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licensing

Ep. 60: Licensing Risk Purchasing Groups

May 15, 2018

Traci Houston shares her career journey, explains the difference between RPG and Risk Retention Groups, why obtaining your RPG license can often be a complex process, and the information most states require to receive approval.

Read moreEp. 60: Licensing Risk Purchasing Groups

Ep. 56: Welcome to the Major Leagues! Getting Licensed in All States

April 17, 2018

Stefanie Cantu shares her experiences while working with ILSA and explains in-depth the various technicalities regarding getting licensed in all states.

Read moreEp. 56: Welcome to the Major Leagues! Getting Licensed in All States

Ep. 47: Exploring The Securities & Insurance Licensing Association (SILA)

February 13, 2018

Diana Capes shares SILA’s history and why it was founded. She shares her thoughts on the current state of the industry and what it means for those who may want to be a part of it in the future.

Read moreEp. 47: Exploring The Securities & Insurance Licensing Association (SILA)

Ep. 45: Planning your Licensing Year – Marketing Strategy, Licenses, Budget (Part 2)

January 30, 2018

Joyce King discusses the topics of budgeting, expansion and withdrawal. She shares the critical points to remember for your compliance budget and why this is the first thing an agency should plan for every year. She also shares her advice regarding state expansion and state withdrawal and which states make it more difficult.

Read moreEp. 45: Planning your Licensing Year – Marketing Strategy, Licenses, Budget (Part 2)

Ep. 44: Planning your Licensing Year – Marketing Strategy, Licenses, Budget (Part 1)

January 23, 2018

Joyce King discusses the various things insurance agency owners need to be aware of regarding licensing and compliance while creating their yearly budgets.

Read moreEp. 44: Planning your Licensing Year – Marketing Strategy, Licenses, Budget (Part 1)

Ep. 34: Insurance License Types: Getting it Right! Part 2

November 22, 2017

Stefanie Cantu shares her wisdom on three licenses: Producer, Adjuster, and Surplus lines. She explains the similarities and difference of each one, who should avail them, and some of their standard requirements.

Read moreEp. 34: Insurance License Types: Getting it Right! Part 2
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