Risky Assets Transistor (https://transistor.fm) https://feeds.transistor.fm/risky-assets What do you really know about insurance? Charlie Deaver and Daniel Clarke host Risky Assets, a podcast about insurance, financial strategy, entrepreneurship, and business management. They talk about how insurance is a means to investing in the future, and a necessary tool to be wielded by business owners. Their goal in both the podcast and their work at Greyhawk Insurance is to educate people on what proper structure is for their insurance, to think creatively about risk, and to share their experience with business owners who care about doing insurance right.  © 2022 Greyhawk Premier Insurance Solutions 0ff76a07-3931-5cde-b905-97aec59cda5b yes en Mon, 15 Jun 2026 10:47:41 -0700 Mon, 15 Jun 2026 10:49:25 -0700 https://greyhawkinsurance.com/ https://img.transistorcdn.com/n4wxhp4OKv21X5xJgflyOjslrLuIErgI3Tp6Lg7NQ-M/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzMzNDc0LzE2NjE1/NDQ2NDktYXJ0d29y/ay5qcGc.jpg Risky Assets https://greyhawkinsurance.com/ episodic Greyhawk Premier Insurance Solutions What do you really know about insurance? Charlie Deaver and Daniel Clarke host Risky Assets, a podcast about insurance, financial strategy, entrepreneurship, and business management. They talk about how insurance is a means to investing in the future, and a necessary tool to be wielded by business owners. Their goal in both the podcast and their work at Greyhawk Insurance is to educate people on what proper structure is for their insurance, to think creatively about risk, and to share their experience with business owners who care about doing insurance right.  What do you really know about insurance. Business Entrepreneurship Arcay Studios No No The CSI of Insurance Claims - EP022 with Michael Ross 22 22 The CSI of Insurance Claims - EP022 with Michael Ross full a343f73f-f6d6-4ae1-ab68-075febb36604 https://share.transistor.fm/s/97940a2e Greyhawk founder Charlie Deaver sits down with Michael Ross, founder of Vision Forensic Engineering, a national firm that figures out why buildings fail and what really caused an insurance loss. Think CSI for claims: cause-of-loss investigations, telling the difference between real damage and fraud, and helping people get answers in their hardest moments.

But this conversation is as much about building a business as it is about engineering. Michael shares his unlikely path from pastor to entrepreneur, the case that hooked him on forensics, the licensing mistake that nearly sank the company, and how he grew Vision from a spare-bedroom office to a firm of more than 80 people covering all 50 states in about five years. Along the way: betting on yourself, leading with faith, taking care of your people, and why real entrepreneurs are builders, not get-rich-quick day traders.

CHAPTERS
00:00 A different kind of insurance episode
00:35 What forensic engineering actually is
01:42 Real damage vs fraud: the ball-peen hammer tell
03:09 When adjusters get it wrong
05:56 Meeting people in their hardest moments
06:48 From pastor to forensic engineering
08:11 The case that hooked him
10:25 Starting his own firm, and the licensing mistake
15:38 From 8 states to all 50
17:26 Hitting $1M in three and a half years
19:21 Betting on yourself, and faith through the fear
22:02 "$90K in debt... rookie numbers"
24:16 Taking care of your people, thinking generationally
31:21 Lawsuits, intimidation, and the 3% who don't quit

ABOUT THE GUEST
Michael Ross is the founder of Vision Forensic Engineering, a national firm providing cause-of-loss investigations and building consulting for insurance companies and private parties. A former pastor turned entrepreneur, he built the company from eight states to all fifty, and from a spare bedroom to more than 80 people, in roughly five years.

FOLLOW THE SHOW
Instagram: @greyhawkinsurance

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/pryces/got-it
License code: IJFRDULSIGSMATU5

]]> Greyhawk founder Charlie Deaver sits down with Michael Ross, founder of Vision Forensic Engineering, a national firm that figures out why buildings fail and what really caused an insurance loss. Think CSI for claims: cause-of-loss investigations, telling the difference between real damage and fraud, and helping people get answers in their hardest moments.

But this conversation is as much about building a business as it is about engineering. Michael shares his unlikely path from pastor to entrepreneur, the case that hooked him on forensics, the licensing mistake that nearly sank the company, and how he grew Vision from a spare-bedroom office to a firm of more than 80 people covering all 50 states in about five years. Along the way: betting on yourself, leading with faith, taking care of your people, and why real entrepreneurs are builders, not get-rich-quick day traders.

