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In Episode 76 of the Discovery Series: Unplugged, we sit down with Karla Morris, an Insurance Advisor at Aviso Insurance Inc. & Wealth Advisor at Aviso Wealth from Nipawin, Saskatchewan. Married into a farming family, Karla's story is one of resilience, growth, and community. Karla opens up about the unique challenges and opportunities of working with farming families—from the impact of life insurance in preserving a family legacy to the essential conversations around financial and succession planning. She highlights the critical need for advisors to "speak the farmer's language," offering relatable strategies to bridge the gap between urban and rural financial needs. This episode isn't just about farming—it's about building a sustainable future for the next generation. Whether you're an advisor or just curious about life on the prairies, tune in for an heartfelt and educational conversation filled with actionable insights. Mutual funds and other securities are offered by Avisio Wealth, a division of Aviso Financial Inc. Aviso Insurance Inc. offers financial planning, insurance & investments to members of credit unions and their communities.
Scott Heinila welcomed Sean Humeston to the studio to discuss Sean's unconventional journey from a punk rock band musician to a successful career in the insurance industry. The conversation highlights Sean's innovative approach to marketing annuities, including leveraging newspaper ads and community papers, as well as his experiences with seminars and events.Sean Humeston was born and raised in Orange County, California where he began his career as a musician in a rock band in 1996 through 2003. During that time, he completed 14 national tours and played in several groups sharing his talents. Sean played bass guitar in these bands, but more importantly he played a huge role in the financial success of these groups. From budgeting to promotion, he developed a passion for finance. Sean then decided to make a shift in his trade and became a licensed retirement planner in 2001, where he specialized in working with school teachers. In 2008, he started Shoreline Financial Services LLC. After 23 years in the financial industry, his areas of expertise have now broadened to include estate and retirement planning, personal budgeting, wealth transfer as well as insurance and income planning. Sean is a proud member of the Better Business Bureau, National Ethics Association and the Institute of Financial Wellness.Sean now resides in Queen Creek, Arizona. Outside of the office, he loves traveling and spending time with his wife and children. He still has maintained his passion for music over the years and actively plays the piano, guitar and bass.In this episode you will learn the following: How Sean transitioned from being a bass player in a punk rock band to being a financial advisor.The Shoreline Financial success storyThe short-term annuity business model to continually engage with clientsAdvertising in the right markets through newspapers and client seminars creates success.Connect with Scott on LinkedInConnect with Sean on LinkedInFor more on The Optimized Advisor Podcast click here For more on Shoreline AZ click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning
In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, sits down with Justin Elliott, an Insurance Advisor at PAX, to explore the intricacies of Medicare and Social Security. Together, they dive into the evolving healthcare landscape and the critical decisions retirees face when it comes to Medicare Supplements and Medicare Advantage Plans. Through clear explanations and real-world insights, Justin sheds light on the differences between these plans, how healthcare providers approach Medicare claims, and why the Social Security fund might be at greater risk than Medicare in the near future. The episode also emphasizes how PAX Financial stays ahead of these trends to better serve clients preparing for retirement. Key show highlights include: Understanding Medicare Supplements vs. Medicare Advantage Plans. Why Social Security might face more immediate financial challenges than Medicare. The impact of demographic shifts, with 10,000 people turning 65 every day, on the future of retirement services. Practical tips for navigating Medicare decisions as a retiree or for aging parents. Justin's key takeaway: “Be prepared to navigate a system that's constantly changing to ensure the best healthcare coverage.” Tune in to learn how these changes could affect your retirement and what steps you can take to stay informed. For more resources, visit www.paxfinancialgroup.com. If you enjoyed today's episode, don't forget to share it with a friend! Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.
Send us a Text Message.In this transformative episode we speak to Ravi Kumar R, founder of Ravi Kumar Wealth Protector.Listen to this episode to know How to double your current asset with LIC?How LIC policies can secure your family's future and your business's stability?How top advisor Ravi Kumar rose to the top in the insurance industry from a corporate background?The strategies for protecting your business from debt risks and ensuring smooth partnership exits? NRIs and business owners can benefit from LIC investments and ensure seamless wealth transition in family-owned businesses?Ravi Kumar is known to be a passionate, knowledgeable Insurance Advisor of unique qualities.Ravi is Born & Bought Up in Bengaluru & He is a MBA graduate.He left his lucrative corporate profession to pursue his true calling – Protecting Families, CreatingFutures and Ensuring Promises are delivered.He took on full time Insurance Advising as aProfession from 2010 and set up ‘Ravikumar Wealth Protector'. His office is in Ideal Homes,Rajarajeshwari nagar, in India's Silicon valley, Bengaluru.Today, Ravi services over a 1000 + customers who are spread across many cities in India andacross the world in USA, UK, Canada, Dubai, Singapore and Australia.He is One of the Top LIC Advisor in the Country. LIC has Awarded him as "Corporate ClubMember", which is the Highest Recognition in LIC. He has also been Conferred with HighestInternational Recognition" Top of the Table ", MDRT USA.Connect with him onPhone : 98451 56964Email : ravikumar.rrk@gmail.comWebsite : www.ravikumarr.comLinkedin Profile : https://www.linkedin.com/in/ravi-kumar-r-Support the Show.For more details join our Telegram Growth Hubhttps://t.me/joinchat/CSEJQxlsGbnRG7AbWBLsbgRate, Review and Subscribe to Dream100 Biz Show on Spotify, Apple and Google PodcastFollow @dream100show
In this episode, Amy is joined by Maaru Senthil, Co-owner and Insurance Advisor at Vive. Maaru breaks down the financial pyramid, different forms of insurance and its importance, as well as her own journey in business and home ownership through ‘rentvesting'.
Aldo Venturacci is a devoted special needs dad and an expert in creating long-term financial security for families with special needs children. His professional journey is deeply intertwined with his personal experiences, giving him a unique perspective on the financial challenges and solutions that these families encounter.Driven by a passion to ensure every child has access to the necessary resources for a secure future, Aldo focuses on developing financial strategies that enhance stability and longevity. His approach goes beyond traditional financial advice, emphasizing sustainable practices that maintain essential government benefits while building a robust financial foundation.Aldo is also a proactive advocate and educator, regularly hosting seminars and webinars to empower parents with the knowledge they need to manage their finances effectively. Through his work, he aims to provide families with the tools and confidence to secure their financial future, allowing them to focus on what matters most—raising their children with the assurance of stability and support.Learn More: https://aldoventuracci.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-aldo-venturacci-life-insurance-advisor-discussing-financial-planning-for-families-with-special-needs-children
Aldo Venturacci is a devoted special needs dad and an expert in creating long-term financial security for families with special needs children. His professional journey is deeply intertwined with his personal experiences, giving him a unique perspective on the financial challenges and solutions that these families encounter.Driven by a passion to ensure every child has access to the necessary resources for a secure future, Aldo focuses on developing financial strategies that enhance stability and longevity. His approach goes beyond traditional financial advice, emphasizing sustainable practices that maintain essential government benefits while building a robust financial foundation.Aldo is also a proactive advocate and educator, regularly hosting seminars and webinars to empower parents with the knowledge they need to manage their finances effectively. Through his work, he aims to provide families with the tools and confidence to secure their financial future, allowing them to focus on what matters most—raising their children with the assurance of stability and support.Learn More: https://aldoventuracci.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-aldo-venturacci-life-insurance-advisor-discussing-financial-planning-for-families-with-special-needs-children
In today's episode, we delved into the critical yet often overlooked topic of Commercial and Residential Insurance, essential knowledge for everyone in the real estate community. This episode is a recording of our LIVE Ask Me Anything panel from the RISE Network Facebook group. We were joined by our expert guest, Samuel Castillo, a seasoned real estate investor and Insurance Advisor with 14 years of experience. Samuel not only invests in multi-family real estate but also helps both residential and commercial clients secure the best comprehensive protection for their real estate portfolios through tailored insurance plans. We addressed a range of insightful questions from our audience, including: What is property insurance? What is commercial insurance? What are premiums, deductibles, and coverage limits in an insurance policy? What type of insurance is best for covering both rental properties and a primary residence? How do I navigate insurance when adding a property to my portfolio? And many more! Follow Samuel's social media on: Instagram: https://www.instagram.com/samuelcastilloandassociates/ Facebook: https://www.facebook.com/p/The-Cooperators-Samuel-Castillo-Associates-Inc-100064077123860/ Website: https://www.cooperators.ca/local/samuel-castillo-associates/?utm_source=google&utm_medium=lpm&utm_campaign=co-operators Follow Mayu on Instagram at: https://www.instagram.com/mayu.thava/ Follow Austin on Instagram at: https://www.instagram.com/austinyeh6/ Follow the RISE Network Facebook at: https://www.facebook.com/groups/risenetworkevent Follow the RISE Network Instagram at: https://www.instagram.com/risenetworkevent/ RISE Real Estate Wholesaling 101 Course: https://rise-network-course.teachable.com/p/real-estate-wholesaling-masterclass-101 RISE Network Real Estate Investing Essentials Bundle: https://rise-network-course.teachable.com/p/rise-network-real-estate-investing-essentials If you or anyone you know is looking to sell their house, visit: www.fastontariohomebuyer.ca Disclaimer: This podcast is all about providing you information, not financial or legal advice. So if you need the real deal for your situation, hit up a professional. We can't promise you our information is always up to date or accurate, and we're not responsible for any investment decisions you make based on it. Markets change, Information change. You know the drill. Anyways. Thank you for hanging out with us responsibly.
