insurance Archives - Page 4 of 9

Sonya and Tracey Wells with the Wells Agency/Farmers Insurance

September 24, 2020 by Mike

Gwinnett Business Radio

Sonya and Tracey Wells with the Wells Agency/Farmers Insurance

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Sonya & Tracey Wells/The Wells Agency & Farmers Insurance

The Wells Agency/Farmer’s Insurance is a full-service insurance agency offering household insurance (auto, homeowners, condo, renters, rental property, life) and commercial insurance (general liability, workers comp and commercial auto).

A 9-year Gwinnett County resident, Tracey Wells is proud to be the local Farmers agent for the town of Grayson and surrounding areas! With experience as both underwriter and agent, he provides his customers with insight that other agents may not have. A proud United States Navy veteran, Tracey had the opportunity to protect our nation’s freedoms while travelling to over 25 countries.

Sonya is a sales professional with 20 years combined sales experience in the healthcare and insurance industries. She has a passion for helping others achieve their goals and assisting her clients in making the right life choices when it comes to protecting their families and assets. She joined the Farmers team as a Producer in January of 2017.

Paul Hershenberg with Hershenberg and Stone-Walsh and Patrick Lewis with Realty Executives E11

April 3, 2020 by Karen

Phoenix Business Radio

Paul Hershenberg with Hershenberg and Stone-Walsh and Patrick Lewis with Realty Executives E11

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Paul Hershenberg with Hershenberg and Stone-Walsh and Patrick Lewis with Realty Executives E11

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.

Paul Hershenberg is the Managing Member and founder of Hershenberg & Stone-Walsh Insurance Services and has been helping business owners design and implement employee and executive benefit programs for over 20 years.

Paul’s goal was to create an employee benefits agency that would have the knowledge, ability, and resources to positively impact his clients. He built this agency with the belief that finding and keeping the right people and creating processes is critical to the overall success of a business.

Connect with Paul on LinkedIn and follow Hershenberg and Stone-Walsh on Facebook.

Patrick Lewis, with Realty Executives, has been a Managing Broker and Realtor® since 2002. Born and raised in the Phoenix/Scottsdale area he has a deep knowledge of the communities that gives his buyers and sellers a tangible advantage. He is an expert negotiator and has successfully helped hundreds of clients transition from home to home. A multi million dollar producer, Patrick’s guiding value is that his job is to build bridges and steward his clients through those transitions.

He also serves at many levels of local and national leadership in a variety of roles from Chairman of state and local committees to participating in strategic planning of the local MLS and associations. Graduated from the Scottsdale Area Association of Realtors Leadership Class 11, AAR Leadership Training Academy and was one of the inaugural graduates from the City of Scottsdale Fire Departments Citizen’s Fire Academy.

Most notably Patrick has served as the 2014 President of the Scottsdale Area Association of Realtors and will serve as the 2019 President of the Arizona Realtors®. He is the recipient of the 2019 Arizona Realtor of the Year and the 2019 Scottsdale Area Realtor of the Year awards. While he is also an instructor, trainer and mentor for agents and leaders his most important job is that of husband and father.

Connect with Patrick on LinkedIn, Facebook, Twitter and Instagram.

About This Show

Lawgitimate and its awesome guests highlight everyday financial topics including credit scores, debt management, small business, and real estate.

Lawgitimate’s goal is to raise awareness and provide the full perspective, including the legal lens attorneys use to address these complicated and fun topics.

About Your Hosts

Rochelle Poulton is an attorney and owner of AZCLG. 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 AZCLG.

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 AZCLG

The Arizona Credit Law Group, PLLC aka AZCLG is a consumer rights law firm in Tempe, AZ helping people with Credit Repair, Debt Settlement, and Bankruptcy.

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

Bill Calpin with Digital Resolve, Luis Imery with Imery Group and Trisha Stezzi with Significance

September 23, 2019 by angishields

Atlanta Business Radio

Bill Calpin with Digital Resolve, Luis Imery with Imery Group and Trisha Stezzi with Significance

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Bill Calpin is CEO for Digital Envoy, parent company of Digital Resolve, a proven online fraud protection and identity intelligence solution provider. He brings more than 30 years of successful sales, management and executive leadership experience to the company in the financial services, information services, and technology sectors. Bill has a proven track record in accelerating company growth, building the infrastructure needed to maintain fast-paced growth, and especially in identifying new markets for technology and services.

Prior to joining Digital Envoy, Bill launched Ocean Cove Associates, an independent consulting firm that focused on business acquisition and investment opportunities. Before that, he was Senior Vice President and General Manager of North America for X.HLP, Inc., a global software and services company. He also previously served as Chief Executive Officer for Abridge, an internet technology company.

