business insurance Archives - Business RadioX ®

Jeremy Stevenson, iBridge Global Partners, Kurt Seiler and Hannah Odonoghue, Baldwin Risk Partners

September 15, 2023 by John Ray

Family Business Radio

Jeremy Stevenson, iBridge Global Partners, Kurt Seiler and Hannah Odonoghue, Baldwin Risk Partners

00:00 /

Jeremy Stevenson, iBridge Global Partners, Kurt Seiler and Hannah Odonoghue, Baldwin Risk Partners (Family Business Radio, Episode 48)

Jeremy Stevenson, Founder and Managing Partner of iBridge Global Partners, and Kurt Seiler and Hannah Odonoghue, Risk Advisors with Baldwin Risk Partners, joined host Anthony Chen. Jeremy discussed his work with family businesses, including common issues he sees and the approaches he takes to advising on growth and exit planning. Kurt and Hannah, personal risk advisors with Baldwin Risk Partners, covered how they work for the client directly, the personal and business risks their firm can help mitigate, and more.

Anthony had a follow-up question for the guests about the advice they would give their younger selves just starting out.

He wrapped up the show with comments about being proactive and contacting professionals to protect your assets.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

iBridge Global Partners

iBridge Global Partners, specializes in helping family business owners navigate the complexities of doing business with family.

With a focus on growth, streamlining, and long-term viability, they excel in optimizing governance, fostering sustainable growth, and crafting transition plans that secure legacies.

Jeremy Stevenson, Managing Partner, Founder, iBridge Global Partners

Jeremy founded iBridge to get back to what he loves, helping family businesses achieve their goals. He co-founded and sold a $1B+ company, has helped over 100 family businesses achieve their goals, and ran two family businesses.

Outside of business, he mentors military veterans, advocates for animal welfare, is a car and bourbon enthusiast, and tries to play golf.

Kurt Seiler and Hannah Odonoghue, Personal Risk Advisors, Baldwin Risk Partners (BKS Partners)

**Kurt Seiler and Hannah Odonoghue, Risk Advisors, Baldwin Risk Partners (BKS Partners)**

Baldwin Risk Partners is a risk management firm and insurance brokerage specializing in custom insurance solutions. With over 40 insurance carrier partners they are able to comprehensively write policies and competitively price almost any risk. They work for the client directly – not any single insurance company, and our focus is protecting what you’ve built. Property, Casualty, Liability, and business insurance.

Anthony Chen, Host of Family Business Radio

**Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”**

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Tez Adams and Victoria Ogbonnaya with State Farm Insurance

April 18, 2023 by Karen

Phoenix Business Radio

Tez Adams and Victoria Ogbonnaya with State Farm Insurance

00:00 /

Tez Adams and Victoria Ogbonnaya with State Farm Insurance

The mission of Tez Adams State Farm is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Tez Adams is a native of Little Rock, AR, but has been a resident of Arizona since 2013. He is married to Janet and they have one son, Joshua in addition to Winston – their goldendoodle. As a family, they enjoy spending time with one another traveling and giving back to their community in various ways.

As an independent State Farm Agent, Tez has over 20 years of insurance and financial services experience and has served in various leadership roles in the industry and community alike. The past 18 years of his career has spanned several states with State Farm Insurance.

Tez is a Tempe Leadership – Class 36 (Virtually the Best Class Ever!) alum and currently sits on the Tempe Leadership Council. He is a proud member of Phi Beta Sigma Fraternity, Inc., Alpha Epsilon Sigma, where he provides service to humanity.

Tez can often be found supporting his community through numerous volunteer opportunities. He holds a Master’s in Insurance from Olivet College, The Chartered Property and Casualty Underwriter (CPCU) designation from The Institutes and a Bachelor’s in Finance from The University of Arkansas at Little Rock. He is licensed in property and casualty, life, and financial services products.

Victoria Ogbonnaya is an Account Representative with Tez Adams State Farm.

Follow Tez Adams State Farm on Facebook and Instagram.

One of the Most-Googled Financial Questions, with Bill McDermott, Host of ProfitSense

June 29, 2022 by John Ray

North Fulton Studio

One of the Most-Googled Financial Questions, with Bill McDermott, Host of ProfitSense

00:00 /

One of the Most-Googled Financial Questions, with Bill McDermott, Host of ProfitSense

In this commentary from a recent episode of ProfitSense, Bill notes that one of the most often searched financial questions is about insurance and estate planning. He lays out the kinds of insurance a business owner should be concerned with both personally and for the business.

