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

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

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by David Chudyk

5.0(4 reviews)
24 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

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)

Language

🇺🇲

Publishing Since

1/7/2020

1 verified contact email on file for FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits.

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Recent Episodes

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

June 10, 2021

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

<p>Agency VA is a U.S. based companies that places U.S. based and foreign based virtual assistants. &nbsp;With numerous tiers of service available, VA's can perform simple or complicated tasks. &nbsp;You can even choose to work with licensed VA's who have they ability to bind policies.</p> <p>To learn more about Agency VA, visit visit www.agencyva.com or email graden@agencyva.com to schedule a demo. &nbsp;Please make sure to tell Graden that you heard about Agency VA on the FINANCIALLY COVERED Podcast.</p> <p><br></p> <p>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.</p>

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

May 25, 2021

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

<p>Learn about encryption, digital signatures and some other easy tips that can keep your agency safe in this dangerous era of cybercrime.</p> <p>For more information visit RPOST.com</p> <p><br></p> <p>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</p>

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

May 11, 2021

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

<p>In this episode, Ken Zelevsky of Clear Data International discusses:</p> <p>1. What to look for in a professional telemarketing company.</p> <p>2. How his company can help with commercial insurance lead generation.</p> <p>3. Why it can be important to outsource tasks where your agency might not have specific expertise.</p> <p>To reach a member of the Clear Data International Sales team, email:</p> <p>Christa Holt &nbsp;cholt@cleardataint.com or call 412 793-3344 ext 105</p> <p>Chrystal Mount cmount@cleardataint.com or call 412 793-3344 ext 104</p> <p>and make sure to visit www.cleardataint.clm</p> <p>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</p>

24 total episodes available

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Frequently asked questions

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

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)
How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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