HIPE Leadership Podcast

On episode 57 of the HIPE Leadership Podcast, David and Lindsey take a deep reflection to year-end 2025 when achieving goals, making critical insights, and having a growth mindset in the final expense space. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d like discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

On episode 56 of the HIPE Leadership Podcast, Lindsey and David celebrate our nations veterans with an important discussion of the VA responsibilities to life care, life insurance, and what is owed to our nations vets! Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d like discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

On episode 55 of the HIPE Leadership Podcast, David and Lindsey discuss why mentorship is such an important component to growth within the final expense space, and why the right coaching can change a person’s career! Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d like discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

On episode 54 of the HIPE Leadership Podcast, David and Lindsey discuss Lindsey’s recent social security conference and explain how overall learning experiences, through some discomfort, can lead to bigger achievements in your final expense career and life! Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d like discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance Chapters (00:00:02) - HHPE: Hype Leadership Podcast(00:00:31) - Steve Harvey: Success Is Not a Comfortable Process(00:02:14) - The First Social Security Seminar(00:09:55) - Social Security Conference and Event(00:18:48) - Seniors: Social Security and Retirement Planning(00:21:17) - What's Next for the Social Security Seminar(00:25:35) - A message from an 8 year old(00:28:56) - Learn to Embrace the Uncomfortable(00:32:21) - Hype Leadership Podcast: Experian's Michael Bremmer(00:33:10) - Cybercrime Is Bigger Than Ever(00:35:43) - How to Safeguard Yourself From QR Codes(00:38:24) - Copyright 2019 EWTN News Nightly

On episode 53 of the HIPE Leadership Podcast, David Curry goes into a brevity of topics pertaining to reaching goals, expectations when leading others, understanding your purpose, and fulfilling the need of seeing the bigger picture within the Final Expense space. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d like discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

On episode 52 of the HIPE Leadership Podcast, David and Lindsey dive into understanding your purpose – your why – and how having a clear-cut vision and goals can help further your final expense career! Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d like discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance Chapters (00:00:02) - Hype Leadership Podcast(00:00:37) - The Two Most Important Days of Your Life(00:01:39) - Knowing Your Purpose & Why(00:05:47) - Our Purpose vs. Our Goals(00:14:42) - Seeking Your Purpose in Business(00:21:22) - Anticipating Orca's Future with the Company's Purpose(00:29:01) - Getting Out Of That Stuck Feeling(00:29:54) - Seeking Purpose in Small Decisions(00:34:51) - Identifying Your Why

On episode 51 of the HIPE Leadership Podcast, David and Lindsey are joined by Agency Leader Alex Glasscock and discuss how to get the most out of yourself when helping other people, training final expense agents the right way, and simplifying the system for sales success. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d like discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Connect with Alex Glasscock: [email protected] | 502-298-4130 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance Chapters (00:00:02) - Alex Glascock on Hype Leadership Podcast(00:02:20) - A Week in the Life of Paul(00:03:26) - "It's All In Your Heart"(00:05:00) - What Have You Been Teaching Your Fans?(00:12:40) - Alex Jones: Best Trainer in the World(00:15:47) - What's The Biggest Mistake An Agent Makes?(00:23:43) - The Importance of Simplicity(00:26:25) - Pop Quiz: What is the Most Overcomplicated Part of(00:29:45) - The Right People in the Right Seats

The HIPE Leadership Podcast celebrates its’ 50th episode! President of ORCA Life Glenn Crabtree joins the show to discuss the on-going celebrations of ORCA Week and the success of various final expense agents. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d like discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Connect with Glenn Crabtree:[email protected] | 502-664-4683 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

In this powerful episode, Lindsey and David dive into the concept of rewriting the mental script—the internal narrative that shapes our decisions, habits, and ultimately, our lives. Whether it's the way we view success, money, or our own self-worth, many of us are operating on outdated or inherited beliefs that no longer serve us. David and Lindsey connect the dots to the final expense industry, where mindset plays a massive role for both clients and agents: For clients: How fear, denial, or generational money mindsets prevent families from planning for inevitable costs; For agents: How limiting beliefs around money, rejection, or self-worth can sabotage success in this business If you're in the final expense space, this episode is a must-listen. You'll learn how personal development isn't just good for your mental health—it's a business tool. Rewriting your mental script might be the key to unlocking better conversations, stronger client relationships, and bigger impact! Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d like discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

