Insurance Nerds

The Hurricane Story & The Weather Story are printed, and they came out spectacular. Here is author Cyrena-Marie Arnold signing copies for the pre-promotion. We have limited copies signed for pre-promotion. The window closes on Friday August 9 or when signed versions run out. Purchase before its too late: www.francesfoxstories.com

Tony Cañas, and David Embry, CEO of Mylo, discuss the Mylo's focus on providing tailored insurance coverage recommendations through their digital platform, emphasizing the importance of matching coverage to individual needs rather than just offering the cheapest option. Mylo uses AI and machine learning to automate recommendations and improve customer service, particularly for small commercial clients, while maintaining a multi-channel approach to accommodate different customer preferences. David highlights the role of agents in providing trust and reassurance to clients, even as technology advances to make insurance processes more efficient.

1 article on Fractional Marketing Officers, 4 Podcasts, 1 discount code to InsureTech Connect and 1 additional announcement about ITC.

Why you should quickly read Tony Steuer, CLU, LA, CPFFE weekly recommendation list: 1. Diverse Financial Insights: The list covers a wide range of financial topics, from health and wealth connections to teaching kids about money, making it a valuable resource for comprehensive financial knowledge. 2. Expert Contributions: It features insights from numerous financial professionals, including CFPs, CPAs, and other experts, providing credible and authoritative information on various financial matters. 3. Practical Financial Tools: The recommendations include practical resources such as podcasts, workshops, and books that can help readers implement financial strategies in their daily lives. 4. Timely and Relevant Content: The list addresses current financial concerns and trends, such as digital literacy for kids, social security planning, and long-term care considerations, making it relevant for today's financial landscape. 5. Personal Development Opportunities: Beyond just financial advice, the list offers resources for personal growth, such as improving decision-making skills and aligning financial choices with life goals, which can lead to overall life improvement. If you follow Tony, you will become financially savvy and prepared!

🙌 On this episode of The Get Ready Money Podcast, I was joined by Maxwell Schmitz, MSFS, CLTC and Keaton Modleski, the co-founders of Dingo Technologies to talk about changing the way we think about money and why disability insurance is the best kept secret in financial planning. Here’s what we discussed: 🔹 Disability insurance is for everyone. 🔹 If you’re dependent upon your income, you should have disability insurance. 🔹 The importance of looking at the big picture of how a disability impacts future income. 🔹 Disability can be a reality very fast and can have a big impact. 🔹 Why group/employer/association disability insurance is not enough. 🔹 How Dingo helps people focus on big picture. 🔹 Dingo is simplifying the process of quoting and applying for disability insurance for insurance agents. 🎙️Watch or listen to the podcast #disabilityinsurance #insurance #financialpreparedness #financialplanning https://lnkd.in/g4E-RqeM

Are you including disability insurance as part of your business? If you're not, you're missing out. Check out this podcast episode to learn more.

***CAREER ALERT(S)***

Creating a total compensation statement is essential for you and your family because it provides a comprehensive view of your earnings beyond just your salary. This statement includes bonuses, commissions, insurance benefits, retirement contributions, and other incentives like stock options. By reviewing your total compensation, you gain a clearer understanding of your true earning potential and the full value of your employment package. This insight can enhance your financial planning and decision-making. For more tips on financial preparedness, consider joining the Get Ready Money Club. #FinancialWellnessFriday

💡 Do you know the true purpose of life insurance?   🤨 Hint: It’s on the first page of a life insurance policy where it says this is a life insurance policy. It does not say this is an investment contract. 🧐 I tackle common misconceptions about life insurance in this conversation with Virginia Asher for the Pirate Whealth event. 🤔 We also covered what types you should be aware of, how to determine what you need and evaluate policies you have. 👎 And, at the end I explain what’s wrong with the concept of “Be Your Own Banker”. BLUF: Don’t buy into this. 😎 See the post below for a link to the recording. #lifeinsurance #insurance #financialpreparedness #financialliteracy

How do you talk about life insurance with your clients, your agency and your company? Life insurance is a key component of a sound financial plan. Let's change the way we think and talk about life insurance.