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Bill’s commentary was taken from this episode of ProfitSense.

About ProfitSense and Your Host, Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn.

Harry Merker, Aon

May 20, 2021 by John Ray

North Fulton Studio

Harry Merker, Aon

00:00 /

Harry Merker, Aon (The Exit Exchange, Episode 5)

Harry Merker joined the show to discuss business insurance, how coverages and premiums have been impacted by current business conditions, why you may want more coverage than your lender requires, actions business owners can take proactively to keep premiums down, and much more. This edition of “The Exit Exchange” is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Aon

Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

Aon provides risk advisory, commercial risk, and reinsurance solutions to help clients better identify, quantify and manage their risk exposure.

Aon also provides actuarial, investment and retirement solutions to help clients design and implement secure, equitable and sustainable retirement programs. They provide consulting, global benefits, and exchange solutions to help clients mitigate rising health care costs and improve employee health and well-being.

Company website | LinkedIn |Facebook | Twitter

Harry Merker, Managing Director, East Region Middle Market, Aon

Harry is responsible for leading the East Region Middle Market Broking Practice comprised of 20+ professionals in 5 Cities who analyze, design, and implement large layered CAT property programs, traditional, and/or alternative risk transfer solutions for new and existing clients across varying industry classes.

Harry has been with Aon since 2013. He has a Bachelors in Political Science & Economics from Ohio Wesleyan University.

Questions and Topics in this Interview

What do owners do wrong, miss, or not understand about their business insurance?
Hot topics: talk to us about Cyber and COVID.
So many coverages are out there. How do you advise clients as to which coverages and cost of premiums?
We discussed coverages and premiums, but can business owners do proactively, to bring down losses and therefore premiums?
What should the professional advisor members of XPX Atlanta ask of their clients to get them to do a serious review of their insurance needs and possible gaps?

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.

“The Exit Exchange” is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com. John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.

Scott Jones and Bari Levy with Brown and Brown Insurance of Arizona

November 6, 2020 by Karen

Phoenix Business Radio

Scott Jones and Bari Levy with Brown and Brown Insurance of Arizona

00:00 /

Scott Jones and Bari Levy with Brown and Brown Insurance of Arizona

Scott Jones joined the Brown & Brown Phoenix team in 2003 as a Property & Casualty Producer and was quickly recognized as an up and comer in the organization. In 2006, Scott was asked to relocate to New Mexico and lead day-to-day operations in Albuquerque, Santa Fe and Taos.

These offices flourished under Scott’s leadership. In 2008 and again in 2010 the New Mexico office won Western Regional Office of the Year for Brown & Brown Insurance of Arizona and was ranked Top 10 in the State for Best Places to Work.

Effective July 2016 Scott returned to be the President of our Phoenix office. Since that time, the Phoenix office has seen year over year growth. In addition to being head of office Scott’s believes in being involved in the community.

He is currently focused on raising funds for St. Mary’s Food Bank, and Amanda Hope. Scott is currently the President of the IICF and sits on the board of the Arizona Chapter of YPO.

Bari Levy is an insurance professional who has been in the industry for almost 9 years. Her passion is to connect with new people and build new relationships, which turn into partnerships on a personal and business level.

Within the agency, her job is to partner with Brown and Brown’s producers, who specialize in certain industries, to connect them with prospects to ensure they are protected in regards to all their insurance needs and are able to sleep better at night.

Connect with Bari on LinkedIn and Facebook.

Julie Jakubek with Allstate Natalie Ceroni with Ceroni Law Firm and Jo Lou Spleth with Let Your Life Flow E6

March 22, 2020 by Karen

Phoenix Business Radio

Julie Jakubek with Allstate Natalie Ceroni with Ceroni Law Firm and Jo Lou Spleth with Let Your Life Flow E6

00:00 /

Julie Jakubek with Allstate Natalie Ceroni with Ceroni Law Firm and Jo Lou Spleth with Let Your Life Flow E6

During the latest episode of Collaborative Connections Radio Show and Podcast, Kelly Lorenzen was joined by Julie Jakubek, Jo Lou Spleth, and Natalie Ceroni. They talked about entrepreneurship, ways to help others, how to deal with anxiety and navigate stressful situations.

