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 graden@agencyva.com 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 david@parallelfinancial.com 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 David@parallelfinancial.com 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  cholt@cleardataint.com or call 412 793-3344 ext 105

Chrystal Mount cmount@cleardataint.com 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 david@parallelfinancial.com 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 david@parallelfinancial.com 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 marc@boldpenguin.com 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 david@parallelfinancial.com or feel free to book an appointment at www.calendly.com/davidpf

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 david@parallelfinancial.com

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 David@Parallelfinancial.com.

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 success@kathleenranahan.com 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.

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 - BOB@BOBPASKINS.com

PHONE - 503 278-09072

WEB WWW.BOBPASKINS.COM

As always, if you ever have any business or personal financial planning questions, please email David@parallelfinancial.com 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 mguilfoyle@simplifimybiz.com or call him directly at 585 733-2862.

With decades of experience in the Human Resources industry, Ava Smith discusses many of the important questions about hiring that small business owners have.  To contact Ava for a complimentary consultation, please call 864 448-0939 or email Ava@yourfullcyclehr.com

With 2 decades of experience in the investment management industry, Greg Towner discusses emotional investing and how to avoid it's negative consequences.  For a copy of Greg's whitepaper on emotional investing, please email David@parallelfinancial.com

Dana Swarner is a high producing insurance professional who has made Legal Shield part of her core offering.  Among other benefits, the personal product provides traffic ticket defense, the completion of simple wills, and contract reviews.  The business plan(s) provide contract reviews and the ability to confer with an attorney at almost any time.  These products can fit very will with your agency's other typical offerings. 

If you would like additional information, please email dana@cfsig.net or call Dana at 864 723-6935