ALINK Insurance Services® (385-382-0037) in the Lehi Utah area is your trusted independent insurance agent when it comes to keeping business insurance rates down and getting a custom policy perfectly tailored to your needs. Get the right insurance for your Lehi area business at: https://www.alink2insurance.com/saratoga-springs-ut-location ALINK Insurance Services - Saratoga Springs, Utah City: Saratoga Springs Address: 463 Founders Blvd Website: https://www.alink2insurance.com/saratoga-springs-ut-location Phone: +1-385-382-0037 Email: YourLinkToSecurity@ALINK2ins.com
In this episode of the Nifty Thrifty Podcast, Dr. Glenn Vo sits down with Kyle Wallace, an Insurance Advisor from Wallace Specialty Insurance Group, to discuss breaking dental news: an exciting new alternative health insurance plan that offers better coverage at a roughly 30% lower cost than traditional health insurance plans. Watch as Kyle—who has been working with dentists for over 35 years—explains how this loosely underwritten plan requires only 2 people in the practice to participate, offers zero deductible for pre-qualified procedures when working with a care coordinator, and is expected to have around 85% of applicants qualifying. Key Highlights: The new alternative health insurance plan emerged as a solution to small practices' difficulties after the Affordable Care Act changed insurance requirements and options. It is priced at roughly 30% below traditional ACA health plans, providing significant cost savings for dental practices. Unlike traditional plans with strict participation requirements, this program only needs 2 people in the practice to join. When working with a care coordinator, the plan offers zero deductible for pre-qualified procedures or surgeries. While loosely underwritten, around 85% of applicants are expected to qualify based on Kyle's prior testing. Kyle's team can provide personalized support, explain the program in detail, answer questions, and guide dental practices through the sign-up process. There's no obligation to enroll—practices can simply check if they qualify and compare costs. To learn more, visit https://www.insurance4dds.com/ Or contact Kyle's team directly at: advisor@wallacesig.com or 972-663-5190. To get FREE Dental Resources and Deals, click here: https://niftythriftydentists.com/ To join our community of over 55k Dental Professionals, click here: https://www.facebook.com/groups/niftythriftydentists
Chris Hamilton from Hotchkiss Insurance, and one of the best users of LinkedIn in the industry, joined me in-studio for a conversation focused on his life away from business. How does he keep himself mentally and physically sharp? What motivated him early on when he wasn't immediately successful? And how has his social media presence helped in sales meetings? KEY MOMENTS 0:42 - Chris's Insurance Journey 8:27 - The Drive To Continually Be Better 12:18 - Embracing Humility In Your Sales Career 18:21 - The Importance Of Resilience In Business 31:23 - Becoming A Social Media Success In Your Field 34:11 - Putting The Client First In Your Solutions HOW TO CONNECT WITH ANDY NEARY Subscribe and listen to the Bullpen Sessions Podcast
In this episode of the Nifty Thrifty Podcast, Dr. Glenn Vo sits down with Kyle Wallace, an Insurance Advisor from Wallace Specialty Insurance Group, to discuss breaking dental news: an exciting new alternative health insurance plan that offers better coverage at a roughly 30% lower cost than traditional health insurance plans. Watch as Kyle—who has been working with dentists for over 35 years—explains how this loosely underwritten plan requires only 2 people in the practice to participate, offers zero deductible for pre-qualified procedures when working with a care coordinator, and is expected to have around 85% of applicants qualifying. Key Highlights: The new alternative health insurance plan emerged as a solution to small practices' difficulties after the Affordable Care Act changed insurance requirements and options. It is priced at roughly 30% below traditional ACA health plans, providing significant cost savings for dental practices. Unlike traditional plans with strict participation requirements, this program only needs 2 people in the practice to join. When working with a care coordinator, the plan offers zero deductible for pre-qualified procedures or surgeries. While loosely underwritten, around 85% of applicants are expected to qualify based on Kyle's prior testing. Kyle's team can provide personalized support, explain the program in detail, answer questions, and guide dental practices through the sign-up process. There's no obligation to enroll—practices can simply check if they qualify and compare costs. To learn more, visit: https://www.insurance4dds.com/ Or Reach out to Kyle's team directly at: advisor@wallacesig.com or 972-663-5190. To get FREE Dental Resources and Deals, click here: https://niftythriftydentists.com/ To join our community of over 55k Dental Professionals, click here: https://www.facebook.com/groups/niftythriftydentists
Do you know what insurance matters your organization should be thinking about? Tune in to meet Heritage Insurance Advisor Andrew Oswalt and learn about different types of insurance and reawaken your perspective on insurance and how you approach it.
KS Financial Services (563-279-2356) in Davenport, IA, helps you find life insurance with mortgage protection so that you can rest assured that your family and home are protected in the case of the unexpected.Learn more and contact a representative at: https://kellystewartfinancial.com/ KS Financial Services City: Davenport Address: 4018 North Marquette Street #1614 Website: https://kellystewartfinancial.com/ Phone: +15632792356
John Egan Director of Operations at Lucid Private Offices, shares: His approach to hiring, including specific questions he asks How he screens for “joy” in his hiring process How his career as a Camp Director and an Insurance Advisor prepared him for his role at Lucid Private Offices Resources Mentioned in this Episode: John's LinkedIn profile Lucid Private Offices website Everything Coworking Featured Resources: Free Masterclass: 3 Behind-the-Scenes Secrets to Opening a Coworking Space Coworking Startup School Community Manager University The Everything Coworking Academy Follow Us on YouTube
In this week's episode, I am joined by Dr. Stephanie Pearson who went from an OBGYN to the Founder and CEO of PearsonRavitz, an insurance advisory firm that specializes in disability and life insurance for healthcare professionals. This is an enlightening conversation with Stephanie, where she recounts her courageous journey through adversity and the battles with disability insurance that led her to champion the protection of her peers. Through Stephanie's narrative, we uncover the stark realities of our profession's risks and the importance of securing our future with the right insurance strategies. In an era where financial literacy often takes a backseat, Stephanie's shift to educating the medical community marks a beacon of hope. Our discussion extends to the significance of financial preparedness, especially for women who are navigating the healthcare industry. The success story of her burgeoning company, now a pillar of support for doctors nationwide and in Puerto Rico, is more than just a business milestone—it's a testament to the critical necessity of tailored financial education in medicine. Together, we celebrate the resilience of the human spirit and the collective dedication towards a secure and fulfilling life, punctuated by a mutual appreciation for the supportive community we're building here. Disclaimer The Healthcare Provider Happy Hour Podcast makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. This podcast does not represent the views or opinions of any other entity. The information, opinions, and recommendations presented in this podcast are for general information only and any reliance on the information provided in this podcast is done at your own risk. This podcast should not be considered professional advice. Please speak with your own healthcare practitioner when seeking medical advice. Sponsorship Mindset Gap: Use code JENCAN20 at www.themindsetgap.com, a boutique consultancy firm arming employees and leaders with mindset tools to increase sales, bounce forward from adversity and reset Intention. Connect with Jennifer George: @bestobsessed_with_jenn | Instagram Jennifer George | Website @jenngeorge08) | Twitter Jennifer George | Facebook Click here to check out my book about connecting and communicating with patients to empower their experiences! Stay up to date on everything happening with the Healthcare Provider Happy Hour by subscribing to my weekly newsletter at www.jennifergeorge.co
In this episode of The Power Producers Podcast, David Carothers sits down with Christian DeLozier, Business Risk & Insurance Advisor at Mike Keith Insurance. They discuss how insurance agencies merge, the role of company size in determining an agency's worth, and strategies for expanding by partnering with others. Key Topics: The concept of mergers and acquisitions and multiple arbitrage in the insurance industry The impact of agency size on valuation multiples Strategies for growth through acquisition and the importance of strategic alignment The role of technology and operations in scaling and efficiency The process and considerations for funding acquisitions The significance of culture and relationship-building in successful mergers and acquisitions Future trends and strategies for insurance agencies looking to grow or transition Connect with: Christian DeLozier David Carothers LinkedIn Kyle Houck LinkedIn Visit Websites: Mike Keith Insurance Florida Risk Partners The Extra 2 Minutes
In this episode of The Power Producers Podcast, David Carothers sits down with Christian DeLozier, Business Risk & Insurance Advisor at Mike Keith Insurance. They discuss how insurance agencies merge, the role of company size in determining an agency's worth, and strategies for expanding by partnering with others. Key Topics: The concept of mergers and acquisitions and multiple arbitrage in the insurance industry The impact of agency size on valuation multiples Strategies for growth through acquisition and the importance of strategic alignment The role of technology and operations in scaling and efficiency The process and considerations for funding acquisitions The significance of culture and relationship-building in successful mergers and acquisitions Future trends and strategies for insurance agencies looking to grow or transition Connect with: Christian DeLozier David Carothers LinkedIn Kyle Houck LinkedIn Visit Websites: Mike Keith Insurance Florida Risk Partners The Extra 2 Minutes
Samuel Castillo, a seasoned Financial and Insurance Advisor with 14 years of experience, is dedicated to assisting clients in achieving their financial goals and ensuring comprehensive protection through insurance plans. His leadership shines through in building and leading an exceptional team that collaborates to deliver outstanding service. Recognizing the importance of work-life balance, Samuel finds joy in travel and sports, allowing him to bring fresh perspectives to his clients. With a client-centric approach and a passion for both his professional and personal pursuits, Samuel Castillo continues to make a positive impact on clients' lives and the industry as a whole. In this episode we discussed: The Importance of Insurance in Real Estate Key Insurance Considerations for Real Estate Investors Discussion on various perils: fire, theft, vandalism, and the importance of coverage for each Understanding Deductibles Determining When to Call Insurance Evaluating Claim Worthiness Property Insurance in Real Estate Development and Construction Challenges in Multifamily Policies Geographical Impact on Replacement Cost Importance of clients taking precautions, outlines factors influencing premiums, and emphasizes the collective impact of precautionary fires on insurance. Importance of tailoring insurance policies to specific strategies Different Real Estate Strategies and Insurance Implications Understanding Risks and Insurance in Real Estate Investment and much more! Follow Samuel's social media on: Instagram: https://www.instagram.com/samuelcastilloandassociates/ Facebook: https://www.facebook.com/p/The-Cooperators-Samuel-Castillo-Associates-Inc-100064077123860/ Website: https://www.cooperators.ca/local/samuel-castillo-associates/?utm_source=google&utm_medium=lpm&utm_campaign=co-operators Follow Mayu on Instagram at: https://www.instagram.com/mayu.thava/ Follow Austin on Instagram at: https://www.instagram.com/austinyeh6/ Follow the RISE Network Facebook at: https://www.facebook.com/groups/risenetworkevent Follow the RISE Network Instagram at: https://www.instagram.com/risenetworkevent/ RISE Real Estate Wholesaling 101 Course: https://rise-network-course.teachable.com/p/real-estate-wholesaling-masterclass-101 RISE Network Real Estate Investing Essentials Bundle: https://rise-network-course.teachable.com/p/rise-network-real-estate-investing-essentials If you or anyone you know is looking to sell their house, visit: www.fastontariohomebuyer.ca Disclaimer: This podcast is all about providing you information, not financial or legal advice. So if you need the real deal for your situation, hit up a professional. We can't promise you our information is always up to date or accurate, and we're not responsible for any investment decisions you make based on it. Markets change, Information change. You know the drill. Anyways. Thank you for hanging out with us responsibly.
