insurance Archives - Business RadioX ®

PHELAN & MYERS 2 FOR 20: Understanding Your Insurance with Todd Shambo

May 20, 2025 by Mike

Gwinnett Business Radio

PHELAN & MYERS 2 FOR 20: Understanding Your Insurance with Todd Shambo

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Host Scott Phelan is joined by State Farm Insurance Agent Todd Shambo to discuss homeowners insurance and auto insurance, sharing advice on how much insurance coverage one should have, when someone should submit a claim, and more.

No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.

They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources, enables them to provide high quality service, while offering advice and executing financial solutions for every stage of life.

No needs are more important than your own. They pride themselves in making your needs and goals, their own. They don’t simply work for you. They work with you to understand who you are as an individual and as an investor.

Their mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. They’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.

Phone: 678.448.4841
sphelan@janney.com

Zane Jackson with Alfa Insurance – Zane Jackson Agency

August 28, 2024 by Tom Sheldon

Northeast Georgia Business Radio

Zane Jackson with Alfa Insurance - Zane Jackson Agency

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Zane Jackson/Alfa Insurance – Zane Jackson Agency

“Thank you for choosing Alfa Insurance – Zane Jackson Agency. The Zane Jackson Agency is a veteran owned and operated insurance agency that prides itself on premier customer support. We specialize in auto, watercraft, home, manufactured home, life, church and commercial insurance. We take great pride in not only meeting your insurance needs, but also exceeding your expectations. I have learned from my time in the Army the importance of putting people first. At the Zane Jackson Agency, we understand the importance of protecting individuals and their families with the insurance products you need to protect what matters most. Contact me today for more information and a free insurance quote. I am proud to serve the Hoschton, Braselton, Gainesville, Flowery Branch, Oakwood, Winder, Jefferson and Commerce communities in Georgia.”

-Zane Jackson

Visit the Zane Jackson Agency here.

Our Community Partner for this episode of Northeast Georgia Business Radio is Leads Near Me. A giant thank you for their continued support. Leads Near Me, the leader in marketing for auto repair shops; making lives easier by helping great auto repair shops to connect with great customers with the greatest of ease.

Northeast Georgia Business Radio is presented in part by Regions Bank.

Start Building your financial confidence at Regions Bank. Member FDIC and an Equal Housing Member.

Reid Tullis with American Family Insurance

May 23, 2024 by Mike

Gwinnett Business Radio

Reid Tullis with American Family Insurance

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Harper LeBel, Reid Tullis, Steven Julian

Reid Tullis/Chrissy Pulliam Agency-American Family Insurance

American Family Insurance agency is dedicated to inspiring and protecting your dreams, whether you’re purchasing a car, buying a home, managing an investment property, starting a small business or leaving behind a legacy. As your agent in Buford, GA, Chrissy Pulliam Agency will work with you to identify your individual needs, and suggest insurance coverage to protect the dreams you’re working so hard for. And bundling policies can often provide discounts. American Family Insurance looks forward to protecting your dreams.

Gwinnett Business Radio is presented by

Hosted by Harper LeBel and Steven Julian

Produced by Dan Braverman

Sam Massey, Jr of Massey Insurance Services

October 6, 2023 by Tom Sheldon

Northeast Georgia Business Radio

Sam Massey, Jr of Massey Insurance Services

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Sam Massey, Jr/Massey Insurance Services

Massey Insurance Services has been taking care of families and small businesses for over 20 years. Representing 35 plus companies; because no one company can take care of all their clients’ needs. Being independent and not tied to an insurance company allows them to shop the market and make sure we provide their clients with the best possible solution. Assisting their clients with there life insurance, pay check protection insurance, long term care, and annuities needs.

Our Community Partner for this episode of Northeast Georgia Business Radio is Piedmont Injury Massage. A giant thank you to Hart and her team for their continued support. Piedmont Injury Massage provides a personal hands on service with many types of massages. Contact them today and begin your path to recovery and wellness!

Lindsey Farrar with American Family Insurance/Kristy Cassidy Agency

August 15, 2023 by Tom Sheldon

Northeast Georgia Business Radio

Lindsey Farrar with American Family Insurance/Kristy Cassidy Agency

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Lindsey Farrar/AFS Kristy Cassidy Agency

Kristy Cassidy Agency is an American Family Insurance agency committed to inspiring and protecting dreams in Northeast Georgia. Whether you’re purchasing a car, buying a home, managing an investment property, starting a small business or leaving behind a legacy, they’ll help you protect your dreams. Start by getting to know you and then provide you with a free auto, home, life and/or commercial insurance quote. By bundling policies, they can often offer a variety of discounts.

Richard Clinton with Globe Life Family Heritage Division

August 10, 2023 by Tom Sheldon

Northeast Georgia Business Radio

Richard Clinton with Globe Life Family Heritage Division

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Richard Clinton/Globe Life Family Heritage Division

Globe Life Family Heritage Division has been helping protect hardworking Americans with life and supplemental health insurance coverage since 1989. Our products help protect Americans’ financial futures during the worst time of their lives. When they’re not protecting our communities, they’re giving back to them through hands-on volunteer and monetary contributions. Their passion for our life and supplemental health insurance products is contagious, and thework is meaningful. They continue to grow because of one thing: their people.

