employee benefits Archives - Page 3 of 3

LIFE MADE TO ORDER PHOENIX Ronit Urman with Urman Enterprises and Wendy Look with Crest Insurance Group

April 25, 2019 by Karen

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Phoenix Business Radio

LIFE MADE TO ORDER PHOENIX Ronit Urman with Urman Enterprises and Wendy Look with Crest Insurance Group

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LIFE MADE TO ORDER PHOENIX Ronit Urman with Urman Enterprises and Wendy Look with Crest Insurance Group

Wendy Look and Ronit Urman are powerhouses in the industries that they work in. Wendy Look has been an employee benefit consultant for 23 years and shared her passion for education and advocating for employers groups and employees. Ronit Urman is passionate about educating people about investing in commercial and residential real estate. Her integrity is a crucial part of what makes her business successful.

Wendy Look is involved with Lutheran Social Services of the Southwest and International Cancer Advocacy Network and shared about all of the wonderful things that those organizations do. Ronit Urman shared about her experience with being President, NAWBO Phoenix and how the mentorship program helped her come to the position she is in now.

Men and women alike will be inspired by Wendy Look and Ronit Urman’s unique perspective and experience in entrepreneurship and involvement in community activities. Whether you are new in business or seasoned, this show is sure to enlighten you on your pathway.

Urman Enterprises specializes in Commercial and Residential Property Management, Commercial and Residential Leasing & Sales, and Investment Consulting and Acquisition.

Ronit Urman, Designated Broker and CFO with Urman Enterprises, was born and raised in Israel. She immigrated to California as a senior in High School. She studied accounting in at California State University Northridge while working for a CPA firm and was offered a partnership at the age of 22. Ronit moved to Montreal, Quebec after marrying and opened a Century 21 office with her husband.

After moving back to Arizona in 1991, they opened Urman Enterprises, which owns and manages a number of building, office industrial and medical offices. They will be starting construction on a new apartment complex in Tempe, AZ soon.

Ronit loves working with investors, and is proud to say that every investor she has worked with has been very successful.

Connect with Ronit on LinkedIn and follow Urman Enterprises on Facebook.

Crest Insurance Group is a full service independent Insurance Agency CREST Insurance will work with your business to customize a comprehensive employee benefits package to meet your budget and make your employees happy. They have access to many national carriers and can help you develop benefits plans that include group health care insurance, life insurance, disability coverage, and retirement/pension plans.

Wendy Look is Senior Vice President of Employee Benefits with Crest Insurance Group, which she joined in June, 2012. She graduated from The University of Arizona with a Bachelor of Arts in Merchandising and Consumer Studies with an emphasis in Marketing.

Wendy is married with two children, her hobbies include golf, skiing and reading.

Connect with Wendy on LinkedIn and follow Crest on Facebook, Twitter and Instagram.

ABOUT LIFE MADE TO ORDER PHOENIX PODCAST

We all have dreams. Each of us wants to reach our goals, appreciate all of life’s gifts and enjoy the journey along the way.

At Life Made to Order Financial Phoenix, our specialty is turning aspirations into achievements, and helping others share their Life Made to Order moments with hopes that it inspires others to do the same.

How do we do it? We’re dreamers just like you. The Life Made to Order philosophy enables us to empower others to do the same.

Our mission is simple.

Help everyone we encounter to Live a Life Made to Order in all aspects of their lives.

ABOUT YOUR HOSTS

Life Made To Order Financial – Phoenix specializes in teaching folks instead of telling them what to do with their finances by hosting live workshops across the country. Virtual Workshops are also available multiple times a week. Please visit LMTOPHXEVENTS.com to see which workshop can fit into your schedule. No Risk, No Fees – Safe Retirement Done with Ease!

Wesley and Susan Henriksen, Division Leaders with Life Made to Order Financial, enjoy educating clients first and foremost to empower them to make their own decisions when it comes to finances. Previous business ownership and sales background help clients feel at ease and completely taken care of throughout the learning process. Wesley and Sue enjoy watching baseball and love playing golf in their spare time.