If you have to spend $250 to save $50, you really just lost $200! Credit cards offer lots of savings but only if you spend way more! Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, offering advice on how to navigate credit cards, loans, consolidating debt, and more! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.See omnystudio.com/listener for privacy information.
How much of your savings do you want at risk as you approach retirement? Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, analyzing some retirement rules of thumb and travelling back to 1918! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.See omnystudio.com/listener for privacy information.
Some investments are left to the whims of the market, but are there investments that can guarantee a lifetime income? Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, analyzing a case study and talking about how to stop worrying about running out of money! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.See omnystudio.com/listener for privacy information.
Saving for the retirement that you want shouldn't be complicated! Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, breaking down the financial world for retirees and pre-retirees. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.See omnystudio.com/listener for privacy information.
Are you thinking about getting a long-term care insurance? Then KS Financial Services (563-279-2356) in Davenport, IA, can guide you in the choice of good rates and coverage that suits your situation.Find out more at: https://www.kellystewartfinancial.com/ KS Financial Services City: Davenport Address: 4018 North Marquette Street #1614 Website https://kellystewartfinancial.com/ Phone +15632792356 Email ksfinservices@zorgtek.com
On Saturday, Goldman Sachs' latest report called “Affluent India” went viral. Investors couldn't stop talking about it; the Indian government handles shared it, and social media influencers went gaga over it. In case you missed it, in today's episode for 17th January 2024, we wanted to break down what's in it for you. Click this link to Apply for the role of Insurance Advisor - https://bit.ly/48WX5za
In this episode of Mastering Your Financial Life, Judy Heft interviews Dan Wice. Dan Wice is an independent Insurance Advisor who specializes in working with people's trusted advisors, such as Financial Advisors, CPAs, Attorneys to name a few. Dan has almost 30 years of experience in the Financial Services industry with the last 14 years focused on helping guide people with their Risk Management solutions in Life, Long-Term Care, and Disability insurance. Tune into the episode for insights from Dan Wice: * The importance of life insurance in your financial planning strategy and how it will evolve throughout your life * Wealth transfer strategies — what's working and what isn't * The difference between Permanent Insurance and Term Insurance * The importance of Long-term Care and how it may change throughout your life Connect with and learn more from Dan Wice: * Connect on LinkedIn: https://www.linkedin.com/in/dan-wice-8800354 * Visit Dan's business website: https://www.americanbusiness.com/ * Email: dwice@americanbusiness.com ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ * Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 * Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ
In this episode of Power Women In Insurance, Teresa Kitchens sits down with Kali DeWitt Rodgers, Insurance Advisor at DeWitt Insurance Group. Kali and Teresa talk about how using automation in the family agency has helped them scale and yet work a flexible schedule for their team. Episode Highlights: Kali mentions that the most important thing to her about working in insurance is that you can still take care of your family and set your own hours. (4:06) Kali shares that the DeWitt Insurance Group aims to educate new clients through a welcome campaign, guiding them through potential claims and repercussions. (12:11) Kali mentions how automation has changed their agency for the better. (20:12) Kali discusses how everyone in the agency has adapted to and embraced technology. (31:40) Kali shares that a video proposal helped her sell their largest commercial account. (35:24) Kali mentions that Lava Automation has significantly improved the wording of templates, making it easier for users to understand and respond to messages. (40:15) Key Quotes: “The one thing that I've really valued in our industry is that you can still take care of family, you can work your own hours, but the family is always going to come first.” - Kali DeWitt Rodgers “We were certainly trying to get as many touchpoints as possible. So when someone comes to the agency, they're a new client, they're getting in touch points all through a welcome campaign, and it's educating them.” - Kali DeWitt Rodgers “The one thing that we implemented that has been a total game changer is automation.” - Kali DeWitt Rodgers Resources Mentioned: Kali DeWitt Rodgers LinkedIn DeWitt Insurance Group Contact Teresa Kitchens Sterling Insurance Group
In this episode of Power Women In Insurance, Teresa Kitchens sits down with Kali DeWitt Rodgers, Insurance Advisor at DeWitt Insurance Group. Kali and Teresa talk about how using automation in the family agency has helped them scale and yet work a flexible schedule for their team. Episode Highlights: Kali mentions that the most important thing to her about working in insurance is that you can still take care of your family and set your own hours. (4:06) Kali shares that the DeWitt Insurance Group aims to educate new clients through a welcome campaign, guiding them through potential claims and repercussions. (12:11) Kali mentions how automation has changed their agency for the better. (20:12) Kali discusses how everyone in the agency has adapted to and embraced technology. (31:40) Kali shares that a video proposal helped her sell their largest commercial account. (35:24) Kali mentions that Lava Automation has significantly improved the wording of templates, making it easier for users to understand and respond to messages. (40:15) Key Quotes: “The one thing that I've really valued in our industry is that you can still take care of family, you can work your own hours, but the family is always going to come first.” - Kali DeWitt Rodgers “We were certainly trying to get as many touchpoints as possible. So when someone comes to the agency, they're a new client, they're getting in touch points all through a welcome campaign, and it's educating them.” - Kali DeWitt Rodgers “The one thing that we implemented that has been a total game changer is automation.” - Kali DeWitt Rodgers Resources Mentioned: Kali DeWitt Rodgers LinkedIn DeWitt Insurance Group Contact Teresa Kitchens Sterling Insurance Group
Dominic Franchini is Vice President and Partner with HORAN in Cincinnati, OH. He is a relentless champion for his clients, dedicated to simplifying and enhancing their benefits. With an overwhelming amount of innovation saturating the marketplace, Dominic excels at distinguishing and articulating long-term value, ensuring his clients receive a solution like they've never seen before. In this episode, Dominic shares his invaluable insights on the keys to building a multi-million dollar book of business throughout his impressive 19-year career. Despite his tremendous success, Dominic remains refreshingly humble and grounded. He embodies the belief that success is a continuous journey, as he confesses, "Even after 19 years, I still don't feel like I've arrived." If you're a driven individual aiming to construct a thriving community of prospects and establish a flourishing book of insurance business, this is an episode you cannot afford to miss. Dominic's wisdom and experience will empower you to navigate the path to success with confidence, guiding you towards achieving your goals and surpassing your own expectations. Tune in to gain unparalleled insights from Dominic Franchini, a true industry leader, and embark on a transformative journey towards building your own prosperous business. KEY MOMENTS [0:00] - Introducing Bullpen Sessions 2.0 [1:25] - HORAN's Recent Acquisition By Hub [3:25] - Dominic's Upbringing / The Baseball Culture Of Hamilton, Ohio [8:05] - Ken Griffey Jr.'s impact on Dominic [10:40] - Playing D1 Baseball Against The Biggest Schools In The Country [15:11] - Applying Baseball Lessons To The Insurance World [18:55] - Celebrating The Small Wins / Nothing Is Certain [21:45] - Getting A Prospect To The Finish Line / No Quick Wins [24:55] - Leveraging Social Media To Get More Prospects [28:20] - How Dominic Built His “Executive Rucksack” [33:24] - Why Social Media Is Worth The Time/Effort LET'S CONNECT LinkedIn: Andy Neary Instagram: @andy_neary Learn more: andyneary.com
This episode is sponsored by @PearsonRavitz - a trusted partner in the insurance industry. In this episode, May and Tim interview Dr. Stephanie Pearson, a former OBGYN turned licensed broker in insurance and disability. Dr. Pearson shares her story of how a traumatic event during a delivery led her to discover the importance of disability insurance and change her career path. She recounts the details of the delivery and how she was kicked in the brachial plexus, which caused her to suffer a nerve injury and lose the ability to perform surgeries. The conversation highlights the need for healthcare professionals to protect themselves with disability insurance and the importance of understanding the coverage options available. About Dr. Stephanie Pearson: Stephanie Pearson, MD, FACOG, is a board-certified OB/GYN and a licensed broker specializing in disability and life insurance for physicians. Injured in the prime of her career as an OB/GYN, Stephanie was forced to pivot; through her own firsthand experience, she found a new calling in advocating for and educating her peers on their insurance needs. Stephanie's goal is to empower others to protect their most valuable asset: their ability to earn income. As a speaker, Stephanie combines her hard-won insurance expertise with her personal experience to address the physical and mental impact of physician disability, emphasizing the importance of proper coverage. Stephanie's background includes 9 years of medical practice after receiving her M.D. from Drexel Universities MCP/ Hahnemann College of Medicine (now Drexel University College of Medicine), and