Podcast - NIMBroker

Listen to the Latest

See NIM Other Places

Lessons in Legacy Podcast

With Santori & Peters' Ryan Neupaver

From the Air Force to Medicare: Gabe Folmar’s New Mission of Service | Agent Spotlight Ep 10

After 12 years in the U.S. Air Force and a career in healthcare imaging, Gabe Folmar joined NIM. Hear how he learned Medicare and why culture won him over.

From Administration to Advisor: Building a Holistic Retirement Practice With Medicare | Agent Spotlight Ep 09

Tim Harrison of Fennick Financial Services in New Castle, PA explains how pairing Medicare with retirement planning helps clients plan for drug costs.

From Tears to a Dream Job: How Nancy Morrison Built a Medicare Business | Agent Spotlight Ep 08

Nancy Morrison cried through her first year on commission-only Medicare sales. 16 years later she runs her own Medicare business. Here is how persistence paid off.

From Teacher to Medicare Advisor: How Stephanie Sedor Still Teaches Through Insurance | Agent Spotlight Ep 07

Former Virginia teacher and principal Stephanie Sedor explains how she moved into Medicare in 2019 and why education-first client conversations build referrals.

“I’m Free”: Valda Braziel on Going From Captive to Independent Medicare Agent | Agent Spotlight Ep 06

Valda Braziel left captive sales to start Braziel Benefits Consulting. Hear how going independent changed the way she serves Medicare clients and grows.

From Carrier to Full-Service Advisor: How Joe & Michelle Cornell Added Medicare and Scaled | Agent Spotlight Ep 05

After 18 years at Highmark and a decade with New York Life, Joe Cornell added Medicare. Now it’s nearly 25% of his business. Here’s how he scaled it.

How a Fourth-Generation Agency Adapts to ACA and Small Group Changes | Agent Spotlight Ep 04

Kurt Myers of H. Dean Allison Insurance, licensed at 19, explains how the ACA reshaped small group and individual markets and how family agencies keep up.

Passing the Torch: Succession Planning at a 30-Year Medicare Agency | Agent Spotlight Ep 03

Dick Pardee is handing his Indiana County, PA Medicare agency to Karen Ryen after 30+ years. Hear how they planned the succession and kept client trust.

How Adding Medicare Helped a P&C Agency Grow to 22 States | Agent Spotlight Ep 02

John Kness and Kimberly Huddleston share how adding Medicare gave their P&C agency year-round revenue and helped it grow to 22 licensed states.

How Insurance Agents Build Residual Income: Joe Lucchino’s Family-Agency Story | Agent Spotlight Ep 01

Joe Lucchino of Lucchino Insurance Financial Group explains how warm markets, digital apps, and early hard work build residual income that lasts.