Trudi Kayser, Agency Vice President with Life Made to Order Financial is making finances fun, her outgoing and fun spirited nature is what her clients love most about her. She is an expert at connecting people and gathering resources for her clients. She is a sought after speaker, financial coach and loves living her Life Made to Order!

Life Made to Order Financial – Phoenix, A proud partner with Five Rings Financial

Phone: (602) 418-1886

Ask me about Living Benefits!

Direct2MD CEO Paul Flatley and Chief Sales Officer Scott Mara with Loftus Financial CEO Mike Loftus and Guest Co-Host Barb Regis

April 19, 2019 by Karen

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Phoenix Business Radio

Direct2MD CEO Paul Flatley and Chief Sales Officer Scott Mara with Loftus Financial CEO Mike Loftus and Guest Co-Host Barb Regis

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Direct2MD CEO Paul Flatley and Chief Sales Officer Scott Mara with Loftus Financial CEO Mike Loftus and Guest Co-Host Barb Regis

Direct2MD provides access to a health care provider — on our app or online, with no insurance forms, hassle or paperwork. Just quality and convenience at an affordable rate. Your virtual doctor can write prescriptions, request imaging and request lab work just like a traditional doctor. Now Employers can provide Employees and their Families with quality healthcare with no co-pays.

Paul Flatley, DO, FACEP is the Co-Founder and CEO of Direct2MD. Previously Dr. Flatley worked in the Emergency department for HonorHealth in Scottsdale where he held the position of Medical Director and Chair. Dr. Flatley completed medical school at Midwestern University in Chicago prior to completing residency in Emergency Medicine at Maricopa Medical Center in Phoenix.

Dr. Flatley was chief resident in his graduating class and also received recognition for Most Outstanding Resident having been nominated by both his colleagues and Attending physicians. Dr. Flatley has volunteered his time as the Attending physician at ChristCares clinic, during its operation from 2012-2015. Lastly having a love for hockey Dr. Flatley has thrilled to have been a team physician for his beloved Arizona Coyote’s.

Growing up in Mesa, Scott Mara didn’t venture far when he decided to attended Arizona State University where he was a Communication major.

Scott’s professional career began as a Territory Manager for the fortune 500 company Economics Laboratory. Responsibilities included business growth and retention in the northern and eastern portions of Arizona.

Ready for a new challenge and armed with what he was learning at Economics Laboratory, Scott made the decision to become his own boss and enter the finance and insurance industry with Prudential Financial. Here Scott had his first experience working alongside business owners assisting them with their company benefits and company plans for the future. This would be where Scott caught the entrepreneurial bug.

So, working alongside his wife Kathy they founded Celara in 1995, where Scott was remained the CEO for a little more than 19 years. .

Then after nearly 20 years Scott decided to follow his dreams and in 2016 he entered the health care industry as the Chief Sales Officer at Direct2MD.

The rest as they say is to be continued…

Mike Loftus was born and raised in Prescott, second generation. Attended tech school in Phoenix and received an AA in electrical engineering. Mike then worked for Xerox in the early 80’s when the personal computer was just emerging.

He left Xerox in 1987 and began a career in life and health insurance following his father’s footsteps. He started his own company, Loftus Financial in 1988. Business owners needed buy-sell insurance, key-man, personal coverage, and pension plans which led to entering the group health market in 1988 at his customers request. By the mid 90’s he entered into the self-funding space where he could design and bring the best of the best components of healthcare to his clients. Mike’s favorite clients are one’s that care about their employees.

Mike continues to stay on top of new products and ideas that reduce cost, bring high quality to his customers, and provides a high level of service to his customers.

Mike was introduced to Direct2MD in the early stages of their development, has assisted in their understanding of healthcare, and building a product unparallel in the telehealth space.

