Confessions of an Insurance Professional

“Puedes salir del barrio, pero el barrio nunca saldrá de ti.” Lo usamos para hablar de lo difícil que es quitarnos ciertas actitudes, ideas y percepciones que traemos bien arraigadas por ser hispanos/latinos. ¿Y cómo nos afectan esas creencias cuando hablamos de seguros? En este capítulo, un poco revuelto porque la emoción nos ganó, te compartimos nuestras primeras observaciones sobre el tema. “Yo...

Carey Wallace of AgencyFocus joins us on Confessions to share tips and insights on how to prepare to either buy or sell an agency. Check out her due diligence list if you are thinking of buying an agency: https://agency-focus.com/content-library Follow Carey on Linkedin: Carey Wallace

Pre-recorded episode with guest speaker Andrew Kadera and his retention process. 

Pre-Recorded episode with guest speaker Isaac Salcido discussing life and annuities. Use that license, folks. 

Pre-recorded in March 2023, Barbara Fererra tells us about the importance of Dressing For Success. 

Pre-recorded on Feb 2023, live interview with Jim Dougherty of Anchor General Insurance: value your carrier relationship.

A pre-recorded live session with Sandra Salcido of Arkapital and a host of Confessions of an Insurance Professional. 

Pre-recorded Jan 2023: live interview with Tony Gutierrez about the state of the CA insurance market and what you can do. 

Not our typical episode! We talked "Salary Negotiation" with Elizabeth Sandler of Juliette Works. She has spent 25 years as a financial services COO and strategist at Prudential, AXA, Deutsche Bank and Blackstone before starting @juliette.works. Now she is on a mission to close the gender leadership gap. Her signature program, The Career Lab, coaches women on creating a masterplan for su...

In this episode, we talk insurance with Christine Mason, a 29 year Insurance Veteran. She is currently a Senior Account Executive with ITC/Zywave-selling SaaS (and sass!) to the Insurance Industry. She is very passionate about this business, and loves helping agencies grow and achieve success. She’s been married for 18 years, and has a 7 year old son, who is the most amazing human being on this pl...

We Talk Insurance with Jon Spaugy, founder of the BIG Independent Group and owner of various agencies. He shares with us the importance of letting go of ego and reflecting on criticism. Jon also shows his love for the insurance industry and believes that the industry will always have your back, if you let it.  Get involved with BIG at www.biginsusa.com Follow on IG: @biginsusa and @spaugmaster

We talk insurance with Carlos Basurto of CIC Insurance Academy. He shares rare insights from the perspective of an insurance teacher. He has seen every kind of agent there is in CA and he has plenty of knowledge to share: the good, the bad and the ugly.  Listen and enjoy!  If you would like to learn more about what his school offers, check out the details below:  www.cicinsacademy.com IG: @cic_ins...

We're back! To kick off our new season, we talk insurance with Liz Perez of Liz Perez Financial Services. She's a full time agency owner, a full time mom and always dressed to impress. Liz shares with us how she got into insurance and why she stays in insurance. She also delivers some nuggets of business wisdom for those of you just getting started. Sit back and enjoy! Learn more about l...

We talk insurance with Steven Shin. He has been in the insurance industry for the past 30 years in various capacities: Underwriting, Marketing, Product Development & Management, and Agent for 6 different companies:  FIC, Farmers, CSAA (Western United), Explorer, Infinity, and currently Workmen’s Auto.  He graduated from UCLA with a B.S. in Math Applied Science with Emphasis in Economics, and e...

On this last day of Women's History Month, we decided to interview each other, being that we're women and all! We discuss how we got into insurance, what we love about it and our hopes and fears.  Thanks for watching!

The insurance bug bit Barbara Caudana when she was a young girl in Vancouver, Canada where she began her lifelong career in the insurance industry. In 1986, while vacationing in Hawaii she met a guy from California (that she is still married to!) and before she knew it, she moved to Los Angeles and began working for a small agency. 30 years later, she decided it was time to branch out on her own....

In this episode, we Talk Insurance with Zaira Fernandez. She's been in the industry for over 15 years and has managed one of the largest multi-location agencies in California. Most recently, she decided to do what some people might call crazy: she started a business during a pandemic and did so with no fear because the one thing she could count on is the strength of the insurance industry. Wh...

Saul Bejarano Jr. joined the Life and Annuity industry in 2003. After working for a broken banking industry where he was forced to sell products that he truly didn't believe in, he went off on his own to focus on providing the best value he could to his clients. Fast forward to 2021, he is a successful Life insurance agent that has not forgotten where he came from and gives back to his local...

Nancy Rivas has been in the industry for a minute. She started from the very bottom, getting laughed at and told she’d never make it. She pushed through the tears and kept going, becoming a dominant figure in the world of insurance and registration services. Listen as she tells us how she went from sucking at sales to being so excited to get to work and close another big deal. Be warned, she has a...

We talk insurance and life with Sandra Salcido- a business owner/entrepreneur and financial coach. She is the CEO and founder of two agencies, ARKAPITAL FINANCIAL and ONE EDGE INSURANCE with over 9 years of experience in the life insurance industry. Her mission is to help people create financial consciousness and intelligence by providing resources and information in Spanish, to help them make bet...

Cynthia Riley is a Sales Executive with over 20 years in the insurance industry.  She uses her industry knowledge, positive attitude, and tireless energy to encourage others to work hard and succeed. She knows how difficult it is to be a working parent and didn’t always have the whole work-life balance thing down, but in this video, she shares what works for her and hopes it can help others. She i...

We talk insurance with Jim Dougherty. He has been in the industry for 20+ years. He is a wealth of knowledge and a huge advocate of independent agents. Currently, he is VP of Marketing and Sales at Anchor General Insurance Agency. If you want a little history, as well as a glimpse of the future of insurance, sit back, listen and learn.

We talk insurance with another amazing California insurance professional: Yadira M. Lopez, CEO, and co-founder of LoDel Group, LLC. LoDel has become a top producing agency for Covered California. Yadira and her agency have been featured multiple times on Latino media outlets like Univision, Telemundo, Azteca Tv, La Opinion, and Estrella Tv for the awareness that they bring to their community. She...

First in our series of interviews with amazing CA insurance professionals: Patty Lares  She is the founder and CEO of AA Lares Insurance Services, Inc. She started in insurance when she was only 16 years old! Fast forward to 2020, she runs a successful, fun-loving, multi-million dollar insurance agency. She and her team of proud insurance professionals work hard daily to build value for clients, a...