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. --- Send in a voice message: https://anchor.fm/financially-covered/message

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

Episode 25: Is Agency VA the tool to help your agency to increase profitability?

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 --- Send in a voice message: https://anchor.fm/financially-covered/message

Episode 24: Does your agency need RPOST? A Conversation with Jake Finnell

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 --- Send in a voice message: https://anchor.fm/financially-covered/message

Episode 23: Should Professional Telemarketing be part of your Commercial Insurance acquisition strategy... with Ken Zelevsky

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 --- Send in a voice message: https://anchor.fm/financially-covered/message

Your agency, your agency management system, and Angela Adams Consulting Services

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 --- Send in a voice message: https://anchor.fm/financially-covered/message

Can BOLD PENGUIN jumpstart your agency's commercial insurance production?

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 David@parallelfinancial.com or CLICK HERE to book a complementary 30 minute consultation  --- Send in a voice message: https://anchor.fm/financially-covered/message

Taking your agency to the NEXT LEVEL through PODCASTING with Dave Stewart

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 David@parallelfinancial.com 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! --- Send in a voice message: https://anchor.fm/financially-covered/message

All things 401(k)... with Andy Pooser, AIF, QPFC, QKA

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 --- Send in a voice message: https://anchor.fm/financially-covered/message

Your agency identity.

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 Kevin@Iwcpro.com Should you ever have any questions about your business or personal financial planning, please email David@Parallelfinancial.com --- Send in a voice message: https://anchor.fm/financially-covered/message

Positioning you and your agency was WORKER'S COMP EXPERTS with Kevin Ring

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. --- Send in a voice message: https://anchor.fm/financially-covered/message

Funding real estate investments with your Federal Tax Liability for the HIGH INCOME investor with Gordon Short

Join us to learn what the CARES act means to employers and employees.  If you need to speak with Rick for this or any other issue, please call 864 882-2466 or email rick.mcduff@att.net --- Send in a voice message: https://anchor.fm/financially-covered/message

Attorney Rick McDuff discusses the CARES act and what it means to you

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. --- Send in a voice message: https://anchor.fm/financially-covered/message

Growing your agency by building your own LEADERSHIP skills with Kathleen Ranahan

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. --- Send in a voice message: https://anchor.fm/financially-covered/message

Stress.... What is it? How it harms us and how to manage it, with Michaela Tomberlin

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 jared.kleber@zywave.com 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! --- Send in a voice message: https://anchor.fm/financially-covered/message

Zywave can help a small agency look and act like a BIG agency and help a BIG agency to go to the next level.

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 david@parallelfinancial.com and I would love to have a chat. --- Send in a voice message: https://anchor.fm/financially-covered/message

Talking health, nutrition, and stress reduction with Stephen Arnold.

FINANCIALLY/COVERED gives insurance agency owners the tools to: - Gain (or regain) the love for what they do. - Spend more of their work week on activities that they enjoy doing. - Increase revenue streams. - Manage staff effectively. - Navigate all of the complex issues that business owners face. - Make educated financial decisions (both business and personal)

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FINANCIALLY/COVERED ... a podcast for insurance agency owner...

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