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Naples Community Church weekly podcast of our weekly sermon by Pastor Kirt Anderson. We are 'A loving people striving to live God's love in Christ'. Give us a listen, or worship with us in Naples each Sunday at 10:00 a.m. or visit us at www.naplescommunitychurch.org for more information.
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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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Dive into an empowering new podcast series hosted by Youth Empowerment through Songwriting coach, singer-songwriter, and TEDx speaker: Emma G. “Reconnect with your Teenager” is an invigorating podcast hosted by the world-traveling creative from New Zealand now living in DC. Get inspired and gain valuable insight into navigating modern parenting in the post COVID world. If you’re like most parents, you want to do everything in your power to help them thrive. But it’s not always easy - especia ...
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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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September 8, 2024Preparation for WorshipTime for GatheringOpening Hymn “Come Thou Fount of Evr’y Blessing”Come Thou fount of ev'ry blessing tune my heart to sing Thy graceStreams of mercy never ceasing call for songs of loudest praiseTeach me some melodious sonnet sung by flaming tongues abovePraise the mount I'm fixed upon it mount of Thy redeemin…
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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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September 1, 2024Preparation for WorshipTime for GatheringOpening Hymn “Shout to the Lord”My Jesus my SaviorLord there is none like YouAll of my days I want to praiseThe wonders of Your mighty loveMy comfort my shelterTower of refuge and strengthLet every breath all that I amNever cease to worship YouShout to the Lord all the earth let us singPower…
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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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August 25, 2024 Preparation for Worship Time for Gathering Opening Hymn “Guide Me O Thou Great Jehovah” Guide me O Thou great Jehovah pilgrim through this barren land I am weak but Thou art mighty hold me with Thy pow'rful hand Bread of heaven Bread of heaven Feed me now and ever more feed me now and ever more Open now the crystal fountain whence t…
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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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August 18, 2024 Preparation for Worship Time for Gathering Opening Hymn “A Mighty Fortress Is Our God” A mighty fortress is our God a bulwark never failing Our helper He amid the flood of mortal ills prevailing For still our ancient foe doth seek to work us woe His craft and pow'r are great and armed with cruel hate On earth is not his equal Did we…
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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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August 11, 2024Preparation for WorshipTime for GatheringOpening Hymn “O Worship the King”O worship the King all glorious aboveAnd gratefully sing His power and His loveOur Shield and Defender the Ancient of DaysPavilioned in splendor and girded with praiseO tell of His might O sing of His graceWhose robe is the light whose canopy spaceHis chariots …
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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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August 4, 2024 Preparation for Worship Time for Gathering Opening Hymn “Rejoice the Lord is King” Rejoice the Lord is King your Lord and King adore Rejoice give thanks and sing and triumph evermore Lift up your heart lift up your voice rejoice again I say rejoice Our Savior Jesus reigns the God of truth and love When He had purged our stains He too…
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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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July 28, 2024 Preparation for Worship Time for Gathering Opening Hymn “Be Thou My Vision” Be Thou my vision O Lord of my heart Naught be all else to me save that Thou art Thou my best thought by day or by night Waking or sleeping Thy presence my light Be Thou my wisdom and Thou my true Word I ever with Thee and Thou with me Lord Thou my great Fathe…
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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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July 21, 2024 Preparation for Worship Time for Gathering Opening Hymn “Jesus Shall Reign Where’er the Sun” Jesus shall reign where e'er the sun The sun doth its successive journeys run His kingdom stretch from shore to shore Till moons shall wax and wane no more To Him shall endless prayer be made And praises throng to crown His head His name like …
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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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July 14, 2024 Preparation for Worship Time for Gathering Opening Hymn “Crown Him With Many Crowns” Crown Him with many crowns the Lamb upon His throne Hark how the heavenly anthem drowns all music but its own Awake my soul and sing of Him who died for thee And hail Him as thy matchless King through all eternity Crown Him the Lord of life Who triump…
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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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July 7, 2024 Preparation for Worship Time for Gathering Opening Hymn “America the Beautiful” O beautiful for spacious skies for amber waves of grain For purple mountain majesties above the fruited plain America America God shed His grace on thee And crown thy good with brotherhood from sea to shining sea O beautiful for pilgrim feet whose stern imp…
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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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June 30, 2024 Preparation for Worship Time for Gathering Opening Hymn “Great is Thy Faithfulness” Great is Thy faithfulness O God my Father There is no shadow of turning with Thee Thou changest not Thy compassions they fail not As Thou hast been Thou forever wilt be Chorus Great is Thy faithfulness great is Thy faithfulness Morning by morning new m…
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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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June 23, 2024 Preparation for Worship Time for Gathering Opening Hymn “All Things Bright and Beautiful” All things bright and beautiful all creatures great and small All things wise and wonderful the Lord God made them all Each little flower that opens each little bird that sings He made their glowing colours He made their tiny wings All things bri…
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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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June 16, 2024 HAPPY FATHER’S DAY! Preparation for Worship Time for Gathering Opening Hymn “Faith of Our Fathers” Faith of our fathers living still in spite of dungeon fire and sword O how our hearts beat high with joy whene'er we hear that glorious word Faith of our fathers holy faith We will be true to thee till death Faith of our fathers God's gr…
