Scaling smarter by diversifying your practice — with Dave Toeben

Feeling stuck in your business growth? Dave Toeben, president of Insight Insurance Services, shares how diversifying your practice can lead to smarter scaling

By David Saltzman | March 14, 2025 at 07:00 AM

In this episode of ShiftShapers, Host David Saltzman interviews Dave Toeben, president of Insight Insurance Services, about how insurance professionals can enhance their business through business continuation planning. Dave shares his journey from focusing on group health insurance to specializing in buy-sell agreements, key person, and deferred compensation plans. They discuss the importance of reviewing buy-sell agreements, including recent legal changes such as the Conley case, and explore collaborative opportunities for health insurance advisors to expand their services and solidify client relationships.

NOT FOR REPRINT

1 Armed man causes UnitedHealthcare buildings to lock down

2 Employers' ACA coverage in limbo as Supreme Court weighs task force legality

3 Trump tells DOL to develop PBM transparency regulations to lower drug prices

4 Biden breaks silence to slam Trump over Social Security cuts

5 Eli Lilly’s new GLP-1 weight loss drug, in pill form, would be more affordable than Ozempic

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