insurance Archives - Page 2 of 9

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

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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.

LIVE from SOAHR 2023: Adam Bowling, Brown & Brown Insurance

April 6, 2023 by John Ray

North Fulton Business Radio

LIVE from SOAHR 2023: Adam Bowling, Brown & Brown Insurance

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North Fulton Business Radio, Episode 633)

At his second SOAHR conference, and the first for his employer Brown & Brown, Inc., Employee Benefits Consultant Adam Bowling joined host John Ray to share Brown & Brown’s work, what distinguishes them in the marketplace, and more.

This show was originally broadcast live from SOAHR 2023, the annual conference of SHRM-Atlanta, held at the Gas South District Convention Center, Duluth, Georgia on March 28th and 29th, 2023. This series of interviews was underwritten by Oberman Law Firm, your legal guide to workplace complexities.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Brown & Brown, Inc.

Brown & Brown, Inc. is the fifth largest independent insurance brokerage in the nation. We provide risk management solutions to help protect what our customers value most. Our four business segments, Retail, National Programs, Wholesale Brokerage, and Services, offer insurance products and services to businesses, corporations, governmental institutions, professional organizations, trade associations, families, and individuals.

The Brown & Brown culture is built on integrity, innovation, superior capabilities, and discipline. We look at insurance differently and use our experience, carrier relationships, and principled customer focus to deliver superior service and solutions.

With more than 80 years of proven success, Brown & Brown is one of the industry’s most powerful and influential leaders.

Website | LinkedIn| Facebook | Adam Bowling LinkedIn

Questions and Topics in this Interview:

About Brown & Brown
The value of surveying your workforce
What differentiates Brown & Brown
Brown & Brown’s presence at SOAHR 2023

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

The “LIVE from SOAHR 2023” Series is proudly underwritten by Oberman Law Firm

**Stuart Oberman, Founder, Oberman Law Firm**

Oberman Law Firm has a long history of civic service, noted national, regional, and local clients, and stands among the Southeast’s eminent and fast-growing full-service law firms. Oberman Law Firm’s areas of practice include Business Planning, Commercial & Technology Transactions, Corporate, Employment & Labor, Estate Planning, Health Care, Intellectual Property, Litigation, Privacy & Data Security, and Real Estate.

By meeting their client’s goals and becoming a trusted partner and advocate for our clients, their attorneys are recognized as legal go-getters who provide value-added service. Their attorneys understand that in a rapidly changing legal market, clients have new expectations, constantly evolving choices, and operate in an environment of heightened reputational and commercial risk.

Oberman Law Firm’s strength is its ability to solve complex legal problems by collaborating across borders and practice areas.

Connect with Oberman Law Firm:

Company website | LinkedIn | Twitter

Laney Johnson with Goosehead Insurance

March 14, 2023 by Tom Sheldon

Northeast Georgia Business Radio

Laney Johnson with Goosehead Insurance

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Laney Johnson/Goosehead Insurance

Laney Johnson is an agent with Goosehead Insurance located in Hoschton, GA. Laney joined Goosehead because of her unwavering commitment to take care of her clients. Using cutting edge technology to shop with dozens of “A” rated insurance companies in just a few short minutes, she is able to find the right coverage at a competitive price. She takes the time to review all of the options and customizes a policy based on the unique risks and desires of each client. After finalizing an option, Laney is backed by a service team that has the highest client loyalty rating in the industry. Request a quote from Laney and you will quickly understand why Goosehead is one of the fastest growing distributors of home and auto insurance in the United States! Email Laney at laney.johnson@goosehead.com.

Christine Taxin, Links2Success

January 16, 2023 by John Ray

Dental Business Radio

Christine Taxin, Links2Success

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Christine Taxin, Links2Success (Dental Business Radio, Episode 39)

Christine Taxin, Founder and President of Links2Success, was the guest on this episode of Dental Business Radio. She and host Patrick O’Rourke discussed medical billing in dental practices, Christine’s dental medical billing and coding training, some of the current issues in the field, the upcoming Insurance Extravaganza 2023 in Orlando, 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®.

Links2Success

When running a dental practice, clinical expertise and quality customer service comes first – but what about the behind-the-scenes work? Many dentists and team members struggle to keep up with the complicated world of dental billing and insurance claims while also remaining as profitable as possible.

Thankfully, Christine Taxin is here to lend a helping hand and shed some much-needed light on best practices for billing, staying current with yearly codes, taking advantage of medical/dental cross coding, and much more.