completing a residency at Pennsylvania Hospital. She currently lives in Bryn Mawr, Pennsylvania with her husband, their two children, and dogs. Stephanie Pearson, MD, FACOG CEO and Insurance Advisor at PearsonRavitz 10 East Athens Avenue Suite 208 Ardmore, PA 19003 610.658.3251 stephanie@pearsonravitz.com Links! Website: www.pearsonravitz.com LinkedIn: https://www.linkedin.com/in/stephaniepearsonmd/ Instagram: https://www.instagram.com/drstephaniepearson Looking for something specific? Here you go! [00:03:08] Medical neglect in the workplace. [00:07:53] Tyranny of perfection in medicine. [00:09:25] Disability insurance for physicians. [00:16:32] Disability insurance for physicians. [00:21:43] Disability Statistics for Workers. [00:22:02] Life insurance statistics. [00:26:18] Group Life Insurance Policies. [00:30:52] Disability insurance policies. [00:35:23] Occupation and insurance policies. [00:40:25] Career shifts in medicine. [00:44:12] Personalized disability insurance policies. [00:51:23] High-risk activities for insurance. [00:52:57] Insurance as a gamble. [00:57:01] "Finagling" workers' comp system. [01:01:35] Financial planning and adulting. Our Advice! Everything in this podcast is for educational purposes only. It does not constitute the practice of medicine and we are not providing medical advice. No Physician-patient relationship is formed and anything discussed in this podcast does not represent the views of our employers. The Fine Print! All opinions expressed by the hosts or guests in this episode are solely their opinion and are not to be used as specific medical advice. The hosts, May and Tim Hindmarsh MD, BS Free MD LLC, or any affiliates thereof are not under any obligation to update or correct any information provided in this episode. The guest's statements and opinions are subject to change without notice. Thanks for joining us! You are the reason we are here. If you have questions, reach out to us at doc@bsfreemd.com or find Tim and I on Facebook and IG. Please check out our every growing website as well at bsfreemd.com (no www) AND sign up for our WEEKLY NEWSLETTER at https://www.bsfreemd.com/truthserum! And don't forget our new weekly DOCTALES livestreaming on Facebook and YouTube where you get to be part of the party! GET SOCIAL WITH US! Website: bsfreemd.com YouTube:https://www.youtube.com/channel/UCiQ5Rm4eBWqbK5hSQ05--mw Rumble: https://rumble.com/search/video?q=bsfreemd Instagram:: https://www.instagram.com/bsfreemd/ Facebook: https://www.facebook.com/bsfree Newsletter: https://www.bsfreemd.com/truthserum
The Financial Safari Team has taken to the streets, listening to YOU about your retirements. Coach Pete D'Arruda is joined in the studio by Insurance Advisor, Steve Simerka a.k.a. The Money Man, and Investment Advisor Representative Marty Hensley, finding solutions to your retirement problems. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.See omnystudio.com/listener for privacy information.
The Stock Market jumps up and down like a roller coaster, interest rates continue to climb; where can you find stability in retirement? Coach Pete D'Arruda is joined in the studio by Insurance Advisor, Steve Simerka a.k.a. The Money Man, and Investment Advisor Representative Marty Hensley, analyzing strategies to create a reliable income for your future. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.See omnystudio.com/listener for privacy information.
Do you overpay in taxes? Are you looking for strategies to have the retirement you want? We've got what you need! Coach Pete D'Arruda is joined in the studio by Insurance Advisor, Steve Simerka a.k.a. The Money Man, and Investment Advisor Representative Marty Hensley, talking about some resources to inform yourself about retirement planning. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.See omnystudio.com/listener for privacy information.
Are you concerned about housing costs? What's your plan for vacations and travel in retirement? Coach Pete D'Arruda is joined in the studio by Insurance Advisor, Steve Simerka a.k.a. The Money Man, and Investment Advisor Representative Marty Hensley, discussing costs you need to consider when creating a spending plan for retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.See omnystudio.com/listener for privacy information.
Summary notes: Casualty losses can actually be deducted from income tax, but how it depends on the specific situation and the circumstances of the loss. A casualty loss can include any damage or theft of a business's property, such as a tornado, car accident, or theft. It's important to keep detailed records of losses in order to qualify for deduction. What's also important is to pay close attention to all the tax implications of the losses and factor those losses into your overall business financial plan. . Methods for handling casualty losses in a business, such as setting up a separate line in the business' accounting record and ensuring the business has proper insurance coverage to cover any losses incurred. It is important to work with an insurance agent every year to make sure the business has the necessary coverage for any potential disasters that could occur, such as floods, tornadoes, hurricanes, or fires. Timestamps 0:01:07 Understanding Casualty Losses in Light of Recent Natural Disasters and Their Deductibility 0:03:40 Discussion on Casualty Losses and Insurance Coverage for Businesses 0:06:23 Working with a CFO and Insurance Advisor to Ensure Proper Coverage Powered by Stone Hill Wealth Management https://stonehillwealthmanagement.com/ Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Bruno joined me again to highlight the need to be aware of inurance policies that may cover you for sometime off work you may not be aware of
In this episode, James talks with Dane Williams, Insurance Advisor at Shoemaker Insurance Solutions. To learn more about Shoemaker Insurance Solutions, visit https://www.shoemakerins.com/. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: Dane shares his background and how he got into the insurance profession. (2:32) Dane mentions that Shoemaker Insurance has three divisions: commercial, personal lines, and group benefits which are part of the financial planning firm, which has been around for 35-40 years. (4:52) Dane explains that their financial planning clients make up about 35% of their personal lines book. (6:55) Dane shares what he learned when faced with managing a very large account. (15:35) Dane talks about their growth path and how Shoemaker Insurance has continued to learn and adapt to new areas of opportunity. (20:08) Dane explains the steps that are taken if Shoemaker Insurance has a producer that is not very competent. (23:37) Dane discusses how his local podcast got started and what inspired him to launch Key Exchanges in the 901. (28:19) Dane shares the process of having introspective moments while launching his podcast. (32:49) Dane considers insurance as the vehicle via which he is able to interact with, be around, be involved with, and love people well. (45:14) Key Quotes: “It's been unique to see that that's been kind of our organization's path and how we've consistently found this is new problem, a new struggle for us to try to overcome. Let's see how we do it. And it's going well, I'm excited about the growth .” - Dane Williams “I'm grateful to get to consume it all, let alone be a part and be friends with so many of you guys, because I know I am a drastically better insurance agent because of time spent with a lot of you guys even though you don't realize you were spending time with me.” - Dane Williams “I love people and insurance is the vehicle that allows me to interact and be around and be involved and love people well.” - Dane Williams
In this episode, James talks with Dane Williams, Insurance Advisor at Shoemaker Insurance Solutions. To learn more about Shoemaker Insurance Solutions, visit https://www.shoemakerins.com/. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: Dane shares his background and how he got into the insurance profession. (2:32) Dane mentions that Shoemaker Insurance has three divisions: commercial, personal lines, and group benefits which are part of the financial planning firm, which has been around for 35-40 years. (4:52) Dane explains that their financial planning clients make up about 35% of their personal lines book. (6:55) Dane shares what he learned when faced with managing a very large account. (15:35) Dane talks about their growth path and how Shoemaker Insurance has continued to learn and adapt to new areas of opportunity. (20:08) Dane explains the steps that are taken if Shoemaker Insurance has a producer that is not very competent. (23:37) Dane discusses how his local podcast got started and what inspired him to launch Key Exchanges in the 901. (28:19) Dane shares the process of having introspective moments while launching his podcast. (32:49) Dane considers insurance as the vehicle via which he is able to interact with, be around, be involved with, and love people well. (45:14) Key Quotes: “It's been unique to see that that's been kind of our organization's path and how we've consistently found this is new problem, a new struggle for us to try to overcome. Let's see how we do it. And it's going well, I'm excited about the growth .” - Dane Williams “I'm grateful to get to consume it all, let alone be a part and be friends with so many of you guys, because I know I am a drastically better insurance agent because of time spent with a lot of you guys even though you don't realize you were spending time with me.” - Dane Williams “I love people and insurance is the vehicle that allows me to interact and be around and be involved and love people well.” - Dane Williams
In this episode, we talk with Phillip Cunningham, VP of Business Development at Westland MyGroup Insurance, and Jeffrey Gopal, Insurance Advisor from Doctors of BC, about insurance best practices that doctors can revisit as part of a yearly business checkup. Brought to you by Business Pathways, a Doctors of BC initiative. Additional resources: The Insurance Checkup Doctors of BC Insurance Westland Insurance: Summary Sheet Club MD preferred rates for Westland Insurance *member login required For a detailed insurance portfolio review, please connect with one of Doctors of BC's insurance advisors at insurance@doctorsofbc.ca to book a free consultation.
