Talk Insurance to Me: Recent Episodes
Talk Insurance To Me
Talk Insurance To Me is a podcast that spotlights the California Insurance Industry. We invite you to learn from, laugh with, shout at, cry with and give love to the amazing and diverse CA insurance professionals that come on here to share their stories.
Carey Wallace of AgencyFocus joins us on Confessions to share tips and insights on how to prepare to either buy or sell an agency.
Check out her due diligence list if you are thinking of buying an agency:
https://agency-focus.com/content-library
Follow Carey on Linkedin: Carey Wallace
Pre-Recorded episode with guest speaker Isaac Salcido discussing life and annuities. Use that license, folks.
Pre-recorded in March 2023, Barbara Fererra tells us about the importance of Dressing For Success.
Pre-recorded on Feb 2023, live interview with Jim Dougherty of Anchor General Insurance: value your carrier relationship.
A pre-recorded live session with Sandra Salcido of Arkapital and a host of Confessions of an Insurance Professional.
Pre-recorded Jan 2023: live interview with Tony Gutierrez about the state of the CA insurance market and what you can do.
Not our typical episode! We talked "Salary Negotiation" with Elizabeth Sandler of Juliette Works. She has spent 25 years as a financial services COO and strategist at Prudential, AXA, Deutsche Bank and Blackstone before starting @juliette.works. Now she is on a mission to close the gender leadership gap. Her signature program, The Career Lab, coaches women on creating a masterplan for success and fulfillment.
This is a must listen episode!
Contact Elizabeth on IG: @juliette.works
In this episode, we talk insurance with Christine Mason, a 29 year Insurance Veteran. She is currently a Senior Account Executive with ITC/Zywave-selling SaaS (and sass!) to the Insurance Industry. She is very passionate about this business, and loves helping agencies grow and achieve success. She’s been married for 18 years, and has a 7 year old son, who is the most amazing human being on this planet and the joy of her life.
Want to get in touch with Christine? Call her! She totally picks up. :)
Office: 972-820-1168
Mobile: 989-714-5627
We Talk Insurance with Jon Spaugy, founder of the BIG Independent Group and owner of various agencies. He shares with us the importance of letting go of ego and reflecting on criticism. Jon also shows his love for the insurance industry and believes that the industry will always have your back, if you let it.
Get involved with BIG at www.biginsusa.com
Follow on IG: @biginsusa and @spaugmaster
We talk insurance with Carlos Basurto of CIC Insurance Academy. He shares rare insights from the perspective of an insurance teacher. He has seen every kind of agent there is in CA and he has plenty of knowledge to share: the good, the bad and the ugly.
Listen and enjoy!
If you would like to learn more about what his school offers, check out the details below:
www.cicinsacademy.com
IG: @cic_ins_academy
Office: 909-481-2242
We're back! To kick off our new season, we talk insurance with Liz Perez of Liz Perez Financial Services. She's a full time agency owner, a full time mom and always dressed to impress. Liz shares with us how she got into insurance and why she stays in insurance. She also delivers some nuggets of business wisdom for those of you just getting started. Sit back and enjoy!
Learn more about liz by following her on IG: @thebaddestboss1
We talk insurance with Steven Shin. He has been in the insurance industry for the past 30 years in various capacities: Underwriting, Marketing, Product Development & Management, and Agent for 6 different companies: FIC, Farmers, CSAA (Western United), Explorer, Infinity, and currently Workmen’s Auto. He graduated from UCLA with a B.S. in Math Applied Science with Emphasis in Economics, and earned his CPCU designation in 2003.
Listen and learn!
On this last day of Women's History Month, we decided to interview each other, being that we're women and all! We discuss how we got into insurance, what we love about it and our hopes and fears.
Thanks for watching!
The insurance bug bit Barbara Caudana when she was a young girl in Vancouver, Canada where she began her lifelong career in the insurance industry. In 1986, while vacationing in Hawaii she met a guy from California (that she is still married to!) and before she knew it, she moved to Los Angeles and began working for a small agency. 30 years later, she decided it was time to branch out on her own. With encouragement from Mr. George Joseph and several marketing reps, she launched Lionsgate Insurance Coaching.
She's coached agencies big and small. Her knowledge and love for insurance is unmatched. She actually enjoys reading insurance contracts from top to bottom, that says it all!!
If you're interested in her coaching sessions, visit Barbara's website: www.lionsgateic.com
In this episode, we Talk Insurance with Zaira Fernandez. She's been in the industry for over 15 years and has managed one of the largest multi-location agencies in California. Most recently, she decided to do what some people might call crazy: she started a business during a pandemic and did so with no fear because the one thing she could count on is the strength of the insurance industry. While other businesses have closed their doors, she continues to go to work daily and is so grateful for it.
You can reach Zaira at:
ewayinsurance.com
IG: eway_insurance
Saul Bejarano Jr. joined the Life and Annuity industry in 2003. After working for a broken banking industry where he was forced to sell products that he truly didn't believe in, he went off on his own to focus on providing the best value he could to his clients. Fast forward to 2021, he is a successful Life insurance agent that has not forgotten where he came from and gives back to his local community and communities in other countries through the Bejarano Legacy Foundation. There's much to learn from Saul Bejarano Jr.
Nancy Rivas has been in the industry for a minute. She started from the very bottom, getting laughed at and told she’d never make it. She pushed through the tears and kept going, becoming a dominant figure in the world of insurance and registration services. Listen as she tells us how she went from sucking at sales to being so excited to get to work and close another big deal. Be warned, she has a potty mouth!
We talk insurance and life with Sandra Salcido- a business owner/entrepreneur and financial coach. She is the CEO and founder of two agencies, ARKAPITAL FINANCIAL and ONE EDGE INSURANCE with over 9 years of experience in the life insurance industry. Her mission is to help people create financial consciousness and intelligence by providing resources and information in Spanish, to help them make better decisions and create financial freedom. In this episode, she shares valuable tips for women going through a divorce/breakup.
@talkinsurancetome
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@sandrapsalcido
@arkapitalfinancial
@oneedgeinsurance
Cynthia Riley is a Sales Executive with over 20 years in the insurance industry. She uses her industry knowledge, positive attitude, and tireless energy to encourage others to work hard and succeed. She knows how difficult it is to be a working parent and didn’t always have the whole work-life balance thing down, but in this video, she shares what works for her and hopes it can help others. She is inspired daily by her husband and two kids.
We talk insurance with Jim Dougherty. He has been in the industry for 20+ years. He is a wealth of knowledge and a huge advocate of independent agents. Currently, he is VP of Marketing and Sales at Anchor General Insurance Agency. If you want a little history, as well as a glimpse of the future of insurance, sit back, listen and learn.
We talk insurance with another amazing California insurance professional: Yadira M. Lopez, CEO, and co-founder of LoDel Group, LLC. LoDel has become a top producing agency for Covered California. Yadira and her agency have been featured multiple times on Latino media outlets like Univision, Telemundo, Azteca Tv, La Opinion, and Estrella Tv for the awareness that they bring to their community. She has 3 retail offices in Southern California and over 75 agents throughout the state of California. She is a fabulous mother of 4, breast cancer survivor, and all-around badass California female insurance pro.
First in our series of interviews with amazing CA insurance professionals: Patty Lares She is the founder and CEO of AA Lares Insurance Services, Inc. She started in insurance when she was only 16 years old! Fast forward to 2020, she runs a successful, fun-loving, multi-million dollar insurance agency. She and her team of proud insurance professionals work hard daily to build value for clients, and support their community through volunteer work and other charitable activities. Get to know Patty Lares with us.