As we celebrate Labor Day weekend, Lindsey and David discuss understanding the purpose of your job and career, and how to see the bigger picture through the day-to-day grind! Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d like discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Connect with Josh Wilfong:[email protected] | (573)-944-9027 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

On episode 47 of HIPE Leadership Podcast, Lindsey and David are joined by Agency Leader Josh Wilfong. Josh discusses his journey through a tough time and explains how overcoming the difficult helped put his final expense career in perspective. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d like discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Connect with Josh Wilfong:[email protected] | (573)-944-9027 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

In this high-impact episode, Lindsey and David are joined by guest and Agency Leader – Kevin Glasscock to take a deep dive into the mindset and techniques that separate top-performing final expense agents from the rest. "Assume the Sale" isn’t just a phrase — it’s a sales philosophy that transforms hesitant conversations into confident closings. Whether you're a new agent looking to find your footing or a seasoned pro aiming to sharpen your edge, this episode delivers proven strategies to help you close more policies with less resistance. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d like discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Connect with Kevin Glasscock: [email protected] | (502) 554-5290 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

In this episode, we’re joined by Chase Urich, a standout leader and innovator in the final expense insurance market. With years of experience and a passion for elevating the industry, Chase breaks down what it truly means to "set the standard" in a space often clouded by confusion and complacency. We dive into: The key principles that drive Chase’s approach to final expense sales How to build trust and long-term value with clients in a sensitive niche The biggest mistakes agents make—and how to avoid them Why ethical, education-first selling is the future of the business Chase's vision for where the final expense space is headed next Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d like discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial Connect with Chase Urich: [email protected] | 972-339-0191 --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

In this heart-centered episode, David and Lindsey explore the transformative power of gratitude—and how embracing it can shift the way you view everything, even something as practical (and often overlooked) as life insurance. Too often, life insurance is seen purely as a financial transaction or a “just-in-case” backup plan. But what if we reframed it as an act of love, responsibility, and gratitude for the people who matter most? Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d like discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

Too many agents are focused on closing the sale instead of having a real conversation. But true success in this business doesn’t come from pushing policies — it comes from understanding people. In this episode, Lindsey and David are joined by Corey Price, Affiliate Principal of Legacy Financial, to explore one of the most powerful tools in any advisor’s arsenal: isolating the objection. Together, they break down how to listen beyond surface-level responses, identify the client’s true concerns, and craft solutions that solve real problems — not just check boxes. Whether you're managing hesitation, addressing skepticism, or clarifying confusion, this episode gives you the tools to move from transactional to transformational conversations. Got a question or topic you want to hear discussed? Reach out and it could be featured on a future show! Connect with the Hosts: [email protected] | [email protected] (502) 314-2789 Connect with Corey Price: [email protected] (606) 305-5743 Subscribe now so you never miss an episode designed to help you grow as a leader, advisor, and entrepreneur. Listen to Previous Episodes: hipe.financial Subscribe on YouTube: HIPE Financial YouTube About HIPE Financial: Founded by Lindsey and David Curry, HIPE Financial is built on high-performance service for both clients and agents. Whether serving the senior market with life, health, and wealth solutions, or coaching professionals toward their next level of growth, HIPE is focused on providing answers — not just products. As a proud affiliate of AmeriLife, HIPE Financial is connected to a nationwide network of more than 70 leading health and financial service companies. This allows our advisors to offer tailored strategies in life insurance, Medicare, annuities, and retirement planning that evolve with your needs — so you’ll never outgrow our support.

In episode 42 of the HIPE Leadership Podcast, Lindsey and David dive into a topic that too often gets overlooked until it's too late—life insurance. They explain how life insurance isn't just a financial product, but a powerful tool for protecting your loved ones and building a lasting legacy. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d like discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

In episode 41 of the HIPE Leadership Podcast, Lindsey and David are joined by Scotty Elliot. Scotty is Amerilife’s Chief Distribution Officer, Health. In this position, Elliott oversees a distribution organization of more than 50 independent health and life marketing organizations that has more than doubled in size since 2020. Scotty, Lindsey, and David discuss various topics regarding leadership, including properly handling struggles and using struggles as tools for success, surrounding yourself with excellent leaders, three leadership lessons, challenges, and more! Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Connect with Scotty Elliott: Scotty Elliott - Chief Distribution Officer, Health - AmeriLife | LinkedIn Subscribe to our YouTube Page:https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

Lindsey and David break down myths surrounding the annuity space! Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Connect with Kevin Glasscock: [email protected] | (502) 554-5290 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