Allstate Insurance is an award-winning agency specializing in helping individuals and businesses with risks they face through insurance products. They help with all types of insurance: auto, home, life, and commercial. Uniquely Allstate looks at insurance as a tool for an individual, family or business’ entire financial picture. Their agency has been in the Phoenix area for 24 years. Allstate’s office is on Thomas and 47th St, just south of Arcadia. They are ready to help you with a roadmap for your future.

Julie Jakubek, owner of Julie Jakubek: Allstate Insurance, is passionate about the community and the clients she serves. Julie teaches the Allstate Foundation Purple Purse Financial series. This empowers women to take control of their money instead of their money controlling them. For the past 10 years, Julie has been on the board of the Arizona Council on Economic Education.

This organization’s goal is to reach all school-age children in the state of Arizona through economic and personal literacy. Julie is the current president of NAIFA Arizona. The National Association of Insurance and Financial Advisors is a non-profit organization in Arizona that represents approximately 400 licensed insurance agents for education, networking, legislation and ethics in our industry. Julie is passionate about giving back to the community she serves.

Connect with Julie on LinkedIn and Facebook.

Ceroni Law Firm is a boutique husband and wife run law firm, focusing exclusively on family law and domestic relations issues; including, divorce, legal separation, custody, child support, spousal maintenance, paternity actions, grandparents’ visitation, domestic violence and order of protection issues.

Ceroni Law Firm is dedicated to client service, including responsiveness during what is typically a difficult time for clients. Ceroni Law Firm strives to provide cost-effective, but thorough representation to its clients. The firm understands the complex emotional, financial and other important considerations involved in family law cases, and works to achieve superior results for clients that enable clients to move forward with a fresh start.

Natalie Ceroni is an Arizona native, who graduated suma cum laude from Arizona State University with a Bachelor of Science in Psychology. Natalie attended Hofstra University School of Law in New York, where she graduated cum laude. Natalie has been practicing exclusively family law since 2012. Natalie began her career with a well-respected boutique law firm in Arizona and has been practicing with her husband in Scottsdale since 2014.

Natalie’s undergraduate experience has helped her tremendously in family law, as the issues often involve and/or overlap mental health issues and work with mental health professionals. Natalie volunteers her time as a Superior Court Judge Pro Tempore, where Natalie conducts court-appointed settlement conferences in family law cases. Natalie is dedicated to the pursuit of justice and fair, timely resolution of family disputes.

Follow Ceroni Law on Facebook.

Let Your Life Flow helps women who are tired of being angry, anxious, sad or stuck to release high-intensity emotions and blocks using proven energy psychology techniques.

Jo Lou Spleth is a long-time entrepreneur and former corporate manager whose experience with the stress of owning and running a business, as well as going through the common life trials of divorce, parenthood and grief, led her to pursue a spiritual path as strongly as her career path.

Her first-hand experience of burning out in her corporate role literally pushed her to develop a stress management course for business professionals. Then she added a number of energy psychology techniques to get to the real root of most stress — energetic baggage and limiting subconscious beliefs. She’s worked with dozens of professional women to clear the true driving force holding them back from enjoying business and personal success.

She specializes in experiences around partner stress, such as divorce and problematic business relationships; anxiety at home and in the workplace; healing deep grief, and overcoming feelings of being stuck towards reaching a goal. Today, she also focuses on the general fear and anxiety arising from the current global public health crisis and how that exacerbates all the usual stresses facing people.

Jo Lou also runs a successful software company, SilverWind, and coaches business teams on embracing the changes that come from introducing a new technology to the workforce or eliminating the blocks that individuals face when going after an ambitious new business goal.

She is an active single mom of a very busy high school son, a musician, avid hiker, and optimistic backyard gardener.

Connect with Jo Lou on LinkedIn.

About the Show

Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business. She hopes to build a stronger community one show at a time.

About Our Sponsor

KLM Consulting is a business concierge and project management firm. They help small business owners and non-profits build, brand and brag about their businesses.

About Your Host

Kelly Lorenzen, CEO of KLM Consulting, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.