Best Insurance Linked Strategies Podcasts (2025)

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Consumer Duty is Changing How We Protect Clients Forever 49:07

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1M ago49:07

49:07

Consumer Duty regulations are reshaping protection advice by shifting the industry from box-ticking compliance to a genuine focus on client outcomes. This shift enables advisers to deliver more meaningful, goal-oriented conversations about financial security. Keith Richards from the Consumer Duty Alliance joins us to discuss how things are shaping …

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Cover that Fits – Comprehensive Protection Built on What Matters – Menu & Multi-Benefit Plans 48:37

2M ago48:37

48:37

In the latest episode of Let’s Talk Income Protection, Matt and Stevie dive into the rise of menu plans. More advisers are recommending combinations of products like life, critical illness, and income protection together. To help us dive into this topic this month, we’ve got two fantastic guests joining us today, firstly Zoe Mears from iPipeline to…

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OM Ep. 180- Dental Practice Legal Compliance: Essential Advice from a Dental Attorney 38:52

3M ago38:52

38:52

In this Ortho Marketing episode, Dean Steinman is joined by Gary Sastow, Partner at Danziger & Markhoff LLP, to discuss the legal essentials every dental practice owner needs to know. From regulatory compliance and risk management to contracts and employee matters, Gary shares expert insights to help practices stay protected and legally sound. Whet…

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OM Ep. 179- From Acquisition to Acceleration: Marketing Strategies for Growing Dental Practices 32:47

3M ago32:47

32:47

In this Ortho Marketing episode, Dean Steinman is joined by Brad Hughes, Founder and CEO of Vision Dental Partners. They explore how to grow and accelerate dental practices—from strategic acquisitions to marketing tactics that drive real results. Learn how to scale faster, streamline operations, and boost patient growth post-acquisition. Ready to e…

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The Adviser's Guide to Building a Personal Brand in the Digital Age 57:57

3M ago57:57

57:57

In the latest episode of Let’s Talk Income Protection, Matt and Stevie dive into a topic that sparks a lot of opinions — social media. Whether you love it or avoid it, one thing’s clear: it’s not going anywhere. For advisers wanting to grow their brand and reach more clients, it’s time to get on board. To guide us through the landscape, we’re joine…

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OM Ep. 178- Are You Undercharging? How Pricing Strategy Impacts Your Bottom Line with Carl Stoddard 24:59

4M ago24:59

24:59

In this Ortho Marketing episode, Dean Steinman is joined by Carl Stoddard, President of Doctors CFO. They discuss how your pricing strategy could be holding your practice back. They dive into the true cost of undercharging, how to evaluate your current pricing, and proven strategies to increase profitability without sacrificing patient satisfaction…

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The Journey to Retirement: What to Expect 48:53

4M ago48:53

48:53

This conversation delves into the various stages of retirement, emphasizing the importance of proactive planning and understanding the emotional transitions that retirees face. The hosts, Bobby Futch, Tanner Moore, and Tom McDermott discuss the significance of pre-retirement planning, the excitement of the honeymoon phase, the potential disenchantm…

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Vocational Rehabilitation: The Missing Link in Income Protection - A 7 Claims Story 53:17

4M ago53:17

53:17

In this episode, Matt and Stevie take a deep dive into vocational rehabilitation, a crucial but often overlooked part of the claims journey. This episode forms part of the IPTF’s ‘7 Claims Stories’ series and explores how tailored rehab support can transform a person’s recovery after illness or injury. They’re joined by Phil Deacon, who leads the p…

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Retirement Realities: The Positive Outlook 48:35

4M ago48:35

48:35

In this conversation, Garry Thurman and Bobby Futch discuss the positive outlook of retirees, with 72% reporting better-than-expected experiences. They emphasize the importance of multiple income streams, predictable income, and consolidating retirement accounts. The hosts also highlight potential red flags for retirement, such as living paycheck t…

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Health and Wealth: The Unbreakable Link 48:43

