My guest on Episode 54 of the I Love D.I. Podcast is Todd Tresidder. Todd is Founder of Financial Mentor. Todd founded Financial Mentor to educate business owners and investors about the wealth building principles he learned from years as an entrepreneur in the investment management industry. What he discovered was a massive contradiction between the principles…

My guest on Episode 53 of the I Love D.I. Podcast is Neal Frankle. Neal is a financial planner based in Southern California who works with a wide variety of clients. As a CFP, Neal takes a comprehensive financial planning approach with his clients. I know you will enjoy my entire conversation with Neal, but…

My guest on Episode 52 of the I Love Di Podcast is Jamie Frederick. Jamie is an IDI Claims consultant with The Standard. We talk so much about the selling of disability insurance, but seldom do we talk about the claims process. In this episode, Jamie does a great job of explaining what happens at…

My guests on Episode 51 of the I Love Di Podcast are Mark Davis and Ed Kenney. Mark is President of Corporate Compensation Plans and Ed is President of Hanleigh Special Risks. In this episode, we discussed what is happening with high limit DI and zeroed in on GSI and enrollment capabilities in this space.…

My guest on Episode 50 of the I Love Di Podcast is Greg Nelson. Greg is President of Strategic Benefit Coach, an insurance and benefits firm located in Salt Lake City.  Greg is a leading disability insurance producer and is passionate about talking to prospects and clients about the need to protect their income.…

My guest on Episode 49 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…

In Episode 48, I interview Todd Shield, President of The International D.I. Society. In the interview, we talk about the IDIS national conference which will be held in October in Temple, AZ.

My guest on episode 47 of the I Love DI Podcast is Jeff Peterson. Jeff is President of Truluma, a DI Brokerage General Agency headquartered in Seattle. Jeff is one of the most forward thinking BGAs in the business and I know you will enjoy hearing about his background and where he thinks the DI…

My guest on Episode 46 of the I Love DI Podcast is Max Schmitz. Max is Brokerage Manager for DI & LTC Insurance Services in the San Francisco Bay Area. Max is a 3rd generation insurance professional and I know you will enjoy looking at the disability insurance industry through the lens of a millennial.  …

My guest on Episode 45 of the I Love DI Podcast is Laura Muka. Laura is Senior Vice President at Exceptional Risk Advisors, a Lloyd’s Coverholder that is a leader in manufacturing high limit multi-life disability programs for highly compensated professionals. Laura is a subject matter expert with more than 20 years of experience selling, implementing…