Jim joins Staffy to explain his role as an insurance advisor in the racing world! Learn more about your ad choices. Visit megaphone.fm/adchoices
Insurance can be confusing. We're here to help you understand a little bit more about choosing the right insurance policy for you, and how you can make sure you make the right decision. Tune in to learn about fee-only insurance actuaries, what they do, and what you should think about before making one-time lifelong decisions about your insurance.
Nicolas Lopez-Jenkins has been living in Key Biscayne for 25 years with his wife and two children. He is a graduate from the University of Miami and a Insurance Advisor. In this Councilmember Candidates Special Series, Key Biscayne Stories will interview the individuals who wish to serve their community as part of the Village Council. The goal is for you to get an opportunity to get to know the candidates and their stories.
Emmanuel is an award winning experienced Insurance Advisor with a history of providing businesses, individuals and families with bespoke tailored insurance policies to match their needs. Emmanuel is skilled in Financial Planning, Life Insurance, Critical Illness Cover, Mortgage Insurance, Business Protection As Well As Other Types of Protection. In this Episode Alicia and Emmanuel discuss: - Having a “we're in this together forever” mindset - The importance of investing in life insurance - Overcoming discrimination in uni and - Understanding your strengths and building a career from them - The importance of building your network Connect with Emmanuel https://www.linkedin.com/in/emmanuel-jones1188/ @ejay_diamond1 - Instagram Email - e.jones@preciseprotect.co.uk
In this episode of ‘Conversations on Wealth', podcast host Sarah Widmeyer chats with Jason Middleton, Estate & Insurance Advisor about how an advisor can make sure clients are set up appropriately with insurance products as part of their overall wealth plan. "With permanent insurance, as you're building up equity or value, kind of like building up equity value in your home: it's accessible … It's just like a non-registered account you'd have at Richardson Wealth, it just happens to be housed inside the insurance policy … That's what gives it its tax exempt nature." The opinions expressed are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Past performance may not be repeated. Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.
Stephanie Pearson, MD, FACOG was in the prime of her career as an OB/GYN when she suffered a shoulder injury at work that soon prevented her from practicing medicine. Her struggle navigating the disability claims process, along with the challenges of losing her identity as a physician, drove her to become a passionate advocate and advisor to her peers on the importance of disability insurance.Stephanie dedicated herself to educating others on the vital need to have the appropriate policy (something she had lacked) and decided to become an insurance broker; specifically, the rare type of broker who follows her clients throughout their careers, advising them continuously as their life circumstances change. She is now the CEO and Insurance Advisor at PearsonRavitz which was founded in Philadelphia in 2017. Website: https://www.pearsonravitz.com/Office: Phone: 610 658 3251Office: Fax: 610 667 149710 East Athens Avenue Suite 208Ardmore, PA 19003Email: Stephanie@PearsonRavitz.comFacebook: https://www.facebook.com/stephanie.pearson.790Please subscribe and leave a review on your favorite Podcasting platform. You can learn more about Elisa at her website or follow her on social media.Website: www.GrowYourWealthyMindset.comInstagram https://www.instagram.com/GrowYourWealthyMindsetFacebook https://www.facebook.com/ElisaChianghttps://www.facebook.com/GrowYourWealthyMindsetYouTube: https://www.youtube.com/c/WealthyMindsetMDLinked In: www.linkedin.com/in/elizabeth-chiang-0582a432
Tune in as Paul Bourbonniere - Founder & Principal at Polson Bourbonniere Derby Wealth Management with iA Private Wealth - joins Gary to discuss ways in which you can finance your future without sacrificing too much up front. Paul emphasizes the importance of making sure that you have the resources to support yourself and your family in the next phase of life and shares how retirement planning is like painting a picture of a vast new frontier, as there is so much discovery, learning, and adventure on the horizon. Polson Bourbonniere Derby is a full service Wealth Management and Financial Planning Team. They employ their unique Worry Free Retirement Experience™ process which focuses on providing their clients with just that - a Worry Free Retirement. Trade name: Polson Bourbonniere Derby Wealth Management Dealer name: iA Private Wealth Registered title: Investment Advisor, iA Private Wealth and Insurance Advisor, iA Private Wealth Insurance.
Clifford or Cliff for short is an Insurance Advisor in Dubai UAE & an International Property Specialist also in one prestigious Real estate company in the Philippines but according to him it's only his part time job because his full-time job is to work for the Lord. He also leads a small group, and he does Evangelism for his church which is WIFI WHIN (World Harvest International). You will hear him tell you why he thinks Salvation is important in everyone's life and the difference it made in his life. I am so grateful for the encouraging, inspiring and all the verses that my cousin Cliff shared with us in this interview. My prayer is that through his words and testimony that he shared with us from his heart that if you haven't done it yet that you will make the best decision in your life and that you will repent and accept him in your life. Always Remember Come to Jesus and remember his sacrifice of love for you and accept him as your Personal Savior. Spotify Music you heard are "I Sing Praises to your Name" by Kent Henry; and another special bonus classic song "I Offer My Life" by Don Moen.
Hello there and welcome to smart women finance, a podcast exclusive designed to empower women through their finances. The #Gotogirls in this podcast is none other than Pauline Teoh who's a Licensed Financial Planner and Rockin Rachel who's an Insurance Advisor. Together, we want to help women from various walks of life whether you are a career woman, focusing on family life or looking to up your lifestyle, this is the place to be! Don't forget to follow or subscribe to us from wherever you're tuning in from, youtube, spotify or apple podcast. Contact us to discover your money personality. Do join us in our SWF Community and listen to our podcast: https://linktr.ee/Smartwomenfinance This is our 3rd episode under this podcast: Is Money Important To You? Truth is, MONEY is important as everything in life cost money. The key is to be able to manage money well. In this episode, Pauline and Rachel discuss how to powerfully tell money where to go. Also, this episode, we also talk about the mindset we need to have in order to powerfully manage our money. The missing link here is most of us are not aware of our money personality which can be autopiloting our money decisions. Contact us to discover your money personality. Do join us in our SWF Community and listen to our podcast: https://linktr.ee/Smartwomenfinance
I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner's policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wildlife. This helps me relate with his clients much more as I know the issues business owners face every single day. Inside business insurance, I have worked with a lot of non-profit insurance and portfolio management. However, you would be hard-pressed to find a type of business that I haven't run across once or twice.Learn More: https://trailstoneinsurancegroup.com/ben-trygstadInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group-helping-business-owners-understand-cyber-insurance
I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner's policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wildlife. This helps me relate with his clients much more as I know the issues business owners face every single day. Inside business insurance, I have worked with a lot of non-profit insurance and portfolio management. However, you would be hard-pressed to find a type of business that I haven't run across once or twice.Learn More: https://trailstoneinsurancegroup.com/ben-trygstadInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group-helping-business-owners-understand-cyber-insurance
I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner's policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wildlife. This helps me relate with his clients much more as I know the issues business owners face every single day. Inside business insurance, I have worked with a lot of non-profit insurance and portfolio management. However, you would be hard-pressed to find a type of business that I haven't run across once or twice.Learn More: https://trailstoneinsurancegroup.com/ben-trygstadInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group-helping-business-owners-save-money-on-coverage
I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner's policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wildlife. This helps me relate with his clients much more as I know the issues business owners face every single day. Inside business insurance, I have worked with a lot of non-profit insurance and portfolio management. However, you would be hard-pressed to find a type of business that I haven't run across once or twice.Learn More: https://trailstoneinsurancegroup.com/ben-trygstadInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group-helping-business-owners-save-money-on-coverage
A Medicare Insurance Advisor‘s Insights Into Avoiding Penalties And Pitfalls Welcome to episode #16 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with John Norce and they talk all things Medicare as John shares his extensive knowledge about the program and gives out lots of information about the major questions people have. John Norce is the founder of Medicare Portal, an insurance agency specializing in the education and enrollment of individuals into Medicare. During his 30 years in the insurance industry, John's experience has assisted thousands of clients experience a seamless enrollment into Medicare. His extensive knowledge of Medicare uniquely qualifies him to be a certified Continuing Education Instructor where he provides continuing education classes on complex topics such as navigating Medicare and what it means for beneficiaries as well as key professional service providers Here is what to expect on this week's show: Information on John's background and why he decided to help people with Medicare. Information about how Medicare and the services John can provide works state by state. How covid has affected how John can provide the services he can. What do people need to know about the Medicare process before they retire? When should somebody contact someone like John, and when exactly does someone's Medicare benefits kick in. The type of person that reaches out to John for help with their Medicare situation. Information about the two types of Medicare and information about what the penalties for not signing up correctly are exactly. Information about Medigap and how that works with Medicare benefits. Information about Medicare for business owners and what they need to know. The most common myths about Medicare. How will the vast retirement of baby boomers every day affect Medicare moving forward. Relevant Links: http://www.medicareportal.org/ Connect with John or Medicare Portal: LinkedIn: https://www.linkedin.com/in/john-norce/ Phone: 703-214-4600 Email: info@medicareportal.org Learn more about your ad choices. Visit megaphone.fm/adchoices
I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner's policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wildlife. This helps me relate with his clients much more as I know the issues business owners face every single day. Inside business insurance, I have worked with a lot of non-profit insurance and portfolio management. However, you would be hard-pressed to find a type of business that I haven't run across once or twice.Learn More: https://trailstoneinsurancegroup.com/ben-trygstadInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group
I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner's policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wildlife. This helps me relate with his clients much more as I know the issues business owners face every single day. Inside business insurance, I have worked with a lot of non-profit insurance and portfolio management. However, you would be hard-pressed to find a type of business that I haven't run across once or twice.Learn More: https://trailstoneinsurancegroup.com/ben-trygstadInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group
On this episode we are talking about how to protect the stuff you have through insurance. On this episode we have Brandon Ream, an Insurance Advisor and Co Founder of Stewardship. We are talking about how wealthy people view insurance. We talk about having a proper mindset, and that you do not have to be wealthy to think about insurance correctly. We go through the 3 Stages of Wealth Building, and what you should do about your insurance in each stage. Brandon shares a story with quick, easy and relatable steps to help you with your insurance. The call to action is to have a conversation with your insurance advisor to see if you are on the right track with your insurance
In this episode Oriel chats to Orni Daniels, CEO of Gefen (ASX:GFN)
Char Hibbert, Money Boss Coach and Insurance Advisor created ‘She's all about the Money' to empower women to have a better relationship with their money. This vision came about from her own not so great past experiences with money and all the lessons learnt along her journey towards becoming debt free. Her mission is to increase financial education in women so more can Save, invest and become true Money Boss Queens.
