Building a Holistic Financial Practice: Beyond Medicare and Life Insurance with Cory Procter
The Broker Link
In this episode, Chris Newberry from The Brokerage joins Cory Procter, founder of Pro Capital, to explore what it means to take a truly holistic approach to financial practice. Chris emphasizes that advisors must go beyond selling just Medicare or life insurance, advocating for a broader suite of services that meet clients’ evolving financial needs. Cory shares his powerful personal journey from financial instability to building a career in wealth management, highlighting the value of long-term planning, managing through market volatility, and conducting regular financial reviews. He sheds...
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Decoding CMS: Legislative Insights from the FMO Summit with Mike Smith
The Broker Link
In this special episode, Mike Smith of The Brokerage Inc. leads a timely and insightful panel discussion from the FMO Summit, joined by two distinguished guests: John Greene, Founder & Principal of Tri-Branch Resolution LLC, and Nick Uehlecke, Principal at Todd Strategy Group. Together, they unpack the latest legislative and regulatory developments surrounding the Centers for Medicare & Medicaid Services (CMS). Listeners will gain insider perspectives on key policy shifts, implications for FMOs and agents, and what to expect in the evolving healthcare landscape. With their deep...
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From Onboarding to Earning: How TBI Empowers New Agents
The Broker Link
In this episode of The Broker Link, Trey Owens and Mike Papuc dive into platform updates designed to simplify and enhance the onboarding experience for insurance agents. They address a common industry problem: agents often feel forgotten after joining. TBI is tackling this through ongoing support tools, including brief, twice-weekly training sessions and a personalized white glove contracting service. The episode also discusses TBI's financial incentive called Brokerage Bucks, offering agents up to $450 per sale each month. Trey and Mike stress that true success comes not just from tools, but...
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Disability Insurance Awareness Month: Protecting Your Paycheck
The Broker Link
In this insightful episode, Crystal Bustillos joins the show to spotlight the often-overlooked topic of disability insurance, timed perfectly with Disability Insurance Awareness Month. Crystal emphasizes that a client’s income is their most valuable financial asset, and protecting it should be a top priority. She breaks down the differences between short-term and long-term disability insurance, helping agents understand when each type makes sense. Crystal also covers disability riders—customizable policy add-ons—and shares strategies for overcoming client objections, a common challenge...
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Countdown to the Life Symposium: Insight, Strategy & Connection
The Broker Link
This episode of the Broker Link podcast discusses the upcoming Life Symposium on May 20 at the new Flower Mound office. Chris Newberry and Crystal Bustillos from the Life team highlight new features like the Vive platform for term insurance, which allows agents to run quotes and apply directly. The symposium will cover various life insurance products, including term, IUL, long-term care, final expense, and worksite products. It will feature presentations from carriers and other partners, with a fast-paced schedule and a working lunch. Registration is encouraged as space is limited....
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Marketing & Sales Strategies to Maximize Event Success
The Broker Link
Marketing & Sales Strategies to Maximize Event Success In this episode of Broker Link, Cynthia Rosales, Regional Sales Director at The Brokerage Inc., with 28 years of experience in Medicare sales, discussed the importance of differentiating between sales and educational events, emphasizing the need for reporting in sales events. She advised choosing venues where seniors gather, such as restaurants or senior centers, and securing dates consistently. Rosales recommended a budget under $15 per person and highlighted the significance of national marketing during AEP...
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What Agents Really Want from an FMO
The Broker Link
What Agents Really Want from an FMO In this episode of Broker Link, Trey Owens from The Brokerage Inc. sits down with experienced agent Lewis to explore what truly matters to agents when choosing an FMO (Field Marketing Organization). Louis shares valuable insights from the field, warning agents to steer clear of FMOs offering “free leads”—often a red flag for low-quality support. Instead, he stresses the importance of partnering with an FMO that provides real value, including carrier connections, community involvement, and growth support. Trey highlights how The Brokerage...
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The Role of Life Insurance in Legacy Planning
The Broker Link
In this episode of Broker Link, Cristal Bustillos with The Brokerage Inc. Life team dives into the critical role of life insurance in legacy planning. She breaks down how it helps manage estate taxes, facilitates charitable giving, and ensures a smooth wealth transfer. Cristal also explains how life insurance provides liquidity for illiquid assets like family farms or businesses, helping families avoid financial strain. Plus, she highlights how it can bypass probate, saving time and legal costs. Crystal encourages agents to take action by attending our legacy planning workshops...
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Yunior Santana Joins The Brokerage Team
The Broker Link
The Brokerage Inc. is so excited to announce Yunior Santana is joining the company as a new Regional Sales Director in Florida. Yunior is an experienced agent and agency owner in the Miami area and is a great addition to our sales team. Yunior takes over for Carl-Philippe Denis, who has been promoted to Senior National Sales Director. In this episode of The Broker Link, get to know Yunior and what he brings to the Brokerage team and the state of Florida. Learn more about partnering with The Brokerage Inc. by visiting our website, . Remember to like, share, and subscribe to...
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Capitol Hill Update with Mike Smith
The Broker Link
In this episode of Broker Link, we’re joined by Mike Smith for an inside look at the NABIP Capitol Conference in Washington, D.C. This annual event brings together insurance professionals to discuss legislative updates and advocate for policies that impact Health and Medicare agents. Mike shares key takeaways from the conference, including discussions on regulatory changes, industry challenges, and what agents need to know moving forward. Whether you’re a seasoned professional or new to the industry, this episode provides valuable insights into the future of healthcare policy. To learn...
info_outlineAre you planning on attending one of The Brokerage Inc. Kickoff events? We really hope to see you there! Each year at the time The Brokerage Inc. hosts a kickoff event in four Texas cities. This year we have expanded it into three more. These events are to help our agents prepare for the upcoming AEP and OEP.
We have already hosted our Miami, Tampa, and El Paso roadshows but have four more coming up in Texas. In this episode of the podcast, Gillan walks you through what to expect at each event.
The Roadshow schedule includes:
- Houston, Tuesday September 10
- Corpus Christi, Thursday, September 12
- San Antonio, Tuesday, September 17
- Dallas, Fort Worth, Tuesday, September 24
You can learn more about these shows and RSVP online at https://thebrokerageinc.com/kickoff.