Direct Insurance Podcast - DIP!

Most insurance conferences are glorified trade shows. Carriers push products, lead vendors sell leads, and agents walk out with nothing they can actually use. The IAD Sales Summit was built to be different, and the agents who attended felt it immediately. Chris Orestis and Filip Lundstedt join the Direct Insurance Podcast the day after the IAD Sales Summit to break down what made it different, wha...

Medicare Advantage is contracting fast. Carriers are pulling out of markets, cutting benefits, and reducing commissions. The agents who built their entire practice around Medicare Advantage with no plan B are about to feel it in their paycheck. Harley Gordon, attorney and creator of both the CLTC and the new Certified Medicare Supplement Professional designation, joins the Direct Insurance Podcast...

Most agents try to sell long term care insurance by leading with statistics, risk, and charts. That works on two types of people: those who already know they need it, and those who have watched a family member go through it. For everyone else, especially healthy men with no prior experience, it almost never works. The conversation has to change completely. Harley Gordon, attorney and creator of th...

Insurance companies like Aetna, Humana, and United are quietly automating the follow up, the leads, and the plan presentations that agents still do manually. The brokers who do not adopt AI now will not lose their jobs outright. They will simply make significantly less money, because the carriers will no longer need them to originate anything. Filip Lundstedt joins the Direct Insurance Podcast to...

Most insurance agents give up after one voicemail and wonder why their leads are not converting. The reality is that it now takes 12 to 18 follow ups to get someone on the phone, and the agents who automate that process are the ones keeping 94% of their clients every year. Filip Lundstedt joins the Direct Insurance Podcast to break down how AI transforms follow up, client retention, and content cr...

Most insurance agents are chasing every client they can find, buying generic AI prompts that have nothing to do with their business, and wondering why nothing is working. The fix starts with two things: knowing exactly who your ideal client is, and building an AI system around that person. Filip Lundstedt joins the Direct Insurance Podcast to break down the ideal client avatar, the ground truth st...

Most insurance agents are either avoiding AI entirely or spending thousands on generic done-for-you systems that know nothing about Medicare, health insurance, or long term care. Both mistakes cost them time and money they cannot get back. Filip Lundstedt joins the Direct Insurance Podcast fresh off the IAD Sales Summit to break down what AI actually means for insurance agents today, what to avoid...

Most agents and families do not realize that settling a life insurance policy pays out an average of 9 times more than surrendering it for cash value. That difference can be the gap between affording care and going without it. Chris Orestis, President of Retirement Genius, joins the Direct Insurance Podcast to break down how the life settlement process actually works, how agents can add it to thei...

Most families walk into an assisted living facility with no long term care insurance, assume Medicare will cover it, and leave with no answers. What they often do not realize is that a life insurance policy they already own could help pay for that care. Chris Orestis, President of Retirement Genius, joins the Direct Insurance Podcast to break down the Big Five private pay solutions for long term c...

Social Security is facing insolvency by 2032, Medicare trust funds are running low, and roughly 70% of Americans over 65 will need long term care with no plan to pay for it. So what happens next, and what should agents, advisors, and families be doing about it right now? Chris Orestis, President of Retirement Genius, joins the Direct Insurance Podcast to break down the longevity crisis facing Amer...

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 •...

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 o...

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 go...

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...

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...

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...

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 defe...

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 g...