insurance Archives - Page 5 of 9

Bill Madison with LexisNexis Risk Solutions

November 27, 2018 by Mike

North Fulton Business Radio

Bill Madison with LexisNexis Risk Solutions

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Bill Madison/LexisNexis Risk Solutions

Based in Alpharetta, LexisNexis Risk Solutions is a provider of data and advanced analytics solutions that helps companies and governmental entities improve decisions and reduce risk. For the benefit of consumers, solutions from LexisNexis:
• Find and locate missing children
• Help keep the U.S. a safer place from criminals and terrorists
• Prevent identity theft and protect society from fraud
• Make the ability to obtain credit a reality for disadvantaged and/or low income individuals, and
• Help individuals get fair prices on insurance and promote safe driving habits.
More specifically within insurance, LexisNexis Risk Solutions helps leading insurers automate and improve critical business processes, reduce expenses, combat fraud and deliver great customer experiences through products such as data prefill, location intelligence and usage-based insurance, also known as telematics. (125)

Gregg Mooney with Leadership Max and Bill Neglia with Neglia Insurance Group

October 2, 2018 by Mike

North Fulton Business Radio

Gregg Mooney with Leadership Max and Bill Neglia with Neglia Insurance Group

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Gregg Mooney/Leadership Max

Leadership Max provides executive and group leadership coaching, speaking, training, workshops, seminars, mastermind groups, leadership assessments, team assessments and training, and DISC assessments and consultation. Founder and President Gregg Mooney is an independent certified John Maxwell coach, trainer, and speaker. He has served as Vice President of two national engineering firms over the past 20 years and has extensive leadership experience at all levels.

Bill Neglia/Neglia Insurance Group

The Neglia Insurance Group has been in business since 1991. Their principal broker Bill Neglia has been a licensed agent since 1983. Neglia Insurance Group provides a wide variety of group and personal insurance benefit plans such as health, life, short & long term disability, long term care, Medicare supplements, dental and vision. Neglia Insurance Group also provides voluntary employee benefits through companies like AFLAC, Colonial and Humana. Bill has access to every major well-known insurance carriers as well as many niche carriers who provide products that can be as much as 70% less expensive than traditional ACA health plans. Bill is certified to offer plans both on and off the marketplace. Bill can provide group insurance to businesses with only one covered employee. He can also provide group insurance to businesses comprised of a husband and wife with no outside employees, as well as businesses with up to several hundred employees. Bill carefully analyzes each client’s specific needs and objectives and makes recommendation based on those variables. There is never a fee to utilize the services of Bill or the Neglia Insurance Group! The premium is the same whether you use the Neglia Insurance Group or you buy your insurance on your own.

Tucson Business Radio – Weeding Out Business ep1

July 12, 2018 by angishields

Tucson Business Radio

Tucson Business Radio – Weeding Out Business ep1

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Josh Grubaugh

Host and Owner
Poppy Yard Solutions.

Justin Musgrove

American Family Insurance

1-800-692-6326
jmusgrove@amfarm.com

As your American Family Insurance agent, I can offer you dependable auto, home, business, health and life insurance, as well as other insurance products.

Alex Alvarez

Associate Vice-President
GUARANTEED RATE, Inc.

https://www.guaranteedrate.com/loan-expert/alexalvarez
520-891-5684
alex.alvarez@rate.com
https://www.facebook.com/alexalvareztucsonlender

Whether you’re a first-time home buyer, looking to trade up, deciding to downsize, or simply wishing for a change, Alex Alvarez can help you before you ever make an offer on a property. Alex can sit down with you and look over your budget, income and savings, helping you get a clear picture of what type and amount of loan is realistic. There are many factors to consider when getting a home loan; interest rates are only one element of the complete package. Alex will help you consider all of your options so you can concentrate on making the best decision for your needs.

Alex Alvarez, a loan officer on the Burr Team with Guaranteed Rate, is a born and raised Tucsonan and graduate from the University of Arizona with a degree in Commerce. Alex is a devoted family man and enjoys golfing and following his favorite sports teams during his free time.

