FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits.

Agency VA is a U.S. based companies that places U.S. based and foreign based virtual assistants.  With numerous tiers of service available, VA's can perform simple or complicated tasks.  You can even choose to work with licensed VA's who have they ability to bind policies.

To learn more about Agency VA, visit visit www.agencyva.com or email [email protected] to schedule a demo.  Please make sure to tell Graden that you heard about Agency VA on the FINANCIALLY COVERED Podcast.

To schedule your 30 minute consultation with Certified Financial Planner(tm), David Chudyk email [email protected] or visit www.calendly.com/davidpf to find a time that works in your schedule.

Learn about encryption, digital signatures and some other easy tips that can keep your agency safe in this dangerous era of cybercrime.

For more information visit RPOST.com

Please remember to visit www.financiallycovered.com and email [email protected] if you would like to discuss any of the personal or business financial issues that are keeping YOU up at night

In this episode, Ken Zelevsky of Clear Data International discusses:

1. What to look for in a professional telemarketing company.

2. How his company can help with commercial insurance lead generation.

3. Why it can be important to outsource tasks where your agency might not have specific expertise.

To reach a member of the Clear Data International Sales team, email:

Christa Holt  [email protected] or call 412 793-3344 ext 105

Chrystal Mount [email protected] or call 412 793-3344 ext 104

and make sure to visit www.cleardataint.clm

As always, with any business or personal financial planning questions, email [email protected] or schedule your virtual appointment by visiting www.calendly.com/davidpf

Margaret Stahl of Angela Adams Consulting Services discusses the many ways that agencies do not use their agency management systems to their full capabilities and some of the other common mistakes that agency owners make.  

If you are interested in seeing if Angela Adams Consulting can help your agency to go to the next level, visit https://www.angelaadamsconsulting.com/contact-us/

For your 30 minute consultation about your personal or business financial decisions, email [email protected] or visit www.calendly.com/davidpf

In this episode we speak with Marc DeLeonibus about:

1. The origin of Bold Penguin's name

2. How Bold Penguin can streamline your commercial insurance quoting process.

3. How Bold Penguin can help your agency to obtain carrier appointments with some of the heavy hitters of the industry.

If you would like to speak with Marc, please email [email protected] or you can schedule a demo by going to www.boldpenguin.com and clicking the BOOK A DEMO link.

As always, if you would like to know what it is like to work with me as a a Financial Advisor, email me at [email protected] or feel free to book an appointment at www.calendly.com/davidpf

In this episode, self proclaimed podcast ADDICT and podcaster, Dave Stewart talks about "starting ugly" and gives some simple instructions on how to begin your agency's podcasting journey.  Do join Dave's FREE 30 day podcasting challenge, go to www.outdoorsonline.co/financial 

As always, for all questions, money related, email me at [email protected] or CLICK HERE to book a complementary 30 minute consultation 

If you ever asked yourself if your agency can benefit from starting a podcast, the answer is probably "yes".  In this episode, we talk with Dave Stewart... a self proclaimed podcast addict, a podcaster, and podcast trainer about how to start (don't worry about perfection) and some technical tips.  If you would like to access some of Dave's free resources, go to outdoorsonline.co/wealth

And for all questions money related, email [email protected] or go to www.calendly.com/davidpf to schedule a virtual appointment

Let's face it, insurance agency owners are business owners and it is SO easy to spend excessive amounts of time working in the business, instead of on the business.  In this episode, Andy Pooser discusses some rules and regulations behind 401(k) plans, the benefits of the plans, and reasons why a good Third Party Administrator is essential to ensure compliance to IRS guidelines.

If you would like to discuss your current retirement plan or a new retirement plan, please email [email protected] and we can arrange a time either in person or via zoom for a 20 minute conversation.

Also, be on the lookout for details about our upcoming virtual summit!

it is always a great idea to take a look at your agency identity and decide if you are where you should be.  Are you serving the clients that you and your team are uniquely qualified to serve in the ways that you are uniquely qualified to serve them?  In this episode, I talk about a transition that I made in my business to replace myself in my agency and putting the majority of my efforts into the area where I am most passionate - Financial Planning.  I hope that you will take a few minutes to determine if any changes need to be made in your agency so that you will have #noregrets!

If you ever have any business or personal financial planning questions, please email [email protected]

Kevin Ring, of the Institute of Workers Compensation Professionals discusses how your agency can become more valuable to your clients and prospects by being known as the preeminent worker's compensation expert in your area.

Please visit www.workcompprofessionals.com or email [email protected]

Should you ever have any questions about your business or personal financial planning, please email [email protected]