Financial Horizons: Insights for Building Wealth and Securing Your Legacy
Top 5 Life Insurance Sales Podcasts Every Advisor Should Listen To
By Dr. Jose G. Cardenas, Chief Tax Strategist at The C & R Group, LLC
In today’s competitive financial services world, staying sharp isn’t optional—it’s survival. If you’re in the business of selling life insurance or financial products, your growth depends on constantly learning new strategies, sharpening your communication, and connecting with industry leaders who’ve been in the trenches. One of the most powerful ways to do this is by tuning in to podcasts dedicated to sales, marketing, and insurance strategies.
Here are the Top 5 Life Insurance Sales Podcasts I recommend for anyone serious about elevating their practice:
This podcast is laser-focused on life insurance advisors. It dives into sales techniques, prospecting strategies, and modern marketing approaches to grow your business. Whether you’re new to the field or a seasoned pro, you’ll find practical takeaways you can implement immediately.
Produced by Harvard Business Review, this podcast goes beyond insurance to cover leadership, innovation, and strategy. Advisors who understand broader business concepts have an edge when working with entrepreneurial or high-net-worth clients.
This show explores digital marketing, branding, and client engagement—critical elements in today’s digital-first environment. It’s an excellent resource for advisors looking to grow beyond traditional sales tactics.
Sales is about psychology, persuasion, and value creation. Iannarino’s insights on B2B sales, negotiation, and client relationships translate beautifully into the life insurance and financial advisory world.
This one helps advisors understand how technology, data, and innovation are reshaping the insurance industry. Staying ahead of tech-driven changes is key to staying competitive.
The most successful advisors are not just salespeople—they are students of business, leadership, and personal development. By dedicating time to these podcasts, you can sharpen your skills, expand your mindset, and keep your strategies fresh and relevant.
At The C & R Group, LLC, we integrate this mindset into our advisory process. Just as we stay ahead of tax codes and financial planning strategies, we also stay ahead of industry trends—so our clients benefit from modern solutions and future-focused planning.
👉 Start listening today and see how these podcasts reshape the way you approach your business.
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Dr. Jose G. Cardenas is a retired U.S. Army Finance Officer and the Chief Tax Strategist at The C & R Group, LLC. With a Doctorate in Business Administration and over 20 years of experience in financial strategy, tax planning, and life insurance, Dr. Cardenas helps individuals and business owners protect their wealth and build a legacy. Learn more at www.thecrgroupllc.com.
📌 Disclosure:
This article is for educational and informational purposes only and is not intended to serve as personalized legal or investment advice. Dr. Jose G. Cardenas, DBA, provides tax advisory services through The C & R Group, LLC. Insurance strategies, including Indexed Universal Life (IUL) and annuity products, may be offered through his role as a licensed financial professional affiliated with Experior Financial Group.
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