CHAPTERS
00:00 A different kind of insurance episode
00:35 What forensic engineering actually is
01:42 Real damage vs fraud: the ball-peen hammer tell
03:09 When adjusters get it wrong
05:56 Meeting people in their hardest moments
06:48 From pastor to forensic engineering
08:11 The case that hooked him
10:25 Starting his own firm, and the licensing mistake
15:38 From 8 states to all 50
17:26 Hitting $1M in three and a half years
19:21 Betting on yourself, and faith through the fear
22:02 "$90K in debt... rookie numbers"
24:16 Taking care of your people, thinking generationally
31:21 Lawsuits, intimidation, and the 3% who don't quit

ABOUT THE GUEST
Michael Ross is the founder of Vision Forensic Engineering, a national firm providing cause-of-loss investigations and building consulting for insurance companies and private parties. A former pastor turned entrepreneur, he built the company from eight states to all fifty, and from a spare bedroom to more than 80 people, in roughly five years.

FOLLOW THE SHOW
Instagram: @greyhawkinsurance

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/pryces/got-it
License code: IJFRDULSIGSMATU5

]]> Mon, 15 Jun 2026 10:47:41 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 2082 Greyhawk founder Charlie Deaver sits down with Michael Ross, founder of Vision Forensic Engineering, a national firm that figures out why buildings fail and what really caused an insurance loss. Think CSI for claims: cause-of-loss investigations, telling the difference between real damage and fraud, and helping people get answers in their hardest moments.

But this conversation is as much about building a business as it is about engineering. Michael shares his unlikely path from pastor to entrepreneur, the case that hooked him on forensics, the licensing mistake that nearly sank the company, and how he grew Vision from a spare-bedroom office to a firm of more than 80 people covering all 50 states in about five years. Along the way: betting on yourself, leading with faith, taking care of your people, and why real entrepreneurs are builders, not get-rich-quick day traders.

CHAPTERS
00:00 A different kind of insurance episode
00:35 What forensic engineering actually is
01:42 Real damage vs fraud: the ball-peen hammer tell
03:09 When adjusters get it wrong
05:56 Meeting people in their hardest moments
06:48 From pastor to forensic engineering
08:11 The case that hooked him
10:25 Starting his own firm, and the licensing mistake
15:38 From 8 states to all 50
17:26 Hitting $1M in three and a half years
19:21 Betting on yourself, and faith through the fear
22:02 "$90K in debt... rookie numbers"
24:16 Taking care of your people, thinking generationally
31:21 Lawsuits, intimidation, and the 3% who don't quit

ABOUT THE GUEST
Michael Ross is the founder of Vision Forensic Engineering, a national firm providing cause-of-loss investigations and building consulting for insurance companies and private parties. A former pastor turned entrepreneur, he built the company from eight states to all fifty, and from a spare bedroom to more than 80 people, in roughly five years.

FOLLOW THE SHOW
Instagram: @greyhawkinsurance

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/pryces/got-it
License code: IJFRDULSIGSMATU5

]]> Business Entrepreneurship No He Left A 10-Year Liquor Career for This - EP021 with John Young 21 21 He Left A 10-Year Liquor Career for This - EP021 with John Young full e884de0f-7922-46b7-ab48-7d742c5bbb00 https://share.transistor.fm/s/b6e101fb He spent nearly a decade selling alcohol across Los Angeles. Then he watched the industry change for good and made the jump into commercial insurance. In this comeback episode of the Risky Assets Podcast, host Charlie Deaver sits down with John Young: former UCLA football player, longtime liquor industry veteran, and now a producer at Greyhawk Premier Insurance Solutions.

John breaks down the generational shift that is quietly reshaping the alcohol business, including the stat that stopped Charlie cold: 80 percent of alcohol is consumed by just 20 percent of drinkers, and those drinkers are aging out. He talks about why he walked away from a successful sales career, what made him choose a smaller, family oriented shop over a big corporate agency, and what his first two months inside Greyhawk have actually been like.

It is an honest conversation about career change, betting on yourself, and what it looks like to do right by the people you serve.