Yearly codes, collections, co-payments, patient privacy – there’s a lot to keep in mind when handling dental insurance, and the rules and regulations are constantly being updated as well. Maybe your team is regularly running into issues or even concerned about a future audit. Maybe you’re concerned about potentially leaving money on the table. Whatever the case may be, it’s time to receive guidance and training from a true expert in the field.

Christine Taxin is a member of the National Association of Dental Plans, is on the Dental Benefit Council of the ADA, and also fully licensed by the American Dental Association to share ADA CDT Codes. She can provide comprehensive training to your entire team that covers several important objectives and topics related to dental billing and coding, including the following:

State-Federal government regulations of dental/wellness benefits
How to successfully complete new insurance forms
Utilizing diagnostic codes to access maximum insurance benefits
Updating medical history forms
Navigating the various legalities of narrative writing and documentation
And much more!

Company website | LinkedIn | Facebook | Twitter

Christine Taxin, Founder and President, Links2Success

Christine Taxin is the founder and president of Links2Success, a practice management consulting company to the dental and medical fields. Prior to starting her own consulting company, Ms. Taxin served as an administrator of a critical care department at Mt. Sinai Hospital in New York City and managed an extensive multi-specialty dental practice in New York.

With over 25 years’ experience as a practice management professional, she now provides private practice consulting services, delivers continuing education seminars for dental and medical professionals, and serves as an adjunct professor at the New York University (NYU) Dental School and Resident Programs for Maimonides Hospital.

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

Gary Bird, SMC National

January 4, 2023 by John Ray

Dental Business Radio

Gary Bird, SMC National

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Gary Bird, SMC National (Dental Business Radio, Episode 38)

Gary Bird, Entrepreneur, Founder & CEO of SMC National, and host Patrick O’Rourke discussed marketing and business culture. Gary talked extensively about being a leader, building culture as a leader, and then talked specifics about dental marketing. The conversation also covered the cost of marketing, cost per acquisition, how SMC measures the patient journey, the need for “top of funnel” data, how they diagnose and address the practice issues in the patient journey, the nuances of structuring the practice, 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®.

SMC National

SMC uses clear, actionable data to give your dental group or DSO a predictable stream of new patients that can be adjusted monthly to meet your needs.

The team at SMC is composed of thoughtfully selected professionals who have a strong work ethic and embody their company’s core values. You’ve never met a team like theirs, and they can promise that you won’t find one as dedicated and committed to growth anywhere else.

Company website | LinkedIn | Facebook | Instagram

Gary Bird, Entrepreneur, Founder & CEO of SMC National

Gary Bird, Entrepreneur, Founder & CEO of SMC National

Gary runs a marketing company called SMC National and loves to share everything he’s learned while growing his agency from nothing to $20M in revenue. He is committed to helping driven marketing entrepreneurs build on his success. Gary will show you how to make it BIG — by always giving more.

When Gary isn’t working, he dedicates his energy to serving his family and his church. He loves spending time with those he cares about most and helping fellow members of his church community to thrive.

Practice Quotient

Connect with Practice Quotient

Website | LinkedIn | Facebook | Twitter

Dollars & Cents (and Sense) E15

November 9, 2022 by Karen

Phoenix Business Radio

Dollars & Cents (and Sense) E15

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Dollars & Cents (and Sense) E15

This week’s show is all about female wall smashers in male dominated industries! Carla chats with Jackie Yoder of Wilde Wealth Management Group about what it’s like to love math, earning respect in an office full of guys, setting great examples for their kids, giving back, and helping to bring more women into the fold.

Wilde Wealth Management Group provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof.

A fee-based firm with in-house Senior Financial Advisors, Certified Financial Planners, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes and has been named to Barron’s “List of Top 1,200 Advisors” annually for 14 years, most recently ranking No. 2 in Arizona.

Currently, Wilde Wealth Management Group has several offices across Arizona located in Scottsdale, Glendale, Mesa, Tempe, Sedona, Tucson, and Payson as well as affiliates and partners in Indiana, California and New Mexico.

Jaclyn Yoder, 36, is COO of Wilde Wealth Management Group, which provides retirement, investment, real estate, insurance, legal and tax planning services under one roof.

Yoder took on the executive position in March 2020, days before COVID-19 gripped the nation at which time she also became the pandemic director as well. (Prior, she worked as an advisor for Edward Jones since 2017). Resolute, Yoder helped grow the business from $1.2 billion in 2019 to $2.83 today.

