Educate and Empower E74
Join the Tycoons as guests, Casey & Teresa Strunk, talk about being in the family business and the importance of a strong, comprehensive employee benefits package. This team has it figured out and knows that in order to make the dynamic work, they all have to have a mutual level of respect for each other.
Strunk Insurance believes in the value of serving local businesses to educate and empower employees to make the right decisions for themselves and their families. They understand that in order to keep the great people that you already have, employee satisfaction is so important and employee benefits contributes in large part to that satisfaction.
You’ll want to listen to this episode to learn a lot about going into the family business, boundaries to respect, and employee retention. The workforce is shifting and people want choices to fit their lifestyle and Strunk Insurance can help bridge that gap. Find them on their multiple platforms to find out more!
The Strunk Insurance Group is a 40 year old multi-generation employee benefits firm. They serve over 200 corporate clients accross the country helping with everything from employee benefits, compliance, HR and retirement plans. As a botique regional agency, they specalize in working with those small to mid-sized employers with 50-500 enrolled employees.
With the costs of benefits and health care rising, Casey J. Strunk is passionate about leveraging innovative methods coupled with traditional solutions to create fiscal efficiencies in today’s businesses’ employee offerings.
As President of Strunk Insurance Group, Mr. Strunk provides high level and strategic oversight of clients’ benefits packages, as well as making recommendations based upon the industry’s latest trends.
With the hopes of carrying on his father’s stellar legacy, Mr. Strunk is committed to providing the same quality of service that clients from the Strunk Insurance Group’s inception have come to expect to those in present day.
His future plans also include expanding both the services the company offers and the company’s reputation, geographically, to become one of the premier benefits agencies in the Southwest. Instilled with his father’s Midwestern values and work ethic, Mr. Strunk also continually strives to bring innovative, yet pragmatic processes and practices to the table.
Equipped with a Bachelor’s degree in communication from Northwestern University, Mr. Strunk understands the importance of being able to adapt to his audience, as he often works with a wide range of clients. This expertise has also helped him in translating complex laws and regulations into easy-to-digest concepts.
Casey is married to wife Teresa and they have daughters Margaret and Rachel.
Teresa Strunk is Vice President of Strunk Insurance Group.
Connect with Teresa on LinkedIn.
About the Show
Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts, Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.
About Your Hosts
Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.
He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.
After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.
Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.
Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”
Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of Backbone Planning Partners to help business owners and their families. At Backbone Planning, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.
In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.
Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries to make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”
Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.
Connect with Landon on LinkedIn.
Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-3795463-092721
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