Lindsey is joined by Agency Leader Kevin Glasscock to break down the key intangibles for success within the sales and final expense industry! Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Connect with Kevin Glasscock: [email protected] | (502) 554-5290 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

In episode 38, David and Lindsey break down a powerful mindset shift from selling to serving — and why it’s the key to long-term success in business, leadership, and life! Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

Lindsey and David are joined by Rayna Reyes. Reyes leads a team of highly skilled financial specialists with expertise in retirement planning, insurance management, and investments. Reyes is one of our top professionals and specializes in helping people retire early and achieve financial independence. --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

In this episode, David and Lindsey dive deep into the art of building trust and closing sales in one of the most sensitive areas of insurance—final expense. Whether you're a seasoned agent or just starting out, understanding how to connect with your clients on a human level is the key to long-term success. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

In this bonus episode, we dive into the importance of tackling credit card debt before it spirals out of control. You'll hear insights from Robin Growley of Bank of America, who shares practical tips and a message of hope for anyone feeling overwhelmed by debt. Whether you're just starting to manage your finances or already feeling buried, this interview reminds us it’s never too late to take control. --- Listen to Previous Episodes: https://hipe.financial/ Connect with Lindsey and David: [email protected] | [email protected] | (502) 314-2789 Connect with Crystal Poe: [email protected] | (706)-594-9204 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

In this episode, David and Lindsey are joined by Crystal Poe – Principal – Southern Life Insurance Group to break down exactly what it takes to elevate your game and dominate in the final expense industry. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with Lindsey and David: [email protected] | [email protected] | (502) 314-2789 Connect with Crystal Poe: [email protected] | (706)-594-9204 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

In this episode, David dives deep into one of the most powerful truths in entrepreneurship: real transformation in your business begins with personal transformation. Whether you're scaling a startup, pivoting a product, or just trying to stay sane in the chaos, one thing is clear—external change only sticks when it's rooted in internal growth. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

Leadership doesn’t pause when you’re tired—and in the fast-paced world of final expense, fatigue is almost guaranteed. Whether you're managing a team, pushing through solo sales days, or juggling personal challenges, this episode dives into how to lead with clarity, resilience, and purpose even when your energy is low. In this episode, Lindsey and David discuss simple mindset shifts to stay focused and present, how to inspire your team when you’re running on empty, and real strategies for rest, recovery, and re-centering. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Connect with Kevin Glasscock:[email protected] | 502-554-5290 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

In this episode, Lindsey is joined by Kevin Glasscock to discuss the world of final expense insurance, exploring how to ensure your business is on the right path for long-term success. The analogy of “hooking your ladder to the right roof” comes to life as they discuss the importance of choosing the right markets, carriers, and sales strategies to elevate your business to new heights. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Connect with Kevin Glasscock:[email protected] | 502-554-5290 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

Episode 31 – Lindsey and David explain and examine the critical importance of building the right team and clientele. Whether you're a seasoned agent or just starting out, understanding how to chase and find the right people can make all the difference in your success. They discuss strategies for identifying high-quality prospects, building lasting relationships with clients, and developing a network that aligns with your values and goals. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with Lindsey and David: [email protected] | [email protected] | (502) 314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

"If you aim at nothing, you will hit it every time." This powerful quote speaks volumes about the importance of setting clear goals—and it's especially true when it comes to final expense planning. In episode 30 of HIPE Leadership Podcast, Lindsey and David explore the amount of people who avoid or delay planning for their final expenses, often resulting in unnecessary stress, financial strain, and burdens on loved ones. A discussion also ensues about why it’s crucial to have a clear plan in place for end-of-life expenses, the impact of final expense, and how taking proactive steps now can bring peace of mind, financial security, and a sense of control during an otherwise difficult time. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with Lindsey and David: [email protected] | [email protected] | (502) 314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

The final expense space is one where many people are hesitant to step in due to misconceptions or self-doubt. But what if the key to success is not about having the most experience or credentials, but rather believing in yourself and taking that first step? In episode 29 of HIPE Leadership Podcast, Lindsey and David are joined by Agency Leader Nick Davis to explore how confidence, action, and belief can be your strongest assets in building a career in final expense insurance. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Connect with Zach Randolph: [email protected] | (502) 931-3917 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

Episode 28 – Lindsey and David are joined by Agency Leader Zach Randolph of Republic Financial. Zach discusses how he went from college into the final expense space, the lessons he’s learned along the way that have made his successful, and why seizing the opportunity has no perfect timing! Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Connect with Zach Randolph: [email protected] | (502) 931-3917 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

