Joanna Wyckoff and Kathe Kline each work in the Medicare space, but they run their businesses very differently. Tune in each week to find out what they are talking about and how they can help your Medicare and ACA business grow. Do you want us to talk about something on the show? Send us an audio message (you are giving us permission to use it on the show) at https://s.bcast.fm/insurance-business-babes.
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PJO Insurance Brokerage is a full-service independent insurance agency that specializes in providing personalized insurance solutions for individuals and businesses. With our brokers having over 60 years of combined insurance experience, at PJO Insurance Brokerage, we take pride in the fact that we put our clients’ needs first and foremost.
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Insurance Broker and Consultant Supporting Business Owners
Clarence Nappier, Insurance Broker & Consultant
Starting April 1, 2024, the only insurance brokerage in America company in the world has combined insurance services, sales system training and business development services to help businesses of any size increase sales productivity and performance using superior business development and sales training tools. Episodes focus on the four main sales functions: contacting, prospecting, appointment setting, closing and zero-cost referrals. Businesses can upload 3-minute videos to featured in regi ...
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321 Biz Dev is the number one consulting firm in the world offering sales systems and business development services for attorneys, CPAs, plastic surgeons, dentists, insurance brokers, real estate brokers.321 Biz Dev helps any small business owner with a sales function who wants to increase performance, productivity and profitability using superior business development and sales training tools. Podcast episodes focus on the four main sales functions: contacting, prospecting, appointment setti ...
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News headlines and insights into top stories from Business Insurance, a weekly newspaper covering risk management, employee benefits and commercial insurance.
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Insurance conversations about what it is like to work in the industry. We talk with professionals who work in all aspects of the industry from direct writers to excess and surplus lines brokers and everyone in-between. If you want to learn more about the insurance industry, The Business of Insurance is the place to start.
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www.thenationalcanvas.com www.321bizdev.com www.insforsure.com Support the show Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comRick Nappier
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How the Inflation Reduction Act Reforms Medicare Part D Plans in 2025
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Understanding Medicare Part D and the Inflation Reduction Act Kathe Kline is joined by Andrew Saul, Sales Director at Physicians Mutual, to delve into the complexities surrounding Medicare Part D and the changes ushered in by the Inflation Reduction Act. Key points of discussion included the new $2,000 out-of-pocket cap and its impact on seniors, a…
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Episode 906: Digital and Paper Business Magazine Subscriptions Now Available Across the US and Canada
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The National Canvas and the County Canvas publish quarterly.
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In this episode we'll review how to protect your Arizona small business by unlocking the full potential of general liability insurance. If you’re serious about launching a business in the Gold Canyon State, think about the types of insurance you’ll need. Being covered allows you to focus on building your business without having to worry about costl…
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In this episode we'll review how to protect your Arizona small business by unlocking the full potential of general liability insurance. If you’re serious about launching a business in the Gold Canyon State, think about the types of insurance you’ll need. Being covered allows you to focus on building your business without having to worry about costl…
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Episode 895: Digital and Paper Business Magazine Subscriptions Now Available Across the US and Canada
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The National Canvas and County Canvas publish quarterly. Support the show Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comRick Nappier
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www.sasservba.com
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www.sasservba.com Support the show Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comRick Nappier
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Client Retention Strategies Amid Medicare Plan Disruptions
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Navigating Medicare Plan Changes: Key Strategies for Insurance Agents In our latest episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff dive deeply into the essentials of managing Medicare plan changes and the importance of timely communication with clients. Here are the most critical takeaways and strategies discussed to en…
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Episode 904: Why People Never Rise Above the Opinion of Themselves
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This video will be introduced in the 321 Biz Dev sales system and business development training. www.321bizdev.com
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Last Minute AEP preparation tips
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Last-Minute AEP Preparation: Key Strategies from Industry Experts As we approach the Annual Enrollment Period (AEP), ensuring that your preparations are comprehensive and efficient is critical for a successful season. In this episode of Insurance Business Babes, hosts Kathe Kline and Joanna Wyckoff shared valuable insights and strategies for last-m…
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321BizDev.com
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Episode 902: Gain More Control in Adding Customers to Your Business Using Our Digital and Hardcopy Magazine
