Brian Greenberg, founder of Quoteplicity and former owner of a seven-figure life insurance agency, reveals the exact digital marketing strategies he used to generate over $1 million in annual premium for 10+ consecutive years—and how he eventually sold the business for a successful exit. In this episode, Brian breaks down his "Salesman Who Doesn't Sell" philosophy, explaining how he built automated sales funnels that pre-qualified and educated prospects before they ever picked up the phone. L...
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Brian Greenberg, founder of Quoteplicity and former owner of a seven-figure life insurance agency, reveals the exact digital marketing strategies he used to generate over $1 million in annual premium for 10+ consecutive years—and how he eventually sold the business for a successful exit. In this episode, Brian breaks down his "Salesman Who Doesn't Sell" philosophy, explaining how he built automated sales funnels that pre-qualified and educated prospects before they ever picked up the phone. L...
Tax Planning Secrets Every Insurance Agent Needs ft. Mike Jesowshek, CPA | Digital Insurance Agent
The Digital Insurance Agent
32 minutes
3 months ago
Tax Planning Secrets Every Insurance Agent Needs ft. Mike Jesowshek, CPA | Digital Insurance Agent
In this episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with Mike Jesowshek, CPA, tax strategist and host of the Small Business Tax Savings Podcast, to unpack the most overlooked yet powerful tax planning strategies for insurance agents and entrepreneurs. From choosing the right business entity to leveraging pre-tax spending, hiring your kids, and forming a board—even as a solo agent—Mike shares actionable tips that can save you thousands legally. If you're an ind...
The Digital Insurance Agent
Brian Greenberg, founder of Quoteplicity and former owner of a seven-figure life insurance agency, reveals the exact digital marketing strategies he used to generate over $1 million in annual premium for 10+ consecutive years—and how he eventually sold the business for a successful exit. In this episode, Brian breaks down his "Salesman Who Doesn't Sell" philosophy, explaining how he built automated sales funnels that pre-qualified and educated prospects before they ever picked up the phone. L...
