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What does it really take to build a massive team without gimmicks, pressure tactics, or burnout?

In this episode of The Modern Insurance Agent Podcast, we sit down with Brian Carruthers, one of the most respected team builders and leadership trainers in the world.

Brian built a 400,000+ person organization across multiple countries, authored bestselling books on recruiting and mindset, and became a go-to trainer inside LegalShield by doing the exact opposite of what most people expect.

No hype.
No convincing.
No complicated systems.

Instead, Brian explains why sorting beats selling, how simple duplication always wins, and how insurance agents can apply these same principles to build scalable teams, improve retention, and create leveraged income that doesn’t depend on constant hustle.

🧠 What You’ll Learn in This Episode

🔹 How Brian Carruthers built one of the largest teams in network marketing history
🔹 Why sorting instead of convincing creates faster growth with less resistance
🔹 Recruiting language patterns that feel natural not salesy
🔹 How to design simple, duplicable systems your team will actually follow
🔹 Why LegalShield pairs naturally with insurance conversations
🔹 How to position LegalShield as a trusted advisor value-add, not “another product”
🔹 The mindset and daily habits required to build a business that grows with or without you

🛡 Why This Matters for Insurance Agents

Insurance protects assets.
LegalShield protects decisions.

Brian breaks down how top agents seamlessly integrate LegalShield into conversations around:
→ Estate planning
→ Living wills & durable power of attorney
→ Contracts & legal consultations
→ Identity protection & long-term client care
→ When positioned correctly, it deepens trust, strengthens relationships, and increases referrals without adding pressure or complexity.

📘 Learn more about Brian Carruthers:
👉 https://briancarruthers.com
🎥 YouTube: https://www.youtube.com/@BRIANCARRUTHERS
📱 Instagram / Facebook / LinkedIn / X: @RealBrianCarruthers

Connect with Us:

🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast

Join the Movement of Modern Insurance Agents!

Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀

📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us a text

The Meta lead market is breaking and most final expense agents aren’t ready for what comes next.

In an industry flooded with noise, guru marketing, and inflated promises, this episode of The Modern Insurance Agent Podcast cuts straight to reality.
We sit down with Brandon Novick, a behind-the-scenes operator who quietly built one of the most effective in-house final expense telesales lead engines in the country without personal branding, social media fame, or flashy screenshots.

Brandon has trained 600+ agents, scaled teams to $500,000+ per month in FE production, and built a multimillion-dollar lead platform from scratch by focusing on discipline, systems, and execution not hype.

This is a raw, honest conversation about:

- Why Meta oversaturation collapsed the FE lead market
- What disciplined agents are doing instead
- Why chasing “top producers” is one of the most expensive mistakes agencies make

And what it actually takes to survive and win in the next era of insurance sales

No fluff.
No inflated dashboards.
Just real systems, real culture, and real work.

🧠 WHAT YOU’LL LEARN IN THIS EPISODE

📉 Why Meta Broke the FE Lead Market
How oversaturation, bad incentives, and shortcuts destroyed ROI and what smart agents are doing now.

🏗️ How to Build In-House Leads That Scale
A practical look at creating internal lead generation systems without vendor dependency.

🧠 Why “Top Producers” Can Kill Your Culture
The hidden cost of recruiting talent without character and how it sabotages teams.

🤠 The End of the Wild West Era
What tightening markets mean for health and final expense agents moving forward.

🤖 How AI & Overseas VAs Are Reshaping Telesales
What’s working, what’s not, and how lean teams are staying competitive.

💪 What Real Work Ethic Looks Like Now
Why shortcuts are disappearing and what separates survivors from quitters.

🎭 Scaling Without Becoming a Public Personality
How Brandon grew massive production without building a personal brand.

🔄 Mindset Shifts for a Tightening Market
The mental and operational changes required to stay profitable long-term.

🎯 WHO THIS EPISODE IS FOR

✔️ Final Expense agents running telesales
✔️ Health & FE agents struggling with lead quality
✔️ Agency owners building internal systems
✔️ Producers tired of hype, gurus, and fake numbers
✔️ Agents who want stability, not shortcuts

📞 Connect with Brandon Novick:
👉 https://blackrockins.com/contact-us

Connect with Us:

🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast

Join the Movement of Modern Insurance Agents!

Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀

📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us a text

Single women are one of the most underserved and most misunderstood groups in financial planning and insurance today.

And the cost isn’t just financial, it’s clarity, confidence, and long-term security.
In this episode of The Modern Insurance Agent Podcast, we sit down with Lisa Clements, former corporate HR executive at Accenture and Meta, turned financial advisor and investment manager who exclusively serves single women.

