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Insurance Refocused

Lindsay & Carey Wallace

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The independent insurance agency space is rapidly changing and evolving. The whole industry is feeling it and we want to provide a connection for agents to understand that they’re not alone. Join industry expert, Carey Wallace, and her Gen X daughter, Lindsay Wallace, as they interview agency owners, and get down in the nitty-gritty of every day topics that you face in your agency. The incoming wave of M&A, agency marketing, technology & insurtech, and generational change is upon us, join us ...
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In this episode, Lindsay and Carey sit down with Vonda Copeland to chat about the importance of community support and gratitude in the face of adversity. Vonda shares her experiences giving back to her community with the Flint Hills Foster Teen Camps, a program dedicated to helping foster teens overcome trauma and prepare for adulthood, and her rec…
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Marriage according to the Bible: What was adultery in the Old Testament? Why is it only for women? **Website: www.genesismarksthespot.com My Patreon: https://www.patreon.com/GenesisMarkstheSpot Genesis Marks the Spot on Facebook: https://www.facebook.com/genesismarksthespot Genesis Marks the Spot on Instagram: https://www.instagram.com/genesismarks…
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In this episode, Lindsay and Carey sit down with Bradley, co-host of the Insurance Guys Podcast and Owner of Portal Insurance to discuss the intricacies of mergers and acquisitions (M&A) in the insurance industry. They explore Bradley's journey in finding the right acquisition, the challenges faced during the due diligence process, and the importan…
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Marriage according to the Bible. Beginning a survey of passages about marriage and defining marriage in the ancient Near East: what is a concubine and how did marriage "happen"? What's inheritance got to do with it? Why are polygamy and other "unsavory" practices in the Torah? **Website: www.genesismarksthespot.com My Patreon: https://www.patreon.c…
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In this episode, Lindsay and Carey sit down with Bill Butler from Butler & Associates Insurance Agency to discuss the journey of transitioning from a generalist insurance agency to a niche-focused agency. Bill shares his experiences, challenges, and successes in choosing his niche, emphasizing the importance of market research, understanding client…
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Continuing the conversation about sexuality with a detour into the topic of physical embodiment as seen from Jesus, the gospel, sacrament, and community. Do you see creation as cursed? Are the sacraments "just" symbolic? Two connected questions that with the message of the gospel can help us address our discomforts with our bodies. **Website: www.g…
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In this episode, Lindsay and Carey Wallace sit down with Rob Bowen, the owner of Patriotic Insurance Group, about his first seven months post acquisition. They discuss the process of getting on an approved buyer's list, the challenges of acquiring a paper-based agency and the challenges and lessons learned during the transition period, such as data…
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How do we understand gender identity from a biblical perspective? Focusing on the topic of gender and how it came to be today, I discuss the book the Genesis of Gender by Abigail Favale. She explains the "gender paradigm" and encourages us to see a "Genesis paradigm" in relation to how we see ourselves and our bodies. **Website: www.genesismarksthe…
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In this episode, Lindsay and Carey sit down with Wessly Anderson, co-founder of Agency VA, to discuss the benefits of virtual assistants (VAs) in the insurance industry and his mission to disrupt systemic poverty. Wessly explains that VAs can handle tasks such as quoting, re-shops, and certificate management, allowing agency owners to focus on reve…
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Seeing the cosmos as an interconnected whole does not come naturally to us today. This is a source of many of our struggles with understanding the divine council worldview, the image of God, and the deep meaning of ritual. A discussion on science, its nature and uses, and kicking some ideas around to stir up our minds to get that ancient context in…
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In this episode, Lindsay and Carey sit down with Heath Shearon, the Mayor of Insurance Town to chat about topics such as the impact of technology on the future of the industry, and the importance of maximizing efficiency and driving margins in agencies. Overall, the conversation highlights the need for adaptation and creativity in the insurance ind…
