insurance Archives - Page 3 of 9

Jeff Butterworth, Area Manager for Georgia Power & Brock Evans, Vice President of Property and Casualty for USI

August 29, 2022 by Amanda Pearch

Forsyth Business Radio

Jeff Butterworth, Area Manager for Georgia Power & Brock Evans, Vice President of Property and Casualty for USI

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Jeff Butterworth of Georgia Power & Brock Evans of USI

USI is a leading local and national insurance brokerage and consulting firm delivering customized property and casualty, employee benefits, personal risk, and retirement solutions throughout the United States. Brock’s team analyzes client business issues and challenges leveraging USI ONE™, a proprietary platform integrating analytics, networked resources and strategic planning to deliver highly customized solutions with economic impact.
Experience the USI ONE Advantage® and learn how our Select practice offers highly specialized solutions and services to identify, quantify and eliminate exposures for total cost of risk management. To learn more about USI, our capabilities, and our resources, please contact brock.evans@usi.com

Jeff Butterworth of Georgia Power

Jeff Butterworth currently serves as a Georgia Power Area Manager. In this role he is the lead manager of region operations, sales, customer service, economic and community development, and external affairs activities in Cherokee and Forsyth Counties. Jeff is actively involved in the community and feels fortunate to work for a company that has a passion for the communities they serve. At Georgia Power, he has served many years as a mentor for company employee resource groups and is a past president of a local Citizens of Georgia Power employee volunteer chapter where he led more than 100 member volunteers to raise funds and impact the community through service projects. Jeff’s almost 25-year career with Georgia Power began in the field as a meter reader. Since that time and across the state, he has held roles in leadership and increasing responsibility across external affairs, sales/key accounts, customer service, storm restoration, compliance, revenue protection, and training and development.

Connect with us on Social Media @forsythbrx

SPECIAL THANKS to our Forsyth Business RadioX Studio Print Partners:

Broadcasted LIVE from the Forsyth Business RadioX Studio in Cumming, Georgia

Hosted & Produced by Amanda Pearch

Dr. Bill Lampton, “The Biz Communications Guy”, Matt Henderson of Oakbridge Insurance & Carter Patterson of Cumming Cigars join Host Amanda Pearch

August 15, 2022 by Amanda Pearch

Forsyth Business Radio

Dr. Bill Lampton, "The Biz Communications Guy", Matt Henderson of Oakbridge Insurance & Carter Patterson of Cumming Cigars join Host Amanda Pearch

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Dr. Bill Lampton, Matt Henderson & Carter Patterson

Dr. Bill Lampton |The Biz Communications Coach

Dr. Bill works with current and future C-Suite executives (CEO, CFO, COO, CIO) –helping them master leadership communication skills. As the “Biz Communication Guy,” serving executives has become his mission. Why? Because Bill knows firsthand the challenges professionals face. Bill spent two decades at the vice-presidential level in higher education and health care. Elevate your self-esteem, whether you are directing a meeting, speaking at a civic club or directing a board meeting. You will reshape your self-talk, and become the poised, self-assured unshakable chief officer corporations long for. Chek out Dr. Bills full scope of services!

Matt Henderson of Oakbridge Insurance

Matt is an employee benefits advisor with Oakbridge Insurance and a N. Fulton / Forsyth County resident for 28 years. Matt decided to reverse the high cost of healthcare after learning about billing shenanigans that exist in the current health insurance ecosystem. “One employer at a time” and “No member left behind” are his mottos, while “Creative thinking to find solutions” is Matt’s superpower passion. Matt’s professional goal is to help lower the cost of health insurance for 50,000 families.

Carter Patterson of Cumming Cigars

Carter is the current President of the Lanier Forsyth Rotary Club. He is also one of the owners of Cumming Cigar Company, a local company in Cumming, Georgia. It is a laid-back environment where the staff is friendly and knowledgeable with true southern hospitality. This building evokes everything about relationships, hard work, and hours of laughter and is a way to preserve the history and character of the building. Carter is active within the Forsyth County Chamber of Commerce and is a hobby pilot.

