The Confident Retirement

Ep 008: What are Insurance Blind Spots and Advancing Female Professionals


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Taylor Collins


– The Confident Retirement Podcast with Brett Kris Flammang and Mark Picchi Episode 008 Taylor Collins

Taylor Collins is the owner of Professional Benefits Incorporated. Taylor was born and raised in Sarasota, Florida. After obtaining a Risk Management/Insurance degree from Florida State University including working at Lloyds of London in London, she returned home to join the family business. In 2019, she purchased this 50-year-old independent insurance agency from her father, Jim Tollerton. The business focuses on providing value in the executive compensation and benefit space across the country with their second largest clientele base in Seattle, WA. Her firm strives to offer creative benefit solutions to help recruit, retain, and reward executives.

Taylor currently serves as the NAIFA State of Florida PAC Chair and Sarasota Junior League Public Affairs committee among many other organizations.

Her greatest accomplishment is utilizing funds from the local NAIFA chapter to endow a scholarship for a woman studying for her Associates Degree in Risk Management/insurance at State College of Florida. It’s always nice to leave a legacy. She also supports ongoing efforts for women in the financial services and insurance industry.

Listen to this dynamic The Confident Retirement Podcast episode with Taylor Collins to know more about long-term care, disability and life health insurance and be educated on its importance and benefits for individuals and small groups. Get to know more of how time stood still with Taylor as she gave us some valuable learnings from her personal and professional experience.

Here is what to expect on this week’s show:

The story of how Taylor acquired her father’s business, the positives and the challenges of it and why she chose the insurance industry, 

What is a simple way that Taylor describes insurance and how she loved having conversations on what is important for an individual?

-Taylor expands on the misconception that life insurance is “EXPENSIVE”.

-Taylor shares about the gap and blind spots in the insurance industry.

-What’s the importance of having insurance in having a confident retirement in the future?

-Taylor tells about her experience opening up a bankbook as her first’s memory with money.

-How she is helping in bringing up the women and minority group to get into the path of insurance as a career.


Connect with Taylor Collins/Professional Benefits:

Guest Contact Info: (941) 957-1310

Website: https://professionalbenefits.org

LinkedIn: https://www.linkedin.com/in/taylor-collins-cebs-clu-2949685/

Facebook: https://www.facebook.com/ProfessionalBenefits


Connect with Kris and Mark

Website: https://www.lpfadvisors.com/

LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

Twitter: @kflammang

#MarkPicchi


Highlights:

[01:24-01.33]

I thought also to try insurance, and I ended up loving it. It came easy to me. It was powerful. It was important. As I learned more about it, I got more interested in it.


[07:45-08:00]

Life insurance, disability insurance has been around for over 100 years. Very old school in some senses. But in a lot of ways, we stand the test of time. We show up when the unthinkable happens, still to the day.


[28:38-28:57]

I've always admired teachers, which actually plays a lot into what we do in general. I mean, meeting our clients and helping them understand our world is something we do constantly. I'm doing it now just on a different level. I would love to help support the next generation as well.

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The Confident RetirementBy Kris Flammang and Mark Picchi

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