Prior to Abridge, Calpin had been a member of Equifax’s executive team, starting in 1995, when the global information services firm acquired his company, UCB Services, Inc. He was President and Chief Operating Officer for UCB Services, served as Senior Vice President of Citicorp Mortgage in St. Louis, and held his earliest leadership roles with Unisys Corporation. Bill holds a degree in business administration from the University of Washington.

Follow Digital Resolve on LinkedIn and Twitter.

Luis Imery, founder of Imery Group ( Atlanta-Athens, GA), has made a name for himself as a building science enthusiast — an effort that has won him several awards for sustainable building construction. With an innate desire to shape, build and expand communities, Luis first earned a degree as a Civil Engineer in 1996.

His passion for learning and acquiring immense knowledge led to an MBA from the Terry College of Business in 2003, with a concentration in Real Estate and Entrepreneurship. That strong foundation paved the way for his illustrious career as a home designer, home builder and innovator of the entire home building process, including neighborhood development, and energy performance evaluation.

Recognizing that the green trend was growing across industries, Luis believed there was a better way to build and develop communities. He decided to learn as much as possible about sustainable building science and started Imery Group in 2009 with a mission to promote energy efficient custom home building, walkable and low impact communities and home energy rating practices. He understands all aspects of real estate development and construction and has a successful record as a project manager that is evidenced by his long-lasting relationship with top performers in the industry.

Follow Imery Group on Facebook and Twitter.

Trisha Stezzi discovered her purpose in the mid-nineties and has been creating corporate/cause collaborations to address the world’s biggest challenges ever since. At Significance, the purpose-driven Consultancy and Speakers Bureau she founded in 2017, Trisha helps organizations and change-makers “unleash the potential of people and brands to be a force for good.” Her expertise is building strategic relationships, programs and experiences that deliver against both business and social impact goals. Doing well by doing good.

Trisha is also a Co-Founder and the Americas Lead at Sideshift, the first “social opportunity platform” – think Facebook + Linkedin meets Netflix, but focused on purpose and sustainability—no ads and no sharing of your data, just a community of people coming together to create more fulfilling and sustainable lives, organizations, communities – and the planet.

Join us Sept 28^th to Oct. 3^rd for Sideshift’s FREE virtual summit: Sideshift: Changing Perspectives & Redefining Sustainability. More than 50 thought-leaders, changemakers, and experts will share their solutions, stories, and wisdom to help people from all walks of life take an action step forward toward greater fulfillment and sustainability based on what personally resonates with their unique skillsets and passions. Here are a few interview excerpts to hold you over: Raj Sisodia, Bob Chapman, and Atlanta’s own Jasmine Crowe. Register for FREE today!

ATDC Radio: Kell Canty with Verady, Anthony Maley with Vouch and Chris Maurice with Yellow Card Financial

September 18, 2019 by angishields

ATDC Radio

ATDC Radio: Kell Canty with Verady, Anthony Maley with Vouch and Chris Maurice with Yellow Card Financial

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Kell Canty has over 25 years of experience in technology development and building companies that capitalize on identity, audit, and payments utilizing advanced technology. Kell is Co-founder of Verady, a blockchain asset accounting and audit technology company, and leads its product direction and business development efforts.

Previously in the Blockchain space, Kell started Coinpliance in 2013 as one of the first ventures to advance regulatory innovation in Bitcoin particularly in the areas of KYC and AML. He has co-founded multiple Fintech startups including a market leading real-time identity, credit, and risk assessment company that was acquired by HNC Software Inc. which then merged into Fair Isaac Corporation(FICO.)

Kell holds a BS in Computer Science from the Georgia Institute of Technology and lives in Atlanta, Georgia. He is a licensed pilot, advanced scuba diver, and volunteers locally.

Connect with Kell on LinkedIn and follow Verady on LinkedIn and Twitter.

Anthony Maley is Co-Founder and CTO at Vouch.io where he also leads strategy for products and intellectual property. Anthony has 25 years of executive and leadership experience performing CTO or Chief Architect roles for Toyota Europe, AGCO, SunTrust in both the USA and Europe.

He has extensive expertise in building innovation and transformation teams as well as designing and implementing full end to end solutions within the Blockchain, Digital, IoT and Enterprise spaces.

Connect with Anthony on LinkedIn and follow Vouch on Twitter and Facebook.

Chris Maurice is the CEO and co-founder of Yellow Card Financial. Chris started his first company in High School sourcing clothing and metalwork from India and Pakistan, giving him his first experience with international markets, partnerships, and currency exchange.