4M ago48:43

48:43

In this conversation, Garry Thurman discusses the critical relationship between health and wealth as individuals approach retirement. He emphasizes the importance of proactive health planning alongside financial strategies to ensure a fulfilling retirement. Garry shares his personal health journey, highlighting the impact of health on financial sta…

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Unlocking Business Protection 53:03

4M ago53:03

53:03

In this episode, Matt and Stevie get down to business...business protection that is! A very technical episode featuring three interviews based on different levels of expertise in the space with guests Tara Cohen, from The Mortgage Centre Direct and one of the IPTF's new 7 Advisers, Nathaniel Lee from Business Protected and from L&G, Dave Butler. Bu…

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OM Ep. 177- From Chaos to Control: How Dental Practices Benefit from Virtual Assistants 26:51

4M ago26:51

26:51

In this Ortho Marketing episode, Dean Steinman is joined by Rebecca Herring, Director of Healthcare Operations at Rocket Station. They dive into how virtual assistants are transforming the way dental practices operate— from reducing front desk stress to improving patient follow-ups and boosting overall productivity. Discover how you can regain cont…

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Investment Strategies for Uncertain Times 48:05

4M ago48:05

48:05

In this episode of 'Plan Today, Own Tomorrow', the hosts discuss the importance of having a financial plan that can withstand economic volatility. They explore the recent losses of major stocks, the significance of P/E ratios, and the necessity of rebalancing investment portfolios. The conversation also highlights the importance of communication be…

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Mastering Diversification for Financial Success 48:28

5M ago48:28

48:28

On this episode, Garry Thurman and Bobby Futch discuss the financial habits of the middle class, emphasizing the importance of avoiding common mistakes, understanding the influence of one's environment, and recognizing the energy of money. If you have any questions about your retirement planning call Guardian Investment Advisors 800-517-1575 or cli…

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Strategies for a Secure Retirement 48:15

5M ago48:15

48:15

In this episode, Garry Thurman and Bobby Futch discuss the current market challenges faced by pre-retirees, emphasizing the importance of having a solid financial plan. They explore the implications of recent market fluctuations, the necessity of understanding tax impacts on retirement savings, and the critical role of Social Security in retirement…

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Navigating Recession Fears: What You Need to Know 48:50

5M ago48:50

48:50

In this episode, the hosts discuss the current economic climate, addressing concerns about a potential recession and its implications for retirement planning. They emphasize the importance of reviewing retirement plans, understanding economic indicators, and managing expenses effectively. The conversation also highlights common financial pitfalls, …

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Taxes and Your Retirement, Be Ready 48:46

5M ago48:46

48:46

In this episode of Plan Today, Own Tomorrow, the hosts discuss the significant changes in tax legislation and their implications for retirement planning. They explore the potential impact of proposed tax changes, including the elimination of taxes on Social Security and the importance of considering Roth conversions as a strategic financial tool. T…

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The Untapped Power of Mutual and Friendly Societies in Income Protection 55:19

5M ago55:19

55:19

In this month's episode, Matt and Stevie explore the unique role of mutual societies and friendly societies in the income protection market, examining their history, customer benefits, and future growth potential under the new Labour government by speaking to Andrew Morris, CEO of Cirencester Friendly and Nicola Huxley of Sphere Financial Services …

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The Importance of Being Flexible when Planning for Your Retirement 48:54

6M ago48:54

48:54

This episode of Plan Today own Tomorrow, the hosts discuss the importance of having a flexible retirement plan that can adapt to life's unexpected challenges, referred to as 'curveballs.' They emphasize the need for financial stability, healthcare planning, tax strategies, and estate planning to ensure a secure retirement. The discussion includes p…

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You Made a Deal with Uncle Sam What Does it Mean for Your Retirement? 48:57

6M ago48:57

48:57

The Revenue Act of 1978 changed the landscape of retirement in the US forever. With 401k planning, 403 planning, you made a deal with Uncle Sam, I'm not gonna pay you now, I'm gonna pay you later. We're gonna talk about that today on Plan Today, Own Tomorrow. If you have any questions about your retirement planning call Guardian Investment Advisors…

