and has been helping agents and brokers alike grow their book of business by educating them about different annuity, securities, & tradition...

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. Today we sat down with Ken Peterson from Benistar, where we talked about 10 ways that you can be a better communicator. Communication is extremely important in a sales environment, and how your client feels in a conversation with you will have a lot to do with whether they will close the sale...or go somewhere else...

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. Today we sat down with Shirley Lanier - Shirley has been in the industry for roughly a decade and started out her business in the D-SNP market of Medicare. Shirley explains to us the benefits of D-SNP Medicare products, as well as the differences that the PACE programs make to seniors; but that you can't have both!...

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. In today's episode, we sat down with Joanne Giardini, owner of Giardini Medicare. Joanne has been a Medicare expert for roughly 2 decades and uses TikTok as a means of generating high quality leads for her and her agency! How many leads you ask? How about 300 people who are ready to enroll in Medicare by the end of 2023?...

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. Today, we had 3 very special guests in the DIP studio; Dan Tripp, Ruben Rodriguez, and Andrea Hicks. Each of these agents shared some of their client horror stories, ranging from "hindsight is 2020" to "maybe I should bring bug spray with me to every appointment...." When you work with the general public, there are NUME...

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. In today's episode, we sat down with Dan Greer, aka Dan "The Man" Insurance Etc.! Dan has been in the insurance industry for a decade and has a lot to share about the insurance industry - mainly about the importance of client retention! Client retention can be the make or break in your insurance business, especially as ...