The Insurance Playbook

fter 53 years in the insurance industry, Rick Bersnak has seen it all — from $800-a-month paychecks to million-dollar books of business. But his real secret? He built his entire career by specializing in what others ignored — niche markets and “uninsurable” risks. In this episode of The Insurance Playbook Podcast , host Brinton Atkinson sits down with Rick Bersnak to unpack how he turned oddball a...

Former Florida Senator Jeff Brandes joins The Insurance Playbook to break down how Florida’s property insurance market went from collapse to comeback. From the inside of the legislature to the boardroom of Patriot Select Insurance , Brandes brings a rare perspective on how policy, politics, and premiums intersect. We cover: • What caused Florida’s insurance crisis • How assignment of benefits and...

Most people file an insurance claim at some point in their lives — but few actually get the full amount they’re owed. In this episode of The Insurance Playbook , I sit down with Brian Evans , CEO of Eastern Public , to talk about how public adjusters help level the playing field for policyholders. Brian shares how he went from construction to fighting for consumers — including the story of a histo...

After tragedy hit early, Ruben Sneor turned protection into a mission—spending 30+ years building a trusted, client-first insurance agency. He shares why listening beats selling, how teams outperform lone wolves, and how to design plans that cover every what-if. We get into guarantees vs market hypotheticals, upgrading clients into better products, hybrid long-term care, buy-sell and key person st...

From “never insurance” to leading her own Medicare agency, Aubrey Fitzloff has built an inspiring career rooted in resilience, relationships, and discipline. In this episode of The Insurance Playbook Podcast , Aubrey shares how she went from an admin assistant to a respected insurance agency owner —and how her martial arts training gave her the confidence to succeed in a male-dominated industry. W...

In this episode of The Insurance Playbook Podcast , we sit down with Dylan Priest , a seasoned salesman who went from hustling door-to-door to building a fast-growing insurance agency. Dylan opens up about: His journey from dish network, alarms, and mortgages to life insurance How a near-fatal motorcycle accident reshaped his perspective and fueled his mission Why sales skills are the backbone of...

On this episode of The Insurance Playbook Podcast , we sit down with Tareq Purmul , a 20+ year insurance veteran and founder of his own agency for nearly two decades. Tareq shares how he went from biotech sales to building a successful commercial lines agency, and why education, retention, and adaptability have been the keys to his long-term success. We dive into: Why commercial insurance offers e...

From frozen shrimp to financial security, Dan Keil’s career journey is anything but typical. After thriving in the seafood and mortgage industries, Dan found his true calling in insurance — helping families safeguard their wealth and agents grow their businesses. In this episode of The Insurance Playbook Podcast , Dan shares: How he transitioned into insurance and found long-term success The sales...

From smashing helmets in the NFL trenches to shielding families from financial risks, Eddie Grant brings the same grit and protection mindset to the world of insurance and retirement planning. In this episode of The Insurance Playbook Podcast , Eddie reveals: The hidden flaws of 401(k)s most people never hear about Why guarantees matter more than hypotheticals in building lasting wealth How to use...

150 million Americans don’t have enough life insurance — and Bryan Simms is on a mission to change that. In this episode of The Insurance Playbook (sponsored by Spark AI Partners), Bryan shares how Mammoth Life is rewriting the rules with AI-driven underwriting, smarter tools for agents, and a bold vision to close the wealth gap in underserved communities.

What if living longer is your biggest financial risk? Tune in as seasoned expert Ruben flips the script on life insurance—often seen as a safety net, but what if it’s not enough? In this thought-provoking episode featuring over 30 years of experience, Ruben delivers bold insights into why many insurance agents fall short and how to forge unbreakable, lifelong client relationships. Discover fresh s...