Episode 27 – Lindsey and David talk about various factors into living the type of life and experiencing the type of career in the final expense space you always dreamed about! Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Connect with Glenn Crabtree: Agency [email protected] | 502-664-4683 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

Lindsey and David are joined by Glenn Crabtree – the Founder of ORCA Life. Glenn breaks down dreams, goals, and the deciding factors in determining if Final Expense sales is right for you! Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Connect with Glenn Crabtree: Agency [email protected] | 502-664-4683 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

This week, Lindsey and David are joined by Agency Leader Ashley Williams. A former college basketball player - Williams has taken her career journey into the final expense space, and shares some of the lessons she has learned along the way for continued success in the insurance industry. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Connect with Ashley Williams: Agency [email protected] | 606-875-8911 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

This week, Lindsey and David are joined by Agency Leader Andy Bell. Bell has been the second-highest producing agent for Orca Life since 2021. Lindsey, David, and Andy discuss what drives Andy’s success, his legacy, and advice for younger agents for future success. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! --- Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsey: [email protected] | [email protected] | (502) 314-2789 Connect with Andy Bell: Agency [email protected] | 606-875-3252 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial --- About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

This week, Lindsey and David take inspiration from American educator, author, businessman, and speaker – Stephen Covey – and explore how setting clear, intentional goals at the outset can transform the way we approach everything—from personal development to successful strategies in the final expense space! Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! Listen to Previous Episodes: https://hipe.financial/ Connect with Lindsey and David: [email protected] | [email protected] | (502) 314-2789 Connect with Richard Shawn: [email protected] | 502-645-6993 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial About HIPE Financial:Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

Start the year off right! On this episode of the HIPE Leadership Podcast, Lindsey and David break down year-end review questions, and how to apply these questions when reevaluating your goals in 2025! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! Listen to Previous Episodes: https://hipe.financial/ Connect with Lindsey and David: [email protected] | [email protected] | (502) 314-2789 Connect with Richard Shawn: [email protected] | 502-645-6993 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

Lindsey and David welcome Nick Mudd of Elite Life Associates to discuss his recipe for professional success. The three discuss the mindset and skills it takes to build a successful business, what true leadership looks like, and the importance of setting goals for yourself that may seem lofty at first, but will help you become a better version of yourself. Listen to Previous Episodes: https://hipe.financial/ Connect with Lindsey and David: [email protected] | [email protected] | (502) 314-2789 Connect with Richard Shawn: [email protected] | 502-645-6993 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

On episode 20 of the HIPE Leadership Podcast, Lindsey and David are joined by Orca Life VP of Operations, Scott Morris. Scott shares his valuable insights on shifting from a directive leadership style to a collaborative approach. Discover how embracing a collaborative culture can foster a thriving team environment. Empower your people to leverage their unique strengths and contribute to company growth. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! Listen to Previous Episodes: https://hipe.financial/ Connect with Lindsey and David: [email protected] | [email protected] | (502) 314-2789 Connect with Richard Shawn: [email protected] | 502-645-6993 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

On episode 19 of the HIPE Leadership Podcast, Lindsey and David are joined by Senior Advisor of Orca Life – Richard Shawn. Richard is prominently associated with ORCA Life, a company specializing in "final expense" life insurance, meaning it covers end-of-life costs like funeral expenses and outstanding medical bills; he is often recognized as a key figure within the company, often involved in its development and marketing of final expense insurance products. In this episode, we take you on a comprehensive journey through the world of Final Expense Insurance and break down key details for established and new agents alike. Plus, Richard gives his take on the future that the industry will have to offer in 10-20 years! Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! Listen to Previous Episodes: https://hipe.financial/ Connect with Lindsey and David: [email protected] | [email protected] | (502) 314-2789 Connect with Richard Shawn: [email protected] | 502-645-6993 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

On episode 18 of the HIPE Leadership Podcast, Lindsey and David are joined by Agency Leader Seth Wallace. Seth discusses why the insurance sales industry is an inviting proposition for younger people, and what attributes have helped Seth continue to evolve and grow in the industry! Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsay: [email protected] | [email protected] | (502) 314-2789 Connect with Robin Kelley: [email protected] | 606-425-0822 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

