Direct Insurance Podcast - DIP!

By Insurance Advisors Direct

The Direct Insurance Podcast cuts through the noise.

Hosted by Insurance Advisors Direct, each episode brings together industry veterans, attorneys, AI experts, and financial

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FAQs about Direct Insurance Podcast - DIP!:

How many episodes does Direct Insurance Podcast - DIP! have?

The podcast currently has 39 episodes available.

Direct Insurance Podcast - DIP! episodes:

July 30, 2026Why 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, especially healthy men with no prior experience, it almost never works. The conversation has to change completely.
Harley Gordon, attorney and creator of the Certified in Long Term Care (CLTC) designation, joins the Direct Insurance Podcast to break down why selling long term care as a product is the wrong approach, and what the conversation that actually closes looks like.
In this episode:
Why traditional long term care sales fail with the most common type of prospect
How to shift the conversation from risk based to consequence based
Why the sale has nothing to do with the client and everything to do with his family
A live role play of the CLTC conversation that closes without feeling like a sale
Why a client can say he will never need care and still buy the policy
How the CLTC designation teaches agents to create a plan instead of sell a product
Why insurance agents deliver checks when everyone else delivers bills
How a documented 25% increase in production followed agents completing the CLTC course
About the guest: Harley Gordon is an attorney in Massachusetts and co-founder of the National Academy of Elder Law Attorneys. He created the Certified in Long Term Care (CLTC) professional designation, which has become an industry standard for agents and advisors who want deeper, more effective conversations about extended care planning.
Connect with us:
Website: www.iadbrokerage.com
Phone: 800-381-0977
YouTube: www.youtube.com/@iadbrokerage
Facebook: www.facebook.com/InsuranceAdvisorsDirect
LinkedIn: www.linkedin.com/company/insurance-advisors-direct-agency
TikTok: www.tiktok.com/@insuranceadvisorsdirect
New episodes every week. Subscribe so you never miss one.
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11min
July 23, 2026Are 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 simply make significantly less money, because the carriers will no longer need them to originate anything.
Filip Lundstedt joins the Direct Insurance Podcast to break down how to avoid AI burnout, what to prioritize first, and where the AI insurance agency is headed over the next few years.
In this episode:
How to avoid AI burnout and overwhelm using the cycle of action
Why finishing one thing completely before starting the next is the key to staying productive
How to prioritize appointment setting and follow up over fancy AI sales bots
Why AI can compress a 45 minute education call down to 15 minutes
The future of the AI insurance agency, and where the industry is headed
Why brokers who ignore AI will not lose their jobs but will make far less money
How Aetna, Humana, and United are building models that reduce the need for independent agents
Why starting today with free tools and simple steps is all it takes to get ahead
About the guest: Filip Lundstedt is an insurance agency owner and AI implementation expert who helps agents build smarter, more efficient practices using artificial intelligence. He presented at the IAD Sales Summit and shares practical, actionable AI strategies built specifically for the insurance industry.
Connect with us:
Website: www.iadbrokerage.com
Phone: 800-381-0977
YouTube: www.youtube.com/@iadbrokerage
Facebook: www.facebook.com/InsuranceAdvisorsDirect
LinkedIn: www.linkedin.com/company/insurance-advisors-direct-agency
TikTok: www.tiktok.com/@insuranceadvisorsdirect
New episodes every week. Subscribe so you never miss one.
...more
9min
July 16, 2026Why 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% of their clients every year.
Filip Lundstedt joins the Direct Insurance Podcast to break down how AI transforms follow up, client retention, and content creation for insurance agents, and why the ground truth statement is still the foundation of everything.
In this episode:
Why one voicemail is not follow up, and what it actually takes to get a client on the phone
How to automate SMS, email, and ringless voicemail follow up sequences using AI
Why client retention matters more than lead generation, and how AI protects your book of business
How one agent maintains a 94% retention rate using automated 52 week nurture sequences
How to produce 90 pieces of content in a week and schedule them for the next 90 days
Why AI can turn one podcast into 17 to 20 clips ready to post on TikTok and YouTube
How AI helps agents earn five star reviews and improve search visibility
Why the ground truth statement is the foundation that makes all of it work
About the guest: Filip Lundstedt is an insurance agency owner and AI implementation expert who helps agents build smarter, more efficient practices using artificial intelligence. He presented at the IAD Sales Summit and shares practical, actionable AI strategies built specifically for the insurance industry.
Connect with us:
Website: www.iadbrokerage.com
Phone: 800-381-0977
YouTube: www.youtube.com/@iadbrokerage
Facebook: www.facebook.com/InsuranceAdvisorsDirect
LinkedIn: www.linkedin.com/company/insurance-advisors-direct-agency
TikTok: www.tiktok.com/@insuranceadvisorsdirect
New episodes every week. Subscribe so you never miss one.
...more
23min
July 09, 2026How 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, 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 statement, and how to build an AI staff that works as a team to handle compliance, upselling, and client onboarding, so the only thing left for you to do is close.
In this episode:
What an ideal client avatar actually is, and why most agents get it wrong
Why chasing every client costs you time and money you cannot get back
The ground truth statement, and why it is the single most important thing you can build
Why ChatGPT and Claude are different tools, and why you need both
How to build an AI staff with specific roles, including sales, compliance, and upsell agents
Why compliance built into your AI protects you from costly Medicare marketing mistakes
How to compress a 30 minute appointment down to 15 minutes using AI
Why $40 to $60 a month on AI can change your entire practice