The single mother of two also expanded the brand, which at the time had offices in Scottsdale, Tempe and Glendale, bringing on offices in Sedona, Tucson and Payson as well as additional partners statewide and in New Mexico.

Yoder also doubled the size of the Scottsdale headquarters to accommodate their growth and opened a wholly new office in California. Yoder serves as chair of Wilde for Arizona, the firm’s community outreach arm, overseeing all volunteer efforts, sponsorships and fundraising.

Outside of Wilde, Yoder sits on the board of Chrysalis and was previously a mentor at New Pathways for Youth. Yoder has both a bachelor’s degree in Accounting and MBA. She also holds her Life and Health License, Series 7 and Series 66 registrations.

Follow Wilde Wealth on LinkedIn, Facebook and Instagram.

About the Show

Smashing Through Walls is geared toward a guide through complex commercial real estate and finance topics while adding humor and anecdotes along the way. Discover what is going on in the valley and beyond with host Carla Magee, broker at MHG Commercial.

About Our Host

Carla Magee’s background is designed with the investor in mind. After obtaining her finance degree from the University of Washington in Seattle, she worked for large corporations like Boeing and Microsoft. With a critical eye and flair for analytics, she was able to shave millions in lost profits, managing cross-functional teams by utilizing her Green Belt in Six Sigma and Masters Certification in Project Management.

Ultimately she realized that she couldn’t be contained in an office environment working for the corporate world. Being an investor herself, she came into real estate as an investment & multifamily property specialist, effectively applying her education & skillset. Carla excels in helping investors make sound decisions for their financial goals, in real estate negotiations, and takes deep pride in educating homebuyers and sellers.

On a personal note, Carla is a busy wife & mother to two daughters. In addition to an ever growing career and podcast, she also enjoys volunteering and being active in the community. She has a deep love for Arizona and although she travels whenever possible, she always finds her way back to the beautiful Sonoran Desert.

Connect with Carla on LinkedIn.

About Our Sponsor

MHG Commercial emerged from the highly successful and innovative residential brokerage: My Home Group. MHG Commercial’s vetted and experienced advisors have a wide range of complementary professional expertise that span over 100 years of cumulative experience.

Encompassing every aspect of commercial real estate from office to industrial development, raw land to luxury commercial, and multifamily to subdivision development. We excel at out of the box thinking and transactions that require a more hands-on approach and ingenuity.

No matter the property type or service need, our commercial advisors are committed to your objectives. Combined with business finesse and unsurpassed market intelligence, MHG Commercial brokers help you determine and surpass your business goals.

Follow MHG Commercial on Facebook and Instagram.

LIVE from the 2022 Roswell Rotary Golf and Tennis Tournament: Trummie Patrick, State Farm Insurance

October 7, 2022 by John Ray

North Fulton Business Radio

LIVE from the 2022 Roswell Rotary Golf and Tennis Tournament: Trummie Patrick, State Farm Insurance

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LIVE from the 2022 Roswell Rotary Golf and Tennis Tournament: Trummie Patrick, State Farm Insurance (North Fulton Business Radio, Episode 540)

Trummie Patrick, State Farm Agent and long-time Roswell Rotary member, joined host John Ray at the 2022 Roswell Rotary Golf and Tennis Tournament, LIVE at Brookfield Country Club. They discussed Trummie’s previous term as President, his community service, sponsorship of the tournament, and much more.

This show was originally broadcast live from the 2022 Roswell Rotary Golf and Tennis Tournament at Brookfield Country Club in Roswell, Georgia, on September 12th, 2022.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Trummie Patrick, State Farm Insurance and Roswell Rotary

Trummie Patrick has been a State Farm Agent since 1973 and a graduate of the University of Georgia. He has won the National Quality Award (NQA) and many others. Trummie is a past President of the Roswell Rotary Club and a former Chairman of the Department of Driver Services Board.

Roswell Rotary has been serving the community for over 70 years and is one of the largest service organizations in the southeast. Their members come from all walks of life and combine to provide a diverse group of servant-minded business leaders. Their mantra of putting “Service Above Self” is easy when you do it alongside some of your best friends. With numerous service projects within their community and abroad, you can be sure that you will find a place to give back and have fun doing it.

This year the Rotary International theme is “Imagine Rotary” and Roswell Rotarians are using their imaginations to make the community and world a better place. With over 1.4 million members internationally focusing on water/sanitation, mental/child health, basic education/literacy, economic/community development, the environment, disease prevention/treatment and peace and conflict prevention/resolution, you can be assured that Rotary is changing lives in the community and the world.

