Build Your Legacy: Insurance Edition cover art

All Episodes

Build Your Legacy: Insurance Edition — 93 episodes

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Title
1

Episode #93: Insurance Agency Q&A: Growth, Ownership, and Partnerships

2

Episode #92: Why Insurance Agencies Stall and How to Scale

3

Episode #91: Agency Ownership Model: Owning vs Renting Production

4

Episode #90: How Carrier Relationships Actually Drive Insurance Agency Growth

5

Episode #89: Insurance Career Opportunities: Why Now Is the Best Time to Enter the Industry

6

Episode #88: Insurance Sales Independence: How Producers Build Their Own Pipeline

7

Episode #87: Agency Growth Series: Internal Agency Investment Strategies

8

Episode #86: Agency Growth Series: The Silent Killers Holding Agencies Back

9

Episode #85: Agency Growth Series: Building Referral Relationships for Insurance Agency Growth

10

Episode #84: Agency Growth Series: Building Sales Confidence for Insurance Producers

11

Episode #83: Agency Growth Series: The Power of an Agency Growth Partnership

12

Episode #82: How Insurance Agency Profit Sharing Works

13

Episode #81: Independent Agency Diversification: Protecting Long-Term Value

14

Episode #80: Building an Independent Agency Legacy: Growth, Talent, and Long-Term Value

15

Episode #79: Strategic Carrier Partnerships for Independent Agencies

16

Episode #78: Why Insurance Agency Owners Need Mentors and Peer Groups

17

Episode #77: Independent Agency Ownership: From Captive Agent to Building Your Own Business

18

Episode #76: Insurance Market Outlook: What Independent Agencies Need to Know

19

Episode #75: Fresh Start for Insurance Agencies: Building Daily Habits That Drive Long-Term Growth

20

Episode #74: Christmas Lessons for Insurance Agencies: Preparation, Kindness and Culture

21

Episode #73: How Independent Agencies Compete for Talent in 2026

22

Episode #72: What Elite Independent Agencies Do Differently in 2026

23

Episode #71: How to Transition from Captive to Independent in 2026

24

Episode #70: What We’re Thankful For: An Insurance Thanksgiving Message

25

Episode #69: Insurance Market Trends Shaping 2026 and Beyond

26

Episode #68: How Insurance Agencies Should Prepare for 2026: AI, Strategy, and Growth

27

Episode #67: Insurance Agency Growth Strategies: How Organic Growth Wins

28

Episode #66: SIAA NXT: How AI Is Transforming Independent Insurance Agencies

29

Episode #65: How Agency Growth Coaching Helps Independent Agencies Thrive

30

Episode #64: Protecting Your Income: Why Every Owner Needs Disability Insurance

31

Episode #63: Protecting What You’ve Built: How Life Insurance Powers Perpetuation

32

Episode #62: Can SIA of NC Partner Agencies Write with Non-Network Carriers?

33

Episode #61: Beyond Access: The True Value of Partnering with SIA of NC

34

Episode #60: Why Join SIAA? The Benefits of Partnership for Independent Agencies

35

Episode #59: How Do Insurance Agents Get Paid? Commissions Explained

36

Episode #58: Beyond Direct Codes: Why Partnership Still Matters

37

Episode #57: Succession Planning: Protecting Your Agency's Legacy

38

Episode #56: Beyond Your State Lines: Where Can You Sell Insurance?

39

Episode #55: Key Focal Points for Ownership Success

40

Episode #54: From Why to What: The Cost Behind Partnering with SIA of NC

41

Episode #53: Are Carriers Giving Out Direct Appointments?

42

Episode #52: A Strategic Choice: The Road to SIA of NC

43

Episode #51: Hard Market Pressure: Disruption of Captive & Direct Writers

44

Episode #50: Costly Clicks: The Claims Driving Cyber Insurance Rates

45

Episode #49: What New Agency Owners Should Know

46

Episode #48: Tips for Growing Your Commercial Book of Business

47

Episode #47: Be M&A Ready: Start With A Plan

48

Episode #46: Cyber Coverage 101: What It Is & Why You Need It

49

Episode #45: Let's Talk Profitability

50

Episode #44: Clicks, Leads, Clients, Repeat: Digital Marketing Tips

51

Episode #43: Owner Compensation: What to Pay Yourself and Why

52

Episode #42: Stability: Why It Matters In Insurance

53

Episode #41: The SIAA Advantage for Independent Agencies

54

Episode #40: When to Move Forward & When to Walk Away

55

Episode #39: 2025 Annual Meeting: The Preview

56

Episode #38: What to Ask Before Buying an Agency

57

Episode #37: Partnering with SIA of NC: Why It Costs

58

Episode #36: Perpetuation Planning: Beyond the Why

59

Episode #35: Securing Your Legacy: Why Perpetuation Planning Matters

60

Episode #34: The Pitfalls of Insurance Agencies: Why So Many Fail

61

Episode #33: What Makes A Good Independent Agency Owner?

62

Episode #32: 5 Pillars of Compensation: The Breakdown

63

Episode #31: The Evolution of Existing Agencies: Is It Time to Partner?

64

Episode #30: Beyond Policies: Why Carrier Relationships Matter

65

Episode #29: Essential Coverages for Independent Agencies

66

Episode #28: How Many Carriers Do You Really Need?

67

Episode #27: Start-Up Costs for an Independent Agency

68

Episode #26: Who Should Start an Independent Agency?

69

Episode #25: Shifting Your Agency From Personal to Commercial Lines

70

Episode #24: Finding Your Focus: Personal or Commercial Lines?

71

Episode #23: Protecting Your People: The Right Benefits for Your Agency

72

Episode #22: Opportunity Knocks: The Upside of M&A in Insurance

73

Episode #21: Budgeting Tips for Independent Agencies

74

Episode #20: Caring Beyond Coverage: Giving Back Through Nonprofits

75

Episode #19: Agency Planning for 2025

76

Episode #18: From the Carrier's View: Insights for Agencies

77

Episode #17: Planning with Carriers for 2025

78

Episode #16: Unlocking Carrier Access

79

Episode #15: Let's Talk About AccessPlus!

80

Episode #14: Employee Classifications: Salary, Hourly, or Exempt?

81

Episode #13: How Do I Get Direct Codes?

82

Episode #12: Do I Own My Book of Business?

83

Episode #11: Agency Foundation: Support For Every Stage

84

Episode #10: Agency Partnerships: Who's on the Hunt?

85

Episode #9: The Big Question: Why Doesn't Everyone Do What We Do?

86

Episode #8: Taxing Choices: 1099 vs. W-2 Decoding Employment Status

87

Episode #7: Independent or Captive? The Breakdown

88

Episode #6: Let's Talk About Contingency

89

Episode #5: 3 Must-Ask Questions Before You Partner Up!

90

Episode #4: From Baseball to Business: Andy Neary's Playbook

91

Episode #3: SIA of NC's Annual Meeting

92

Episode #2: What is SIA of NC?

93

Introduction: Welcome to Our Podcast!