CHAPTERS
00:38 Meet John Young
01:36 LA roots: Loyola and UCLA football
03:04 "Man for others": the Loyola network
04:39 Injuries and walking away from football
06:20 Family
06:56 From Aldi to a decade in liquor
08:05 How the pandemic gutted hospitality
10:27 Why nobody is drinking anymore
11:56 The pivot into commercial insurance
13:23 Why he chose the small shop over corporate
16:29 Two months in: learning inside the bullpen
19:30 What insurance really means, and the Greyhawk difference
22:03 Closing thoughts

For more info on careers at Greyhawk: careers@greyhawkinsurance.com

]]> He spent nearly a decade selling alcohol across Los Angeles. Then he watched the industry change for good and made the jump into commercial insurance. In this comeback episode of the Risky Assets Podcast, host Charlie Deaver sits down with John Young: former UCLA football player, longtime liquor industry veteran, and now a producer at Greyhawk Premier Insurance Solutions.

John breaks down the generational shift that is quietly reshaping the alcohol business, including the stat that stopped Charlie cold: 80 percent of alcohol is consumed by just 20 percent of drinkers, and those drinkers are aging out. He talks about why he walked away from a successful sales career, what made him choose a smaller, family oriented shop over a big corporate agency, and what his first two months inside Greyhawk have actually been like.

It is an honest conversation about career change, betting on yourself, and what it looks like to do right by the people you serve.

CHAPTERS
00:38 Meet John Young
01:36 LA roots: Loyola and UCLA football
03:04 "Man for others": the Loyola network
04:39 Injuries and walking away from football
06:20 Family
06:56 From Aldi to a decade in liquor
08:05 How the pandemic gutted hospitality
10:27 Why nobody is drinking anymore
11:56 The pivot into commercial insurance
13:23 Why he chose the small shop over corporate
16:29 Two months in: learning inside the bullpen
19:30 What insurance really means, and the Greyhawk difference
22:03 Closing thoughts

For more info on careers at Greyhawk: careers@greyhawkinsurance.com

]]> Mon, 15 Jun 2026 10:32:23 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 1401 He spent nearly a decade selling alcohol across Los Angeles. Then he watched the industry change for good and made the jump into commercial insurance. In this comeback episode of the Risky Assets Podcast, host Charlie Deaver sits down with John Young: former UCLA football player, longtime liquor industry veteran, and now a producer at Greyhawk Premier Insurance Solutions.

John breaks down the generational shift that is quietly reshaping the alcohol business, including the stat that stopped Charlie cold: 80 percent of alcohol is consumed by just 20 percent of drinkers, and those drinkers are aging out. He talks about why he walked away from a successful sales career, what made him choose a smaller, family oriented shop over a big corporate agency, and what his first two months inside Greyhawk have actually been like.

It is an honest conversation about career change, betting on yourself, and what it looks like to do right by the people you serve.

CHAPTERS
00:38 Meet John Young
01:36 LA roots: Loyola and UCLA football
03:04 "Man for others": the Loyola network
04:39 Injuries and walking away from football
06:20 Family
06:56 From Aldi to a decade in liquor
08:05 How the pandemic gutted hospitality
10:27 Why nobody is drinking anymore
11:56 The pivot into commercial insurance
13:23 Why he chose the small shop over corporate
16:29 Two months in: learning inside the bullpen
19:30 What insurance really means, and the Greyhawk difference
22:03 Closing thoughts

For more info on careers at Greyhawk: careers@greyhawkinsurance.com

]]> Business Entrepreneurship No The Importance of Being Honest - EP020 with Edgar Corona 20 20 The Importance of Being Honest - EP020 with Edgar Corona full 37ff0bcd-0977-446c-b10a-88b4925b4f3e https://share.transistor.fm/s/dccfe722 Edgar Corona is our VP of Personal Lines at Greyhawk. We discuss:


- Shifting from big-name employers (In-N-Out and State Farm), to Greyhawk
- Trusting your gut
- The importance of life insurance (at any age)
- State Farm pulling out of California
- Pros and cons of the brokerage side of the insurance industry
- California Fair Plan = "nothing fair about it"
- Why it always pays to be honest
- Becoming the largest insurance brokerage in Santa Clarita, CA
- Plans for future growth

From Eddie: With over a decade of experience in the insurance industry. I specialize in providing tailored risk management solutions that protect business and individuals. At Greyhawk Insurance, I focus on delivering personalized service, ensuring clients understand their coverage while securing the best policies for their needs. My expertise spans in property & casualty and Life & Health. I'm passionate about building lasting relationships and staying ahead of the industry trends to offer protective solutions.

