FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits.

Agency VA is a U.S. based companies that places U.S. based and foreign based virtual assistants. With numerous tiers of service available, VA's can perform simple or complicated tasks. You can even choose to work with licensed VA's who have they ability to bind policies. To learn more about Agency VA, visit visit www.agencyva.com or email graden@agencyva.com to schedule a demo. Please make sure to tell Graden that you heard about Agency VA on the FINANCIALLY COVERED Podcast. To schedule your 30 minute consultation with Certified Financial Planner(tm), David Chudyk email david@parallelfinancial.com or visit www.calendly.com/davidpf to find a time that works in your schedule. --- Send in a voice message: https://anchor.fm/financially-covered/message

Learn about encryption, digital signatures and some other easy tips that can keep your agency safe in this dangerous era of cybercrime. For more information visit RPOST.com Please remember to visit www.financiallycovered.com and email David@parallelfinancial.com if you would like to discuss any of the personal or business financial issues that are keeping YOU up at night --- Send in a voice message: https://anchor.fm/financially-covered/message

In this episode, Ken Zelevsky of Clear Data International discusses: 1. What to look for in a professional telemarketing company. 2. How his company can help with commercial insurance lead generation. 3. Why it can be important to outsource tasks where your agency might not have specific expertise. To reach a member of the Clear Data International Sales team, email: Christa Holt cholt@cleardataint.com or call 412 793-3344 ext 105 Chrystal Mount cmount@cleardataint.com or call 412 793-3344 ext 104 and make sure to visit www.cleardataint.clm As always, with any business or personal financial planning questions, email david@parallelfinancial.com or schedule your virtual appointment by visiting www.calendly.com/davidpf --- Send in a voice message: https://anchor.fm/financially-covered/message

Margaret Stahl of Angela Adams Consulting Services discusses the many ways that agencies do not use their agency management systems to their full capabilities and some of the other common mistakes that agency owners make. If you are interested in seeing if Angela Adams Consulting can help your agency to go to the next level, visit https://www.angelaadamsconsulting.com/contact-us/ For your 30 minute consultation about your personal or business financial decisions, email david@parallelfinancial.com or visit www.calendly.com/davidpf --- Send in a voice message: https://anchor.fm/financially-covered/message

In this episode we speak with Marc DeLeonibus about: 1. The origin of Bold Penguin's name 2. How Bold Penguin can streamline your commercial insurance quoting process. 3. How Bold Penguin can help your agency to obtain carrier appointments with some of the heavy hitters of the industry. If you would like to speak with Marc, please email marc@boldpenguin.com or you can schedule a demo by going to www.boldpenguin.com and clicking the BOOK A DEMO link. As always, if you would like to know what it is like to work with me as a a Financial Advisor, email me at david@parallelfinancial.com or feel free to book an appointment at www.calendly.com/davidpf --- Send in a voice message: https://anchor.fm/financially-covered/message

In this episode, self proclaimed podcast ADDICT and podcaster, Dave Stewart talks about "starting ugly" and gives some simple instructions on how to begin your agency's podcasting journey. Do join Dave's FREE 30 day podcasting challenge, go to www.outdoorsonline.co/financial As always, for all questions, money related, email me at David@parallelfinancial.com or CLICK HERE to book a complementary 30 minute consultation --- Send in a voice message: https://anchor.fm/financially-covered/message

Let's face it, insurance agency owners are business owners and it is SO easy to spend excessive amounts of time working in the business, instead of on the business. In this episode, Andy Pooser discusses some rules and regulations behind 401(k) plans, the benefits of the plans, and reasons why a good Third Party Administrator is essential to ensure compliance to IRS guidelines. If you would like to discuss your current retirement plan or a new retirement plan, please email David@parallelfinancial.com and we can arrange a time either in person or via zoom for a 20 minute conversation. Also, be on the lookout for details about our upcoming virtual summit! --- Send in a voice message: https://anchor.fm/financially-covered/message

it is always a great idea to take a look at your agency identity and decide if you are where you should be. Are you serving the clients that you and your team are uniquely qualified to serve in the ways that you are uniquely qualified to serve them? In this episode, I talk about a transition that I made in my business to replace myself in my agency and putting the majority of my efforts into the area where I am most passionate - Financial Planning. I hope that you will take a few minutes to determine if any changes need to be made in your agency so that you will have #noregrets! If you ever have any business or personal financial planning questions, please email david@parallelfinancial.com --- Send in a voice message: https://anchor.fm/financially-covered/message

Kevin Ring, of the Institute of Workers Compensation Professionals discusses how your agency can become more valuable to your clients and prospects by being known as the preeminent worker's compensation expert in your area. Please visit www.workcompprofessionals.com or email Kevin@Iwcpro.com Should you ever have any questions about your business or personal financial planning, please email David@Parallelfinancial.com --- Send in a voice message: https://anchor.fm/financially-covered/message

Gordon Short discusses how Accredited Investors can invest in projects to receive economic and tax benefits generated by government sponsored incentives. Investors can also receive the satisfaction of preserving our nation’s historic structures while creating jobs and economic opportunity in cities throughout the United States. For more information, please email David@Parallelfinancial.com. Please remember to consult with your own tax and legal advisors. --- Send in a voice message: https://anchor.fm/financially-covered/message

Join us to learn what the CARES act means to employers and employees.  If you need to speak with Rick for this or any other issue, please call 864 882-2466 or email rick.mcduff@att.net --- Send in a voice message: https://anchor.fm/financially-covered/message