Alex Ortiz

Owner

Squeegee Masters

Carl Schuessler with Mitigate Partners and Susan Boland Butts & Keith Fenton with Hi-Hope Service Center

April 19, 2018 by Mike

Gwinnett Business Radio

Carl Schuessler with Mitigate Partners and Susan Boland Butts & Keith Fenton with Hi-Hope Service Center

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Carl Schuessler, Susan Boland Butts, Keith Fenton

Carl Schuessler/Mitigate Partners

Mitigate Partners is an intentionally small “concierge” consulting firm offering a unique approach to benefits management to a select group of clients. Mitigate Partners provide insurance, risk management, cost containment, and employee benefits consulting services. They have chosen collaboration over competition and maintain healthy relationships with a cadre’ of like-minded consultants and resources throughout the region. Being open to and encouraging the ideas of others allows them to remain on the cutting edge of thinking in their area of expertise, rather than developing the myopic view of the world that so often occurs in single source benefit brokerage shops.

By serving as a fiduciary and steward of their client’s health plan dollars, and focusing on how to reduce the cost of healthcare (rather than the cost of insurance), they operate more as Population Health Managers rather than as “Brokers”, allowing their team to specialize in cost containment and risk mitigation strategies that result in dramatic reductions in the overall health plan spending of their clients. More than 100 years of combined experience in benefit planning, allows Mitigate Partners to offer clients improved cash flow, “employer friendly health plans”, and lower cost trends over time.

Having spent the past six years deeply engaged in research also makes Mitigate Partners sought-after speakers and authors as well. Their recent speaking engagements have led them to the National Community Pharmacy Association as well as to the Substance Use and the Workplace Community Forum (Opioid Abuse) in Morganton, NC which included North Carolina Attorney General Josh Stein in the speaking lineup. Click here to see their interview at the 14th Annual World Healthcare Congress.

Susan Boland Butts & Keith Fenton/Hi-Hope Service Center

Hi-Hope Service Center provides weekday, residential, and employment services for adults with intellectual and developmental disabilities. They operate a weekday program intended to help individuals to be active participants in the life of their community, including many opportunities for them to make a contribution through volunteering. Hi-Hope Service Center supports individuals seeking competitive employment by helping to reduce the barriers that often times keep them from successfully obtaining and maintaining a job. They operate five group homes nestled in neighborhoods throughout Gwinnett County. Providing round the clock staff ensures that individuals can live in their home over the long term, including aging in place. Hi-Hope believes that their work ensures that adults with developmental disabilities have every opportunity to show themselves as vital contributors to our diverse community.

Ralph Pasquariello with Snellings Walters, Mike Sims with Vinings Bank, and Tony De Feria with tdeferiamedia inc.

April 10, 2018 by Mike

North Fulton Business Radio

Ralph Pasquariello with Snellings Walters, Mike Sims with Vinings Bank, and Tony De Feria with tdeferiamedia inc.

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John Ray, Mike Sims, Ralph Pasquariello, Tony De Feria

Ralph Pasquariello/Snellings Walters

Ralph Pasquariello of Snellings Walters is dedicated to many things and Cyber/Data/Network Liability Insurance is one of them. For the past five years, Ralph has been hosting, moderating and speaking at dozens of conferences on Cyber Liability & Data Breach Risk Management. Ralph is the committee Chairman for the Tech Forum’s annual Cyber Symposium, an advisor to the Georgia Tech Research Institute, and also a member of various organizations including the GNFCC, Technology Association of Georgia, Tech Forum, and several special interest groups. Snellings Walters is also a member of Globix International, providing clients with international liability coverage and representation.

Ralph Graduated from Villanova University and is active in the Atlanta alumni chapter. In the evenings he coaches high school football and he is very active in his community.