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Responding to Doreen Virtue's critique of Dr. Michael Heiser. Definitions, definitions, definitions. Elohim, polytheism, divine....what do they mean? What did Dr. Heiser mean by them? Can a functional view of these terms help clear the waters? **Website: www.genesismarksthespot.com My Patreon: https://www.patreon.com/GenesisMarkstheSpot Previous Cr…
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In this episode, Lindsay and Carey sit down with Spencer Berg, to share his story finding the abilities in his autism diagnosis that helped him build a successful career in the insurance industry. Spencer emphasizes the importance of recognizing and valuing the unique abilities of individuals with disabilities and discusses the misconceptions about…
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The giant questions: what is the seed of the serpent, who are the Nephilim, and how is it that the flood didn't wipe them out? Intersecting with the concepts of the divine council worldview and the identity of the sons of God (are they different from Genesis 6 to Genesis 11/Deuteronomy 32, and were they always rebellious?), and how all this fits in…
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In this episode, Lindsay and Carey sit down with Sean and Paul Hawkins, the founders of Hawksoft to chat about what large technology companies are doing to keep up with the rapidly evolving insurtech landscape. This episode covers many topics including challenges of integrating different software systems, the importance of focusing on relationships…
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Couldn't resist another episode about notetaking, highlighting, and Bible translations! Find some fun recommendations below! (No, I don't get kickbacks from the links, they are just there for you to check out what we're talking about!) **Website: www.genesismarksthespot.com My Patreon: https://www.patreon.com/GenesisMarkstheSpot Genesis Marks the S…
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In this episode, Lindsay and Carey sit down with Kirt Trimble, the president of Trimble Insurance as shares his experience of being the fourth generation to transitioning into ownership of the agency. He emphasizes the importance of planning, clear communication, and understanding the strengths and culture of the agency. Kirt also discusses the rol…
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Should Christians read the book of Enoch? What use could it have? Can a book not in our canon of Scripture contain the gospel? A conversation with Anthony Delgado ranging from the exile to the end of time. **Website: www.genesismarksthespot.com My Patreon: https://www.patreon.com/GenesisMarkstheSpot Anthony Delgado's website: https://www.anthonydel…
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In this episode, Lindsay and Carey interviews Aaron Stocks, CEO of PFS Global and AgencyPoint, about outsourcing accounting for independent insurance agencies. They discuss the process of onboarding, cleaning up books and taxes, and the importance of tax planning. They also touch on the benefits of outsourcing accounting, such as creating redundanc…
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Genesis interpretation in the Dead Sea Scrolls: the "Words of the Luminaries": (4Q504) and a "Paraphrase of Genesis and Exodus" (4Q422). The Words of the Luminaries is a set of weekly liturgical prayers and the Paraphrase of Genesis and Exodus is in the genre of "rewritten Bible," perhaps used as or with a homily. These are excellent texts to inves…
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In this episode, Lindsay and Carey sit down with Charles Symington, the CEO of the Independent Insurance Agents and Brokers of America, to discuss his journey in the insurance industry and the challenges faced by independent agents. The conversation covers the current hard market and the impact of technology on the industry. Symington emphasizes th…
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The Dead Sea Scrolls were an amazing find for the study of the Bible and understanding the context of Jesus' time. They can also help shed light on the ways that the biblical text is used through time by different communities. This can help us understand this strange time we are in today, where we have so much information about the context of the B…
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In this episode, Carey and Lindsay sit down with Jonathan Lugo, a Producer at Veritas Insurance. They discuss Jonathan's journey into the insurance industry, his focus on his niche, and how he created FirmSecured to help grow that niche and build a specialized career as a young producer entering the insurance space. The interview touches on buildin…
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What is the role of the human in inspiration? Are the Scriptures the "inspired word of God" via dictation or "holy download" to the human writer? Is there room for editing and compiling? Discussing the dictation view, the verbal plenary view, and the dynamic view of inspiration. Each view holds God in high regard, but how do they portray humanity? …