Connect with us on Social Media @forsythbrx

SPECIAL THANKS to our Forsyth Business RadioX Studio Print Partners:

Broadcasted LIVE from the Forsyth Business RadioX Studio in Cumming, Georgia

Hosted & Produced by Amanda Pearch

Casey Kendel – Insurance and Conscious Capitalism E8

July 12, 2022 by Karen

Casey-Kendel-Insurance-and-Conscious-Capitalism-feature

Phoenix Business Radio

Casey Kendel - Insurance and Conscious Capitalism E8

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Casey Kendel – Insurance and Conscious Capitalism E8

Casey Kendel – Prosperity North Advisors. Casey offers a full-service insurance brokerage but specializes in small businesses and additionally hosts “Casey’s Corner”. On his program he highlights and promotes many small business owners and their visions of growth and importance in their own communities. Conscious Capitalism is at the forefront of everything Casey is involved with.

Prosperity North Advisors was founded in 2015 with one mission: To protect the prosperity of our clients.

We understand that you have worked hard to build your business, acquire personal and professional assets, and want to create a legacy that will support you and your family for a lifetime. We also understand that without the right protection everything can be gone in an instant.

This is why we take a unique approach to collaborate with our clients to create strategies to break the status quo, offer a high level of client service, and seek to establish long lasting relationships.

Listening to our clients means understanding their needs, making recommendations, and encouraging positive financial outcomes.

We want to be your partner in protecting your legacy and securing your prosperity!

We founded Prosperity North Advisors in 2015 to protect and grow the prosperity of our clients. As a business enhancement advisor, Casey Kendel has worked with small and large businesses, including 26 of the Fortune 100.

As a personal financial enhancement advisor, we collaborate with our clients to create short- and long-term solutions to protect your legacy.

We believe that collaboration allows for creativity, sets expectations, and delivers the best financial results for you.

Casey earned his bachelor’s degree from Northern Arizona University and an MBA from Grand Canyon University. He lives in Gilbert, Arizona with his beautiful wife Marissa and their 2 children.

In his spare time, he enjoys coaching soccer, fishing with the kids, playing my bagpipes, pretending to be a rockstar, DIY projects around the house, hosting his video series “Casey’s Corner”.

Connect with Casey on LinkedIn and Facebook.

About Your Hosts

Meet JJ Levenske

JJ Levenske is a seasoned construction executive with over 30 years of experience in the commercial and industrial sectors. From pre-construction services to complex quality controls and close-outs, he brings a commitment to delivering the highest levels of professionalism and customer service.

JJ’s dedication to construction has allowed him to become an industry expert which he aims to share with customers and investors alike. JJ does not believe in mediocrity and strives to see the “end at the beginning” for each project, effectuating a higher return on investment for the entire team.

Early on in his career, JJ worked as a cost engineer conducting feasibility estimates, strategic capital estimates, cost planning, and analysis of value engineering for the technology, petrochemical, and food industries. He went on to develop and implement a variety of systems for estimating, scheduling, resource management, and cost tracking while holding Project Manager and Senior Management Positions.

During his tenure, JJ has been involved in $1 billion worth of construction services. A strong entrepreneurial acumen allows him to be the perfect advocate for your facility based business solutions.

Meet Robert Johnson

Robert Johnson is a knowledgeable construction professional with over 40 years of experience. His experience ranges from residential to the commercial and industrial sectors.

Robert began working in the trades immediately out of high school and quickly advanced to Journeyman status. Robert went on to estimating, operations, senior level management and then business development.

Robert is consistently building relationships and networking with those associated with all aspects of development and construction. Robert has become a respected source for prefabricated construction solutions.

Robert enjoys spending time with Pam, his wife of 42 years, their 3 children, and 10 grandchildren.

About Our Sponsors

Bleuwave is a Phoenix-based general contractor with a specialty in land development & site improvement, pre-construction, design build, remodel and renovations, construction management, and post construction.

Bleuwave is passionate about what they do and takes pride in their partner’s success.

When you need it done right the first time, call Bleuwave.