In episode 17 of HIPE Leadership Podcast, Lindsey and David welcome Agency Leader Robin Kelley to the show to discuss the importance of asking the RIGHT questions leading to further revenue. Plus, Robin shares the lessons he’s learned in the sales industry, and how to gain MORE security in the Insurance Sales industry as one is building their careers. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsay: [email protected] | [email protected] | (502) 314-2789 Connect with Robin Kelley: [email protected] | 606-425-0822 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

An estimated 180,000 service members transition to civilian life annually, according to the Department of Labor. While veterans play a vital role in our communities and socie­­­­ty, they continue to face significant obstacles when entering the workforce. Matt McClure speaks with Lindsey Streeter, Senior VP of Global Military Affairs at Bank of America, about how veterans can make the transition from military to civilian life – and what employers can do to help. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsay: [email protected] | [email protected] | (502) 314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

In episode 16 of HIPE Leadership Podcast, Lindsey dives deep into the high-stakes world of full commission sales, where earnings are directly tied to performance, and risk is often just a part of the job. She explores the five ways a commission-based sales career can bring you success, and explores what makes this career path uniquely challenging yet highly rewarding for those with the right mindset. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsay: [email protected] | [email protected] | (502) 314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

Whether you’re new to the field or a seasoned pro, taking decisive action is key to meeting your goals and growing your skills. In episode 15 of HIPE Leadership Podcast, Lindsey and David are joined by VP, Sales for Orca Life – Patrick Holder. Patrick has produced over $1.4 million throughout his time at Orca Life, and explores the major lessons learned throughout the sales journey—from building resilience and mastering the art of listening, to closing deals with confidence. Plus, the trio discuss the motivations behind choosing a career in sales and how a strong “why” can fuel your drive and determination. Whether you’re new to the field or a seasoned pro, taking decisive action is key to meeting your goals and growing your skills. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsay: [email protected] | [email protected] | (502) 314-2789 Connect with Patrick Holder: [email protected] | 502-649-0358 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

On episode 14 of the HIPE Leadership Podcast, Lindsey and David are joined by Agency Leader Cordon Cassidy. Cordon explains his journey in the final expense space, the importance of proper planning and organization, and the responsibilities one must upkeep when pursing a successful sales career. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsay: [email protected] | [email protected] | (502) 314-2789 Connect with Cordon Cassidy: [email protected] | 502-593-0664 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

On episode 13 of HIPE Leadership Podcast, Lindsey and David are joined by Agency Leader, Chris Allen of Apex Financial. The trio discusses Chris’s journey in the final expense and sales business, and some insightful information on how Chris paved a new path forward with his career! Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsay: [email protected] | [email protected] | (502) 314-2789 Connect with Chris Allen: [email protected] Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

Guest: Debra Whitman, PhD, AARP’s Executive Vice President and Chief Public Policy Officer and former staff director for the Senate Special Committee on Aging In her groundbreaking new book, Debra Whitman provides a road map for navigating, and celebrating, the second half of life. A globally recognized expert on aging, Whitman shares insights on longevity, brain health, financial planning, work, housing, and the value of relationships and social engagement. Informed by Whitman’s unmatched expertise and her deep passion, The Second Fifty is an indispensable guide for living well in the 21st century whether you are approaching 50, into your later years or caring for someone who is. Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsay: [email protected] | [email protected] | (502) 314-2789 Connect with Corey Price: [email protected]@orca.life | (606) 305-5743 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

In episode 12 of HIPE Leadership podcast, Lindsey and David are joined by Agency Leader Corey Price to discuss Corey’s career journey in the final expense space, his approach to selling insurance, and gives lessons on leading people to success within final expense. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast! Listen to Previous Episodes: https://hipe.financial/ Connect with David and Lindsay: [email protected] | [email protected] | (502) 314-2789 Connect with Corey Price: [email protected]@orca.life | (606) 305-5743 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial About HIPE Financial: Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance

Lindsey & David are joined by Agency Leader of Orca Life, Kevin Glasscock, to discuss his journey in the final expense space, his primary market area, and advice for young agents hoping to succeed within the industry. Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur! Have questions or topics you’d like to hear addressed on the show? Connect with Lindsey & David and your question or topic could be featured in an upcoming episode! Don't forget to leave a review and share this podcast! Connect with Kevin Glasscock: [email protected] | 502-554-5290 Listen to Previous Episodes: https://hipe.financial/ Connect with David & Lindsey: [email protected] | [email protected] | (502)-314-2789 Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial About HIPE Financial: Lindsey & David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution. HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributer of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services. Advising | Medicare | Annuities | Life Insurance