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Guardian Investment Advisors: With Chaos All Around What you can do to Protect Your Financial Future 48:42

6M ago48:42

48:42

Today on Plan Today, Own Tomorrow, join Bobby Futch and Tanner Moore as they break down five major economic headlines and more importantly, what you can do to protect your financial future. If you have any questions about your retirement planning call Guardian Investment Advisors 800-517-1575 or click here to visit our website. Planning, Retiring, …

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OM Ep. 176- Programmatic Ads Uncovered: How Automation is Changing Digital Advertising 24:41

6M ago24:41

24:41

In this Ortho Marketing episode, Dean Steinman is joined by Robert Brill, CEO of Brill Media. They discuss how automation is reshaping digital advertising. They dive into programmatic ads, how they improve targeting and efficiency, and what the future holds for marketers. Whether you're new to the concept or looking to refine your strategy, this ep…

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Planning for Your Transition into Retirement 48:55

6M ago48:55

48:55

Retirement is a big life change. Some people celebrate it with excitement, while others find it a little challenging once their careers come to an end. Like any major transition it takes some time getting used to, let us help you prepare today coming up on Plan Today on Tomorrow. If you have any questions about your retirement planning call Guardia…

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Why Women Struggle to Protect Their Income: Insights and Solutions 53:50

6M ago53:50

53:50

In this month's episode, Matt and Stevie speak to Rose St Louis from Scottish Widows and Joanna Streames from Velvet Mortgage about the notable gender gap in income protection, the latest research done by Scottish Widows on this subject and the challenges women face in securing their financial futures. Listen now to learn more about: • The importan…

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Guardian Investment Advisors: Retirement is Coming Are You Really Ready? 49:01

7M ago49:01

49:01

Retirement, it's the reward we dream of after all those years of hard work, right? No more morning alarms, no more office politics, and definitely no more exhausting commutes. But here's the thing, while you definitely gain a lot of freedom, you also lose more than you realize. All that and more on Plan Today, Own Tomorrow. If you have any question…

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OM Ep. 175- No Weak Links: Team Accountability in Patient Experience 34:49

7M ago34:49

34:49

In this Ortho Marketing episode, Dean Steinman is joined by Greg Essenmacher, founder of GnA Consult. They discuss the power of team accountability in delivering an exceptional patient experience. They explore strategies for team development, leadership, and creating a culture where every team member plays a vital role in patient satisfaction. Tune…

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Do You Know Your Retirement Dollar Number? 48:36

7M ago48:36

48:36

The big question everyone asks about retirement is what's your number? How much do you really need before you can say goodbye to the 9 to 5 grind? Well, here's the truth. It depends. The good news, we've got strategies today on Plan Today on Tomorrow. If you have any questions about your retirement planning call Guardian Investment Advisors 800-517…

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OM Ep. 174- The Future of Clear Aligners in Orthodontics with John Nabors of FirstClass Aligners 26:24

7M ago26:24

26:24

In this Ortho Marketing episode, Dean Steinman is joined by John Nabors of FirstClass Aligners. They explore the latest advancements in clear aligner technology, how they’re shaping the future of orthodontics, and what dentists and orthodontists need to know to stay ahead in the industry. John shares his expertise on treatment innovations, patient …

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Peak 65: A Major Retirement Milestone and What it Means 49:04

7M ago49:04

49:04

America has hit a major milestone, what experts call peak 65. That means more people than ever are turning 65, stepping into retirement, and facing the big question, am I really ready for this? Are you one of the 11,200 per day hitting peak 65? If so, stay tuned for Plan Today on tomorrow. If you have any questions about your retirement planning ca…

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OM Ep. 173- The Essential Guide to Insurance & Growth with Cathy and Samantha Konner 32:52

7M ago32:52

32:52

In this Ortho Marketing episode, Dean Steinman is joined by industry experts Cathy and Samantha Konner from Proviser. They dive into the world of insurance and business growth. Tune in as we discuss key strategies, common pitfalls, and expert tips to help you protect and scale your business effectively! Ready to elevate your practice? Contact us! h…

