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Donna Beatty, Frazier & Deeter, and Bill Neglia, Neglia Insurance Group

December 3, 2019 by John Ray

Bill Neglia Insurance
North Fulton Business Radio
Donna Beatty, Frazier & Deeter, and Bill Neglia, Neglia Insurance Group
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Bill Neglia Insurance
John Ray, Donna Beatty, Bill Neglia

North Fulton Business Radio, Episode 180: Donna Beatty, Frazier & Deeter, and Bill Neglia, Neglia Insurance Group

Tax strategies and advice for small businesses and money-saving alternative individual and group health insurance coverage were the topics on this edition of “North Fulton Business Radio” as Donna Beatty, Frazier & Deeter, and Bill Neglia, Neglia Insurance Group joined the show. “North Fulton Business Radio” is hosted by John Ray and is broadcast from inside Renasant Bank in Alpharetta.

Donna Beatty, Frazier & Deeter

Donna Beatty Frazier & Deeter
Donna Beatty

Donna Beatty is a Tax Partner with Frazier & Deeter, a full service CPA tax, advisory and consulting firm. Frazier & Deeter has offices throughout the nation and in London, including locations in midtown Atlanta and Alpharetta, GA.

Donna lives in Roswell and graduated from the University of Georgia Terry School of Business. She has worked in public accounting for most of her career. Donna delights in helping clients to coordinate tax issues and related planning. Her expertise includes business income reported on individual returns, and how to manage the nuances of this tax paying structure.

To learn more go to the Frazier & Deeter website, email Donna, or call 404 573-4098.

Bill Neglia, Neglia Insurance Group

Bill Neglia Insurance
Bill Neglia

Bill Neglia owns Neglia Insurance Group and specializes in working with self employed individuals, families business owners and their employees. The firm’s primary focus is to provide advice and outside-the-box solutions regarding healthcare and other benefits insurance plans such as life, disability, long term care, dental, vision and Medicare supplements. Bill’s firm has access to all of the major insurance carriers as well as many smaller niche companies that offer plans and strategies that are not offered by the traditional insurance providers.

Because Neglia Insurance Group is individually owned and locally operated, you get the personal attention you deserve. You don’t have to talk to a machine or push buttons to get answers about your insurance questions.

To learn more go to the Neglia Insurance Group website, email Bill, or call 404-433-8838.

North Fulton Business Radio” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with approximately $12.9 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: CPa, Donna Beatty, Entreprenuer, Flow through business, Frazier Deeter, give back tuesday, group health insurance, group health plans, group insurance, Health Benefits, health benefits advisors, health insurance, health insurance agent, health insurance premium, Healthcare, healthcare.gov, individual health insurance, international tax, level funded plans, level funding plans, Neglia Insurance Group, North Fulton Business Radio, obamacare, open enrollment, Qualified Business Deduction, Tax accounting, Tax Partner, tax returns, William Neglia

Kevin Heath with MTD Benefits and Juan Luna with Luna’s

April 9, 2019 by Beau Henderson

North Georgia Business Radio
North Georgia Business Radio
Kevin Heath with MTD Benefits and Juan Luna with Luna's
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Beau Henderson, Kevin Heath, Juan Luna, Dr. Bill Lampton

Kevin Heath/MTD Benefits

Kevin Heath is a licensed Life and Health insurance agent in Georgia, the southeast, and multiple other states. Kevin holds many other certifications within his industry and is always on the cutting edge of certifications in his field. He has been helping clients with their health insurance needs since 2004. In the early years of his career, Kevin worked directly for a few large insurance companies and agencies. While he really enjoyed being able to help clients find coverage that best suited their needs, it was clear to him that not one company is best for everyone and this was the driving force that led him to start his own brokerage firm. MTD Benefits grew from Kevin’s desire to offer his clients a multitude of options from multiple carriers as he felt strongly that what may work for one person wouldn’t work for another. MTD stands for Making The Difference and that is exactly what drives Kevin professionally.

When Kevin is not helping others with their insurance needs, he loves spending time with his wife of almost twenty years, Brooke, and their 3 daughters. You can usually find Kevin and Brooke watching their eldest daughter on stage, in the stands at a football game watching their middle daughter cheer, or on the sidelines at a soccer game watching their youngest daughter play. Kevin is a member at The Highlands Church and loves spending time with his church family. He also serves on many boards and committees with local organizations. Kevin is a strong believer in giving back to the community and he makes it a priority to do so in many ways throughout the year.

Juan Luna/Luna’s

Juan Luna, opened Luna’s Restaurant February 7th, 1997 on the ground level of the Hunt Tower in downtown Gainesville, Georgia. His mission is to offer the local community a restaurant serving the best American cuisine with a Continental flair. Each year, in operation, Luna’s has consistently increased its patronage. Furthermore, Luna’s has become a household name in catering. Over the years they have catered some of Gainesville’s most memorable events – art openings, graduation ceremonies, victory parties for political candidates, the Governor’s fund-raisers, the inauguration of their Chamber of Commerce and the 33rd International Canoe Federation Flatwater Racing World Championships, to mention a few. Luna’s has been tremendously successful in catering rehearsal dinners, wedding receptions and various other personal celebrations.

 

Tagged With: customer service, dining, dining experience, Dr. bill lampton, gainesville restaurant, health insurance, health insurance agent, insurance brokerage firm, Kevin Heath, life insurance, life insurance agent, Luna's, making the difference, MTD Benefits, north georgia business radio, piano bar, wedding receptions

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