Roswell Rotary’s signature event is the Aubrey Greenway Golf and the Hagan Cup Tennis Tournaments. These tournaments serve as their main fundraiser and engage our 240 members in a one-day event that includes a full day of golf, a tennis tournament, an after party, and silent/live auctions. The event typically raises over $150,000. Proceeds fund an annual Community Impact Project as well as provide grants to various charities during the Rotary year; helping organizations large and small fulfill their charitable missions.

Trummie Patrick invites you to suit up, help them give back to the community and join in the fun.

Website | LinkedIn | Facebook | Instagram | Trummie Patrick Website

Questions and Topics in the Interview:

His Rotary membership and term as President
Community Service
Sponsorship of the Tournament

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 over $13 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.

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Dan Smith of Insperity joins Host Paul Webb

October 4, 2022 by Amanda Pearch

Forsyth Studio

Dan Smith of Insperity joins Host Paul Webb

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On this episode of “The Retirement Planning & Wealth Management Podcast”, Host Paul Webb sits down with guest Dan Smith to discuss retirement, investments, Benefits, and 401k’s and much more.

Dan Smith of Insperity

Dans excellent communication skills, creative thinking active listening and strategic planning are what makes him stan out as a trusted advisor.

Insperity’s tagline is, HR that Makes a Difference^™, defines what we do. It emphasizes that human resources is a key driver of growth and contributes to a business’s bottom line. This is what sets Insperity apart. Insperity has a long history of improving the success equation of small and midsize businesses across the country – because when businesses succeed, communities prosper. And in today’s changing business environment, it’s our privilege to take care of an organization’s most valuable asset: its people.

Host Paul Webb| President & Founder | Webb Wealth Advisors

Webb Wealth Advisors holds the most prestigious Chartered Financial Consultant® designation, awarded only to those with the highest standard of knowledge and trust in financial planning. Paul and his team are uniquely qualified to help you navigate the challenges of securing your financial future for your family or business. They create opportunities for your long-term growth potential, as well as lifetime income throughout your retirement.

The Webb Wealth Advisors team of retirement planners assess your current income and future income to build the budget that suits you and your family best then design a custom plan meeting your risk guidelines and investment objectives.

Webb Wealth Advisors offers Tax Free & Guaranteed Income Retirement Planning. Offering the Highest Guaranteed NO RISK Retirement Income in the industry. They work with individuals, CPAs & Estate Planning Attorneys and team members to help them optimize their clients most favorable retirement outcomes including succession planning offer 401ks, IRAs.

Visit webbwealthadvisors.com to learn about their full scope of services.

This series is brought to you by Webb Wealth Advisors, SUBSCRIBE wherever you enjoy your #audio shows.

LIVE from the GNFCC Grand Opening Celebration: Cliff Wilcox, Rotary Club of North Fulton

September 19, 2022 by John Ray

North Fulton Business Radio

LIVE from the GNFCC Grand Opening Celebration: Cliff Wilcox, Rotary Club of North Fulton

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LIVE from the GNFCC Grand Opening Celebration: Cliff Wilcox, Rotary Club of North Fulton (North Fulton Business Radio, Episode 520)

In addition to owning his own insurance agency, Cliff Wilcox is the Public Image Chair, Past President, and a devoted member of the Rotary Club of North Fulton. Cliff sat down with North Fulton Business Radio host John Ray during the Greater North Fulton Chamber Grand Opening Celebration, and discussed the work of his Rotary Club, why GNFCC is so important in his professional life, and much more.

This show was originally broadcast live from the Grand Opening celebration and ribbon cutting of the new offices of the Greater North Fulton Chamber of Commerce at the 10000 Building at Avalon in Alpharetta, Georgia, on August 18, 2022.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Rotary Club of North Fulton

**Cliff Wilcox, Rotary of North Fulton, and Agent, Cliff Wilcox State Farm**

The Rotary Club of North Fulton unites leaders from all walks of life, amplifying their individual contributions to make our community, Atlanta and the world a better place to live and work.

Join Leaders: Connect with leaders from our community and the world
Exchange Ideas: Expand your network and your worldview
Take Action: Help create lasting change in our community and other communities around the world

Their meetings are on Tuesdays, 12:00 pm, at Brimstone Restaurant & Tavern.

2nd and 4th Tuesday 10595 Old Alabama Road Connector Alpharetta, GA 30022

Website | Cliff Wilcox LinkedIn