Joshua Keene is an accredited Insurance Advisor at Elliott, Powell, Baden & Baker, an independent insurance agency based in Portland, Oregon. Joshua helps local businesses protect their people, profits, and public relations through creative risk management and commercial insurance solutions for the manufacturing, technology, and construction industries. He is also a regional expert on cybersecurity threats and how to insure against them. In this episode: Has your business ever suffered losses due to avoidable circumstances? What if there were simple systems that you could implement to protect your company from future risks? If you're ready to take that step, Joshua Keene has some advice for you. Businesses can suffer losses from various different sources, including cyberattacks, car accidents, property damages, legal lawsuits, or even theft. These pose a huge risk to businesses, and failure to protect against them could lead to even bigger financial losses. According to Joshua, investing in the right systems is the key to identifying these risks and preventing costly losses. In this episode of the Systems Simplified podcast, Adi Klevit is joined by Joshua Keene, an Insurance Advisor at Elliott, Powell, Baden & Baker, to explain how to mitigate risks and prevent losses at your business using effective systems. They discuss how the right systems can help you avoid cyber attacks, why you should always document your hiring process, and Joshua's tips for encouraging employees to implement and follow company policies. Stay tuned.
In our special “The Road I Traveled” segment at 3pm, we will feature a successful local entrepreneur who made his mark in the education business, Hersh Kumar. He and his lovely wife Rita started a Montessori school near the Medical Center, expanded it into several locations; and eventually moved operations to the Motherland by building private schools in New Delhi. Here's the guest line-up for Sat, June 19, 2021 from 4 to 6pm on Indo American News Radio (www.IndoAmerican-news.com) on 98.7 FM and available also on the masalaradio app (www.masalaradio.com) You can also hear the Podcast of the recorded show uploaded by Monday on Spotify, Apple Podcasts and Google Podcasts, Pocket Casts, Radio Public and Breaker. 4:20 pm Small business owners have always struggled with providing benefits to their employees. Blesson Abraham is a health insurance advisor who can explain what options small businesses and the self employed have to provide health care coverage. 5:00 pm Seeking a cure for the ailments that her husband was experiencing led Kijana Wiseman to research out natural Aryuvedic medicine. She developed a potion called “Gingartum” using ginger, garlic and turmeric that has worked so well that she can't keep up with the demand from people who have learnt of its powers. Kijana calls in to explain how the potion works. 5:20 pm The International Day of Yoga will be held tomorrow, June 20 in Houston at Buffalo Bayou Park and India House. Local yoga instructor Smitha Mallaiah calls in to explain how the sessions will be held and what's behind the increasing popularity of yoga. Also stay tuned in for news roundup, views, sports and movie reviews IF YOU'D LIKE TO BE FEATURED ON THE SHOW, OR TO ADVERTISE, PLEASE CONTACT US AT 713-789-6397 or at indoamericannews@yahoo.com --- Support this podcast: https://anchor.fm/indo-american-news-radio/support
Host Jeremy C. Park talks with Joel Solomon, Managing Partner, and Brett Longenecker, Partner and Senior Consultant, with Higginbotham Financial, who provide an overview of their transition from Paradigm-Gilbert to Higginbotham Financial, along with their history of providing financial stewardship for almost five decades to over 40,000 corporate and individual clients. During the interview, Joel and Brett discuss their proprietary software program and services geared around retirement, share tips related to orchestrating tax deductible/tax deferred and never taxed assets, how business owners can maximize the value of their business, and much more.Visit www.higginbothamfinancial.com to learn more.
Ben is a 23 year old insurance agent based out of the Seattle, Washington area. As a recent graduate of Oregon State, Ben was recruited by the Partners Group to work in insurance. Ben loves the ability he has to take an industry that can be commoditized by the media and to truly provided an advisor based approach to his customers. In this episode, we discuss the HUGE advantage of residual income. We also talk about how this industry will require patience for young people joining this industry to truly be successful. Lastly, we discuss how important it is to find an organization that will train you to be successful in the long run and who values education based selling.
Host Jeremy C. Park talks with Joel Solomon, Managing Partner, and Brett Longenecker, Partner and Senior Consultant, with Higginbotham Financial, who provide an overview of their transition from Paradigm-Gilbert to Higginbotham Financial, along with their history of providing financial stewardship for almost five decades to over 40,000 corporate and individual clients. During the interview, Joel and Brett discuss their proprietary software program and services geared around retirement, share tips related to orchestrating tax deductible/tax deferred and never taxed assets, how business owners can maximize the value of their business, and much more.Visit www.higginbothamfinancial.com to learn more.
I found I work with a very specific type of health insurance policy, which is a medically underwritten policy, which is typically not what's offered to you guys through employers or on the marketplace. So it is harder to get access to. So I work with a very limited population. But I've learned to marry my clinical background to this type of a plan, and because being a medical doctor, I can offer very quick health evaluations and eligibility for these types of plans for my clients. Listen to the entire conversation with Dr. Noor, Health Advisor on the BoNY Podcast. Available on all Podcast platforms and on BengalisofNewyork.com/bony-podcast. Subscribe and share. Link in bio. Also, Amazon Alexa/Echo knows us! Just say, “Alexa, play BoNY Podcast. --- Support this podcast: https://anchor.fm/bengalisofnework/support
This week Travis & P.J. are visited by Larry Hayden, an Insurance Advisor with E.M. Ford, to discuss the many different types of insurance options and how they pertain to you. Great Law. Less Legal. Law Done Lite!
Ness talks to Chloé Wallace, a Finance & Insurance Advisor to open up about what it means to be financially empowered, the false image gang narrative, the importance of life insurance and how to protect our incomes in these uncertain times and more. Guest: Chloé Wallace Instagram: https://www.instagram.com/chloeswallace/ Follow Open Till Late Podcast on: Instagram: https://www.instagram.com/opentilllatepod/ Spotify: https://open.spotify.com/show/1xzD5xmK8tbF20zy0URa9m Apple Podcasts: https://podcasts.apple.com/gb/podcast/open-till-late/id1499421426 Soundcloud: https://soundcloud.com/opentilllate
Let’s Talk about focus and determination, education and empowerment! That is a simple description of my business associate and mentor, Francine Joseph. I'd like to thank Francine Joseph for joining me today on Money Boosting Monday. Francine will be introducing herself and sharing details about her experience as an Independent Insurance Advisor with the World Financial Group. Check her out @freedom.with.fran thanks for joining me on Money Boosting Monday!