About the guest: Filip Lundstedt is an insurance agency owner and AI implementation expert who helps agents build smarter, more efficient practices using artificial intelligence. He presented at the IAD Sales Summit and shares practical, actionable AI strategies built specifically for the insurance industry.
Connect with us:
Website: www.iadbrokerage.com
Phone: 800-381-0977
YouTube: www.youtube.com/@iadbrokerage
Facebook: www.facebook.com/InsuranceAdvisorsDirect
LinkedIn: www.linkedin.com/company/insurance-advisors-direct-agency
TikTok: www.tiktok.com/@insuranceadvisorsdirect
New episodes every week. Subscribe so you never miss one.
...more
19min
July 02, 2026What 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.
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, and the simple steps any agent can take right now to start using it the right way.
In this episode:
Why AI is a propellant for brokers, not a replacement for who you are
The difference between workflows and AI, and why most agents confuse them
Why free AI tools produce generic results that hurt more than they help
The done-for-you AI trap that costs agents $500 a month or more
Why speaking to your AI produces better results than typing
The ground truth statement, and why it is the foundation of everything
How to start with just three AI tools and actually see results
Why generic prompts bought online will never work for insurance agents
About the guest: Filip Lundstedt is an insurance agency owner and AI implementation expert who helps agents build smarter, more efficient practices using artificial intelligence. He presented at the IAD Sales Summit and shares practical, actionable AI strategies built specifically for the insurance industry.
Connect with us:
Website: www.iadbrokerage.com
Phone: 800-381-0977
YouTube: www.youtube.com/@iadbrokerage
Facebook: www.facebook.com/InsuranceAdvisorsDirect
LinkedIn: www.linkedin.com/company/insurance-advisors-direct-agency
TikTok: www.tiktok.com/@insuranceadvisorsdirect
New episodes every week. Subscribe so you never miss one.
...more
17min
June 25, 2026Turn 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 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 their practice with a single question, and why billions of dollars in settlements happen every year while most people have never heard of it.
In this episode:
Why life settlements pay out 9X more than cash surrender value on average
How hedge funds and investment banks buy life insurance policies as assets
The one question every agent can ask to open the door to a life settlement
How the full process works, from policy review to lump sum payout
Why the process costs the policy owner nothing out of pocket
The Big Five private pay solutions for long term care, and how life settlements fit in
How agents get compensated, and why they do not need to be experts to offer this
VA aid and attendance benefits and reverse mortgages as additional funding options
About the guest: Chris Orestis is the President of Retirement Genius, an information and resource platform that helps people build a well balanced retirement through financial, health, long term care, and lifestyle planning.
Connect with us:
Website: www.iadbrokerage.com
Phone: 800-381-0977 YouTube: www.youtube.com/@iadbrokerage
Facebook: www.facebook.com/InsuranceAdvisorsDirect
LinkedIn: www.linkedin.com/company/insurance-advisors-direct-agency
TikTok: www.tiktok.com/@insuranceadvisorsdirect
New episodes every week. Subscribe so you never miss one.
...more
13min
June 18, 2026Your 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 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 care, including the life settlement option that most families and agents have never considered.
In this episode:
The Big Five private pay solutions every agent and family needs to know
Why Medicare does not pay for long term care, and what actually does
How a life insurance policy can be sold while you are still alive to fund care
Why life settlements often pay out more the older and sicker the policy owner is
The difference between surrendering a policy and settling it for its market value
Who qualifies for a life settlement, and what the process looks like start to finish
Why 90% of term life policies are never claimed, and what that means for seniors
About the guest: Chris Orestis is the President of Retirement Genius, an information and resource platform that helps people build a well balanced retirement through financial, health, long term care, and lifestyle planning.
Connect with us:
Website: www.iadbrokerage.com
Phone: 800-381-0977
YouTube: www.youtube.com/@iadbrokerage
Facebook: www.facebook.com/InsuranceAdvisorsDirect
LinkedIn: www.linkedin.com/company/insurance-advisors-direct-agency
TikTok: www.tiktok.com/@insuranceadvisorsdirect
New episodes every week. Subscribe so you never miss one.
...more
18min
June 11, 2026The 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 be doing about it right now?
Chris Orestis, President of Retirement Genius, joins the Direct Insurance Podcast to break down the longevity crisis facing America and the planning gaps most people do not see coming until it is too late.
In this episode:
Why retirement is no longer a straight line, and what that means for your money
The Social Security and Medicare insolvency timeline, and what a 20% benefit cut would actually look like
Why 70% of people over 65 will need long term care, and why most have no plan to pay for it
What Medicare actually covers versus what most people assume
The private pay solutions agents and advisors should be talking about now
How a well planned retirement can be wiped out overnight when care costs hit
About the guest: Chris Orestis is the President of Retirement Genius, an information and resource platform that helps people build a well balanced retirement through financial, health, long term care, and lifestyle planning.
Connect with us:
Website: www.iadbrokerage.com
Phone: 800-381-0977
YouTube: www.youtube.com/@iadbrokerage
Facebook: www.facebook.com/InsuranceAdvisorsDirect
LinkedIn: www.linkedin.com/company/insurance-advisors-direct-agency
TikTok: www.tiktok.com/@insuranceadvisorsdirect
New episodes every week. Subscribe so you never miss one.
...more
12min
August 27, 2025 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 marketing ideas that actually work
✔ How referral partners can fill your pipeline fast
✔ Why now is the time to prepare before the changes hit
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9min
August 20, 2025 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 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
...more
8min

FAQs about Direct Insurance Podcast - DIP!:

How many episodes does Direct Insurance Podcast - DIP! have?

The podcast currently has 39 episodes available.