Follow Direct2MD on LinkedIn, Facebook, Twitter and Instagram.

Barb Regis is a Physician Assistant (PA) and a primary care provider for nearly 20 years with a passion for education and advocacy. She believes in the power of compassionate care with a team approach, and she is always open to questions and communicating without judgment.

Along with being a Best of Health Advocate, Barb is also an author. In her book, Surviving the “Business” of Healthcare–Knowledge Is Power!, she shares a uniquely useful perspective with readers and addresses many concerns faced by all of us when we address our health.

Barb currently works for Premise Health at Insight Enterprises in Tempe, Arizona as a solo practitioner providing primary care to employees and families on campus. She is certified by the National Commission of Certification of Physician Assistants and is an active member of the American Academy of Physician Assistants.

Follow Ask the PA on Facebook.

Outsourcing Professionals as an Integral Part of Your Team with Paul Quinn Chris Yap Neil Chitel and Chris Curley

June 18, 2018 by Karen

Phoenix Business Radio

Outsourcing Professionals as an Integral Part of Your Team with Paul Quinn Chris Yap Neil Chitel and Chris Curley

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Outsourcing Professionals as an Integral Part of Your Team with Paul Quinn Chris Yap Neil Chitel and Chris Curley

Running a successful business requires your attention on so many levels. Outsourcing lets you focus on core activities and helps you stay in your lane when it comes to your area of expertise. Finding the right outside support can help you gain a competitive edge and promote efficiency while, at the same time, saving you time and money! Listen in as we discuss the benefits of outsourcing with four professionals who have a wealth of knowledge, expertise and success stories in their respective businesses.

RKPE provides businesses with simplified staffing solutions especially in the fields of Engineering, IT, Sales-Marketing, and Financial Service. RKPE is one of the the only staffing companies owned and operated by an Engineer, nationwide. o remain competitive in today’s economy, Companies must have the best talent available, in a tight labor market. We simplify this process for our clients. We have a clear understanding of their requirements and source, recruit and interview on our clients behalf, saving them time and money. the best talent within Engineering, Information Technology and Finance, and unlimited recruiting resources, the process is simplified and affordable.

Paul Quinn started his career as a CNC Machinist, returned to post education to earn his degree in Engineering-CAD/CAM Technology. Paul has designed several bridges in the US and Taiwan. Paul moved into a role with an engineering outsourcing company which he and his colleagues built up from 1 Million in revenue to 25 million in revenue in a 5 year time frame. Paul’s expertise in engineering allow him to fully screen and interview applicants prior to the client meeting them. Over the past 2 decades Paul has become a professional in the areas of Engineering, IT, Finance and Sales-Marketing. In mid-2015 Paul placed his 10,000th professional.

Connect with Paul on LinkedIn and follow RKPE on Facebook.

Gabtech is the brain-child of Chris Yap, a global business developer, a seasoned sales and marketing professional. From multi-million dollar, IT and BPO deals to commodity trading, capital raising to consumer branding, Chris Yap has been at the forefront of market development, project management, product and brand development. With 20 years of experience in strategic business development, Chris has been known to his peers and clients as a man of integrity, strategic thinking, getting things done and being tenacious in achieving every business objectives.

Gabtech was established to help fellow entrepreneurs leverage the power of outsourcing, may it be for a lead generation, telesales, customer service, appointment setting, data entry or bookkeeping. Gabtech has helped numerous companies grow its revenue and profitability through outsourced processes since 2009. Over the years, Gabtech has evolved to helping small to medium-sized companies get financing for working capital, equipment acquisition, and real estate acquisition.

At present, Chris is very passionate in helping start-up and growing companies achieve hyper growth while also helping the lesser fortunate break the vicious cycle of poverty. Chris established his success in the discipline of business development through hard work, dedication, perseverance and relentless pursuit of continuous personal development.