Ksenia Muench of Wood Gutmann Bogart Insurance Brokers shares valuable insights about reviewing, understanding and insuring your risks as your life and lifestyle changes. We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Conversations with:Alex Berescu, Eunisure, Specialist Insurance Advisor Ionut-Alexandru.Berescu@eunisure.co.uk | +44(07425 10 56 41 (WhatsApp UK, London)For more information - Contact Podcast Host; Bella Networking Guru - via LinkedIn https://www.linkedin.com/in/rareworld or call +44(0)7931 32 66 79 (WhatsApp UK, London)
Q&A series part no 113 Podcast Episode #130 of AmitRaj Sharma Show| aaj ka Episode me hum janege ki| oral chemotherapy kya hai| oral chemotherapy ka cover health insurance me milta hai ya nahi| kya insurance policy hume insurance advisor se hi leni chahiye| asha karta hu apko apne samay ka mulya prapt hoga. AP apne Question mujhe inche diye hue links pe share kr sakte Hain. Instagram : - https://www.instagram.com/youthereal007/ , AUR FACEBOOK पर APNE QUESTIONS/ प्रशन जरूर भेझे https://m.facebook.com/pg/YouTheReaL.info/reviews/?ref=page_internal&msite_tab_async=1 v धन्यवाद
Have you ever wondered what sets companies apart from their competitors? With a wide variety of organizations, it can often feel daunting trying to find the best company to collaborate and partner with. You may be asking yourself how you can level up in our own company to better serve your clients. Our guest this week, Patrick Tobiasson, is an Insurance Advisor & Managing Partner at Dolan and Maloney Insurance Agency, LLC. With more than 15,000 insurance agents in Massachusetts, Patrick is no stranger to professional competition. However, as Patrick is one of only 611 Licensed Insurance Advisors in the state, we begin to find his company's competitive edge. Through his humble beginnings from selling worms and bailing hay as a teenager to spending 6 years in the Air Force working as an electrician on F-16C Fighter Jets, Patrick shares how he found his way as an insurance advisor and how he eventually bought Dolan & Maloney from his father-in-law. Patrick's honesty and integrity have been the driving force for how he shows up in both the workplace as well as he shows up for his wife and family. Topics Discussed: The importance of a Growth Mindset and focusing on positivity Benefits of working with a personalized insurance agency How COVID-19 has positively impacted Patrick both personally & professionally The key to maintaining healthy relationships with a referral based business The ups, downs, and driving force behind staying committed for 13 years The biggest misconceptions of the insurance industry What we can learn from Patrick as he defines his own level of success Connect with Patrick Tobiasson Facebook: https://www.facebook.com/patrick.tobiasson LinkedIn: https://www.linkedin.com/in/patrick-tobiasson-lia-aai-m-clcs-cpia-996b034/ Connect with Mark Condon Facebook: https://www.facebook.com/BBMWPodcast/ Instagram: https://www.instagram.com/bbmw_podcast/ YouTube: https://www.youtube.com/channel/UCoFEPYtTyJ8BMKyYwLd2xzQ/featured?view_as=subscriber About Boston's Best of MetroWest “Highlighting successful business in the MetroWest area of Massachusetts.” Go behind the scenes with financial planner, Mark Condon, as he asks industry leading experts in the metrowest area of Massachusetts to talk about their businesses. Through each episode, Mark will find out what sets these different businesses apart from their competition and how they rose above the inevitable challenges they faced along the way to their ultimate success.
In this week's episode of The Trusted Advisor Show, Rob sits down with one of the top personal lines insurance producer in the country, Alex Penduck with WSMT Insurance in Maryland. During this powerful and insightful interview, Alex shares the best tips, tools and strategies for helping VIP clients protect their most valuable assets and what a true partnership and relationship with your Trusted Advisor really means to your long-term success and peace of mind. Join us for this awesome interview with a real Servant-Leader and "Trusted Advisor".The Mission and Big "Why" for the Trusted Advisor Show & Podcast is to:* Build Relationships* Earn Trust* Create Value* Make a Positive ImpactApple iTunes Podcast Link: https://podcasts.apple.com/us/podcast/the-trusted-advisor-show-podcast/id1499854718To connect with our special guest and the hosts of the Trusted Advisor Show and to learn more about their firms:TO CONTACT OUR GUEST:WSMT Insurance, Inc.Alex Penduck, Trusted Insurance AdvisorWebsite: www.wsmt.comLinkedIn: https://www.linkedin.com/in/alexpenduck/Email: alex@wsmt.comOffice: (443) 787-4013TO CONTACT YOUR HOST:WSMT Insurance, Inc.Rob Jacomen, Risk Architect and Host of the Trusted Advisor Show@robjacomen@wsmt#wsmtinsuranceWebsite: www.wsmt.comLinkedIn: https://www.linkedin.com/in/rob-jacomen/Email: rob@wsmt.com
In this episode, we talk to Mike Bagwell about his Insurance Advisor role at Enders Insurance, about the recently introduced Lincoln County Based Podcast about the people and businesses of Lincoln County, and the top things to consider when searching for an Insurance Advisor. Mike Bagwell, with Enders Insurance, can be reached through Email at MBagwell@EndersInsurance.com, on his Cell at (704) 489-3650, and at https://endersinsurance.com/our-team/michael-bagwell/. Information regarding our sponsors:Hanna Schoenrock, owner of WriteWell Services can be reached through Email at hanna@writewellservices.com and on her Facebook business page at https://www.facebook.com/WriteWellServices/Mike Bagwell with Enders Insurance can be reached through Email at MBagwell@EndersInsurance.com and on his Cell at (704) 489-3650Buzzsprout - Let's get your podcast launched! Start for FREEDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
Lynette Latinsky is a full-time professional, independent, Financial Advisor, providing personalized strategies for financial protection for over 18 years. She has two adult children and anew grandson.She works to provide personalized insurance solutions that works for each family and business, providingpeace of mind by creating a plan for today, tomorrow and the future.As an award winning agent, Lynette works closely with other professionals and is able to provide clients a wide range of resources and support fits clients needs.Her philosophy is: spend smart – not more, your most valuable asset is your ability to earn an income, so plan properly.• Life Insurance: term and whole life,• Mortgage Insurance• Critical Illness Insurance,• Disability Insurance• Full, honest and unbiased disclosure for all recommendations https://parkbench.com/blog/latinsky-financial-services-insurance-mill-pond-richmond-hill-lynette-latinsky
In this uncertain time, we are worried about how we will continue to run our businesses as well as support our people as best as we can. Join us on Wednesday, March 25 from 11:30am - 12:30pm to hear from our expert panel and get different perspectives to help you manage through the challenges of this difficult and ever-changing situation; protect your business, customers and support your employees. Moderated by Tara Bedford - VP Human Resources, Ruby Our panel: Frank Bilotta - Partner, Tax, SBLR LLP Maureen Campbell - Group Benefits and Insurance Advisor, Flashlite Benefits Dan Condon - Partner, Wilson Vukelich, LLP Neil Hunter - Director, Human Capital Consulting, Deloitte Marion Yoshida - Mental Health Specialist and VP, Business Development & Account Management, Inkblot Technologies Inc.
Aviva's in one of those Elevator-Pitch-phobic-professions. The ones that send people fleeing in the other direction if the pitch isn't delivered right. The reason is that there simply is a glut of insurance advisors in the market and none of them are differentiated. Worse yet, their industry trainers and coaches are teaching them things like... continue reading »
Aviva’s in one of those Elevator-Pitch-phobic-professions. The ones that send people fleeing in the other direction if the pitch isn’t delivered right. The reason is that there simply is a glut of insurance advisors in the market and none of them are differentiated. Worse yet, their industry trainers and coaches are teaching them things like... continue reading »
Have you ever wondered what would happen if you were in a car accident in a different state? Does your car insurance still cover you if you drive across state lines? Do you really need to get the extra insurance when renting a car? Insurance Advisor, Alysia Boehner, joins this episode of Wise Money to answer your insurance questions and cover the changes happening with Michigan's no-fault auto insurance reform. Season 5 Episode 23 Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio on YouTube: https://youtu.be/Fjc7MwelfJU Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow
More than 50% of all property insurance claims in the U.S. are related to non-weather related water losses in the home. A vast majority of those losses could have been significantly minimized or avoided if the home was equipped with an automatic water shutoff valve device. Such device will monitor the water in a residence's pipes for unusual water flows and close to valve to shut off the water home’s water supply. This episode will provide an in-depth analysis of this risk management strategy and how it can help homeowners avoid costly damage from water leaks.
Personal risk management starts with a frame of mind that puts an emphasis on protecting something from harm through thoughtful preparation and planning. Every risk management plan is different because it is based on a unique set of factors dictated by a person’s lifestyle and asset base. Once it is determined that a personal risk management mindset will be utilized, the next step is developing a plan that can be executed. There are three components to a thorough personal risk management plan. They are: Prepare and planPredict and preventRespond and recoverEach of these areas targets are certain aspect of risk management that should be incorporated into a comprehensive personal risk management plan. This episode goes into further detail about what is involved with this type of plan and how it can be developed.
