Agents on the Move

Agents on the Move

By Jason Hoffmann

If you are looking to scale your business and learn from the best life and health insurance agents in the industry then your in the right place. We profile producers who are consistently at the forefront of the industry in production and management expertise.
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03/22/24

Tabor Ai. Copilot for Medicare Agents-Scott Reid and Keith Gleason

On this episode we are Joined by Scott Reid and Keith Gleason, Scott is the Founder of Tabor Ai, which is an Ai Copilot for Medicare Agents. We're diving into the future of insurance with a focus on a groundbreaking technology that's set to revolutio… Read more

05/09/22

Captive Agent to Agency Owner w/ Patrick Althof

Patrick Althof joins us on Episode 10 to discuss his transition from being a Captive Agent to being an Owner of his own insurance Agency. Patrick is the co-founder of David Berkeley Insurance Group and shares what he has learned after a decade in the… Read more

03/22/22

Using Life Insurance for Business Owners Dan Crowley

Dan Crowley joins us on the episode to talk about risk management and transition planning for Business owners. An industry veteran, Dan has over 20 years of experience working with family businesses as both an insurance advisor and as a facilitator f… Read more

03/08/22

You Get What You Expect with Brian "Weems" Williams

Brian Williams has been in the insurance business for over 12 years. After prior careers as a mortgage broker and Radio DJ, he has found his calling as an independent insurance broker focused solely on medicare. Brian joins us to share the system and… Read more

03/24/21

Consistent Growth with Adam Richter

Adam Richter based out of Baltimore, Maryland, has been an insurance producer and a team leader for 12 years. In this episode Adam shares his views on what leads to a career of consistent growth in year over year production.

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