While studying finance at Auburn University, Chris and his co-founder Justin Poiroux started selling Bitcoin with the mission of giving people access to financial resources in a scalable, efficient manner. They made many mistakes and founded Yellow Card on the back of everything they learned. Chris is an Eagle Scout and was a finalist for both the 2019 Rhodes and Marshall Scholarships.

Follow Yellow Card on LinkedIn and Facebook and connect with Chris on Twitter.

Family Business Radio, Episode 2: Trenton Carson, TC Productions, and Brady Barron and Jason Perry, Sutter McLellan & Gilbreath

September 10, 2019 by John Ray

Family Business Radio

Family Business Radio, Episode 2: Trenton Carson, TC Productions, and Brady Barron and Jason Perry, Sutter McLellan & Gilbreath

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**Trenton Carson, Anthony Chen, Brady Barron, and Jason Perry**

Family Business Radio, Episode 2: Trenton Carson, TC Productions, and Brady Barron and Jason Perry, Sutter McLellan & Gilbreath

On this episode of “Family Business Radio,” host Anthony Chen welcomes Trenton Carson, TC Productions, to discuss the benefits of video marketing for business owners. Brady Barron and Jason Perry of Sutter McLellan & Gilbreath also join the show with insights on insurance options employers should offer as part of their employee benefits package.

Trenton Carson, TC Productions

Trenton Carson is the Founder and Owner of TC Productions. Full service video production company that partners with business owners and marketing teams to develop and execute highly customized video marketing campaigns focused on driving leads, awareness and brand loyalty. The two areas TC Productions specialize in: producing videos specifically for your intended audience – Video Production. I get those videos in front of your intended audience – Video Marketing. Trenton helps clients: *Build brand awareness and establish an influencing presence online *Effectively use video as a tool in their marketing strategy *Create evergreen content that enhances their marketing message *Become comfortable with the growing demand the market has for videos. Trenton has learned that stories are in everything you do. Your brand and the story it tells impacts people, what they believe, how they feel, and the decisions they make. The combination of visuals and sound evoke emotions more effectively than text alone. If you want to draw your viewers in, connect with them emotionally, and move them to take the next step, working with TC Productions to produce your next video will make you the company hero.

For more information, go to the TC Productions website.

Brady Barron, Employee Benefits Broker, and Jason Perry, Benefits Manager, Sutter McLellan & Gilbreath, Inc.

Brady Barron is an Employee Benefits Broker and Jason Perry a Benefits Manager with Sutter McLellan & Gilbreath Inc.

Sutter McLellan & Gilbreath Inc. has operated as an insurance broker since 1953 in the Atlanta Metro Area. They specialize in all types of insurance from Employee Benefits, Auto & Home Owner Insurance, and Property and Casualty Insurance. They are committed to providing you with the highest level of service in the areas of claims management, loss control, insurance company negotiations, and account administration. Our mutual objectives, at a minimum, are to: protect your assets, eliminate redundant costs by combining coverages into one program, and provide simplified pricing so you can anticipate and accurately allocate insurance costs. They also aim to keep you apprised of the costs and direction of your insurance program to avoid costly surprises and also to develop any other strategy or objective that would enhance your program.

For more information, you can find their website here.

Anthony Chen, Host of “Family Business Radio”

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

Stacey Reece with Spherion and Matt Pruitt with The Matt Pruitt Agency

August 13, 2019 by Beau Henderson

North Georgia Business Radio

Stacey Reece with Spherion and Matt Pruitt with The Matt Pruitt Agency

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Beau Henderson, Stacey Reece, Matt Pruitt, Dr. Bill Lampton

Stacey Reece/Spherion

Welcome to Spherion in Gainesville, Georgia! If you’re searching for a job or considering a career move, Spherion would love to help you achieve your work goals. Locally owned, the Spherion Gainesville team has connections to the area’s most respected employers and insight into up-and-coming career opportunities. Partnering together, you’ll have a team of experienced staffing professionals working on your behalf to give you a real advantage in your job pursuits.

Matt Pruitt/The Matt Pruitt Agency

The Matt Pruitt Agency serves the state of Georgia in pretty much all aspects of insurance. Matt Pruitt helps people with their personal coverages as well as helping business owners solve issues with not only commercial insurance but health insurance as well. After sitting down with The Matt Pruitt Agency, business owners can build more value with their employees as well as improve retention.