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Protecting Your Retirement Tennessee Valley Style 48:31

7M ago48:31

48:31

On today's show, protecting your retirement portfolio from potential market crashes in 2025 is all about balancing risk and reward while keeping a long term perspective. Let's break down five key strategies in an easy to follow way today on Plan Today, Own Tomorrow. If you have any questions about your retirement planning call Guardian Investment A…

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How Your Mindset Can Make or Break Your Income Protection Advice 54:16

7M ago54:16

54:16

Let's Talk Income Protection is back for Season 2 and we're bigger and better than ever. Bigger episodes, bigger insight and even more Matt Chapman plus a new co-host, Stevie Arnoldi from SEA Studios, the new Content Associate for the IPTF. In this month's episode, we focus on Mindset and Time to Talk Day, the nation’s biggest mental health convers…

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Retirement Planning and Behavioral Finance 48:41

7M ago48:41

48:41

On this episode of Plan Today Own Tomorrow, we are going to talk about how your behaviors can influence your finances. What is behavioral finance?, and how understanding it can help you as you approach retirement. If you have any questions about your retirement planning call Guardian Investment Advisors 800-517-1575 or click here to visit our websi…

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Season 2 Trailer - We're Back and Bigger Than Ever! 2:30

7M ago2:30

2:30

Hey everyone! Let’s Talk IP is back, and this time, we’re taking things up a notch. That’s right—Season 2 is here, and we’ve got some BIG changes coming your way! We’ve refined the format, we’re diving deep into real conversations that matter. We’re still bringing your expert insights on Income Protection, but now we’re exploring one key topic per …

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OM Ep. 172- Streamlining Orthodontic Practices with Virtual Assistants 25:53

7M ago25:53

25:53

In this Ortho Marketing Podcast, Dean Steinman is joined by Casey Bull, Chief Operating Officer of MyOrthoVA. They dive into how virtual assistants can transform your practice, from streamlining patient communications and appointment scheduling to managing administrative tasks and improving overall efficiency. Discover practical tips, success stori…

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Protecting Your Retirement in Chaotic Times 48:30

8M ago48:30

48:30

Plan Today Own Tomorrow: As we step into 2025 following a confusing year shaped by geopolitical shifts, ongoing conflicts, and lingering questions about inflation, interest rates, immigration, and trade, the retirement investing landscape may feel overwhelming for many investors. We'll dig into five ways to help you protect your retirement savings.…

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Getting Your Retirement in Great Shape for 2025 49:03

8M ago49:03

49:03

On this edition of Plan today on tomorrow: It's critical to focus on your financial fitness. But what about your physical fitness? Come train with us as we connect money to muscle and we talk five major exercises that can whip your physique and your portfolio into shape. If you have any questions about your retirement planning call Guardian Investm…

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Plan Today Own Tomorrow: Critical Concerns for Retirees in 2025 48:36

8M ago48:36

48:36

Coming up on Plan Today, Own Tomorrow, one of the world's leading investment banks just dropped five critical concerns that retirees are going to face in 2025. Stick with us as we reveal each one and tell you exactly how to tackle all of them. If you have any questions about your retirement planning call Guardian Investment Advisors 800-517-1575 or…

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Financial Resolutions for the New Year 48:33

9M ago48:33

48:33

On this edition of Plan Today, Own tomorrow: Did you know nearly half of Americans have set financial resolutions for next year? Financial goals are topping the charts as the most common New Year's resolutions beating out fitness for the first time in years. Don't miss this deep dive into achieving financial clarity in the new year coming up on Pla…

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The World is Ever Changing, Is Your Retirement Plan Ready? 48:58

9M ago48:58

48:58

President-elect Donald Trump's second term is raising questions about how his administration might impact retirement savings. Financial planners are already working with their clients to make sense of potential changes from new tax policies to market trends to economic forecasts. Today on Plan Today on Tomorrow, we'll explore ways to navigate retir…