Tiffany is a resident of the Rossford community and has spent over a decade volunteering her time and financial experience to the school district as the past chair of the Finance Committee and a member of the Master Plan Finance subcommittee. She works for Ayers Wealth Management as an Insurance Advisor and Client Services Associate. Her focus is on the facilities and finance of the district, and she has chosen to be involved with Rossford Exempted Village Schools to help better the opportunities for ALL students and improve the learning environment. tdensic@rossfordschools.org
As a wealthy person, what are your tips for financial independence? Adam Fayed, Global Wealth and Insurance Advisor living in Asia Wealth is relative. I may be wealthy compared to the global average, but there is probably somebody reading this who is much wealthier than me, which brings me to point 1: 1. Compounding. High wealth takes more time than high income. If you have person 1, who is 30, has an MBA and is earning $200,000 after tax , and person 2, who is 60 and has earned $60,000 a year for 40 years, person 2 should be wealthier. 2. Good spending habits + compounding Look at the three people below: Person 1 was a secretary from New York who died recently Wirth $6M. Person 2, Buffett, `only` had $1M at age 32. Mike Tyson, person 3, made hundreds...
As a wealthy person, what are your tips for financial independence?Adam Fayed, Global Wealth and Insurance Advisor living in AsiaWealth is relative. I may be wealthy compared to the global average, but there is probably somebody reading this who is much wealthier than me, which brings me to point 1:1. Compounding.High wealth takes more time than high income. If you have person 1, who is 30, has an MBA and is earning $200,000 after tax , and person 2, who is 60 and has earned $60,000 a year for 40 years, person 2 should be wealthier.2. Good spending habits + compoundingLook at the three people below:Person 1 was a secretary from New York who died recently Wirth $6M. Person 2, Buffett, `only` had $1M at age 32. Mike Tyson, person 3, made hundreds of millions by age 32. Now Buffett has over $60Billion and Tyson is broke or close to broke.3. ReadBuffett spends 80% of his days reading and Mark Cuban spends 3 hours a day reading. It is an investment. I suggest some of these books:They also spend more on getting knowledge from online sources, rather than pointless material things.4. Real estateUse a house as a home. Don't overspend on rent. Using real estate on leverage can be profitable but it is risky. Best to just own 1 home maximum, which is modest. Millionaires, who have sustainable wealth, are more likely to live in places like these.5. FeesThey keep their investment keeps low.6. Long-term.They see the bigger picture. Often buy, hold and rebalance.7. They have self-controlHuman nature and especially fear, greed and egoism is the killer of portfolios.8. They always do the right things, consistentlyThe person below is one of the best, if not the best, at football. One of the reasons is he implements the evidence everyday. If you want to get wealthy, implementing the evidence consistently and with persistence can be key. There is no point in only sometimes being motivated.Do you want to be financially free online?Here is a reading list to avoid some of these issues:Amazon.com: 6 Steps to Financial Freedom: The Secrets Marketers and Wall Street don't want you to know. (9781983114083): Adam Fayed: BooksPaul Farrell – The Lazy Person's Guide to Investing: A Book for Procrastinators, the Financially Challenged, and Everyone Who Worries About Dealing With Their MoneyBurton Malkiel and Charles Ellis. The Elements of InvestingLarry Swedroe. The Only Guide to an Investment Strategy You'll Ever NeedLarry Swedroe. The Quest For Alpha: The Holy Grail of InvestingJohn Bogle, The Little Book of Common Sense Investing : Only Way to Guarantee Your Fair Share of Stock Market Returns (Little Books. Big Profits)William Bernstein. The Four Pillars of Investing: Lessons for Building a Winning PortfolioJohn Bogle – Common Sense on Mutual Funds: New Imperatives for the Intelligent InvestorJohn Bogle's “The Clash of the Cultures”David Swensen, Unconventional Success: A Fundamental Approach to Personal InvestmentLawrence Cunningham. The Essays of Warren Buffett: Lessons for Corporate America, Second Edition“Security Analysis” by Benjamin GrahamBenjamin Graham's “Intelligent Investor.”Carl Richards, The Behavior Gap, Simple Ways to Stop Doing Dumb Things with Your Money.Thinking Fast and Slow, Daniel KahnemanExtraordinary Popular Delusions and The Madness of Crowds, Charles Mackay.The Essays of Warren BuffettFor more academic work on how the 4% rule works in practice, I would recommend the following:Sustainable Withdrawal Rates From Your Retirement Portfolio, by Philip L. Cooley, Carl M. Hubbard and Daniel T. Walz – http://afcpe.org/assets/pdf/vol1...Other academic books to look at include:Bengen, W. P. (1994). Determining withdrawal rates using historical data. Journal of Financial Planning, 7(1), 171-180.Bengen, W. P. (1996). Asset allocation for a lifetime.Journal of Financial Planning, 9(3), 58-67.Bengen, W. P. (1997). Conserving client portfolio during retirement, part III. Journal of Financial Planning, 10(5), 84-97.Bierwirth, L. (1994). Investing for retirement: using the past to model the future. Journal of Financial Planning, 7(1), 14-24.Cooley, P. L., Hubbard, C. M. & Walz, D. T. (1998). Retirement spending: choosing a sustainable withdrawal rate. Journal of the American Association of Individual Investors, 20(2), 16-21.Ferguson, T. W. (1996). Endow yourself. Forbes, 157(12), 186-187.Ho, K., Milevsky, M. & C. Robinson. (1994). Asset allocation, life expectancy, and shortfall. Financial Services Review., 3(2), 109-126.Ibbotson Associates (1996). Stocks, bonds, bills, and inflation yearbook. Ibbotson Associates, Chicago, IL.Ibbotson Associates (1998). Stocks, bonds, bills, and inflation yearbook (CD-ROM V ersion). Ibbotson Associates, Chicago, IL.
Florida Condominium Associations have to deal with annual insurance negotiations, but maximizing the annual renewal process can be confusing and frustrating. Insurance Advisor and president of CAAMP Trevor Barone has assembled a team of leading advisors in the community association world to explore the intricacies of working with an independent insurance agent to obtain the best terms and pricing for your board of directors. Todd Hillhouse from Planet In-House and UAS Thermals and Bonnie Beddell from Worthy Appraising More info at CAAMP.net
Florida Condominium Associations have to deal with annual insurance negotiations, but maximizing the annual renewal process can be confusing and frustrating.Insurance Advisor and president of CAAMP Trevor Barone has assembled a team of leading advisors in the community association world to explore the intricacies of working with an independent insurance agent to obtain the best terms and pricing for your board of directors.CAAMPContact@gmail.com321-775-5514Todd Hillhouse from Planet In-House and UAS Thermals and Bonnie Beddell from Worthy AppraisingMore info at CAAMP.nethttp://ia601500.us.archive.org/15/items/PodcastTrevorInsuranceNegotiationMayBonefishToddBonniePlanetInHouseWorthyAppraisingCAAMP/Podcast%20Trevor%20Insurance%20Negotiation%20May%20Bonefish%20Todd%20Bonnie%20Planet%20in%20House%20Worthy%20Appraising%20CAAMP.mp3
Knowing what's covered and what isn't is one of the biggest challenges with your home and auto insurance. This week on Wise Money with Korhorn Financial Group, Mike and Josh invite Insurance Advisor, Alysia Boehner to the program to share real stories of what's covered and what isn't to ensure you have the projection you need.
Agency Nation Radio - Insurance Marketing, Sales and Technology
In this episode we're joined by Sam Affolter, AVP of Research and Innovation at Safeco Insurance to discuss the new "Insurance Advisor" Skill on Amazon Alexa. This is a case study on an insurance carrier step out in front of the insurance customer experience. Get more Agency Nation Radio here.
Agency Nation Radio - Insurance Marketing, Sales and Technology
In this episode we're joined by Sam Affolter, AVP of Research and Innovation at Safeco Insurance to discuss the new "Insurance Advisor" Skill on Amazon Alexa. This is a case study on an insurance carrier step out in front of the insurance customer experience. Get more Agency Nation Radio here.
Women Rocking Wall Street - A podcast dedicated to women in financial services
Episode 47: Navigating SocialGuest: Sheryl Brown LinkedIn can be a challenging tool but is so valuable when it comes to networking, building connections and your personal brand. This week’s guest is a Sheryl Brown, a social media maven who is skillful in navigating the social media world. She is by trade an Insurance Advisor and has been in the industry for over 20 years. Today, she has a social media consulting business, not to mention she is in charge of the social media strategy for one of the largest private insurance brokerage office in the U.S. Sheryl has also started a social media non-profit, Social Samaritans. This international organization consists of social media professionals that focus on teaching their communities about social media and how to use it to their advantage. Sheryl, although now she is a social media genius, admits that she became involved thanks to her kids. She was curious about what they were doing online all the time, and then one night her son explained to her how social media worked. From then on, she has been using it as a tool to connect with others. Over the last few years, Sheryl has been able to create a strong personal brand using platforms that are free. Her brand, BIONICsocialite, has served her, the companies that she works for and her community. A key to Sheryl’s social media success is to regularly observe what the younger generation is doing. What are they saying and how are they manipulating it to their advantage? She recommends that anyone who is looking to get involved in social media to have a strategy. However, she also recommends that sometimes you follow your gut. If you’d like to connect with Sheryl, she’s available on Twitter, Facebook, LinkedIn, Instagram, YouTube, Google+ and FourSquare. Sheryl also has a blog that is a wealth of information. Thanks for listening to this week’s episode of the Women Rocking Wall Street show! If you liked this episode, be sure to hit subscribe, share it with others and write us a quick review on iTunes.
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