

Profiles in Risk
Insurance Nerds
The largest insurtech podcast going on 700+ episodes. This is not your grandpa's insurance industry!
Episodes
Mentioned books

Feb 19, 2020 • 22min
Purple Ponderings with Pankaj – E6: Pankaj Interviews Guy Russ of Church Mutual
(we apologize for the audio interference in this recording.)In this episode, Guy Russ shares his perspective on IoT use case that Church Mutual has benefited from.Connect with Guy Russ – https://www.linkedin.com/in/guyruss/Book recommended by Guy – Thinking, Fast and Slow by Daniel Kahneman: https://amzn.to/2v1Ki0N

Feb 16, 2020 • 46min
Get Ready! with Sheryl Brown: Female Advocacy in the Financial Services Community (E13)
On business efficiency: take out the things that are big item expenses and try to pare those down. You’ll streamline your business, you’ll cut your costs and you’ll make yourself more efficient. The money that you save from that, reinvest that money into other areas marketing yourself and amplify your thought leadership instead. Sheryl BrownIn this episode, I spoke with Sheryl Brown, Founder of Females and Finance about starting a movement for women in financial services. We also discussed Sheryl’s work as an advocate for women. Lastly, we covered how women can be successful in the financial services industry.Please subscribe to the GET READY! With Tony Steuer podcast.

Feb 16, 2020 • 29min
PiR - E181: Collecting The Insurance User Experience with Meredith Kokas & Mike Crowe of Cleasurance
Recorded onsite at Cleasurance's No. Andover, MA home office (Nick is sitting on a bean bag chair...pretty insurtechy), this episode is about capturing user experiences from the interaction of buyers, policyholders, claimants and other stakeholders to the insurance experience. Mike Crowe and Meredith Kokas describe why Cleasurance started, what they do, how they do it and why it creates a rich and robust data set for stakeholders in insurance to understand whether we are satisfying our potential and actual customers.********************************************************************************************* CONNECT WITH:Mike Crowe - https://www.linkedin.com/in/mkc211/ Meredith Kokas - https://www.linkedin.com/in/meredithkokos/ Cleasurance Home Page - https://clearsurance.com/ ********************************************************************************************* BOOKS RECOMMENDED BY MEREDITH & MIKE:Mastering the Rockefeller Habits by Verne Harnish - https://amzn.to/37xhBpQ Good to Great by Jim Collins - https://amzn.to/2vCIqvD The Undoing Project by Michael Lewis - https://amzn.to/2vGbWQR Scaling Up by Verne Harnish - https://amzn.to/2SRf4kP The Originals by Adam Grant - https://amzn.to/3bLAHMq Books on Testing & Optimization - https://amzn.to/3bJP4Av ********************************************************************************************* Subscribe to Profiles in Risk at:Buzzsprout RSS: http://www.buzzsprout.com/87086 Google Play: https://goo.gl/WMAvW4 iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7Mi YouTube: https://goo.gl/1Turar

Feb 13, 2020 • 17min
A Brief Interview with Steve Hunckler, CCO State Compensation Fund
This is a brief interview with Steve Hunckler, CCO State Compensation Fund. Steve will receive the Lifetime Achievement Award at the Claims and Litigation Management 2020 Annual Conference, which is being held March 18-20 in Dallas, TX. You can register for the event here: https://www.theclm.org/Event/ShowEventDescription/11972Connect with Steve: https://www.linkedin.com/in/stephen-steve-hunckler-49942a7/

Feb 9, 2020 • 42min
Amy Waninger Interviews Dr. Mark Tarmann Jr. (E1 See It To Be It - Special)
In a new series to Insurance Nerds, Amy Waninger interviews insurance professionals in various roles and functions so you can See It To Be It!In this first episode, Amy interviews Dr. Mark J. Tarmann Jr. DBA, CPCU, ARM, AIC, AIS, AINS, API. The innovator behind #LaisseznotLazy, a dynamic speaker, researcher, and author dedicated to millennial employee development, retention, & leadership succession in the industry. With 13 years of industry experience, he has served various roles including his current positions as the PIP claim analyst for the Cumberland Insurance Group in Bridgeton, NJ.Connect with Dr. Mark Tarmann Jr.: https://www.linkedin.com/in/marktarmannjr/

Feb 5, 2020 • 31min
PP - An Interview with Wade Milward - Millennial Commercial Brokers perspective
In this episode we get a unique perspective from someone who brings in a unique and refreshing ideas for opportunities leveraging emerging technologies within Commercial Broker segment