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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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June 9, 2024 Preparation for Worship Time for Gathering Opening Hymn “Revive Us Again” We praise Thee O God for the Son of Thy love For Jesus who died and is now gone above Hallelujah Thine the glory Hallelujah amen Hallelujah Thine the glory revive us again We praise Thee O God for Thy Spirit of light Who has shown us our Savior and scattered our …
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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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June 2, 2024 Preparation for Worship Time for Gathering Opening Hymn “Praise to the Lord the Almighty” Praise to the Lord the Almighty the King of creation O my soul praise Him for He is thy health and salvation All ye who hear now to His temple draw near Praise Him in glad adoration Praise to the Lord Who over all things so wondrously reigneth She…
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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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May 26, 2024 MEMORIAL DAY WEEKEND Preparation for Worship Time for Gathering Opening Hymn “Eternal Father Strong to Save” Eternal Father strong to save whose arm does bind the restless wave Who bids the mighty ocean deep its own appointed limits keep O hear us when we cry to Thee for those in peril on the sea O Savior whose almighty Word the winds …
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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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May 19, 2024 Preparation for Worship Time for Gathering Opening Hymn “Breathe On Me Breath Of God” Breathe on me breath of God fill me with life anew That I may love what Thou dost love and do what Thou wouldst do Breathe on me breath of God until my heart is pure Until with Thee I will one will to do and to endure Breathe on me breath of God till …
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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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May 12, 2024 HAPPY MOTHERS DAY! Preparation for Worship Time for Gathering Opening Hymn “Now Thank We All Our God” Now thank we all our God with hearts and hands and voices Who wondrous things hath done in whom His world rejoices Who from our mother's arms hath blessed us on our way With countless gifts of love and still is ours today O may this bo…
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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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May 5, 2024 Preparation for Worship Time for Gathering Opening Hymn “God Is Here” God is here as we His people meet to offer praise and prayer May we find in fuller measure what it is in Christ we share Here as in the world around us all our varied skills and arts Wait the coming of His Spirit into open minds and hearts Here are symbols to remind u…
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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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April 28, 2024 Preparation for Worship Time for Gathering Opening Hymn “There is a Fountain” There is a fountain filled with blood drawn from Immanuel’s veins And sinners plunged beneath that flood lose all their guilty stains Lose all their guilty stains lose all their guilty stains And sinners plunged beneath that flood lose all their guilty stai…
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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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April 21, 2024Preparation for WorshipTime for GatheringOpening Hymn “Jesus Calls Us O’er the Tumult”Jesus calls us o'er the tumult of our life's wild restless seaDay by day His sweet voice soundeth saying Christian follow meJesus calls us from the worship of the vain world's golden storeFrom each idol that would keep us saying Christian love me mor…
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In this episode, Lindsay and Carey interview Jacob Eisenrich, Vice President of Weatherby-Eisenrich Insurance. Jacob shares his unique background as a doctor who transitioned to the insurance industry and discusses the reasons for leaving the medical field and how he settled on insurance as a career. Jacob emphasizes the importance of being data-dr…
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April 14, 2024Preparation for WorshipTime for GatheringOpening Hymn “Holy Holy Holy”Holy holy holy Lord God AlmightyEarly in the morning our song shall rise to TheeHoly holy holy merciful and mightyGod in three persons blessed TrinityHoly holy holy all the saints adore TheeCasting down their golden crowns around the glassy seaCherubim and seraphim …
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In this episode, Lindsay and Carey sit down with Matt Naimoli to discuss Matt's journey of selling his agency. They cover topics such as finding the right partner, educating oneself on the selling process, and setting expectations for the future. Matt shares his insights on running the business with a future sale in mind and the significance of day…
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April 7, 2024 Preparation for Worship Time for Gathering Opening Hymn “Lead on O King Eternal” Lead on O King Eternal the day of march has come Henceforth in fields of conquest Thy tents shall be our home Thro' days of preparation Thy grace has made us strong And now O King eternal we lift our battle song Lead on O King Eternal till sin's fierce wa…
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In this episode, Lindsay and Carey interview Daniel Smith, the co-founder of Market Retrievers, a digital marketing agency for insurance agencies. They discuss the importance of marketing for agencies and provide insights on how to effectively market insurance services. They cover topics such as choosing the right marketing channels, utilizing AI i…
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March 31, 2024 EASTER SUNDAY Preparation for Worship Time for Gathering Opening Hymn “Christ the Lord is Risen Today” Christ the Lord is risen today alleluia sons of men and angels say alleluia Raise your joys and triumphs high alleluia sing ye heavens and earth reply alleluia Lives again our glorious King alleluia where O death is now thy sting al…
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🕊 In Memory of Bobby Salmon 🕊 In this special re-launch episode, we pay tribute to our Bobby Salmon, whose passion in the independent insurance industry continues to inspire us. Join Carey and Lindsay as they revisit their conversation with Bobby, delving into the importance of fostering relationships in our industry and shaping its future. Though …
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March 24, 2024 Preparation for Worship Time for Gathering Opening Hymn “Hosanna Loud Hosanna” Hosanna loud hosanna the little children sang Through pillared court and temple the joyful anthem rang To Jesus who had blessed them close folded to his breast The children sang their praises the simplest and the best From Olivet they followed 'mid an exul…
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