Mike Sims/Vinings Bank

Founded in July 2007, Vinings Bank is your locally owned community bank and very proud to be a part of the community that they serve. They are now, and will continue to be, a relationship-based company whose philosophy is based on traditional principles. It is important that they serve as a focal point of knowing, understanding, and responding to the needs of their clients. Vinings Bank regards their customers as neighbors and partners as it gives them a great sense of pride to help customers grow their business, finance personal needs, and achieve their financial goals. Vinings Bank was established to offer something unique by combining community-based banking expertise with services to create an environment that encourages both growth and prosperity. They offer a full range of financial products and services from specialized deposit solutions for both personal and business checking, sophisticated lending options which include customized loan products, and robust cash management services, along with the tools to help businesses compete and grow successfully.

Tony De Feria/tdeferiamedia inc.

Tony De Feria with tdeferiamedia inc. grew up in the newspaper business working in a variety of roles that were initially creative and eventually led him to running marketing and business units. He spent 17 years working for the Atlanta Journal-Constitution and before that, the Baltimore Sun, where he installed that paper’s first computer graphics network. After leaving in 2007, he consulted for area community newspapers and was able to grow his business dramatically by finding a niche in state and local government. His company does work in English and Spanish (Tony is a native speaker) and has provided branding services to the State of Georgia’s Human Services division, Georgia Vocational Rehabilitation Agency, Fulton County, and most recently DeKalb County Board of Health.

Long Term Care Insurance: What Is It and Do I Need It?

March 28, 2018 by Mike

Gwinnett Studio

Long Term Care Insurance: What Is It and Do I Need It?

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Robert Port, Jason Lina, Harlan Graiser, Mille Baumbusch

Harlan Graiser/SignatureFD

Harlan Graiser is a Senior Risk Management Consultant at SignatureFD where he helps to assess a client’s risk management portfolio, determine more effective and efficient insurance strategies and select appropriate insurance products for implementation. He works closely with SignatureFD’s relationship managers in order to coordinate his work with the client’s core financial planning objectives. His insurance focus is mainly in the areas of life, disability, long-term care and fixed annuities. He has been a licensed insurance agent and broker for over 16 years and holds the CFP (Certified Financial Planner) as well as CLTC (Certified Long Term Care) designations. Harlan earned his undergraduate degree in engineering from Rensselaer Polytechnic Institute and an MBA from Xavier University in Ohio.

Before his career switch to insurance and financial services in 2002, Harlan worked as a management consultant for firms such as KPMG, Ernst & Young and Dove Consulting.

Jason Lina/Resource Planning Group

Jason Lina is a Partner, Lead Advisor, and Chief Investment Officer at Resource Planning Group where he advises clients in financial planning matters covering investments, taxes, estate planning, retirement planning, personal finance, education planning, and insurance. He is a CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) with over 18 years of professional experience in the financial services industry.

Jason earned his MBA from the Tuck School of Business at Dartmouth College and received his undergraduate degree (BA, History) from Davidson College where he was captain of the golf team and a first-team Academic All-American.

Prior to joining Resource Planning Group, Jason was a Senior Advisor and Director of Research at DCA Global Wealth Management. He has experience as a fixed income credit analyst at Jefferson Pilot Financial and as an equity analyst for Sun Trust Bank and AIM Funds. He is a member of the Financial Planning Association, Fee-Only ^® National Association of Personal Financial Advisors (NAPFA), and the Atlanta Society of Finance and Investment Professionals.

Jason and his wife, Jennifer, live in Alpharetta, GA with their three children – a daughter and two sons.

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.

To watch the video of this show, CLICK HERE.

