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The Modern Insurance Agent
What happens when a millennial couple dives headfirst into the insurance world, scales a million-dollar remote business, and decides to share their journey with the world? You get The Modern Insurance Agent!
Join David and Elle Denning as they peel back the curtain on the messy, magical, and often hilarious realities of entrepreneurship. From the joys (and challenges) of working together as a couple to running remote teams and traveling the globe, this podcast is your behind-the-scenes look at building a business and a life you love.
Episodes
160 episodes
Legacy Over Commission: How Top Insurance Agents Build Trust, Clients & Lasting Success
What if the best insurance agents weren't focused on selling policies but on building a legacy?🎙️ In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Duane Brown, a life insurance professional with Symmet...
Optimize Your Facebook Profile for Leads
Your Facebook profile is costing you leads... and you probably don't even know it. đź‘€Every prospect, referral, and networking connection does the same thing before they message you:They click your profile.If what they see...
21 Years in Real Estate… Then Starting Over in Insurance
Changing careers doesn't mean starting from zerođź‘€One of the biggest mistakes professionals make is assuming they have to rebuild everything from scratch.The truth?Your greatest asset is often the relationships you've alr...
From Marine to Wealth Advisor: Building the Firm Clients Actually Need
What happens when a Marine, law enforcement officer, and federal agent decides to reinvent financial advice? 👀You get a completely different perspective on trust, leadership, and serving clients.🎙️ In this episode of The Modern ...
Grow Your Insurance Business With Referrals (Without the Awkward Ask)
Most insurance agents think they have a lead problem.They don't.They have a referral system problem. đź‘€If your growth depends on constantly buying leads or cold calling...You're always starting from zero.T...
Black Belt Mindset: How Financial Advisors Rewire for Success
What if the biggest thing holding back your business isn't your marketing...Or your product.Or your market.👉 What if it's the quality of your thinking? 👀Most professionals spend their time chasing better strategi...
Commercial Insurance Is Just the Beginning: How to Build a Business Owners Actually Need
Commercial insurance shouldn't be the finish line...It should be the beginning of a much bigger relationshipđź‘€Too many agencies treat commercial insurance like a one-time transaction.The best agencies use it as the founda...
How Insurance Agents Are Using AI To Get Leads in 2026!
Whether you consider yourself an "AI person" or not...Here's the reality:There are a handful of **ridiculously simple** ways to use AI to bring more leads into your insurance agency. đź‘€And no...We're not talking a...
The Advisors Winning More Clients Never Start With a Sales Pitch
What if the most powerful marketing tool for financial professionals isn't social media...Or paid advertising...Or even AI?👉 What if it's your voice? 🎙️In a world obsessed with algorithms, automation, and attenti...
Never Lose a Client Again: The First 100 Days That Make or Break Retention
What if the biggest problem in your insurance business isn't lead generation?What if it's what happens after the sale? đź‘€Most agents spend all their time trying to get new clients...But what if the fastest way to grow isn...
The Facebook Posts That Actually Get Insurance Clients
If you post insurance content on social media every now and then...When was the last time one of your posts actually turned into a client? đź‘€Not a đź‘Ť from another agent.Not a "Great post!" from someone who was never going ...
Stop Relying on Talent: The Numbers Behind a $200 Million Insurance Agency
What separates agents who struggle from agents who build massive organizations? 👀According to insurance industry legend John Wetmore...It isn't talent.It isn't luck.It isn't even experience.👉 It's activit...
How a Breakdown in Napa Became a Sales Breakthrough
What if the biggest thing holding back your sales isn't your script...Or your leads...Or your marketing...👉 What if it's your brain? 👀Most sales professionals spend years improving their tactics.Very few spend...
How the Wealthy Unknowingly Give Half Their Estate to the Government
What if the biggest threat to your family’s wealth isn’t the market……but the tax bill waiting at the end? 💸🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with Mark Halpern, founder of WealthInsurance.c...
The Secret Insurance Product That Isn't Actually Insurance
Most insurance agents have heard the term "surety bond."Very few can actually explain how it works.And even fewer realize it's part of a $22 billion industry that helps power construction, development, licensing, and business gr...
The Average Millionaire Has 7 Income Streams. Most People Have 1.
Most people rely on one stream of income.And in today’s world…That’s becoming riskier than ever. 👀Layoffs happen.Markets shift.Industries change fast.Which is why more professionals are starting to ask:
How AI Search Is Changing Local Insurance Marketing Forever
Most insurance agents still think marketing is about:Referrals.Cold outreach.Posting on social media.But a much bigger shift is happening right now. đź‘€Consumers are starting to ask AI who they should trust.
The Future Belongs to True Advisors, Not Product Sellers
The financial industry is changing. 👀Clients today are:• More educated• More skeptical• And expecting far more personalization than ever beforeWhich means the gap between product sellers and true advisors is getting ...
What Homeowners Wish Their Insurance Agent Had Explained Earlier
Most insurance agents focus on selling the policy.Very few understand what happens *after* the claim.And that’s where trust is either built…or completely lost. 👀🎙️ In this episode of The Modern Insurance Agent ...
The Great Upheaval: How AI Will Reshape Sales and Work
Most companies think they understand what drives performance.They don’t. 👀A lot of leaders track activity…But very few actually know which actions create wins, losses, growth, or decline.And with AI changing the work...
How to Build Your Own Privatized Bank Using Whole Life Insurance
Most People Think Wealth = Freedom 👀But if your money is trapped…do you really have control?🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Taylor to break down how individuals and business owners ...
Why Most Insurance Agencies Don’t Actually Control Their Growth
Most Insurance Agencies Think They Own Their Marketing… 👀But in reality?Their vendors do.A lot of agencies are spending money every month on marketing they don’t fully understand, control, or own.And that becomes...
From Insurance Agent to Content Creator: The PlanMan Story
Most Insurance Agents Stay Stuck… 👀Doing the same things.Using the same strategies.Getting the same results.Until the industry moves on without them.This episode is about what happens when you refuse to stay stuc...
Why Your Social Media Isn’t Bringing You Leads (And How to Fix It)
If Your Social Media Isn’t Bringing You Leads… 👀It’s probably not because you need to post more.The real problem?Your content isn’t turning into conversations.And conversations are what turn into clients.🎙️ I...
How One Brokerage Became One of the Fastest-Growing in the U.S.
Most Brokerages Want Growth…But Aren’t Built to Scale 👀There’s a difference.A lot of agencies are chasing revenuebut very few have the infrastructure to sustain it.🎙️ In this episode of The Modern Insurance Agent...
