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Sheree Tromblee of Weaver & Associates, Inc

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Manage episode 508506057 series 3594530
Content provided by SMPL Mortgage. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SMPL Mortgage or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Host: John Thompson

Guest: Sheree Tromblee

In this episode of Nurturing Success, host John Thompson sits down with Sheree Tromblee, a passionate and experienced insurance advisor at Weaver & Associates. Sheree brings clarity, urgency, and compassion to the world of property and casualty insurance—helping clients and financial professionals understand how risk protection is foundational to any long-term plan.

They explore the critical role insurance plays in financial planning, discuss the hidden risks most clients overlook, and break down how recent wildfires, rising premiums, and shifting carrier policies are reshaping the industry. Sheree also shares what it means to build a proactive, education-first practice in today’s environment and why she believes insurance is a rewarding path for the next generation of professionals.

💡 What You'll Learn:

  • Why insurance is more than a product—it’s about protection and partnership

  • How to identify hidden liability risks in everyday life (like golf carts and e-bikes)

  • What financial professionals often miss when it comes to client coverage

  • How home updates, location, and AI-driven inspections impact policy approvals

  • Why today’s insurance market is more volatile—and how to navigate it

  • The difference between standard vs. non-admitted insurance carriers

  • Why Sheree believes insurance is a powerful, purpose-driven career path

⏱ Timestamps:

[00:00] Intro and what Sheree is grateful for
[02:30] Sheree’s journey into insurance and the family legacy at Weaver & Associates
[04:00] Insurance as education: changing the way clients think about protection
[05:30] How financial advisors and insurance professionals can collaborate better
[07:30] Understanding umbrella coverage—and the hidden exposures that matter
[10:00] The overlooked risks of e-bikes, golf carts, and co-signing loans
[12:00] Why major carriers are pulling back and how that impacts consumers
[14:00] The importance of roof, plumbing, and electrical updates for policy eligibility
[17:00] Policy changes affecting replacement cost coverage for roofs
[22:00] Insurance challenges for condo units and wildfire risk
[26:00] The rise of water damage claims and the trouble with aging properties
[28:00] Inside Sheree’s team, tech stack, and client-first service model
[30:00] Why insurance is a fulfilling career for the next generation
[32:30] Final thoughts on legacy, love, and protecting what matters most

🔗 Resources & Mentions:

  • Weaver & Associates Insurance

  • California Fair Plan

  • Understanding Umbrella Coverage

  • Homeowners & Wildfire Risk in California

  • Standard vs. Non-Admitted Carriers

Connect with Us:
Please reach out to Sheree with any questions or feedback. Contact Sheree Here

Follow us on social media for the latest updates and additional insights. @smplmortgage

If you enjoyed this episode, please like, share, and subscribe to Nurturing Success for more insights from industry leaders. Stay tuned for the next episode, where we continue to explore successful financial strategies and practices. If you're interested in being our next guest, please reach out to [email protected] to schedule a time.

  continue reading

18 episodes

Artwork
iconShare
 
Manage episode 508506057 series 3594530
Content provided by SMPL Mortgage. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SMPL Mortgage or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Host: John Thompson

Guest: Sheree Tromblee

In this episode of Nurturing Success, host John Thompson sits down with Sheree Tromblee, a passionate and experienced insurance advisor at Weaver & Associates. Sheree brings clarity, urgency, and compassion to the world of property and casualty insurance—helping clients and financial professionals understand how risk protection is foundational to any long-term plan.

They explore the critical role insurance plays in financial planning, discuss the hidden risks most clients overlook, and break down how recent wildfires, rising premiums, and shifting carrier policies are reshaping the industry. Sheree also shares what it means to build a proactive, education-first practice in today’s environment and why she believes insurance is a rewarding path for the next generation of professionals.

💡 What You'll Learn:

  • Why insurance is more than a product—it’s about protection and partnership

  • How to identify hidden liability risks in everyday life (like golf carts and e-bikes)

  • What financial professionals often miss when it comes to client coverage

  • How home updates, location, and AI-driven inspections impact policy approvals

  • Why today’s insurance market is more volatile—and how to navigate it

  • The difference between standard vs. non-admitted insurance carriers

  • Why Sheree believes insurance is a powerful, purpose-driven career path

⏱ Timestamps:

[00:00] Intro and what Sheree is grateful for
[02:30] Sheree’s journey into insurance and the family legacy at Weaver & Associates
[04:00] Insurance as education: changing the way clients think about protection
[05:30] How financial advisors and insurance professionals can collaborate better
[07:30] Understanding umbrella coverage—and the hidden exposures that matter
[10:00] The overlooked risks of e-bikes, golf carts, and co-signing loans
[12:00] Why major carriers are pulling back and how that impacts consumers
[14:00] The importance of roof, plumbing, and electrical updates for policy eligibility
[17:00] Policy changes affecting replacement cost coverage for roofs
[22:00] Insurance challenges for condo units and wildfire risk
[26:00] The rise of water damage claims and the trouble with aging properties
[28:00] Inside Sheree’s team, tech stack, and client-first service model
[30:00] Why insurance is a fulfilling career for the next generation
[32:30] Final thoughts on legacy, love, and protecting what matters most

🔗 Resources & Mentions:

  • Weaver & Associates Insurance

  • California Fair Plan

  • Understanding Umbrella Coverage

  • Homeowners & Wildfire Risk in California

  • Standard vs. Non-Admitted Carriers

Connect with Us:
Please reach out to Sheree with any questions or feedback. Contact Sheree Here

Follow us on social media for the latest updates and additional insights. @smplmortgage

If you enjoyed this episode, please like, share, and subscribe to Nurturing Success for more insights from industry leaders. Stay tuned for the next episode, where we continue to explore successful financial strategies and practices. If you're interested in being our next guest, please reach out to [email protected] to schedule a time.

  continue reading

18 episodes

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