Follow Bleuwave on LinkedIn, Facebook, Twitter and Instagram.

Tori Contracting’s smaller, cohesive structure results in superior workmanship and economical solutions.

The Tori Contracting team has construction experience acquired by performing highly successful work for hotels and casinos, restaurants, retail stores, healthcare facilities and a wide range of commercial and themed projects.

We provide design assist capabilities from start to finish…from schematic design and development through construction documents with the aid of our full-time AUTOCAD staff.

Jan Rooney, State Farm Agent & Ty Keller, Licensed Mortgage Advisor for Angel Oak Home Loans

June 6, 2022 by Amanda Pearch

Forsyth Business Radio

Jan Rooney, State Farm Agent & Ty Keller, Licensed Mortgage Advisor for Angel Oak Home Loans

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Jan Rooney, State Farm Agent and Ty Keller Licensed, Mortgage Advisor at Angel Oak Home Loans

Jan Rooney has over 20 years of experience in the
insurance industry holding numerous positions from
underwriting to claims, to human resources, to State
Farm Agent where she enjoys serving her
community. She holds a bachelor’s degree from
University of South Florida, a master’s degree from
Warner University, a Chartered Property and Casualty Underwriters Designation from
the American Institute and holds her Series 6 and 63. Jan is a Rotarian, serves as Vice President
on Family Promise board and utilizes her Good Neighbors Help – Quotes for Good program to help many local non-profits opportunities Jan is business owner, wife, mother, community champion. Jan is a business owner, wife, mother & community champion.

Ty Keller is a Licensed Mortgage Advisor for Angel Oak Home Loans. Ty holds a bachelor’s in business from the University of Colorado in Colorado Springs and is an alum of the Graduate School of Banking at the University of Wisconsin in Madison. During the pandemic he moved to Georgia and joined Angel Oak. With a passion for service, Ty’s focus is on helping as many clients as he can with their mortgage needs & has the experience & creative lending solutions needed to help those who are underserved. He began his career in portfolio lending and retail banking in 2008 for a large privately held bank in Colorado and has built his career on helping clients finance real estate with both traditional lending programs and “outside of the box” portfolio loan solutions. Ty serves on the board of his church, resides in Cumming, Georgia with his wife & children.

Connect with us on Social Media @forsythbrx

SPECIAL THANKS to our Forsyth Business RadioX Studio, Print & Furniture Partners:

Broadcasted LIVE from the Forsyth Business RadioX Studio in Cumming, Georgia

Podcasts by Amanda Pearch

Michael Cohen, Synergy Financial Partners

May 31, 2022 by John Ray

North Fulton Business Radio

Michael Cohen, Synergy Financial Partners

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North Fulton Business Radio, Episode 463)

As an insurance and annuity specialist, Michael Cohen with Synergy Financial Partners is focused on helping people financially prepare for unexpected events in life. He discussed with host John Ray what insurance with living benefits is, how it’s structured, the features of annuities, health insurance, and much more.

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

Synergy Financial Partners (SFP) is an independent financial services company dedicated to changing the way Americans plan for the future.

By offering innovative concepts and products for its customers as well as an entrepreneurial-driven opportunity for its associates, SFP is the emerging leader in the financial services industry.

They believe a company represents a “culture.” At Synergy Financial Partners our culture is based on the coming together of people around a common set of values, beliefs, and purpose. It’s more than products and services, or commissions and income. It is about sharing a common cause. It is about our customers and our associates achieving peace of mind.

Their purpose is to inspire individuals, families, and businesses to seek the well-being and security that comes from being prepared and able to survive the financial challenges and emergencies, thereby offering them the peace of mind to live their life to its greatest potential.

Their goal is to connect with people who believe what we believe and then to work shoulder to shoulder with them in pursuit of a common goal; building a business that gives families the peace of mind that comes from knowing that you have a sound financial plan in place.

If these values and ideals resonate strongly within you, then Synergy Financial Partners is for you!

Company Website |LinkedIn | Facebook | Instagram

Michael Cohen, Insurance and Annuity Specialist, Synergy Financial

Michael Cohen grew up on Long Island and moved to Georgia in 1994.