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In this episode, Lindsay and Carey sit down with John Darr, the president and founder of Darr Schackow Insurance to discuss John's experience acquiring 37 agencies and continuing to grow his agency. John shares his approach to growth by acquisition and explains how he keeps acquired agencies separate while still working towards organic growth. He s…
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The Passover and the Day of Atonement both have their fulfillment in Jesus, but how do we see this in Genesis? Tracing the twin themes of the "two goats" and the exodus through the book of Genesis leads us right to the epicenter of Christological typology. Check out Caleb's new book, and his podcast, The Bible in Context. **Website: www.genesismark…
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In this episode, Lindsay and Carey Wallace sit down with David E. Foate, an attorney with PFS Law specializing in insurance agency acquisitions. They discuss the key considerations for buyers when acquiring an agency, including financial due diligence, legal considerations, and tax implications. David emphasizes the importance of having a team of a…
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Exodus begins in Genesis 1. Caleb Lewis joins me to discuss the many exoduses of Genesis. I can almost guarantee you'll find something here that you never thought about before that will shed light on the continuity of the Torah and how it points to Jesus and the church. Check out Caleb's new book, and his podcast, The Bible in Context. **Website: w…
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In this episode Carey and Lindsay sit down with Adam Bowe, Founder of Cake, to chat about how this platform brings an innovative solution to buying and selling insurance agencies. The conversation explores the platform's features, the buyer and seller experience, and the impact of the hard market on Cake's adoption. Visit https://www.haveyourcake.c…
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The first and primary parallel flood accounts to Genesis are the flood stories from Mesopotamia. Seeing how close these stories are to the narrative in Genesis will give us plenty to discuss in the future, and this will also help us investigate the question of the "many" flood accounts of the ancient world. Reading the Epic of Gilgamesh and the Atr…
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In this episode Carey and Lindsay sit down with Matt Chrismore of The Crismore Agency as he shares his experience of selling his agency after owning it for four years. The decision to sell his agency was made to simplify his life, leverage resources, and focus on what he enjoys most—talking to clients and providing the best insurance value. Matt em…
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The more I study the Bible, the more I come back to the same question: Who is God, and what does the Bible tell us about Him? Looking at the flood narrative from the common paradigm and flipping it on its head to include a more expansive view of our relationship to God and what he wants for us. Troy Yurchak brings us a delightful symmetry of the fl…
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In this episode Carey and Lindsay sit down with Chris Langille, Founder of Advisor Evolved to talk about the importance of branding and the use of video content to enhance brand presence. Chris gives advice to agencies who may be struggling to create engaging content and gives examples of the way he humanizes his approach to branding. This episode …
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How does the structure of Genesis 1 work as a chiasm, and what does that mean for our view of liturgy--what it is and why we do it? Troy Yurchak joins me for this great discussion that unexpectedly combines literary design with liturgy and discipleship! **Website: www.genesismarksthespot.com My Patreon: https://www.patreon.com/GenesisMarkstheSpot T…
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In this episode Carey and Lindsay sit down with Grant Weber, President of TruSummit Insurance Solutions to talk about the entrepreneurship, partnerships, and the challenges of business ownership. Grant shares his personal experiences and lessons learned, offering valuable advice for those considering partnerships. He emphasizes the importance of cl…
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It's time to discuss two important things: the flood, and note-taking. Broad points about the flood are brought up, and then we do a deep dive into my method of note-taking and why you should do it, too. **Blog post with pictures of my notes! https://www.genesismarksthespot.com/blog/note-taking/ My Patreon: https://www.patreon.com/GenesisMarkstheSp…
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In this episode, Carey and Lindsay are joined by David Watson from RiskAdvisor to talk about the impact of data on agency operations and acquisitions. The conversation covers the topic of RiskAdvisor's functionality, and explores the efficiency and value of capturing and leveraging data, as well as the potential for data-driven decision-making in a…