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Retirement Should be a Magical Time, But there are Concerns to Discuss 48:47

9M ago48:47

48:47

Coming up today on Plan Today Own Tomorrow, you know, we're often told that retirement is the most magical time where all our worries fade. But the reality is, for many boomers, retirement comes with its own set of concerns. Coming up, two things to do and two things not to do to help you with your retirement. If you have any questions about your r…

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OM Ep. 171- From Efficiency to Expansion: Adding Orthodontics to a Streamlined Practice with Dr. Amanda Wilson 27:57

9M ago27:57

27:57

In this Ortho Marketing Podcast, Dean Steinman is joined by Dr. Amanda Wilson, CEO StraightSmile Solutions. They explore the transformative journey of integrating orthodontic services into an already streamlined practice. Discover actionable insights on balancing efficiency with growth, the benefits of adding orthodontics, and how this strategic mo…

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Can you Retire in 3 years or Less? Stay Tuned 48:57

9M ago48:57

48:57

Welcome to Plan Today on Tomorrow. Today we're tackling a question that's probably crossed all of our minds at some point. Can you really retire in three years or less? I know it sounds crazy, but for some folks it's totally doable. We're going to break down the key things you need to consider if early retirement is your goal. If you have any quest…

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Retirement Planning Changes for 2025 49:15

10M ago49:15

49:15

This week on Plan today Own Tomorrow: There are significant retirement planning changes coming up in 2025. Changes impacting 401k plans, IRAs, and they are absolutely worth paying attention to no matter when you plan to retire. We'll explain what each means for you coming up on Plan Today, Own Tomorrow. If you have any questions about your retireme…

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OM Ep. 170- Adapt and Thrive: Strategies to Attract More Patients and Respond Faster 24:33

10M ago24:33

24:33

In this episode, host Dean Steinman sits down with consultant Shelley Bostrom to discuss innovative strategies that help healthcarepractices attract more patients while staying agile in today’s fast-paced world. Shelley shares actionable insights on boosting patient acquisition, optimizing response times, and leveraging technology to create an exce…

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Preserving Your Wealth for Your Retirement 48:41

10M ago48:41

48:41

On this week's show it's great to save money, but true wealth preservation goes way beyond that. It's all about making smart choices that keep your finances healthy and secure both now and in the future. We've got eight ways to preserve your wealth coming up today on Plan Today, Own Tomorrow. If you have any questions about your retirement planning…

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Importance of Estate Planning and Your Retirement 48:52

10M ago48:52

48:52

Retirement isn't just about securing your future, it's also about creating a legacy. On the show this week, we'll discuss essential estate planning strategies from wills and trusts to tax-efficient wealth transfers that ensure your hard-earned assets are passed on to your loved ones and your legacy will live on. If you have any questions about your…

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OM Ep. 169-How to Differentiate Your Practice In New Patient Consults with Shelley Bostrom 24:37

10M ago24:37

24:37

In this episode, host Dean Steinman sits down with Shelley Bostrom, a seasoned expert in practice growth, to dive into the strategies that help practices stand out during new patient consults. Shelley shares practical tips for creating a memorable first impression, building trust quickly, and showcasing what makes your practice unique—all essential…

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Sweet Discussion Involving Retirement Planning 48:43

10M ago48:43

48:43

Coming up on Plan Today, Own Tomorrow, everyone on the show is going trick or treating. We are going house to house for the Halloween sweets that symbolize the richest retirement planning strategies. Don't miss this candy craving celebration that can get your cash up. If you have any questions about your retirement planning call Guardian Investment…

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OM Ep. 168- Patient Reactivations Using Retainers with Blair Feldman 30:54

11M ago30:54

30:54

In this Ortho Marketing Podcast, Dean Steinman is joined by Blair Feldman, Co-founder & President of Retainer Club. They explore the power of retainers as a tool for patient reactivation. Learn how your practice can leverage retainer programs to re-engage past patients, increase appointment bookings, and strengthen long-term relationships. Tune in!…