As a very well known consultant who works with insurance agents, Kathleen Ranahan shares some her knowledge with us on leadership and management. If you would like to reach out to Kathleen, please email success@kathleenranahan.com or call her office at 772 999-3546 Please take a moment to subscribe to this podcast and also share it with any of your friends and colleagues who could benefit. --- Send in a voice message: https://anchor.fm/financially-covered/message

In everyday life, we, as entrepreneurs deal with stressors of many kinds, but with the current COVID-19 situation, we are dealing with an unprecedented type of stress. Michaela discusses how to manage stress for you and your children as well as some positive coping mechanisms. --- Send in a voice message: https://anchor.fm/financially-covered/message

In this episode Jared Klebler of ZYWAVE discusses how your agency can deliver more value to prospects and clients. Zywave can make the job of a producer easier and can help to win LARGE accounts by providing the same type of services that TOP 100 firms can provide. Feel free to call Jared directly for questions or for a copy of his free WHITE PAPER at 310 697-9622 or via email jared.kleber@zywave.com and we will be glad to point you in the right direction. You can also schedule a demo by going to the site at www.zywave.com. Be well and we wish you the best during these crazy times! --- Send in a voice message: https://anchor.fm/financially-covered/message

In this episode, we move away from management, marketing, financial planning as we move towards a hugely important topic - our health. As entrepreneurs, our bodies and minds are under constant stress. Stephen Arnold is a fitness and nutrition expert and he provides some common sense and very doable action items that can help us to be our best, both physically and mentally. Check out his website at https://www.teambodyproof.com.au/ If there is ever a time that you would like some guidance on your own business or personal financial planning decisions, please email me at david@parallelfinancial.com and I would love to have a chat. --- Send in a voice message: https://anchor.fm/financially-covered/message

Having built large books of business as a producer (twice), Bob has front line knowledge, has been in the trenches and knows how to build a book of business. In his consulting business, he helps agents and producers to remove barriers and move towards success. Bob has graciously offered to have a complimentary 30 minute phone consultation to discuss YOUR business. Feel free to reach out to Bob via: EMAIL - BOB@BOBPASKINS.com PHONE - 503 278-09072 WEB WWW.BOBPASKINS.COM As always, if you ever have any business or personal financial planning questions, please email David@parallelfinancial.com and I will do my best to point you in the right direction. --- Send in a voice message: https://anchor.fm/financially-covered/message

Does your sales and service team provide a consistent and positive customer experience and a maximized closing ratio?  Jeremy Olson and his, Dale Carnegie Certified trainer, Kristin provide weekly sales training for agencies across the country.   Through weekly, live webinars, you and your team can learn to perfect word-tracks that work for many common situations.  Visit www.insuranceroleplay.com for a free seven day trial! Don't forget to subscribe to this podcast so that each new episode will be automatically delivered to you. --- Send in a voice message: https://anchor.fm/financially-covered/message

In this episode, Brian Boughner, CFA discusses some mindets and concepts that investors should keep in mind during these times of market volatility.  While some investors are acting out of fear, others are seeing these events as buying opportunities, portfolios should be designed in a way that helps investors to sleep at night.   As Brian discusses, many factors in the economy are fundamentally strong at historic levels, but this could also be an opportunity for investors to evaluate their risk of their portfolios. If you would like to have a conversation about the construction of your accounts, please email david@parallelfinancial.com.  Our firm has tools that can help you to determine if your portfolio has the right amount of risk and safety for YOU --- Send in a voice message: https://anchor.fm/financially-covered/message

With over a decade of experience in the digital marketing arena, Michael Guilfoyle works with many Nationwide and other independent insurance agencies to develop marketing strategies that work. For a FREE assessment, contact Michael at mguilfoyle@simplifimybiz.com or call him directly at 585 733-2862. --- Send in a voice message: https://anchor.fm/financially-covered/message

With decades of experience in the Human Resources industry, Ava Smith discusses many of the important questions about hiring that small business owners have. To contact Ava for a complimentary consultation, please call 864 448-0939 or email Ava@yourfullcyclehr.com --- Send in a voice message: https://anchor.fm/financially-covered/message

With 2 decades of experience in the investment management industry, Greg Towner discusses emotional investing and how to avoid it's negative consequences. For a copy of Greg's whitepaper on emotional investing, please email David@parallelfinancial.com --- Send in a voice message: https://anchor.fm/financially-covered/message

Dana Swarner is a high producing insurance professional who has made Legal Shield part of her core offering. Among other benefits, the personal product provides traffic ticket defense, the completion of simple wills, and contract reviews. The business plan(s) provide contract reviews and the ability to confer with an attorney at almost any time. These products can fit very will with your agency's other typical offerings. If you would like additional information, please email dana@cfsig.net or call Dana at 864 723-6935 --- Send in a voice message: https://anchor.fm/financially-covered/message

Nicole discusses the basics of communication, how to be referable, and team accountability. Any business owner should be on a constant mission to improve his/her communication skills. If you would like to to learn more about Nicole and her company, visit https://www.vibrantcoaching.com/ --- Send in a voice message: https://anchor.fm/financially-covered/message

In the inaugural episode, Certified Financial Planner(tm), David Chudyk, discusses 5 important questions to ask yourself about your agency and gives proven tips to reduce procrastination --- Send in a voice message: https://anchor.fm/financially-covered/message