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We have a digital and hardcopy magazine publishing company. #digital #mailing #database #realtors #plasticsurgeons #attorneys #roofing #builders #homebuilders
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Surviving Major Carrier Compensation Cuts: Insights and Strategies for Brokers
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Navigating the Shifting Landscape of Medicare Plans: Insights from Insurance Business Babes In a recent episode of the ever-insightful "Insurance Business Babes" podcast, hosts Kathe Kline and Joanna Wyckoff delve into pressing issues facing insurance brokers and their clients in the Medicare universe. From the discontinuation of broker commissions…
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Stage 8: Selling Your Medicare Business: Insights and Tips for a Smooth Transition
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In this episode of "Insurance Business Babes," host Kathe Kline is joined by guest Christian Brindle to discuss the intricacies of preparing for the transition or sale of a Medicare business. They differentiate between selling the entire business, which includes systems and leadership and tends to be more lucrative, and selling just the client book…
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In this episode, we’ll review the Essential Elements Of Arizona Workers Compensation Insurance For Employers & Employees. Navigating Arizona’s workers compensation can be challenging. Our team at PJO Insurance Brokerage in Arizona is here to provide professional help and guidance with your work insurance claims. Reach out to us today for more assis…
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In this episode, we’ll review the Essential Elements Of Arizona Workers Compensation Insurance For Employers & Employees. Navigating Arizona’s workers compensation can be challenging. Our team at PJO Insurance Brokerage in Arizona is here to provide professional help and guidance with your work insurance claims. Reach out to us today for more assis…
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Our company is the busiest in the last quarter of the month. Please reach out to discuss your current sales situation. Support the show Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comRick Nappier
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Stage 7: Acquiring and Managing a Sales Team
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Kathe and Joanna are preparing for AEP, so we're bringing you Stage 7 of a Medicare Agents business, originally aired on Christian Brindle's YouTube Channel. Kathe Kline and Christian Brindle delve into the intricate balance between managing a growing business and maintaining a manageable workload. They explore the challenges and potential benefits…
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Stage 6 of Medicare Business: Building Tweaking, and Maintaining Systems
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Joanna and Kathe are still on vacation, so our latest episode of "Insurance Business Babes," is a replay of Christian Brindle and Kathe Kline where they discussed the sixth stage of a Medicare Agent's Business: The building Tweaking, and Maintaining Stage. **Building Robust Systems for Success** A major topic we delved into was the critical importa…
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Stage 4 of Your Medicare Business: Getting Going with Under 100 Clients
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Kathe and Joanna are on vacation, so in this episode, we're bringing you a special interview when Christian Brindle interviewed Kathe for his YouTube Channel. The conversation, which has been edited for the podcast, delves into low-budget strategies for hosting educational events and seminars, the importance of building relationships with carrier r…
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This could have impacted thousands of Medicare beneficiaries across the country.
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Episode 900: Now Is the Time for Business Owners and Salespeople to Sharpen Their Sales Skills
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Stages 1-3 of Medicare Business with Christian Brindle
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Christian Brindle interviewed Kathe for his You Tube Channel, so we are sharing some of those interviews with you here. This is Part 1 of the stages of Medicare Business. Stages 1-3 including prelicensing, AHIP certification, and the stages of becoming a successful Medicare agent. They share valuable tips, including the importance of networking, bu…
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We have never released any portion of our 180-slide sales system training.
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Episode 898: The Rare Release of 321 Biz Dev Training POWER module
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I have never released this sales system training snippet. It's all about power.
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It's July 31. Medicare Annual Enrollment Period is coming Oct 1 through Oct 14. We can accept applications starting October 15.
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Insurance Marketing: From TikTok Success to University Partnerships with Scott Sims
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In this episode of "Insurance Business Babes," hosts Scott Sims, Joanna Wyckoff, and Kathe Kline delve into the dynamics of leveraging social media and traditional marketing for business growth in the insurance industry. Scott shares his journey of transitioning from viewing TikTok as a fun experiment to using it as a powerful marketing tool, acqui…
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In this episode we’ll explore how you can Maximize Business Protection with Employment Practices Liability Insurance, also known as EPLI. Keep in mind that safeguarding your business against unforeseen risks requires a complete coverage that protects your business, that’s why you need to Choose The Right Provider for Employment Practices Liability …
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What Are The Financial Benefits Of Adding Employment Practices Liability To My Business Insurance Package?