MARKETING MATTERS WITH RYAN SAUERS: Alicia Wehner with Brand and Britt Insurance Agency

June 27, 2019 by Mike

Gwinnett Studio

MARKETING MATTERS WITH RYAN SAUERS: Alicia Wehner with Brand and Britt Insurance Agency

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Alicia Wehner/Brand and Britt Insurance Agency

Brand and Britt Insurance Agency has locations in Monroe, Loganville, Grayson and Buford. In business over 40 years, Brand and Britt represents over 35 insurance carriers. They provide insurance for individuals, businesses, health/life/disability, and bonds.

Alicia Wehner has held a job in one way or another since she was 14 years old. From yogurt server, to shoe sales, to retail sales, to bank teller, to bank management and business lender, to insurance. It’s been an interesting and fun ride!

Jane Bishop/Take the Next Step

Jane Bishop, is CEO of Take the Next Step which emerged out of her passion to help others “go for their It.” She helps small business owners, entrepreneurs strengthen and align with their inner core for success by using her coaching and training skills. When you work with Jane you will experience accomplishing your “it,” and be a greater influence to those around you. Jane uses her E4U system to help clients get to the core faster to create and execute a plan for effectiveness. Jane is also a professional speaker and published author. Curious? Reach out and book a complimentary session and see where that leads.

Ryan Sauers/President of Sauers Consulting Strategies

Ryan T. Sauers has spent over 25 years leading and/or consulting with marketing, media, and related companies. He is also owner of two Our Town Gwinnett monthly magazines. Sauers is a frequent national speaker and global columnist. He serves as an adjunct university professor teaching leadership courses. Ryan is a Certified Myers Briggs, DiSC, and Emotional Intelligence practitioner. Ryan is working on his Doctoral degree in Leadership. He is author of the best-selling books Everyone is in Sales and Would You Buy from You?

Show Overview

Marketing Matters with Ryan Sauers is a radio show discussing topics as they relate to marketing, communications, sales, leadership and more. Host Ryan Sauers, a best-selling author and national speaker, discusses how these topics play a role in every aspect of our lives. Each episode shares tangible nuggets of information that listeners can easily understand and apply to their everyday life, whether personal or business. The show challenges listeners’ current state of thinking so they can grow to new heights and see new opportunities in business, which is rapidly changing, multi-generational. and noisy in nature.

Insurance: What You Need to Know and How it Fits in Your Financial Planning

June 26, 2019 by Mike

Gwinnett Studio

Insurance: What You Need to Know and How it Fits in Your Financial Planning

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Adam Gaslowitz, Andy Siegel, Philip Kahn, Craig Frankel

Andy N. Siegel, CPCU, CIC, AAI and President of Siegel Insurance

Andy Siegel, President of Siegel Insurance, grew up in Atlanta. He joined the family business in 1985 upon earning his BBA in Risk Management and Insurance from the University of Georgia, and his MBA in Insurance from The College of Insurance in New York. he is a Chartered Property & Casualty Underwriter (CPCU), a Certified Insurance Counselor (CIC), and an Accredited Advisor in Insurance (AAI).

Volunteering on behalf of Atlanta’s Jewish community, Andy has served on the board of Jewish Vocational Services, which merged with Jewish Family Services in 1995, and he remained as an officer during the year the two organizations combined. Over the past 20 years, Andy has also assisted the Jewish Federation of Greater Atlanta with their annual fundraising campaign. He has further served on the board of Ahavath Achim Synagogue since 2004, and has co-chaired the Greenfield Hebrew Academy golf outing for the past three years.

Philip R. Kahn, CPA/CFP, Kahnsulting Financial Planning

Philip Kahn CPA, CFP® of Kahnsulting Financial Planning is currently in his 17th year as a fee-only financial planner for small business owners and individuals where he helps his clients focus on documenting and achieving their (often changing) financial goals and objectives. He has experience in business transition, net worth and cash flow analysis, retirement planning, tax analysis and planning, charitable giving, insurance planning, and asset investment allocation analysis. Philip does not manage any of his client’s funds.

Philip spent his first five years working in public accounting with privately held business owners in the audit, consulting and tax areas; three years as a controller for a $70 Million distribution firm (and managed from $3M to $15M in investment assets); CFO for two entities and led the effort to refocus the businesses and created value that led to the sale of the entities to publicly held companies.

Philip has taught financial planning in Georgia Middle Schools and High schools (where financial education should begin!). He has been the Treasurer of a non-profit college funding entity, and continues to serve on the board. Philip is a native of Atlanta and a graduate of the University of Georgia Tull School of Accounting. He is an active CPA and CFP®.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

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

April 25, 2019 by Karen

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

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!