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

Remember to tune in 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

Jacqueline Welch with The Golf Club of Georgia, Mike Kipniss with The Piedmont Group, and David Craig with Tap & Six

December 12, 2017 by Mike

North Fulton Business Radio

Jacqueline Welch with The Golf Club of Georgia, Mike Kipniss with The Piedmont Group, and David Craig with Tap & Six

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John Ray, David Craig, Jacqueline Welch, Mike Kipniss, Mike Sammond

Jacqueline Welch/The Golf Club of Georgia

For nearly 30 years, The Golf Club of Georgia has established a reputation as one of the finest private golf clubs in North Atlanta. Their scenic and challenging Arthur Hills designed Lakeside and Creekside courses have been consistently ranked among the Top 20 Best Golf Courses in the state by Golf Digest. After a recent and comprehensive $40 million revitalization project, there is no other private club in the Atlanta area that has made such a concerted commitment to all members, future members and invited guests. The goal is to provide the utmost in quality from the course to the clubhouse. Coming in 2018, The Golf Club of Georgia will open the Cupp Golf Academy, a state-of-the-art golf instructional facility unmatched in the Atlanta area.

Mike Kipniss/The Piedmont Group

Since 2005, The Piedmont Group has helped you achieve your financial goals. They learn what is important to you, design financial solutions to help get you to where you want to be, and help you implement those strategies. They also keep a watchful eye as life unfolds to help make sure you remain on track for financial success.

David Craig/Tap & Six

Founded in 2017 by father and son team David and Ethan Craig, Tap & Six is Roswell’s first craft beer tap house and retail market. Tap & Six features 40 brews on tap to enjoy in a casual and relaxed environment, and more than 250 bottled and canned beers, 64-ounce growlers, and create-your-own six packs to take home. A diverse bar menu, lounge seating, and family-friendly neighborhood vibe makes Tap & Six the perfect destination for a true craft beer experience.

STRATEGIC INSIGHTS RADIO: Risk Mitigation for Large & Small Businesses

November 9, 2017 by Mike

Gwinnett Studio

STRATEGIC INSIGHTS RADIO: Risk Mitigation for Large & Small Businesses

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David Scales/Talbert Insurance Services

Talbert Insurance Services is an independent insurance agency. They have been in the business since 1983 and have over 100 years of insurance experience and have emerged as a top agency due to their knowledgeable, experienced and talented staff who are committed to their clients. They have a full time staff of professional agents and customer service representatives with many of the top designations in their fields. Each member of their team has extensive experience in helping customers with insurance plans and is an experienced problem solver. Talbert Insurance Services has been open for over 30 years and they represent over 100 years of insurance experience and knowledge. Let them put that ‘know-how’ to use by custom tailoring an insurance package for you.

Jennifer Rusz/Sterling Rose Consulting Corp

Jennifer Rusz has a long career working for both corporations and as an entrepreneur. Rusz began her career, in the 90’s in market intelligence, business operations and management for companies such as Mid America Research/Fact in Focus, Lucent Technologies, Kyocera Wireless, ARS/ Current Analysis and Websense Software Solutions before starting her first company in 2004. She has since been a business consultant now Founder and CEO of Sterling Rose Consulting Corp. Sterling Rose Consulting Corp is an award winning full service business consulting firm, with three divisions, which include business consulting, marketing consulting and strategic technology consulting. For more information about Jennifer Rusz or Sterling Rose Consulting Corp please visit www.sterlingroseconsultingcorp.com or call (470)202-8659.

About “Strategic Insights Radio”:

“Strategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.

Pierre Maalouf with Tiny Towne International and Mike Royal with Partners Risk Services

August 18, 2017 by Mike

Gwinnett Business Radio

Pierre Maalouf with Tiny Towne International and Mike Royal with Partners Risk Services

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Pierre Maalouf/Tiny Towne International

Tiny Towne is an indoor high-tech driving “edutainment” park designed to educate kids through interactive fun. Their goal is to give the kids up to 12 years of age driving experience, confidence and awareness before they get behind the wheel for real.

Mike Royal/Partners Risk Services

Partners Risk Services are independent agents, free to choose the best carrier for your insurance needs. They do not work for an insurance company, they work for you. They work on your side when you have a loss and follow through to see that you get fair, prompt payment and service. Partners Risk Services represents a carefully selected group of financially strong, reputable insurance companies, therefore they are able to offer you the best coverage at the most competitive price.