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Sam has been marketing and selling insurance on the Internet since January of 1999, gaining national prominence as an expert in travel insurance, international benefits and war risk insurance before transitioning focus to the senior market in 2004. Transferring lessons learned from online travel insurance, Sam developed innovative, first generation web-based tools and services throughout the 2000s for producers in the senior market to access and distribute high quality/high volume leads from vendors, associations and carriers, then quote and sell Medicare Supplement insurance, leveraging proprietary SMS technology comprising secure email, single-sign-on authentication, and various electronic signature methods in order to integrate with the then burgeoning electronic applications adopted by the leading national carriers.

Sam helped develop the industry’s first electronic scope of appointment process, healthcare provider look up and Medicare Advantage network filter; Medicare Blue Button integration. These groundbreaking tools and services —  available exclusively via SMS’ proprietary lead management and sales platform Lead Advantage Pro — helps agents “leverage their time, make more money and put their business in a position of distinction.” With the explosive growth of mobile devices and increased expectation by agents and Medicare beneficiaries that they have 24/7 online access to services, on multiple operating systems and browsers, devices. On a daily basis Sam leverages his deep relationships with SMS colleagues, life/health insurance carriers, agencies as well as insure-tech and health-tech vendors, to create value for SMS and its distribution partners by identifying and exploiting the cutting edge APIs, data and services that will help SMS maintain and extend its sales and technology leadership position in the senior market as well its favored status among top producers and leading national insurers.

https://seniormarketsales.com/

Join us for a conversation with Larry Adams at LongevityQuest.  Their algorithmic biotech analysis (created in conjunction with Quest Diagnostics and MIT) encourages and empowers people to pursue a long, good life. They help organizations improve employee health and reduce costs by intelligently managing what has previously been unknowable. Their innovative myLQAnalysis® reports provide individuals with a patented ranking compared to personal goals and others, and a comprehensive analysis of risk factors that may be impacting wellness and longevity — all from the convenience and confidentiality of home. For more information you can visit www.MyLongevityQuest.com or email: [email protected].

In this episode we are excited to share a conversation with Silicon Valley virtuoso and Ascend co-founder, Andrew Wynn.  Take a few minutes to learn about this innovation which facilitates funds flow through the various stakeholders in insurance, all while prioritizing your customer’s experience.

Bio: Ascend is co-founded by insurtech entrepreneur Andrew Wynn (Co-CEO) who previously started home maintenance startup Sheltr, which was acquired by Hippo in 2020. During his time at Sheltr and Hippo, he saw how fast the insurance industry was modernizing, yet insurance sellers were still struggling with customer experiences due to outdated payment processes. Before Sheltr, Andrew was an early employee at Instacart, leading the company’s product and data integration team.

For more information, visit: www.useascend.com.

We are thrilled to spend an hour with attorney and author Joel Schwartz as he shares insights into the true-life murder mystery regarding insurance proceeds.  This story would be unbelievable if it weren’t true! Joel’s case has become the most watched Dateline story in decades, as well as the top rated miniseries staring Renee Zellweger.  Take a few minutes to see how sensational a story about insurance can be!

Bio: Joel J. Schwartz (St. Louis, MO) is a renowned criminal defense attorney in the St. Louis region. Mr. Schwartz is a principal at the law firm of Rosenblum, Schwartz & Fry. He is a member of the Top 100 Trial Lawyers for the American Trial Lawyers Association, and is a lifetime member of the National Association of Criminal Defense Lawyers.

Grace Grant is the Executive Director of the insurance industry’s premiere collegiate talent pipeline, Gamma Iota Sigma.  We are very pleased to share a few minutes of our conversation with Grace about how GIS brings the stakeholders of our industry together to serve those seeking talent and those seeking careers!  Grace joined Gamma Iota Sigma in 2013 and has served in multiple roles across the organization focusing on university engagement, chapter expansion, collaborative industry initiatives, and organizational operations. She is responsible for the strategic direction of Gamma Iota Sigma and manages all governance-related matters including the Board of Trustees and its committees.  She is an avid runner and sports fan, residing in Powell, OH with her husband and their five children.  If you would like to learn more about partnering with GIS, go to www.GammaIotaSigma.org.

