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Nội dung được cung cấp bởi Tony Steuer. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Tony Steuer hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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The Get Ready Money Podcast: Why Disability Insurance Is The Best Kept Secret In Financial Planning

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Manage episode 443390524 series 3511982
Nội dung được cung cấp bởi Tony Steuer. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Tony Steuer hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Send us a text

On this episode of The Get Ready Money Podcast, I was joined by Maxwell Schmitz and Keaton Modleski, the co-founders of Dingo Technologies to talk about changing the way we think about money and why disability insurance is the best kept secret in financial planning.

Here’s what we discussed:

  • Disability insurance is for everyone.
  • If you’re dependent upon your income, you should have disability insurance.
  • The importance of looking at the big picture of how a disability impacts future income
  • How Dingo helps people focus on big picture.
  • Dingo is simplifying the process of quoting and applying for disability insurance for insurance agents.

Maxwell Schmitz, MSFS, CLTC is a third-generation DI specialist. He is co-founder of Dingo Technologies, Inc. and President of Yetworth Insurance Solutions, a disability-focused insurance agency. He also currently serves as President of the International DI Society, an association of the nation's top DI minds. Max also serves as the chair of his town's Bicycle and Pedestrian Advisory Committee. He is a sitting member on the board of The Plus Group, America's Premier Disability Insurance Marketing Organization. In his spare time he is also the father/coach of three energetic/athletic kids (ages 7, 5, and 3), husband to an amazing wife, and is a thru-hiking junkie.

Keaton Modleski is the co-founder of Dingo and while not having an insurance background, has spent the last 3 years learning the ins and outs of the DI world in order to create a platform optimized for DI sales and application management. He sees DI as a piece of the insurance market that is undersold and under advanced and believes Dingo could be the key to growing that market. He is also the President of Modleski Web Design, a software development company he started 6 years ago. He has developed applications for businesses ranging from Mom and Pop shops to Fortune 100. Keaton graduated from Purdue University in 2023 with a degree from the Daniels School of Business. In his free time, he competes as a powerlifter and holds his private pilot's license.
Connect with Maxwell Schmitz:

LinkedIn (here) https://www.linkedin.com/in/maxwellschmitz/

Connect with Keaton Modleski:

LinkedIn (here) https://www.linkedin.com/in/modleski/

Connect with Dingo Technologies:

Website (here)

Support the show

  continue reading

Chương

1. The Get Ready Money Podcast: Why Disability Insurance Is The Best Kept Secret In Financial Planning (00:00:00)

2. Transforming Financial Futures With Disability Insurance (00:00:04)

3. Securing Future Income With Disability Insurance (00:07:53)

4. Protecting Financial Futures With Disability Insurance (00:13:04)

5. Planning for Financial Stability Amid Disability (00:19:03)

6. Advancing Disability Insurance Technology (00:29:21)

135 tập

Artwork
iconChia sẻ
 
Manage episode 443390524 series 3511982
Nội dung được cung cấp bởi Tony Steuer. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Tony Steuer hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Send us a text

On this episode of The Get Ready Money Podcast, I was joined by Maxwell Schmitz and Keaton Modleski, the co-founders of Dingo Technologies to talk about changing the way we think about money and why disability insurance is the best kept secret in financial planning.

Here’s what we discussed:

  • Disability insurance is for everyone.
  • If you’re dependent upon your income, you should have disability insurance.
  • The importance of looking at the big picture of how a disability impacts future income
  • How Dingo helps people focus on big picture.
  • Dingo is simplifying the process of quoting and applying for disability insurance for insurance agents.

Maxwell Schmitz, MSFS, CLTC is a third-generation DI specialist. He is co-founder of Dingo Technologies, Inc. and President of Yetworth Insurance Solutions, a disability-focused insurance agency. He also currently serves as President of the International DI Society, an association of the nation's top DI minds. Max also serves as the chair of his town's Bicycle and Pedestrian Advisory Committee. He is a sitting member on the board of The Plus Group, America's Premier Disability Insurance Marketing Organization. In his spare time he is also the father/coach of three energetic/athletic kids (ages 7, 5, and 3), husband to an amazing wife, and is a thru-hiking junkie.

Keaton Modleski is the co-founder of Dingo and while not having an insurance background, has spent the last 3 years learning the ins and outs of the DI world in order to create a platform optimized for DI sales and application management. He sees DI as a piece of the insurance market that is undersold and under advanced and believes Dingo could be the key to growing that market. He is also the President of Modleski Web Design, a software development company he started 6 years ago. He has developed applications for businesses ranging from Mom and Pop shops to Fortune 100. Keaton graduated from Purdue University in 2023 with a degree from the Daniels School of Business. In his free time, he competes as a powerlifter and holds his private pilot's license.
Connect with Maxwell Schmitz:

LinkedIn (here) https://www.linkedin.com/in/maxwellschmitz/

Connect with Keaton Modleski:

LinkedIn (here) https://www.linkedin.com/in/modleski/

Connect with Dingo Technologies:

Website (here)

Support the show

  continue reading

Chương

1. The Get Ready Money Podcast: Why Disability Insurance Is The Best Kept Secret In Financial Planning (00:00:00)

2. Transforming Financial Futures With Disability Insurance (00:00:04)

3. Securing Future Income With Disability Insurance (00:07:53)

4. Protecting Financial Futures With Disability Insurance (00:13:04)

5. Planning for Financial Stability Amid Disability (00:19:03)

6. Advancing Disability Insurance Technology (00:29:21)

135 tập

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