Advertise on podcast: Confessions of an Insurance Professional

“Puedes salir del barrio, pero el barrio nunca saldrá de ti.” Lo usamos para hablar de lo difícil que es quitarnos ciertas actitudes, ideas y percepciones que traemos bien arraigadas por ser hispanos/latinos. ¿Y cómo nos afectan esas creencias cuando hablamos de seguros? En este capítulo, un poco revuelto porque la emoción nos ganó, te compartimos nuestras primeras observaciones sobre el tema. “You can leave the neighborhood, but the neighborhood never leaves you.” We use this to talk about how hard it is to shake certain attitudes, ideas, and perceptions that are deeply rooted in us as Hispanics/Latinos. And how do those beliefs affect us when we talk about insurance?

Carey Wallace of AgencyFocus joins us on Confessions to share tips and insights on how to prepare to either buy or sell an agency. Check out her due diligence list if you are thinking of buying an agency: https://agency-focus.com/content-library Follow Carey on Linkedin: Carey Wallace

Pre-recorded episode with guest speaker Andrew Kadera and his retention process.

Pre-Recorded episode with guest speaker Isaac Salcido discussing life and annuities. Use that license, folks.

Pre-recorded in March 2023, Barbara Fererra tells us about the importance of Dressing For Success.

A pre-recorded live session with Sandra Salcido of Arkapital and a host of Confessions of an Insurance Professional.

Pre-recorded on Feb 2023, live interview with Jim Dougherty of Anchor General Insurance: value your carrier relationship.

Pre-recorded Jan 2023: live interview with Tony Gutierrez about the state of the CA insurance market and what you can do.

Not our typical episode! We talked "Salary Negotiation" with Elizabeth Sandler of Juliette Works. She has spent 25 years as a financial services COO and strategist at Prudential, AXA, Deutsche Bank and Blackstone before starting @juliette.works. Now she is on a mission to close the gender leadership gap. Her signature program, The Career Lab, coaches women on creating a masterplan for success and fulfillment.  This is a must listen episode!  Contact Elizabeth on IG: @juliette.works

In this episode, we talk insurance with Christine Mason, a 29 year Insurance Veteran. She is currently a Senior Account Executive with ITC/Zywave-selling SaaS (and sass!) to the Insurance Industry. She is very passionate about this business, and loves helping agencies grow and achieve success. She’s been married for 18 years, and has a 7 year old son, who is the most amazing human being on this planet and the joy of her life.   Want to get in touch with Christine? Call her! She totally picks up. :)  Office: 972-820-1168  Mobile: 989-714-5627

We Talk Insurance with Jon Spaugy, founder of the BIG Independent Group and owner of various agencies. He shares with us the importance of letting go of ego and reflecting on criticism. Jon also shows his love for the insurance industry and believes that the industry will always have your back, if you let it.  Get involved with BIG at www.biginsusa.com Follow on IG: @biginsusa and @spaugmaster

We talk insurance with Carlos Basurto of CIC Insurance Academy. He shares rare insights from the perspective of an insurance teacher. He has seen every kind of agent there is in CA and he has plenty of knowledge to share: the good, the bad and the ugly.  Listen and enjoy!  If you would like to learn more about what his school offers, check out the details below:  www.cicinsacademy.com IG: @cic_ins_academy Office: 909-481-2242

We're back! To kick off our new season, we talk insurance with Liz Perez of Liz Perez Financial Services. She's a full time agency owner, a full time mom and always dressed to impress. Liz shares with us how she got into insurance and why she stays in insurance. She also delivers some nuggets of business wisdom for those of you just getting started. Sit back and enjoy! Learn more about liz by following her on IG: @thebaddestboss1

We talk insurance with Steven Shin. He has been in the insurance industry for the past 30 years in various capacities: Underwriting, Marketing, Product Development & Management, and Agent for 6 different companies:  FIC, Farmers, CSAA (Western United), Explorer, Infinity, and currently Workmen’s Auto.  He graduated from UCLA with a B.S. in Math Applied Science with Emphasis in Economics, and earned his CPCU designation in 2003. Listen and learn!

On this last day of Women's History Month, we decided to interview each other, being that we're women and all! We discuss how we got into insurance, what we love about it and our hopes and fears.  Thanks for watching!