Feb 1, 2020 • 1h 3min
Get Ready! with Sheryl Garrett: Making Competent, Objective Financial Advice Accessible
“Sheryl says the role of a financial advisor is one of the most important jobs but there is a segment of the industry that operates like the gunslingers of the Wild West, we don’t have the rules and regulations to protect those who we are supposed to be serving - I couldn’t have said it better myself.” President Barack Obama recognizing Sheryl during a 2015 speech”. We have to know who are resources are and how to tap in to them, know what kind of tools and strategies that we could get into. And how to find these people. Sheryl Garrett. In this episode, Tony Steuer spoke with Sheryl Garrett, Founder of the Garrett Planning Network about being a trailblazer in the financial planning industry and building a network of fee-based financial planners. We also discussed Sheryl’s work as an advocate for the an authentic fiduciary standard and higher standards of care. Lastly, wee covered the unique challenges and opportunities for women in the financial services industry. Please subscribe to the GET READY! With Tony Steuer podcast,Bio: Sheryl Garrett is the founder of Garrett Planning Network and has been dubbed "The All-American Planner," because of her zealous mission to "help make competent, objective financial advice accessible to all people." Sheryl is Consistently recognized as one of the most influential people in financial planning. Sheryl has also been honored to work with the House Subcommittee on Financial Services regarding predatory lending regulation and has testified before Congress on financial literacy and Social Security reform. In addition, Sheryl has authored, co-authored or served as a technical editor on over a dozen books and several magazine columns. These books include Garrett’s Guide to Financial Planning, Just Give Me the Answer$, Money Without Matrimony, Personal Finance Workbook For Dummies, A Family’s Guide to the Military For Dummies and Investing in an Uncertain Economy For Dummies.

Jan 25, 2020 • 36min
PiR 180 - Charles Alexander on How Explainer Videos Can Improve Your Business
You may have seen an "explainer video". Here is one:https://youtu.be/dtGhGxkqGUcI once downloaded software to create my own explainer video, from which I created JUST ONE before I decided I would look to outsource going forward. Why? As much as I like them, it was harder and more time consuming than I thought.In this episode, I discuss Explainer Videos with someone who specializes in them, Charles Alexander. We discuss not only what an explainer video is, but actually how to make one and why it makes sense to outsource it...as I did.CONNECT WITH CHARLES:LinkedIn - https://www.linkedin.com/in/yourcharlesalexander/ Homepage - http://www.yourcharlesalexander.com/ BOOKS RECOMMENDED BY CHARLES:Psycho-Cybernetics by Maxwell Maltz - https://amzn.to/37uiuQL Deep Work by Cal Newport - https://amzn.to/37snipU Compound Effect by Darren Handy - https://amzn.to/37snipU The Power of Habit by Charles Duhigg - https://amzn.to/2sTa32i Books by Seth Godin - https://amzn.to/2GjPFuv ********************************************************************************************* Subscribe to Profiles in Risk at:Buzzsprout RSS: http://www.buzzsprout.com/87086 Google Play: https://goo.gl/WMAvW4 iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7Mi YouTube: https://goo.gl/1Turar

Jan 19, 2020 • 39min
Get Ready! with Kerry Hannon: Career Transitions and Women Taking Charge of Their Financial Planning (E11)
“It’s easy when you meet new people, when you’re at a conference or something, to start feeling like you need to be marketing yourself, telling them who you are. Instead, ask questions and learn who they are. If you listen, you make the other person feel great and so you’ve made a connection. And you’ll learn something.” -Kerry Hannon“A key thing is to always pay yourself first. It’s really easy, you’re paying bills and you forget to save, to invest, to put money aside for you - you’re not saving for retirement, you’re saving for life.” - Kerry HannonIn this episode of Get Ready!, I spoke with Kerry Hannon, Author, Speaker and Career Strategist about mid-life career transitions. We also discussed Kerry’s “She Leads Workshops”, that facilitates women having conversations with other women to raise awareness of issues and challenges they face in securing, protecting and growing their wealth. Lastly, we covered Kerry’s advocacy work and testimony to Congress on older workers and the changing workscape, as well as the importance of women taking charge of their own financial planning. Connect with Kerry Hannon:LinkedIn: Kerry Hannon - https://www.linkedin.com/in/kerryhannon/ Website: https://kerryhannon.com/ Subscribe to Get Ready! with Tony Steuer:Google Play - http://bit.ly/35oGBi5 iTunes - https://podcasts.apple.com/us/podcast/get-ready-with-tony-steuer/id1480046083 YouTube - https://www.youtube.com/playlist?list=PLk-tMK8a6LBOrln5BOoWUrW-PV7nE9MlR Spotify - https://open.spotify.com/show/4R8kE65GnCIeGr9WsxnsTm Buzzsprout - http://www.buzzsprout.com/530449 Bio: Kerry Hannon is a nationally recognized strategist on career transitions, entrepreneurship, personal finance and retirement. She is a frequent keynote speaker, and TV and radio commentator. Kerry is the author of 13 books, including Never Too Old To Get Rich: The Entrepreneurs Guide To Starting a Business Mid-Life, Great Jobs for Everyone 50+, Money Confidence, Getting the Job You Want After 50 and Love Your Job: The New Rules for Career Happiness. She is an expert columnist and regular contributor to The New York Times, PBS website Next Avenue.org, Forbes and MarketWatch.

Jan 11, 2020 • 38min
PiR E179 - Meg McKeen, Host of The New Podcast, "Bound & Determined"
In this episode of Profiles in Risk, we catch up with Adjunct Advisors founder, Meg McKeen. We discuss what she has been up to and introduce her new podcast Bound & Determined...as described on the website - "Holding space for women in insurance to learn from, grow with and celebrate one another"Connect with Meg McKeen - https://www.linkedin.com/in/megmckeen/ Adjunct Advisors Homepage - https://www.adjunctadvisors.comPodcast - https://www.adjunctadvisors.com/podcast