Lisa is the founder of Clear Springs Wealth, a fast-growing advisory firm built around education, empathy, and modern planning for women who are never married, widowed, or divorced. She brings a rare combination of executive-level decision-making, emotional intelligence, and real-world financial strategy to an industry that too often relies on jargon and fear-based selling.

In this conversation, we unpack why traditional financial and insurance advice often misses the mark for single women, how modern advisors can serve this demographic with integrity, and where **AI fits and doesn’t fit inside relationship-based planning.

This episode is essential listening for advisors, agents, and women who want a smarter, more human approach to money and protection.

🧠 WHAT YOU’LL LEARN IN THIS EPISODE

👩‍💼 Why Single Women Need a Different Strategy
The unique financial planning and insurance challenges single women face—and why one-size-fits-all advice fails them.

🔄 From Corporate Executive to Entrepreneur
How Lisa transitioned from senior HR roles at Accenture and Meta into advisory work with purpose and impact.

📚 Education vs. Fear-Based Selling
Why education-driven planning builds confidence, trust, and better long-term outcomes.

🛡️ Simplifying Insurance Without Overwhelm
How to approach life, disability, and long-term care conversations clearly and compassionately.

🤖 Where AI Helps and Where It Doesn’t
How advisors can use AI to support planning while preserving trust, nuance, and human connection.

📉 Industry Shifts You Can’t Ignore
What’s changing in life insurance pricing and long-term care and how it affects women planning solo.

📲 Modern Client Attraction That Builds Trust
How podcasts, social media, and authentic education are attracting aligned, high-quality clients.

💡 Why Education Unlocks Confidence
How understanding not pressure leads to action, peace of mind, and better decisions with money.

🎯 WHO THIS EPISODE IS FOR

✔️ Insurance agents and financial advisors who want to serve women better
✔️ Advisors modernizing their marketing without sacrificing trust
✔️ Single women navigating financial decisions without a partner
✔️ Anyone curious about the future of holistic, human-first financial planning

🌿 Connect with Lisa Clements:
👉 https://www.clearspringswealth.com
👉 https://www.clearspringswealth.com/credentials
📧 lisa@clearspringswealth.com

Connect with Us:

🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast

Join the Movement of Modern Insurance Agents!

Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀

📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us a text

AI is everywhere right now…
but most conversations are hype not help.

In this episode of The Modern Insurance Agent Podcast, we sit down with Jason Long, a 25+ year operator, private equity veteran, and AI systems architect who has been building automation-driven businesses long before AI became a buzzword.

Jason has built, scaled, and turned around multiple digital-first companies including taking a failing 8-figure business no one wanted to buy and:
➡️ Transforming it into a category leader
➡️ Matching the market leader’s traffic and reputation in under 24 months
➡️ Selling the company for 2.5X revenue

Today, Jason is raising $12M for an AI startup focused on eliminating repetitive work, instantly merging complex data, and helping teams move faster without burnout. This conversation is for insurance agents, agency owners, and operators who want to understand how AI actually works inside real operations not prompts, gimmicks, or theory.

🔑 WHAT YOU’LL LEARN IN THIS EPISODE

⚙️ How AI Turns Weeks Into Minutes
Why planning, SOPs, briefs, and workflows no longer need weeks of manual effort.

📊 The First Workflows to Automate (and Why)
Jason breaks down the exact operational systems he automates first for maximum leverage.

🧠 AI for Better Decisions, Not Just Faster Tasks
How AI supports strategic thinking, prioritization, and clarity not just execution.

🎯 Where Insurance Agents Should Start With AI
How to automate without losing your voice, brand, or personal touch.

🚀 Why Top Producers Will Automate the Process Not the Personality
The mindset shift separating future leaders from agents who fall behind.

📈 The Real Competitive Edge
How faster follow-up, cleaner data, and systemized workflows compound into massive advantage.

🧗 Leadership Under Pressure
What resilience, survival, and extreme experiences taught Jason about leadership and execution.

🧠 A STORY YOU WON’T EXPECT

We also go behind the scenes of Jason’s extraordinary life story from surviving a catastrophic car accident and nearly being eaten by a tiger, to training for a 10-mile open-water swim from Cancun to Isla Mujeres and how that mindset directly shows up in business, leadership, and systems thinking.

🚀 WHY THIS EPISODE MATTERS

AI won’t replace insurance agents.
But agents who use AI correctly will replace those who don’t.

If you’ve been wondering how AI actually fits into insurance sales, recruiting, service, and operations, this is the conversation you’ve been waiting for.