Globe Life Family Heritage Division empowers their customers to make tomorrow better by offering products that help secure their financial future and protect them when tragedy strikes. They give their employees and sales agents the chance to Make Tomorrow Better by giving back, supporting initiatives with a service-first mindset, and promoting from within.

Candy Hilliard, Owner of American Family Protectors

July 14, 2023 by Mike

Celebrating Powerhouse Women

Candy Hilliard, Owner of American Family Protectors

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Candy Hilliard and Amanda Pearch Marmolejo

Celebrating Powerhouse Women salutes and recognizes women who are making an impact, whether it’s in business, philanthropy, public service, or elsewhere.

Candy Hilliard/American Family Protectors

Since 1997, Candy Hilliard and American Family Protectors have been working hard to provide quality insurance services to Sugar Hill and the entire North Georgia area. Candy is both an agent and a broker for all the insurance types she offers, and she is proud to make her agency a one-stop stop for all types of policies, including Auto, Home, Health, and Life. She is a native Georgian that attended Georgia State University and resides in Gwinnett county. She is a 26-year veteran in the individual and group health/life insurance market with 14 years’ experience in home/auto insurance. Candy has served on the board of Sugar Hill Business Alliance, Suwanee Business Alliance and is an active member and ambassador for the Gwinnett Chamber of Commerce.

Celebrating Powerhouse Women is presented by

Josh Roland, Centro Benefits Research

June 20, 2023 by John Ray

Dental Business Radio

Josh Roland, Centro Benefits Research

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Josh Roland, Centro Benefits Research (Dental Business Radio, Episode 45)

Host Patrick O’Rourke welcomed Josh Roland back to Dental Business Radio. Josh is Ancillary Consultant Market Leader with Centro Benefits Research and discussed with Patrick the need for ancillary benefits, disability plans, challenges faced by employers, brokers, and carriers, and much more.

Dental Business Radio is underwritten and presented by Practice Quotient: PPO Negotiations & Analysis and produced by the North Fulton studio of Business RadioX®.

Centro Benefits Research

Centro is a wholesale employee benefits firm representing many of the top consulting firms in the United States.

With over 11,000 groups and managed premium exceeding $1.6Bn, Centro delivers unparalleled value to the industry stakeholders and the clients they serve.

Because of the volume of business, depth of data, and research analytics provided by Centro, carrier partners are better able to assess risk and make business decisions on behalf of the clients that utilize Centro’s platform.

Leveraging Centro can mean a significant difference for brokers in creating differentiation and competitive advantage in a rapidly changing and increasingly consolidated industry.

Company website | LinkedIn

Josh Roland, CLMS, VBS, GBDS, Ancillary Consultant Market Leader, Centro Benefits Research

Josh Roland is Ancillary Consultant Market Leader for Centro Benefits Research. He joined the firm earlier this year after several years with OneDigital.

Josh has over 20 years of experience in the insurance industry. He was previously a partner and ancillary benefits practice leader of a regional insurance brokerage, in addition to having a wealth of expertise and experience in sales and account management.

Josh received a bachelor’s degree in business administration and finance from the University of Georgia. He is licensed to sell all group life and health in Alabama, Florida, Georgia, North Carolina, South Carolina, and Tennessee.

Dental Business Radio covers the business side of dentistry. Host Patrick O’Rourke and his guests cover industry trends, insights, success stories, and more in this wide-ranging show. The show’s guests include successful doctors across the spectrum of dental practice providers, as well as trusted advisors and noted industry participants. Dental Business Radio is underwritten and presented by Practice Quotient and produced by the North Fulton studio of Business RadioX®. The show can be found on all the major podcast apps and a complete show archive is here.

Practice Quotient

Dental Business Radio is sponsored by Practice Quotient. Practice Quotient, Inc. serves as a bridge between the payor and provider communities. Their clients include general dentist and dental specialty practices across the nation of all sizes, from completely fee-for-service-only to active network participation with every dental plan possible. They work with independent practices, emerging multi-practice entities, and various large ownership entities in the dental space. Their PPO negotiations and analysis projects evaluate the merits of the various in-network participation contract options specific to your Practice’s patient acquisition strategy. There is no one-size-fits-all solution.

Connect with Practice Quotient

Website | LinkedIn | Facebook | Twitter

Nicholas Greene with Greene Insurance Group

May 30, 2023 by Tom Sheldon

Northeast Georgia Business Radio

Nicholas Greene with Greene Insurance Group

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Nicholas Greene/Greene Insurance Group

Everyone has different insurance needs. Call The Greene Insurance Group today for a personalized assessment and find out how they can help protect your hard-won assets.

With years of insurance experience helping clients prepare for the unknown. A personalized business or individual assessment about Home, Auto, Fire, Commercial, Life, and much more can save money now and headaches later! The Greene Insurance Group has access to many insurance products; they’ll find the right one for you.

Call today: 706-705-5004 or visit https://greeneinsurancegroup.net/