Risky Assets

Bryan is our newest commercial producer here at Greyhawk. He comes from a dynamic professional background- from the entertainment industry, to owning a drone operating company and executive assisting. He has absolutely killed it this year, surpassing the national average for a book of business by 3xs! We also discuss the future of insurance as it pertains to AI and cryptocurrency. 
If you are looking for help with your insurance, or are interested in a career, contact us @ [email protected]

George Sagadencky is an Area Manager for BBSI in Southern California. As a small business owner for over 2 decades in California he has a unique insight into the challenges running and growing a small business in the State. His understanding of risk management, payroll and employer tax requirements as well as human resource laws make his diverse background and strong relationship building a unique fit to be a partner with the small business owner.

BBSI is a leading provider of business management solutions, combining human resource outsourcing and professional management consulting to create a unique operational platform that differentiates it from competitors. The Company’s integrated platform is built upon expertise in payroll processing, employee benefits, workers’ compensation coverage, risk management and workplace safety programs, and human resource administration. BBSI’s partnerships help businesses of all sizes improve the efficiency of their operations. The Company works with more than 5,600 clients across all lines of business in 50 states. For more information, please visit www.bbsi.com.

Our Model:
- Provide Worker's Compensation in all class codes
- High-touch approach services for small businesses within 50 miles of the Pasadena Branch
- Aligned with the business owner's goals and vision
- Deliver the resources, value and expertise of a full time Risk Manager, Human Resource Manager, Individual Payroll Specialist and Business Partner to help the business owner grow their passion
- Business seminars on Harassment, CPR Training, Active Shooter Protocol, Best Hiring Practices
- Cost and billing structure that brings predictability to the P&L

For more information about Greyhawk Insurance, visit our website: greyhawkinsurance.com or email [email protected]

I'm posting this today at 10am. If the audio goes up a little late, that's ok! Here is the audio file and bio. Sorry I am always last minute lol.

Description:
Daniel Christensen is an owner and Executive Director of Operations at Servpro in Santa Clarita. He also works as a pastor at West Hills Church. He talks about his entrepreneurial journey from working at Ross Dress for Less to being introduced to the restoration industry. We discuss prevailing wage, what it takes to be a leader, why construction is a future-proof industry, and work-life balance among many other things. This is a must-listen for entrepreneurs!

Contact Daniel at: [email protected]

Contact Greyhawk at: [email protected]

We sit down with Cesar Montoya of Ringaro Telecom and discuss his entrepreneurial journey starting with when he moved from Peru to the US at age 17. Cesar held a ton of sales jobs before settling down with his first corporate job at Sony. He also has many entrepreneurial pursuits from exporting cars to Peru, to buying rental properties, and finally starting his own telecom company, Ringaro. Cesar shares insights to his success as well as how and when you should break the rules.

Roger Romero is one of Greyhawk's standout Producers and AVPs.

Raised in a household where health and wellness were paramount, he initially pursued a career in personal training, deeply influenced by his mother's dedication to marathon running and holistic living.

While health and fitness remained integral to his lifestyle, his professional trajectory took an unexpected turn during college when he embarked on an internship at Farmers Insurance. Under the guidance of a mentor, he gained invaluable insight into the corporate world and discovered a newfound passion for the insurance industry.

Driven by a desire to learn and succeed, he obtained his license and delved into the intricacies of insurance, specializing in serving high-net-worth individuals and businesses. Over nearly a decade with Farmers, he cultivated expertise in sectors such as law firms, dental offices, and restaurants, where comprehensive coverage and risk management were paramount.

As the insurance landscape evolved, presenting new challenges and opportunities, he remained adaptable and forward-thinking. Recognizing the potential of the broker world, he expanded his horizons, exploring new markets and specialties. In 2023, amid unprecedented industry volatility, he made the bold decision to join Greyhawk, drawn by the agency's innovative approach and supportive culture.

