Get Ready Podcast: What’s Going On With Disability Insurance and Long Term Care Insurance

“Work hard & insure your income” Jack Schmitz “Challenge yourself to think about others who’ve had major health issues. You can live through a lot and there’s no need to suffer financially on your road to recovery.” Maxwell Schmitz  In this episode of Get Ready!, I spoke with Jack Schmitz, President of DI & LTC … Read more

Get Ready Podcast: Improving Life Insurance Review Best Practices with Technology

“The bottom line is the Golden Rule, try to do the best thing for the client, treat them just like you want to be treated. And, really be passionate about what you do” – Mike Pepe In this episode of GET READY!, I spoke with Mike Pepe, founder of Proformex (here) about Proformex’s life insurance … Read more

Get Ready Podcast: Using Innovative Technology To Empower Financial Preparedness

“Every interaction is a learning opportunity.  Listen to your audience/customer, irrespective whether you are a business or are an employer, attempt to truly learn more about your user base or your team. The more you understand the need, the better you will be able to serve.” – Roshni Chowdhry “Financial literacy is the first step, … Read more

Get Ready! with Tony Steuer – Ep1: The Future of Written Content with Tanya Hall

Welcome to the first episode of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds. In this episode, I spoke with Tanya Hall. Tanya discussed branding and the future of written content. We covered:  Do you know how to build your brand?  What is the future for long-form content and books?  Are … Read more

Get Ready! with Tony Steuer – Ep2: The Future of Financial Services with Bob Bingham

Welcome to Episode 2 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds. In this episode, I spoke with Bob Bingham. Bob and I discussed:   Do you know how to build your business? What is the future for the financial services industry? How does being focused on the client make you … Read more

Money and Technology

While blockchain received most of the attention in 2018, it looks like 2019 will be the year of Artificial Intelligence (AI), Machine Learning and Cybersecurity. Read about 7 (realistic) predictions about fintech in 2019 and 8 Key Insurtech Trends for 2019. Skynet may not be imminent, however, it does make the Terminator movies oddly prescient … Read more