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Is Genesis 1 poetry? A look at biblical poetry and elements of metaphor, ending on the question of what it means to be "blotted out." **Website: www.genesismarksthespot.com My Patreon: https://www.patreon.com/GenesisMarkstheSpot Genesis Marks the Spot on Facebook: https://www.facebook.com/genesismarksthespot Genesis Marks the Spot on Instagram: htt…
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In this episode, Lindsay and Carey sit down with Elliot Bassett, the president of Ellerbrock-Norris and co-founder of Rocketship Ventures. They discuss Elliot's journey in the insurance industry and the development of Launch, a software platform designed to help insurance agencies become trusted advisors to their clients providing a roadmap to assi…
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Apologies to Bishop Ussher, but it is impossible to calculate the age of the earth using biblical statistics. I don't care if you are a young earth creationist or an old earth creationist or somewhere in between or nowhere else, but the Bible's genealogies cannot be used in scientific calculations. Hitting also a bit of information of the history o…
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In this episode, Lindsay and Carey are joined by Meg McKean to discuss imposter syndrome, knowing your worth, and redefining success. They explore the challenges and doubts that come with pursuing a non-traditional career path, the importance of embracing your own journey, and the power of vulnerability and authenticity. Meg shares her own experien…
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Death before the fall? It began when Eve decided and they both ate...or did it? It might not be that simple. Plus, in studying, you must have learned that man is mortal, but what about animals? If they weren't immortal, then how could creation have been a paradise? Why do we suddenly get "permission" to eat meat after the flood of all places? (Hint…
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In this episode, Lindsay and Carey sit down with Olivia Schmitt from Vertafore to talk about personal and professional growth in the insurance industry. Covering various topics, including their love for family and dogs, the importance of having a mentor, and redefining success in different areas of life. Olivia shares her experience transitioning f…
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BONUS questions this week: is Jesus Yahweh and what is the filioque? Because I had some extra time on my hands after not finishing last week's episode properly, those seemed some fun additions to the conversation. Talking about the divine economy before digging into the pronunciation of the name YHWH, when it stopped being pronounced, what does it …
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In this episode, Lindsay and Carey sit down with Kevin Panter, the owner of Kevin Panter Insurance and a founding member of Southeastern Network Agencies (SNA) to discuss the importance of technology and learning from failure. Kevin emphasizes the importance of hiring the right people, partnering with the right companies, and investing in technolog…
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A survey on the names, titles, and designations of God in the Old Testament. What do they mean? What do they reveal about the character and nature of God? In particular, why is God called The Fear of Isaac? **Website: www.genesismarksthespot.com My Patreon: https://www.patreon.com/GenesisMarkstheSpot Genesis Marks the Spot on Facebook: https://www.…
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In this episode, Carey and Lindsay sit down with Jennifer Weaver, a lawyer at Manning Fulton & Skinner, P.A., who specializes in insurance industry litigation, to discuss the recent ruling by the FTC banning non-compete clauses in employment contracts. She explains that non-competes are agreements between employers and employees that prevent the em…
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Genesis 3, the Passover, the exile, and Jesus. How do these relate to the wilderness, Babylon, Assyria, and why one always goes "down" to Egypt? Each of us can relate to the theme of exile in some way, and yet the prevalence of this concept might escape us when we read our Bibles. Understanding exile can help us understand Jesus and our lives today…
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In this episode, Carey and Lindsay sit down with Jimi Honachek, Vice President of YMI Insurance, to talk about his industry journey. From integrating into his family agency's legacy to fostering trust among the staff, Jimi shares invaluable insights reflecting on his podcasts for local marketing initiatives, and the intricacies of implementing tran…
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Part two of the conversation from episode 70, we discuss the theodicies that Job's friends provide, the idea of Job as a member of the divine council, the structure of the book of Job, and a caution about structuring Scripture without a full knowledge of the language originally used. Also, some information about what I'm up to beyond this podcast a…
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