2/25 - Spotlight: Jacksonville's "Monopoly" and Child Cancer Fund
Just released yesterday, TopTrumps presents the Jacksonville edition of Monopoly! Among the area's iconic locations and companies included, Community Chest includes the Child Cancer Fund! Lindsay Wallace of TopTrumps and Carla Montgomery from the Child Cancer Fund, and Mr. Monopoly (aka "Rich Unc...
#132 - How Agencies Are Using AI in the Insurance Industry w/ Justin Thomas
In this episode, Carey and Lindsay Wallace sit down with Justin Thomas, CEO of YourPolicy Insurance Agency, to discuss the evolving landscape of the insurance industry, particularly about the impact of AI. Justin shares his journey into insurance, the challenges and opportunities presented by AI,...
Which ships are you riding in?
In this weeks episode, you are simply eavesdropping in on a fun conversation with me and two of my faves, Lindsay Wallace & Caleb Cramer . It is part goofy, and part serious but it’s all heart and it’s all fun trying out a new format here on this one and I’d love to hear your thoughts.
I am so in...
#134 - What Banks Look for in Insurance Agency Buyers w/ Kimberly Bunce
In this episode, Carey and Lindsay Wallace sit down with Kimberly Bunce from Security Financial Bank to explore the intricacies of the insurance industry. Kimberly shares her journey from accounting to banking, offering a unique perspective on lending to insurance agencies. The discussion covers ...
#142 - Doubling Your Independent Insurance Agency's Value in Three Years
In this episode of Insurance Refocused, Carey and Lindsay Wallace break down a powerful agency transformation that doubled in value in just four years. Starting with $3.5 million in revenue and 27–28% profitability, this agency faced key challenges—an aging owner, outdated systems, and compensati...
#144 - Why Every Agency Owner Needs a Mastermind Group
On this episode of Insurance Refocused, Carey and Lindsay Wallace explore one of the most impactful growth tools for independent insurance agencies — mastermind groups. They discuss how these peer groups function like a “board of directors” for agency owners, providing accountability, fresh persp...
#145 - Year-End Tax Planning for Insurance Agencies w/ David Foate
On this episode of Insurance Refocused, Carey and Lindsay Wallace sit down with tax attorney David Foate to unpack the truth about year-end tax planning for insurance agencies. From entity structure decisions to vehicle deductions, R&D credits, and home office rules, they cover what really works ...
#147 - Running The Business Abroad w/ Jay Mueller
On this episode of Business Refocused, Carey and Lindsay Wallace sit down with Jay Mueller, an independent agency owner who lives on the Mediterranean coast of Spain while running a growing brick and mortar insurance agency in Cincinnati. He shares how he restructured a multigenerational family b...
#170 - Inside AgencyFocus: From Valuations to Fractional CFO
In this episode of Business Refocused, Todd Hufford interviews Carey and Lindsay Wallace on the story behind AgencyFocus, how they each found their way into insurance, and what it took to grow the business beyond agency valuation.
Carey shares how a role with the PIA of Ohio led her into valuatio...
Weekly Connections August 3rd, 2026
Welcome to Weekly Connections! Here is your summary of key updates from the justice industry for the week of Aug. 3.
Let's get started with project updates:
Columbus, Ohio Mayor Andrew Ginther announced that the city has canceled plans for a new Franklin County Municipal Court building, opting i...
