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

Gordon Short discusses how Accredited Investors can invest in projects to receive economic and tax benefits generated by government sponsored incentives. Investors can also receive the satisfaction of preserving our nation’s historic structures while creating jobs and economic opportunity in cities throughout the United States.

For more information, please email [email protected].

Please remember to consult with your own tax and legal advisors.

As a very well known consultant who works with insurance agents, Kathleen Ranahan shares some her knowledge with us on leadership and management.  If you would like to reach out to Kathleen, please email [email protected] or call her office at 772 999-3546

Please take a moment to subscribe to this podcast and also share it with any of your friends and colleagues who could benefit.

In everyday life, we, as entrepreneurs deal with stressors of many kinds, but with the current COVID-19 situation, we are dealing with an unprecedented type of stress.  Michaela discusses how to manage stress for you and your children as well as some positive coping mechanisms.

In this episode Jared Klebler of ZYWAVE discusses how your agency can deliver more value to prospects and clients.  Zywave can make the job of a producer easier and can help to win LARGE accounts by providing the same type of services that TOP 100 firms can provide.

Feel free to call Jared directly for questions or for a copy of his free WHITE PAPER at 310 697-9622 or via email [email protected] and we will be glad to point you in the right direction.  You can also schedule a demo by going to the site at www.zywave.com.

Be well and we wish you the best during these crazy times!

In this episode, we move away from management, marketing, financial planning as we move towards a hugely important topic - our health.  As entrepreneurs, our bodies and minds are under constant stress.  Stephen Arnold is a fitness and nutrition expert and he provides some common sense and very doable action items that can help us to be our best, both physically and mentally.  Check out his website at https://www.teambodyproof.com.au/

If there is ever a time that you would like some guidance on your own business or personal financial planning decisions, please email me at [email protected] and I would love to have a chat.

Having built large books of business as a producer (twice), Bob has front line knowledge, has been in the trenches and knows how to build a book of business.  In his consulting business, he helps agents and producers to remove barriers and move towards success.  Bob has graciously offered to have a complimentary 30 minute phone consultation to discuss YOUR business.   Feel free to reach out to Bob via:

EMAIL - [email protected]

PHONE - 503 278-09072

WEB WWW.BOBPASKINS.COM

As always, if you ever have any business or personal financial planning questions, please email [email protected] and I will do my best to point you in the right direction.

With over a decade of experience in the digital marketing arena, Michael Guilfoyle works with many Nationwide and other independent insurance agencies to develop marketing strategies that work.  For a FREE assessment, contact Michael at [email protected] or call him directly at 585 733-2862.