Chris Yap is a dedicated father to his 3 fine young boys Gabby, Nico and Noah and a devoted husband to his amazing wife of 14 years, Eizel. Chris and family currently reside in Peoria, Arizona.

Connect with Chris at 602-882-821 and follow Gabtech on LinkedIn

ManageStaff, Inc. is a Professional Employer Organization (PEO) providing over a decade of Human Resource knowledge and expertise to a variety of industries, large and small. The difference between a good PEO and an excellent PEO is measured by the efficiency of its staff.

ManageStaff, Inc. strives to establish unique partnerships with its clients, promising accuracy, confidentiality and exceptional client service, while managing the responsibilities associated with Human Resources for today’s industrious business owner.

Neil Chitel has worked for Managestaff for the past 15 years. He started as an Account Executive and has worked up the ranks to Sr. Business Development.

Neil has a Bachelors of Science in Business Marketing Degree from University of Phoenix.

Connect with Neil on Twitter, and follow ManageStaff on Twitter and Facebook.

Triple Helix Investigations offers hiring solutions for all industries. Triple Helix can provide background screenings, drug testing and aptitude assessments for potential and current employees.

The background screenings are FCRA compliant and can be completed electronically making the process faster and more efficient. There are no annual fees you only pay for what you search. Triple Helix provides all categories of background checks including those to assist property managers.

Drug testing is completed at a lab and they offer both 5 and 10 panel tests.

Aptitude assessment testing assists employers in getting the right person in the right position the first time. These industry specific test take approximately twenty minutes to complete and give the employer a plethora of information about their applicants.

Chris Curley, CEO of Triple Helix Investigations, began his professional career in law enforcement. Chris was first a member of the San Diego Police Department where he worked patrol. After a year and a half, Chris decided to move closer to family and joined the Phoenix Police Department. During his 22 years with the Phoenix Police Department, Chris worked patrol, school resource, property crimes and metal theft investigations.

From 2001 to 2014, Chris was a detective on the Internet Crimes Against Children Task Force. Chris conducted both proactive and reactive online investigations involving the luring and sexual exploitation of a minor. Chris received numerous commendations during his time with the task force and was an important part of creating the investigative process for these types of cases.

In 2015, Chris retired from law enforcement. In 2016, Chris started Triple Helix Investigations in an attempt to help businesses and property managers with their employee concerns.

Connect with Chris on LinkedIn, and follow Triple Helix on Twitter and Facebook.

Marie Fratoni with Get Clients Everywhere, Rick Loose with Milton Park Partners, and Elizabeth Burgner with Planned PEThood of Georgia

April 7, 2016 by Mike

Gwinnett Business Radio

Marie Fratoni with Get Clients Everywhere, Rick Loose with Milton Park Partners, and Elizabeth Burgner with Planned PEThood of Georgia

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Mike Sammond, Marie Fratoni, Rick Loose, Elizabeth Burgner

Marie Fratoni/Get Clients Everywhere

Get Clients Everywhere provides coaching support to entrepreneurs so that they find more clients, make more money, make a greater impact, and have more fun! They work with smart, talented business owners providing coaching, training, and speaking around important entrepreneurial topics that help businesses grow.

Rick Loose/Milton Park Partners

Milton Park Partners is a staffing company providing a broad array of solutions designed to meet the needs of today’s small businesses. Their purpose is to enable the small business owner to “get on with business” by relieving executives of the many burdensome and time consuming aspects of employment from hiring to well after the employee has left the organization. Business owners and their employees can rely on Milton Park Partners to be their HR department and provide a full scope of administrative and professional HR support.

Elizabeth Burgner/Planned PEThood of Georgia

Planned PEThood of Georgia reduces the overpopulation and suffering of dogs and cats through education and low-cost spay/neuter programs and to rescue, vet and place adoptable dogs and cats into good permanent homes. Adoptable is defined as dogs and cats that pose no health or safety risk, which makes the animal unsuitable for placement as a pet.