Insurance Town

In this episode the Mayor sits down to good friend , Shelly DeVore!! Shelly is Vice President , Branch Manager of Columbia Insurance group, a local regional player out of Columbia Missouri. The conversation we have is a very timely and incredibly valuable conversation about carrier management , specifically small regional carriers. She answers some great questions and gives great advice to the citizens of Insurance Town!!

Shelly tells us what a good regional carrier brings to the table and what you should look for in a regional carrier. She also tells us what they look for in a good agency partner!! This is a super fun conversation, full of value and lots of laughs !!

Episide sponsors

Smart Choice
Agency Performance Partners
Cover desk
Canopy Connect

In this episode Kelly Donahue Piro stops by again to visit with us about Time Management stratagies that if implemented will work in your agency. We also walk through my journey of get organized and working through these strategies myself and how it has changed my life and helped me so much. WE talk about how to move from busy to productive and how that will move you from a good producer to a great producer, a best in class producer.

Episode Sponsors:
Smart Choice
Agency Performance Partners
Canopy Connect
Cover Desk

In this episode the mayor sits down with Ben Skidmore of Clearcover and they discuss an independent insurance agency study that was a conducted by them and his findings and how clearcover is changing the game for Personal Auto.

Sponsors
Smart Choice
Canopy Connect
Agency Performance Partners
Cover desk

In this Episode , Ryan Deeds stops into town to visit with the Mayor. The two of them get real and talk about family, they talk Sales, they talk about life in the insurance industry pre-Covid verses insurance industry Post Covid, and how to build culture in a virtual world, how to sell in this world. They talk about these topics and many others.

Episode Sponors:
Smart Choice
Agency Performance Partners
Canopy Connect
Cover Desk

Episode Title: Unlocking Hidden Value in Life Insurance Policies with Rob Haynie

In this episode of the Insurance Town Podcast, host Heath Shearon sits down with Rob Haynie, Managing Director and co-owner of Life Insurance Settlements, Inc. Rob shares his fascinating journey into the life settlements industry, starting in the early 1990s, and offers insights into how life insurance policies can provide unexpected financial benefits.

What You’ll Learn in This Episode:

• The Origin of Life Settlements: Rob recounts how viatical settlements began as a way to help terminally ill patients use their policies for medical expenses and evolved into the life settlements market we know today.
• The Power of Education: With billions of dollars in death benefits lapsing each year, Rob emphasizes the importance of educating policyholders about alternatives like life settlements.
• The Mechanics of Life Settlements: Learn how life settlements work, who the buyers are, and how these transactions provide policyholders with cash that can significantly exceed surrender values.
• Creative Uses for Settlement Proceeds: Rob shares heartwarming stories of clients using settlements to create lasting memories or fund retirement and healthcare needs.
• The Role of Advisors: The episode discusses how insurance agents, financial planners, and estate attorneys can help clients explore life settlement options, ensuring they make informed decisions.

Key Takeaways:

• Life settlements can provide seniors with financial freedom, enabling them to fund long-term care, pay off debt, or support family members.
• Rob’s mantra, “Putting life back into life insurance,” highlights the potential to use life insurance for more than just a death benefit.
• Whether you’re a policyholder or an advisor, asking questions and exploring options is critical to making the best financial decisions.

About Rob Haynie:
Rob is a veteran in the life settlements industry and has served on the board of the Life Insurance Settlement Association for over 20 years. He recently received a prestigious leadership award for his contributions to the field.

Sponsors:
A big thank you to our sponsors for making this episode possible!

• Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.
• Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes.
• Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!