🤖 AI Tools for Insurance Agents (Free Resource):
👉 https://gamma.app/docs/AI-Tools-for-Insurance-Agents-odaktk21owr6j4c?mode=doc

🌐 Connect with Jason Long:
👉 https://cheaperthankaren.com

Connect with Us:

🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast

Join the Movement of Modern Insurance Agents!

Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀

📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us a text

If your calls go unanswered, texts get ignored, and DMs feel like they disappear…
👉 it’s probably not your leads.

In this episode of the Modern Insurance Agent Podcast, David & Elle Denning reveal the real reason most insurance agents are struggling to reach prospects right now:

A trust gap.

You’ll learn the “Trust Before Talk” model how to build familiarity before you ever dial, so your outreach feels warm instead of cold.

📊 Studies show response rates can increase by up to 70% when prospects recognize and trust you.

This episode is a must-watch for agents who want:

1. More conversations
2. Fewer objections
3. Less chasing
4. Better results without buying more leads

🔑 What You’ll Learn (Key Takeaways)

• Why “leads stopped working” usually means cold, trustless conversations
• The Trust Before Talk Framework to warm prospects before outreach
• How your personal profile becomes your real storefront (and why business pages stall trust)
• The fastest way to build credibility using simple cell phone content
• A 5-Step Trust Reset you can implement this week

Why buying more leads won’t fix a trust problem and what actually will

✅ Action Step: Run the 5-Step Trust Reset This Week

1️⃣ Update your personal profile (who you help + how)
2️⃣ Post one short video to that audience
3️⃣ Comment on 5 posts from people you want to work with
4️⃣ Share one behind-the-scenes moment
5️⃣ Respond to engagement and start real conversations

🔔 Don’t Miss Future Episodes

👍 Like this video if it helped you
📩 Subscribe for weekly strategies on insurance, sales, trust-building, and modern prospecting
💬 Comment below: Which step are you implementing first?

🔗 Link & Resources
📘 Show Notes + Trust Score Self-Assessment
👉 https://jumpstartgonow.com/podcast

Connect with Us:

🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast

Join the Movement of Modern Insurance Agents!

Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀

📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us a text

Business owners are one of the most profitable and most misunderstood markets in insurance and finance today. And most agents are leaving massive opportunity on the table without realizing it.

In this episode of The Modern Insurance Agent Podcast, we sit down with Tariq “Sonny” Azam, business finance strategist, advanced markets expert, and creator of the Acquire • Grow • Exit™ framework, to break down how AI, finance, and modern insurance strategy are permanently changing how entrepreneurs build, protect, and exit businesses.

Sonny operates at the intersection of capital strategy, insurance design, and AI-assisted underwriting, helping business owners secure funding, protect cash flow, scale intelligently, and exit on their own terms.

If you serve or want to serve business owners, entrepreneurs, and high-income professionals, this episode will fundamentally change how you think about case design, underwriting, and long-term client value.

🔑 WHAT YOU’LL LEARN IN THIS EPISODE

💼 The Acquire • Grow • Exit™ Framework
How business owners buy, scale, and exit companies and where insurance fits at every stage.
🤖 AI-Assisted Underwriting in Advanced Markets
Why AI is improving accuracy, speeding approvals, and increasing client confidence.
📄 Winning Faster With Better Prep
How AI note-takers, underwriting summaries, and credit memos shorten approval cycles.
🏦 Why Carriers Are Doubling Down on Business Markets
The surge in advanced planning, BOLI, and executive benefit strategies.
💰 Where Agents Leave the Most Money on the Table
Common mistakes that cap premium, retention, and lifetime client value.
📊 Advanced Strategy Breakdown
Key person insurance, buy-sell planning, REBAs, split-dollar, and executive benefits explained simply
📈 Why Business Owners Outperform Personal Lines Clients
Higher premiums, longer relationships, and deeper advisory positioning.
🧠 High-Performance Mindset for Advanced Advisors
Visualization, discipline, and decision-making habits that drive long-term success.

🚀 WHY THIS MATTERS FOR AGENTS

Business owners don’t need more products.
They need clarity, structure, and confidence.

This episode shows how agents who understand both finance and insurance can evolve into trusted strategists not transactional sellers while building larger cases, stronger relationships, and durable recurring revenue.

🌐 Connect with Sonny:
Website → https://www.tariqazam.co
Instagram → https://www.instagram.com/tariqazamsfl/
TikTok → https://www.tiktok.com/@age_sonny
LinkedIn → https://www.linkedin.com/in/tariq-sonny-azam-4696a438/
X (Twitter) → https://x.com/TariqAzam916668

Connect with Us:

🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast

Join the Movement of Modern Insurance Agents!

Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀

📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us a text

The Medicare market is tightening and agents who rely on yesterday’s strategies are already feeling the squeeze.

In this episode of The Modern Insurance Agent Podcast, we sit down with Casey Ahlbum, Medicare specialist and second-generation agency leader, to unpack why Medigap is quietly becoming one of the smartest, most stable plays for Medicare agents in 2025 and beyond.

After 25 years in corporate operations, Casey returned to his family’s 30+ year Medicare agency and did something most agents struggle to do in today’s market:
👉 wrote 200+ Medigap policies in his first full year,
👉 onboarded new agents, and
👉 helped transition the agency away from lead vendors toward content-driven, trust-based growth.

We break down what’s really happening with Medicare Advantage, how recent plan changes are reshaping agent opportunity, and why systems, technology, and personal branding are now the dividing line between struggling agencies and thriving ones.

If you’re a Medicare agent navigating shrinking comp, rising compliance, client confusion, and MA volatility this conversation will give you clarity, confidence, and a smarter path forward.

🧠 WHAT YOU’LL LEARN IN THIS EPISODE
🔹 Why Medigap Is Gaining Momentum
How MA tightening is creating new opportunities for agents who know how to position stability.
🔹 The Hidden Opportunities Inside Recent MA Changes
What most agents are missingand how to turn disruption into growth.
🔹 Modernizing a Legacy Agency Without Losing Trust
How Casey used CRM automation, video, and systems to scale a 30-year-old business.
🔹 Why Authentic Content Beats Vendor Leads
How education-first marketing is outperforming scripts, actors, and paid leads.
🔹 The LinkedIn Post That Generated 150,000 Views
And how inbound Medicare leads followed without ads.
🔹 How to Build Long-Term Renewals With Seniors
Trust, education, and consistency over pressure and volume.
🔹 The Mindset Medicare Agents Need Now
What it really takes to win as the market evolves.

🎯 KEY TAKEAWAYS FOR MEDICARE AGENTS
✔ Stability matters more than ever
✔ Education beats pressure selling
✔ Systems create freedom and scale
✔ Personal branding is no longer optional
✔ Relationships win in a noisy, regulated market

You’ll walk away with real strategies you can plug into your business immediately.

Connect with Casey Ahlbum:
Website: https://www.medicaremedicare.com
Facebook: https://www.facebook.com/CaseyAhlbum
LinkedIn: https://www.linkedin.com/in/caseyahlbum

Connect with Us:

🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast

Join the Movement of Modern Insurance Agents!

Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀

📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us a text

Ever had a client switch agents out of nowhere… even though everything seemed solid?

It wasn’t random and it wasn’t the pricing.

In this episode of The Modern Insurance Agent Podcast, David & Elle Denning pull back the curtain on the silent churn problem affecting agents nationwide. Competitors aren’t stealing your clients with better offers… they’re slipping in through small gaps you didn’t know you had.

You’ll discover the 4 Silent Client Stealers the subtle warning signs agents overlook until it’s too late and a simple, repeatable retention system called The CPR Routine that makes your book dramatically harder to poach.

Plus, David and Elle walk through a 5-Day Client Retention Reset you can run anytime to revive relationships, boost loyalty, increase renewals, and spark more organic referrals.

If you want to keep your book tight, protected, and profitable… this might be your most important episode of the year.

⭐ WHAT YOU’LL LEARN

🔹 The 4 Silent Reasons Clients Leave (Pricing Isn’t One of Them)
Understanding the invisible emotional and behavioral triggers behind client churn.

🔹 Why Neglect Isn’t Personal, It’s Structural
How missing touchpoints create vulnerability even for loyal clients.

🔹 How to Stay Top-of-Mind All Year Long
The retention habits that prevent competitors from slipping into conversations.

🔹 The Client Vulnerability Moments You MUST Catch
What happens during claims, renewals, and life changes that opens the door for poaching.

🔹 The CPR Retention Rhythm
A simple cadence of Check-ins, Personalization, and Reviews that stabilizes your book.

🔹 How to Protect Your Book 30–45 Days Before Renewal
The exact message that prevents shopping and keeps premium in your agency.

🔹 Micro-Engagement Strategies Using Social Media
Simple, low-time actions that build loyalty and generate referrals.

🔹 Red Flags That a Client Is Slipping Away
How to catch churn early and how to save the relationship.

🔹 A 5-Day Retention Reset You Can Run This Week
Daily actions that instantly revive engagement and strengthen loyalty fast.

Connect with Us:

🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast

Join the Movement of Modern Insurance Agents!

Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀

📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group