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In this episode we’ll explore how you can Maximize Business Protection with Employment Practices Liability Insurance, also known as EPLI. Keep in mind that safeguarding your business against unforeseen risks requires a complete coverage that protects your business, that’s why you need to Choose The Right Provider for Employment Practices Liability …
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Balancing Business and Life: Joanna's New Personal Assistant
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In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff discuss Joanna's decision to hire a personal assistant to help balance her demanding work and personal life. Joanna highlights the challenges of managing her business alongside personal responsibilities, especially due to her disability. She shares her past experien…
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Streamline Your Medicare Process with your own T65 Video
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In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff delve into the creation and utilization of video content for insurance professionals, particularly focusing on Medicare education. Kathe shares her journey with using video creation tools like Loom and her strategy of white-labeling a perfected educational video for…
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Safeguarding Your Insurance Legacy: Keith Nabb's Tips for Effective Succession Planning
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In this episode of "Insurance Business Babes," hosts Joanna Wyckoff, and Kathe Kline talk with Keith Nabb, delving into the critical aspects of succession planning for insurance professionals. They emphasize the importance of treating an insurance business like a business by investing in tools like CRM and assistants, the significance of maintainin…
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Intrinsic and true value.
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Are you treating your insurance business like a business?
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In this episode, Kathe Kline and Joanna Wyckoff discuss various aspects of running a successful insurance business, drawing from personal experiences and industry knowledge. They highlight the importance of having professional representation and the pitfalls of conflicting interests, using LegalShield as an example. They emphasize treating the busi…
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Success has never been easy. It has always required either lots of physical effort and/or mental toughness.
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Clarence can assist new Medicare enrollees in 10 states.
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In this episode we’ll explore how employers can Manage Workers’ Compensation Claims to Minimize Financial Impact. Remember, to avoid risking your business, The Role of Legal Experts in Navigating Workers’ Compensation Claims is essential for your financial stability. Get in touch with our expert brokers today for guidance. Don’t let these claims be…
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In this episode we’ll explore how employers can Manage Workers’ Compensation Claims to Minimize Financial Impact. Remember, to avoid risking your business, The Role of Legal Experts in Navigating Workers’ Compensation Claims is essential for your financial stability. Get in touch with our expert brokers today for guidance. Don’t let these claims be…
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Preparing for AEP: Early Certifications and Effective Client Communication Strategies
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In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff delve into the crucial aspects of managing Medicare certifications and plan comparisons. They discuss the utility of creating spreadsheets for comparing benefits between different counties and plans, leveraging a virtual assistant for data entry, and the importance …
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Using AI and CRMs to Optimize Client Care and Business Operations
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In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff talk about a bunch of different things, but delve into the importance of using CRM systems and technology to streamline client interactions and protect against disputes. They discuss various tools like Applaud AI for recording face-to-face meetings, Dialpad for phon…
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Episode 893: Hopefully, Real Estate Agents Will Fight to Keep Their Industry Free
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Never stop fighting for how you earn your money.
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Call Clarence, aka Mr. Action.
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Call Clarence, aka Mr. Action. Support the show Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comRick Nappier
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Adapting to CMS changes for 2025
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In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff, alongside guest Angela Palo, delve into the multifaceted challenges faced by insurance agents amid evolving CMS regulations and Medicare policies. They discuss the skewed perceptions government employees have about agents due to primarily hearing complaints, emphas…
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Episode 891: Heather Vernillo, FNP-BC, Florida, Offers Dutch Testing Sessions for Perimenopausal Women
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www.vernillowellness.com
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Episode 890: Heather Vernillo, FNP-BC, Florida, Offers Dutch Testing Sessions for Perimenopausal Women
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www.vernillowellness.com Support the show Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comRick Nappier
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Tackling Insurance Scams with Ronnell Nolan of HAFA
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In the latest episode of "Insurance Business Babes," host Joanna Wyckoff and guest Ronnell Nolan, president and founder of Health Agents of America, discuss the alarming rise of fraud and misleading advertisements in the Medicare and ACA sectors. They delve into the recent shutdown of deceptive Medicare ads and the persistence of misleading Faceboo…
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DAC- Navigating The Medicare Maze for Developmentally Disabled Adults
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In this episode of "Insurance Business Babes," guest Cynthia McCluskey joins Kathe Kline to delve into the unique challenges faced by adults with developmental disabilities, specifically focusing on the complexities surrounding Medicaid and Medicare systems. They discuss the often-overlooked Disabled Adult Child (DAC) program, highlight the importa…
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In this episode, we will explain Employment Practices Liability Insurance, or EPLI, the benefits it offers, and why it's an essential option for your business in California. Remember, the stability and success of your business in Orange County, California, depend on the crucial protection that Employment Practices Liability Insurance provides. We e…
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