He has six children ages 15-27 and 3 dogs. He was a DJ at my college radio station and did concert promotions for about 10 years.

He has been in the Logistics industry for over 30 years helping corporations save time and money on their freight expenditure and is a licensed Life, Health, and Annuity specialist with a focus on setting up the proper policies for individuals and families.

Michael Cohen tags himself as The Wealth Protector.

Questions and Topics in this Interview:

Insurance with Living Benefits and its importance
Discuss the insurance policy that grows tax-free and can never lose money
Annuities
Health Insurance
Who are some of the people that your products work best for?

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.

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.

LIVE from RISKWORLD 2022: Allison Scaia, The Hartford

May 17, 2022 by John Ray

Minneapolis St. Paul Studio

LIVE from RISKWORLD 2022: Allison Scaia, The Hartford

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LIVE from RISKWORLD 2022: Allison Scaia, The Hartford

Allison Scaia, VP of Product Development for The Hartford, joined host Jamie Gassmann LIVE in the R3C booth at RISKWORLD 2022. She described the focus of their Health Services team, to dive deep into the claims data of existing clients both for better serving their clients and to provide a holistic view of trends, both current and future. She said the data analyzed by The Hartford is currently focused on musculoskeletal issues and that they offer services such as virtual ergonomic assessments to help workers stay productive and healthy.

Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

This show was originally broadcast from the RIMS 2022 RISKWORLD Conference held at the Moscone Center in San Francisco, California.

Allison Scaia, VP, Product Development – Health Services, The Hartford

Allison Scaia is VP of Product Development in Health Services for The Hartford. She is focused on driving innovation and top-line opportunity for The Hartford in the newly created Health Services team that capitalizes on their market-leading position as #1 in Leave Management, #1 in Fully Insured Disability, and #2 in Workers’ Compensation.

Allison is a proud alumna of The Hartford’s Leadership Development Program with experiences across Personal Lines Product Management, Claims, Performance Analytics, Process Improvement (Six-Sigma Black Belt Certified), and IT.

For more than 211 years, The Hartford has provided people and businesses with the support and protection they need to pursue their unique ambitions, seize opportunity and prevail through unexpected challenges. They view underwriting human achievement to be at the heart of what they do, aiming to build resilience in their communities, empower personal and business success for their customers and create a culture where their employees can thrive.

Allison Scaia LinkedIn

Company website | Company LinkedIn

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

**Jamie Gassmann, Host, “Workplace MVP”**

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

Billy Potter, CEO, Snellings Walters Insurance Agency

March 15, 2022 by John Ray

North Fulton Business Radio

Billy Potter, CEO, Snellings Walters Insurance Agency

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Billy Potter, CEO, Snellings Walters Insurance Agency (North Fulton Business Radio, Episode 440)

Billy Potter is the newly named CEO of Snellings Walters Insurance Agency. He joined host John Ray to chart his ten-year history with Snellings Walters and celebrate the firm’s culture and evolution. Billy also discussed the firm’s embrace of EOS (Entrepreneurial Operating System) and how it has impacted their business, why he thinks his personal growth has been so positively influenced by his time at Snellings Walters, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Snellings Walters Insurance Agency

Snellings Walters has been providing honest advice & protecting what you value most for more than 69 years. They are the smartest way to protect your business & family. They identify the critical issues facing your company. Survival of your business requires managing risks. In today’s environment, these risks are rapidly changing and becoming more complex. They have built a customizable platform to provide you with the security you need.

Company website | LinkedIn | Twitter

Billy Potter, CEO, Snellings Walters Insurance Agency

Billy Potter’s career in insurance spans more than two decades. In 2011, he joined Snellings Walters to head the Employee Benefits Division and quickly proved to be an effective consultant. His superior consultation contributed to his winning various awards within the agency, and in 2018, he was nationally recognized as “Broker of the Year” by BenefitsPRO Magazine.

