Direct Insurance Podcast - DIP! – Details, episodes & analysis

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Direct Insurance Podcast - DIP!

Insurance Advisors Direct

Business

Education

Frequency: 1 episode/32d. Total Eps: 41

The Direct Insurance Podcast cuts through the noise.

Hosted by Insurance Advisors Direct, each episode brings together industry veterans, attorneys, AI experts, and financial professionals to give agents and consumers the real conversations nobody else is having. No product pitches. No fluff. Just actionable information on retirement planning, long term care, life settlements, Medicare, and how AI is reshaping the insurance industry right now.

Whether you are an agent trying to grow your practice or a family trying to protect your future, this is the podcast that actually helps.

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http://www.facebook.com/InsuranceAdvisorsDirect
10 shares

http://www.youtube.com/@iadbrokerage
10 shares

http://www.linkedin.com/company/insurance-advisors-direct-agency
10 shares

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Score global : 52%

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What Separates a Real Insurance Conference From a Glorified Trade Show (with Chris Orestis and Filip Lundstedt)

Season 3 · Episode 10

Thursday, August 13, 2026 • Duration 11:14

Most insurance conferences are glorified trade shows. Carriers push products, lead vendors sell leads, and agents walk out with nothing they can actually use. The IAD Sales Summit was built to be different, and the agents who attended felt it immediately.

Chris Orestis and Filip Lundstedt join the Direct Insurance Podcast the day after the IAD Sales Summit to break down what made it different, what agents walked away with, and what is coming next for Insurance Advisors Direct.

In this episode:

Why most insurance conferences are conventions in disguise, and what a real one looks like
How the IAD Sales Summit delivered actionable ideas agents could implement within 90 days
Why nobody was staring at their phones, and what that says about the content
How the conference workbook challenged agents to honestly assess where they really are versus where they think they are
The 7 Whys process, and why drilling down to the real reason behind a decision changes everything
Why knowing your numbers and what they point to beats throwing statistics at people
How IAD plans to go deeper in future events, beyond sales into building a complete business
Why the goal is to train agents to be complete business people, not just product pushers

About the guests: Chris Orestis is the President of Retirement Genius, an information and resource platform that helps people build a well balanced retirement. Filip Lundstedt is an insurance agency owner and AI implementation expert who helps agents build smarter, more efficient practices using artificial intelligence. Both presented at the IAD Sales Summit.

Connect with us:

Website: www.iadbrokerage.com

Phone: 800-381-0977

YouTube: www.youtube.com/@iadbrokerage

Facebook:

Direct Insurance Podcast - DIP! – Details, episodes & analysis

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Direct Insurance Podcast - DIP! – Details, episodes & analysis

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