Despite initial hurdles and a significant commute, his dedication and resilience have yielded remarkable results. Now an integral part of the Greyhawk family, he thrives in an environment that values Integrity, Culture, Technology and forward motion. Roger's success at Greyhawk Insurance is attributed to the ample resources and support offered by the company, enabling him to flourish and attain exceptional achievements.

For more info on this topic and programs we offer, reach out at: [email protected]

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Today we sat down with Wesley Deaver, our Benefits Manager at Greyhawk. He gives insights into the health insurance market, including:

🎨 Getting creative with health insurance
🔧 Benefits as a tool to attract and retain employees
🚫 Why payroll companies should not be handling your healthcare
⚖️ How to counter inflation with the right benefits package
📊 Market report for the health insurance industry in California

For more info on this topic and programs we offer, reach out at: [email protected]

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Get a quote at: greyhawkinsurance.com

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Stay up to date on all things insurance! Subscribe to our brand new newsletter: greyhawkinsurance.com/newsletter

Hobie Beman is Regional Vice President at Midland National Life Insurance Company. He is an expert on tailoring IULs for high income/high net-worth clients and business owners.

For more info email: [email protected]

Ian earned degrees in Risk Management/Insurance and Finance from
Illinois State University. He has been with Captive Resources since
2018, primarily working with brokers and middle market insureds to
educate them on the benefits of member-owned group captive programs.

Captive Resources is not an insurance company or brokerage.

For more information email: [email protected]

In this episode of the Risky Assets Podcast, we introduce Robert Feldman, a distinguished expert in high-risk homeowners insurance. With an impressive track record, Robert's background includes leading Allstate's high-value and high-hazard homeowners program, especially in the challenging California market. Inspired by this experience, he co-founded WOWS Insurance Services, a full-service brokerage with over two decades of expertise, specializing in high fire zones and hard-to-insure areas. They provide comprehensive coverage for various property types, offer fire insurance updates, and uniquely prioritize the needs of California's real estate professionals. 

For more details, contact us at [email protected] or call 818-718-4780.

Join us as we dive into Robert Feldman's journey and WOWS Insurance Services' impactful role in the high-risk homeowners insurance sector, shedding light on their commitment to the California real estate landscape.

Stacey McKinnon is the Chief Operating Officer and Chief Marketing Officer at Morton Wealth.

From Stacey: In my role as COO at Morton Wealth, I am focused on building a team that is motivated to further our mission of empowering better investors. Most of us were not taught about financial planning early in life, so our mission is to be educators who help our clients and community make better financial decisions that lead to a more fulfilling life.

Potential clients and employees, email: [email protected]

Information presented is provided solely for educational purposes and does not take into account the specific investment objectives, financial situation or particular needs of any specific person. Information is subject to change without notice and should not be relied on for investment advice. You should consult with your attorney, finance professional or accountant before implementing any transactions and/or strategies concerning your finances.
 
References to specific investments are for illustrative purposes only and should not be interpreted as recommendations to purchase or sell such securities. Many of the investment opportunities discussed are only available to eligible clients and can only be made after careful review and completion of the applicable Offering Documents. Each investment opportunity is unique, and it is not known whether the same or similar type of opportunity will be available in the future. It should not be assumed that Morton Wealth (“Morton”) will make investment recommendations in the future that are consistent with the views expressed herein.
 
Testimonials regarding experiences with Morton were provided by a current client of Morton, and no compensation was paid in exchange for such testimonial. Client testimonials are not representative of the experiences of all Morton clients and do not provide a guarantee of future performance or similar services. Morton may refer clients to Greyhawk for insurance needs when appropriate, but no formal referral arrangement is in place and no compensation is paid for any referrals made by Morton. Aside from this, Morton is not aware of any material conflicts of interest that exist between it and the individual providing the testimonial. Additional information about Morton is available in its current disclosure documents, which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov.
 
There is no guarantee that the investment objective of any of the strategies discussed will be achieved. Past performance is no guarantee of future results. All investments involve risk, including the loss of principal.