In this episode of The Agent Spotlight Podcast, host Matthew Gaus talks with Dick Pardee, owner of Richmond Insurance Agency, and Karen Ryen, who is preparing to take over the agency as Dick enters retirement. They reflect on more than three decades in the insurance business, the changes in Medicare since the first Advantage plans, and the lessons learned from building long-term client trust.Karen also shares her journey from office manager to licensed agent, and how training, technology, and client education have helped Richmond Insurance grow into a trusted community resource.Episode Highlights00:00 Introduction and Guest Welcome 01:00 Dick’s Path into Insurance 03:00 Starting Richmond Insurance Agency 04:30 Karen’s Background and Transition into Insurance 06:30 Preparing for Retirement and Succession 08:00 From Office Manager to Licensed Agent 10:00 Support and Training from NIM Broker 16:00 Shifting from Paper to Online Applications 18:30 Marketing and Staying in Touch with Clients 26:00 Entering the Medicare Market in 2006 28:00 Building Residual Income and Referrals 33:00 Education and Simplifying Client Decisions 36:00 Training and Supporting New Agents 39:00 Why Doing Right by the Client Builds Longevity 47:00 Looking Ahead and Closing Thoughts🌐 Learn more at nimbroker.com

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