Direct Insurance Podcast - DIP!
The Direct Insurance Podcast cuts through the noise.
Hosted by Insurance Advisors Direct, each episode brings together industry veterans, attorneys, AI experts, and financial professionals to give agents and consumers the real conversations nobody else is having. No product pitches. No fluff. Just actionable information on retirement planning, long term care, life settlements, Medicare, and how AI is reshaping the insurance industry right now.
Whether you are an agent trying to grow your practice or a family trying to protect your future, this is the podcast that actually helps.
Episodes
40 episodes
Medicare Advantage Is Falling Apart, and What Agents Need to Do Now (with Harley Gordon)
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....
Why Most People Get Long Term Care Insurance Wrong (with Harley Gordon)
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, ...
Are Insurance Agents Being Replaced By AI? (The Truth) (with Filip Lundstedt)
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 simpl...
Why Insurance Agents Lose Clients They Already Have, and How AI Fixes It (with Filip Lundstedt)
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%...
How to Use ChatGPT, Claude, and Gemini as an Insurance Agent (with Filip Lundstedt)
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,...
What Insurance Agents Get Wrong About AI (with Filip Lundstedt)
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.<...
Turn a Life Insurance Policy Into Long Term Care Money (with Chris Orestis, Retirement Genius)
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 Orest...
Your Parents' Life Insurance Could Pay for Their Care (with Chris Orestis, Retirement Genius)
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 t...
The Longevity Crisis Facing America (with Chris Orestis, Retirement Genius)
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 b...
Marketing Moves Every Agent Needs to Make Now
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 market...
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What if just 100 clients could bring you $150,000 in annual income?
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 ...
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HSAs = the hidden goldmine agents are missing
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&nb...
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Unlimited Benefits & Broad Networks: Meet the Sigma PPO Plan
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 ...
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Turn ACA Chaos Into Your Biggest Growth Year
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 ...
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ACA Shake-Up: Big Changes = Big Opportunities
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 ...
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Do You Know What an FMO Is?
We break down what an FMO really does and why agents looking to grow need to understand the power of the right partnership.
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AI and ACA: Key Takeaways from the Medicare Carriers Conference
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 thei...
Carrier Rep Q&A: 5 Habits of TOP Successful Agents!
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 Ingr...
The State of the Market in 2023: Index Annuities for the Future!
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 d...
Why You Should be Targeting Gen Z & Millennials for Life Insurance!
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/Afford...
Annuities: Features TELL, Benefits SELL!
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 Insuranc...
IUL vs. 401K, IRA, Roth, & CD's; Benefits & Caveats of Each!
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 special...
What YOU & YOUR CLIENTS Need to Know About Annuities!
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 Doc...
Retirement 101 - Best Ways to Help Your Clients Save for Retirement!
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 ...
10 Ways to Be a Better Communicator & Make MORE Sales!
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 Ken Peterson from Benistar, where we tal...