Agency Freedom

Agency Freedom


Agency Freedom Podcast exists to help insurance agency owners and sales professionals make the jump from the captive world to the independent side of the industry. We then equip you in every topic imaginable to help you dominate your market once you’re FREE. We deliver authentic, actionable and audacious content and hard-hitting interviews from the best former captives in the country. Make your Freedom Jump with Agency Freedom Podcast.

Hosted By

Hosted By

James Jenkns

In this episode of Agency Freedom Podcast, James talks with “Broker Brett” Fulmer, Ambassador for Finaeo, Evangelist for Smart Choice and startup consultant.

Episode Highlights:

  • Brett shares his background story and how he got started in the industry. (7:45)
  • Brett talks about his team of six agents that he has recruited for SmartChoice. (12:26)
  • Brett explains that he has been a P&C guy but he is enjoying learning about life insurance. (16:21)
  • Brett explains the difference between the life cycle of life insurance compared to P&C. (20:20)
  • Brett talks about the different digital life broker wholesalers and their advantages, as well as his personal choice, Finaeo. (26:26)
  • Brett shares how fortunate he is to be a part of things that he has equity in and be able to build with his friends. (36:02)
  • Brett advises the listeners to lever up their technology and reach further with their core competencies. (41:01)
  • Brett shares the topics he is exploring writing a book on. (47:55)
  • Brett asks James his thoughts on how to level up from a one to two-person operation, to a small business. (50:00)
  • Brett explains why you always need people that will frankly tell you the truth in your life. (58:24)

Key Quotes:

  • “I feel so fortunate to be touching things I have equity in and to help build things with my friends. You know, I’m very intentional about not overlapping in trying to find complementary projects.” – Brett Fulmer
  • “I always say I try to be out there enough to open doors. But my goal isn’t just to kind of make noise. You know, you still want to build effective, profitable companies. You still want to be successful. And it’s been such a value add to be known in the community.” – Brett Fulmer
  • “I always say you need people close. Somebody always has to be able to call you a dummy you know, you need true speakers in your life.” – Brett Fulmer

Resources Mentioned:

Learn more and connect with Brett at

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