Insurance Town

Is High-Net-Worth Insurance Really That Different?


Listen Later

In this episode of Insurance Town, host Heath Shearon sits down with Kevin Koone, a well-respected insurance professional with a fascinating career journey. Kevin shares how he transitioned from aspiring to work in the medical field to making his way through GIS mapping, janitorial work, and eventually finding his place in the independent insurance space.

Heath and Kevin discuss:;
✅ The challenges of commission-based sales and how he navigated early struggles.
✅ High-net-worth clients—how he got into that niche and what makes them different.
✅ How to handle tough conversations about rate increases and policy changes.
✅ The importance of empathy, education, and building lasting client relationships.
✅ The evolving role of leadership in independent agencies and the difference between personal and commercial lines service styles.

Kevin also shares personal insights on faith, family, and the value of time in today’s fast-paced world. Whether you're a seasoned agent or just starting, this episode is packed with real-life lessons and industry wisdom.

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!

🎧 Tune in now and let’s talk insurance! 🚀

...more
View all episodesView all episodes
Download on the App Store

Insurance TownBy Heath Shearon

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

53 ratings


More shows like Insurance Town

View all
The Insura-Preneur Podcast by Michael Jans

The Insura-Preneur Podcast

43 Listeners

The Insurance Guys Podcast by Scott Howell & Bradley Flowers

The Insurance Guys Podcast

202 Listeners

The Insurance Dudes© by The Insurance Dudes: Craig Pretzinger and Jason Feltman

The Insurance Dudes©

166 Listeners

Vertafore Insurance Podcast by Vertafore

Vertafore Insurance Podcast

35 Listeners

Finding Peak w/ Ryan Hanley by Ryan Hanley

Finding Peak w/ Ryan Hanley

146 Listeners

Power Producers Podcast by David Carothers

Power Producers Podcast

117 Listeners

The Insurance Buzz by Michael and Courtney Weaver

The Insurance Buzz

127 Listeners

The Scratch Agency Podcast by The Scratch Agency Podcast

The Scratch Agency Podcast

21 Listeners