Take a few minutes to listen to a conversation with Chris Gandy.  Learn how Chris grew his business by helping his clients create custom financial strategies designed to help make their dream retirement lifestyle a reality.  In 1999, Chris started his own firm and, since then, has worked with business owners, physicians, professional athletes and key executives all over the country. Chris focuses on the areas of life insurance, disability income insurance, investments and tax-efficient strategies.

After playing basketball for the Fighting Illini at the University of Illinois, where he was co-captain and earned Second Team All-Big Ten honors, Chris played professional basketball for the Chicago Bulls and the San Antonio Spurs.  After his time in the NBA, and before founding his own agency, Chris worked as a Northwestern Mutual Financial network representative. While there, he became a Million Dollar Round Table Member.   So take a few minutes to learn from the best!

www.midwestlegacygroupllc.com

Attorney Harley Gordon is a nationally recognized authority on long-term care issues. He has been voted one of the “100 Most Influential People in Long-Term Care” by McKnight’s Long-Term Care News and was also named one of the “10 Most Influential People in Long-Term Care” by Senior Market Advisor. His book, How to Protect Life Savings from Catastrophic Illness, with over 150,000 copies in print, along with his newest book, In Sickness & In Health, helps consumers understand the devastating emotional and financial consequences of long-term care. Mr. Gordon is also a founding member of the National Academy of Elder Law Attorneys, a professional organization that deals with legal and ethical issues facing the elderly.

Mr. Gordon’s views on long-term care financing have been featured in the PBS Frontline documentary, “Who Pays for Mom and Dad,” The Wall Street Journal, and the CBS Evening News. He has lectured extensively to consumers and professionals alike, about the importance of planning for long-term care. He has been a featured speaker at Million Dollar Round Table’s (MDRT’s) “Top of the Table,” the Financial Planning Association (FPA), the National Association of Insurance and Financial Advisors (NAIFA), and the National Association of Health Underwriters (NAHU). He is currently working on a consulting basis with the Massachusetts Division of Medical Assistance in order to reform Medicaid eligibility.

https://www.ieadvisors.net/

Richard Szuch is a senior member of the Securities Litigation and Regulation practice group of Bressler, Amery and Ross. Richard regularly represents investment advisors, broker-dealers and banks; defending an array of fraud based claims. He defends clients in regulatory inquiries, arbitration concerning securities transactions and employment disputes. He has been in trials and hearings related to diverse topics including intellectual property, environmental contamination, voter fraud, closely held business disputes, probate matters and others. The 25 plus attorneys at Bressler Senior and Vulnerable Investor Group provide end to end advisory solutions and litigation support for clients confronting senior and vulnerable investor issues.

https://www.bressler.com/senior-group

Jay Stubbs is celebrating over 20 years in the financial services industry. He has been a qualifying member of the Million Dollar Round Table, served as President of the NAIFA chapter in his hometown of Mobile, AL, as well as the President of NAIFA-Alabama. He is past President of the Estate Planning Council in Mobile, serves on the Planned Giving Council and also serves on the PREP Advisory Board for the Mitchell College of Business at the University of South Alabama. Jay is a Regional Director for First Protective, a Brokerage General Agency and wholly owned subsidiary of Protective Life. He works with financial service professionals along the Gulf Coast, providing them with sound advice on how to grow their business. Jay celebrates life with his wife Kasey and four children.

http://www.firstprotective.com/

Seth Preus is an entrepreneur whose endeavors span 20 years

Seth is an expert in the field of software productivity management tools with a focus on goal setting, sales & activity tracking, sales analysis, compensation plans, rewards and recognition concepts, gamification, and ROI calculators. He regularly shares his knowledge on the topic through industry seminars, white papers, and public speaking engagements.

http://www.racingsnail.co/