His reputation as both a top consultant and engaged team leader resulted in an invitation to become an owner at Snellings Walters in 2018. As Chief Sales Officer, Potter led his team to produce record sales for the agency. The combination of his knowledge, experience, character, and passion resulted in his transition to Chief Executive Officer in 2022.

In addition to his expertise and technical know-how, Billy’s personal philosophy aligns with the core values that drive the Snellings Walters vision: engagement, accountability, curiosity, and authenticity.

By cultivating and nurturing an agency culture that allows its employees to feel empowered and supported, Billy’s mission is to inspire the next generation of successful businesspeople at Snellings Walters and beyond.

Questions and Topics in this Interview:

What is your background and how has it led to your new role?
What makes Snellings Walters stand out among other typical insurance agency environments?
Looking beyond the resume to provide opportunities to people who might not otherwise have a chance in the industry.
Talk about the value of investing in and empowering your employees.
What are your goals for the future of Snellings Walters?
How does your “values-based culture” fit into achieving those goals?

Financial Goal Planning E26

November 11, 2020 by Karen

Phoenix Business Radio

Financial Goal Planning E26

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Financial Goal Planning E26

Hosts Mike & Rochelle Poulton covered Financial Goal Planning 2020 with guest Rory Stone-Walsh with Hershenberg Stone-Walsh Insurance Services. This episode covered it all, from funding retirement to understanding your health insurance benefits, to why disability and life insurance are critical. We also discussed long-term planning, especially for those planning to sell their business to fund retirement or buy a business in retirement. Lawgitimate wants you to get ahead and stay ahead in law, business, and in life.

If you want to know what should be on your Financial Goal Planning Checklist this episode is for you. Even small steps make a big difference in the long run. Enjoy and tell a friend!

Hershenberg & Stone-Walsh Insurance Services, LLC is a full-service insurance broker. We specialize in helping small and medium size businesses create and maintain their employee benefits program.

We work very closely with our clients HR Dept/Office Manager to create processes which ensure that all employee notices are delivered, all government regulations are being followed and that the employees are well educated on the their benefits package.

Rory Stone-Walsh started with Hershenberg Financial & Employee Benefits in February 2010 as the Employee Benefits Manager and became a partner of Hershenberg & Stone-Walsh Insurance Services in 2014.

Rory helps businesses design, implement and monitor their employee benefits programs. Rory has extensive knowledge on the current ERISA, HIPAA & ACA regulations and helps companies stay compliant. Rory designs employee benefit enrollment websites for our clients to move away from the cumbersome paper and pen enrollments.

Connect with Rory on LinkedIn.

About Your Lawgitimate Hosts

Rochelle Poulton is an attorney and owner of X Firm LLC. Rochelle has been helping people with Credit and Debt issues since 2012, owns several small businesses, and has nearly 20 years of real estate experience.

Rochelle created Lawgitimate to bring in a network of awesome people to raise awareness and educate people about the litany of legal issues she faces everyday at X Firm LLC.

Connect with Rochelle on Linkedin, Facebook and Instagram.

Mike Poulton, with Poulton & Noroian, draws on his knowledge and experience in other fields to serve his clients. As an experienced science researcher, Mike understands technical issues that many other attorneys cannot, and applies that knowledge for his clients’ benefit. His construction management experience also provides him with a broad knowledge base not only in construction law, but also in regulatory compliance, worker safety, and negotiation.

Michael is licensed to practice law in Arizona and is admitted to practice before the U.S. Federal District Courts in Arizona.

Connect with Mike on LinkedIn.

About X Firm PLLC

We help clients improve their financial lives through strategic financial transaction planning. Whether you want to buy a car, a home, or a building, X Firm can help you reach your goals in 3 easy steps.

We are small but mighty and love helping people get back on track financially. Learn more about us at XFirmLaw.com.

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

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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.

Jeff Butterworth, Area Manager for Georgia Power & Brock Evans, Vice President of Property and Casualty for USI

Dr. Bill Lampton, “The Biz Communications Guy”, Matt Henderson of Oakbridge Insurance & Carter Patterson of Cumming Cigars join Host Amanda Pearch