
Confessions of an Insurance Professional
Get up close and personal with insurance professionals. Topics discussed: Running an agency, hiring and firing, wins and losses. Remembering that we are humans first, then insurance professionals
Episodes
23 episodes
How much is my agency worth?
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/con...
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47:11

Retention. It's all about retention.
Pre-recorded episode with guest speaker Andrew Kadera and his retention process.
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54:28

Life Insurance with Isaac Salcido
Pre-Recorded episode with guest speaker Isaac Salcido discussing life and annuities. Use that license, folks.
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45:52

Confessions with Barbara Fererra
Pre-recorded in March 2023, Barbara Fererra tells us about the importance of Dressing For Success.
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55:15

2022 Replay: Business finances are personal finances
A pre-recorded live session with Sandra Salcido of Arkapital and a host of Confessions of an Insurance Professional.
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24:31

Confessions with Jim Dougherty
Pre-recorded on Feb 2023, live interview with Jim Dougherty of Anchor General Insurance: value your carrier relationship.
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1:00:22

Confessions with Tony Gutierrez
Pre-recorded Jan 2023: live interview with Tony Gutierrez about the state of the CA insurance market and what you can do.
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44:03

"Negotiate your salary!" with Elizabeth Sanders of Juliette Works.
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...
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35:31

Boss B*tch
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, an...
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Season 2
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Episode 4
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28:43

It's Kind of a BIG Deal
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 bel...
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Season 2
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Episode 3
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21:20

"The secret to creating an agency where people actually want to work is... "
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 ...
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Season 2
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Episode 2
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35:25

"I woke up like this..."
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 s...
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Season 2
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Episode 1
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19:53

Seek the opportunity in change.
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 ...
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29:42

Co-hosts Itzel and Vira Talk Insurance and more
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!
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27:45

It's not about nonstandard or preferred, it's about THE PERSON.
The insurance bug bit Barbara Caudana when she was a young girl in Vancouver, Canada where she began her lifelong career in the insurance industry. In 1986, while vacationing in Hawaii she met a guy from California (that she is still married to...
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39:17

I didn't get the job because I didn't speak English
In this episode, we Talk Insurance with Zaira Fernandez. She's been in the industry for over 15 years and has managed one of the largest multi-location agencies in California. Most recently, she decided to do what some people might call crazy: ...
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25:02

I don't read books, I read commission statements.
Saul Bejarano Jr. joined the Life and Annuity industry in 2003. After working for a broken banking industry where he was forced to sell products that he truly didn't believe in, he went off on his own to focus on providing the best value he cou...
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53:16

I used to SUCK at sales.
Nancy Rivas has been in the industry for a minute. She started from the very bottom, getting laughed at and told she’d never make it. She pushed through the tears and kept going, becoming a dominant figure in the world of insurance and...
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46:51

The killer combo: confidence, purpose and a budget.
We talk insurance and life with Sandra Salcido- a business owner/entrepreneur and financial coach. She is the CEO and founder of two agencies, ARKAPITAL FINANCIAL and ONE EDGE INSURANCE with over 9 years of experience in the life insurance indu...
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Season 1
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Episode 5
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24:47

Can I insure 5 horses, 3 pigs and 2 chickens?
Cynthia Riley is a Sales Executive with over 20 years in the insurance industry. She uses her industry knowledge, positive attitude, and tireless energy to encourage others to work hard and succeed. She knows how difficult it is to be a w...
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Season 1
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Episode 4
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43:29

Jim Dougherty knows just enough to be dangerous.
We talk insurance with Jim Dougherty. He has been in the industry for 20+ years. He is a wealth of knowledge and a huge advocate of independent agents. Currently, he is VP of Marketing and Sales at Anchor General Insurance Agency. If you want a...
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52:17
