My guest on Episode 64 of the I Love D.I. Podcast is Everett O’Keefe. Everett is President of The Solution Machine, a company that helps position business owners, professionals, entrepreneurs, speakers and authors as experts in their field.  Along with his team, Everett helps clients create bestselling books, perform video marketing and develop amazing nurture campaigns. Everett…

My guest on Episode 63 of the I Love D.I. Podcast is Keith Pflieger. Keith is the President of Source Brokerage, a Brokerage General Agency located in Ft. Myers, FL.  Keith is a long time veteran of the D.I. Industry and is one of the most knowledgable people in the field. In this episode, Keith and…

On Episode 62 of the I Love D.I. Podcast, I give you some thoughts and predictions for 2018.

My guest on Episode 61 of the I Love Di Podcast is Jeff Kerns. Jeff is Vice President of Truluma, a national DI Brokerage General Agency located in Seattle, WA.  Jeff is a long time veteran of the D.I. Industry and I had the privilege of co-authoring with him the #1 Best Selling book, The Napkin…

My guest on Episode 60 of the I Love Di Podcast is Steve Woods. Steve is a Senior Account Executive and Vice President in Gen Re’s North American Life/ Health division. His primary responsibilities are new business development and client relationships for Individual Disability Income and Medicare Supplement products. Steve is a long-time veteran of…

My guest on Episode 59 of the I Love D.I. Podcast is Eryka Morehead.  In early 2016, Eryka created Collaborative Planning Group to provide independent, objective fiduciary level insurance solutions for advisors providing holistic wealth management services to their clients. As the expert in life insurance, disability insurance and long term care, Eryka is what many…

My guest on Episode 58 of the I Love D.I. Podcast is Sophia Bera.  Sophia’s company is Gen Y Planning.  So many advisors I talk to are struggling with marketing to millennials.  Sophia gives some awesome advise on how to market, communicate and work with millennials. Also, Sophia’s practice is so much different than a traditional…

My guest on Episode 57 of the I Love D.I. Podcast is Deacon Hayes.  Deacon is a financial expert, speaker, and podcaster.  He is the founder of Well Kept Wallet, which is a financial education company that provides personal finance resources to people across the world. I know you will enjoy learning how Deacon turned a…

My guest on Episode 56 of the I Love D.I. Podcast is Erin Lowry. Erin is the creator of Broke Millennial.  She helps millennials get their financial life together through her blog, book, lectures, and workshops. So many advisors I talk to are struggling with marketing to millennials.  Erin gives some awesome advise on how to…

My guest on Episode 55 of the I Love D.I. Podcast is George Davidson. George is CEO of Secura Consultants and the creator of a new company called LifePreserve. George is a long-term veteran of the disability insurance industry and is recognized by his peers as one of the true thought leaders of our industry. I…