My guest on Episode 74 of The I Love D.I. Podcast is Courtney Wilson. Courtney is President of Fortify Insurance Group, a Brokerage General Agency located in Norwalk, CT. Courtney shares some great insights on what is happening in the Disabilit

Episode 73: Interview With Robert Clark

Sep 3rd, 2018 30m 34s

My guest on Episode 73 of The I Love D.I. Podcast is Robert Clark. Robert is Regional Vice President of Petersen International Underwriters, a Lloyd’s of London Correspondent located in Valencia, CA. He has done a great job of working with Emp

Episode 72: Interview With Brock Falconer

Aug 27th, 2018 28m 36s

My guest on Episode 72 of The I Love D.I. Podcast is Brock Falconer. Brock is Regional Vice President for Illinois Mutual and is based in Denver, CO. He has extensive experience in the D.I. world and you will hear how passionate he is about th

Episode 71: Interview With Eric Miller

Aug 13th, 2018 15m 33s

My guest on Episode 71 of The I Love D.I. Podcast is Eric Miller. Eric is President of First Protective, a nationwide Brokerage General Agency located in Birmingham, AL. He is a long time veteran of the insurance industry and is passionate abo

Episode 70: Interview With Bill Levinson

Jul 23rd, 2018 41m 28s

My guest on Episode 70 of The I Love D.I. Podcast is Bill Levinson. Bill is Managing Partner for Levinson & Associates, a National Insurance Marketing Organization located in Coral Springs, FL. He is a long time veteran of the brokerage indus

Episode 69: Interview With Ray Phillips

Jul 16th, 2018 22m 32s

My guest on Episode 69 of The I Love D.I. Podcast is Ray Phillips. Ray is President of The Brokers Source, a Brokerage General Agency located in Pittsburgh, PA. Ray is a long time veteran of the Insurance Industry and is a Past Chairman of NA

Episode 68: Interview With Jim McCarthy

Apr 30th, 2018 20m 5s

My guest on Episode 68 of the I Love D.I. Podcast is Jim McCarthy, CEO of Empire State Benefits, a Brokerage General Agency located in New York City Jim is a long-time veteran of the D.I. Industry and has some great insights into our industry.

Episode 67: Interview With Don Schamay

Mar 12th, 2018 22m

My guest on Episode 67 of the I Love D.I. Podcast is Don Schamay. Don is a Disability Income Regional Vice President for Principal. Don is a long-time veteran of the D.I. Industry and has some great insights of the opportunities that exist in

Episode 66: Interview With Tom Trebes

Feb 19th, 2018 19m 36s

My guest on Episode 66 of the I Love D.I. Podcast is Tom Trebes. Tom is the Distribution’s Disability Income Support Specialist at Ohio National Financial Services Tom is a long-time veteran of the D.I. Industry and has some great insights of t

Episode 65: Interview With Nicole Blodgett

Feb 5th, 2018 22m 41s

My guest on Episode 65 of the I Love D.I. Podcast is Nicole Blodgett. Nicole is Vice President of Secura Consultants, a nationally recognized income protection brokerage general agency located in Minneapolis, MN. Nicole is an incredibly talent

Episode 64: Interview With Everett O’Keefe

Jan 15th, 2018 31m 16s

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. Al

Episode 63: Interview With Keith Pflieger

Jan 8th, 2018 17m 54s

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 know

Episode 62: Predictions For 2018

Jan 2nd, 2018 4m 12s

On Episode 62 of the I Love D.I. Podcast, I give you some thoughts and predictions for 2018.The post Episode 62: Predictions For 2018 appeared first on THE I LOVE D.I. PODCAST.

Episode 61: Interview With Jeff Kerns

Nov 27th, 2017 13m 57s

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-aut

Episode 60: Steve Woods of Gen Re

Nov 13th, 2017 22m 49s

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 relati

Episode 59: Interview With Eryka Morehead

Oct 30th, 2017 27m 6s

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 managem

Episode 58: Interview With Sophia Bera

Oct 23rd, 2017 29m 4s

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

Episode 57: Interview With Deacon Hayes

Oct 9th, 2017 16m 10s

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

Episode 56: Interview With Erin Lowry

Oct 2nd, 2017 25m 41s

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 s

Episode 55: Interview With George Davidson

Sep 25th, 2017 18m 25s

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

Episode 54: Interview With Todd Tresidder

Sep 18th, 2017 36m 51s

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 en

Episode 53: Interview With Neal Frankle

Sep 5th, 2017 23m

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 clie

Episode 52: Interview With Jamie Frederick

Jul 31st, 2017 31m 41s

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,

Episode 51: Interview With Mark Davis and Ed Kenney

Jun 5th, 2017 19m 27s

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 a

Episode 50: Greg Nelson of Strategic Benefit Coach

May 22nd, 2017 14m 11s

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 t