For more info on personal insurance contact Eddie at: ecorona@greyhawkinsurance.com For more info on careers at Greyhawk: careers@greyhawkinsurance.com

]]> Edgar Corona is our VP of Personal Lines at Greyhawk. We discuss:


- Shifting from big-name employers (In-N-Out and State Farm), to Greyhawk
- Trusting your gut
- The importance of life insurance (at any age)
- State Farm pulling out of California
- Pros and cons of the brokerage side of the insurance industry
- California Fair Plan = "nothing fair about it"
- Why it always pays to be honest
- Becoming the largest insurance brokerage in Santa Clarita, CA
- Plans for future growth

From Eddie: With over a decade of experience in the insurance industry. I specialize in providing tailored risk management solutions that protect business and individuals. At Greyhawk Insurance, I focus on delivering personalized service, ensuring clients understand their coverage while securing the best policies for their needs. My expertise spans in property & casualty and Life & Health. I'm passionate about building lasting relationships and staying ahead of the industry trends to offer protective solutions.

For more info on personal insurance contact Eddie at: ecorona@greyhawkinsurance.com For more info on careers at Greyhawk: careers@greyhawkinsurance.com

]]> Thu, 18 Sep 2025 10:00:00 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 2765 Edgar Corona is our VP of Personal Lines at Greyhawk. We discuss:


- Shifting from big-name employers (In-N-Out and State Farm), to Greyhawk
- Trusting your gut
- The importance of life insurance (at any age)
- State Farm pulling out of California
- Pros and cons of the brokerage side of the insurance industry
- California Fair Plan = "nothing fair about it"
- Why it always pays to be honest
- Becoming the largest insurance brokerage in Santa Clarita, CA
- Plans for future growth

From Eddie: With over a decade of experience in the insurance industry. I specialize in providing tailored risk management solutions that protect business and individuals. At Greyhawk Insurance, I focus on delivering personalized service, ensuring clients understand their coverage while securing the best policies for their needs. My expertise spans in property & casualty and Life & Health. I'm passionate about building lasting relationships and staying ahead of the industry trends to offer protective solutions.

For more info on personal insurance contact Eddie at: ecorona@greyhawkinsurance.com For more info on careers at Greyhawk: careers@greyhawkinsurance.com

]]> Business Entrepreneurship No The Future Is Insurance - EP019 with Bryan Houser 19 19 The Future Is Insurance - EP019 with Bryan Houser full cf2378f6-2464-4973-87e3-52d56a91eb1d https://share.transistor.fm/s/ab956f17 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 @ info@greyhawkinsurance.com

]]> 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 @ info@greyhawkinsurance.com

]]> Wed, 27 Aug 2025 10:00:00 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 2316 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 @ info@greyhawkinsurance.com

]]> Business Entrepreneurship No The BIGGEST little Company (That No One’s Ever Heard Of) - EP018 with George Sagadencky 18 18 The BIGGEST little Company (That No One’s Ever Heard Of) - EP018 with George Sagadencky full 98599e7c-f112-4447-ac7b-d3766fea8aeb https://share.transistor.fm/s/7ead0f70 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 info@greyhawkinsurance.com

]]> 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 info@greyhawkinsurance.com

]]> Fri, 06 Dec 2024 10:00:00 -0800 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 3627 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 info@greyhawkinsurance.com

]]> Business Entrepreneurship No From Retail to Restoration - EP017 with Daniel Christensen 17 17 From Retail to Restoration - EP017 with Daniel Christensen full 7a6244a0-7fe2-4bbf-aa71-835dc52b9e95 https://share.transistor.fm/s/d05b2fc6 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: dchristensen@servproscv.com

Contact Greyhawk at: cdeaver@greyhawkinsurance.com

]]> 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: dchristensen@servproscv.com

Contact Greyhawk at: cdeaver@greyhawkinsurance.com

]]> Tue, 15 Oct 2024 10:14:22 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 3777 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: dchristensen@servproscv.com

Contact Greyhawk at: cdeaver@greyhawkinsurance.com

]]> Business Entrepreneurship No It Pays To Break The Rules - EP016 with Cesar Montoya 16 16 It Pays To Break The Rules - EP016 with Cesar Montoya full 5f91d022-27d7-4fe3-89c6-c823878ac3a0 https://share.transistor.fm/s/0ccabd3b 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.

]]> 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.

]]> Tue, 27 Aug 2024 10:00:00 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 3271 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.

]]> Business Entrepreneurship No Getting Uncomfortable — Leaving Farmers for Greyhawk - EP015 Roger Romero 15 15 Getting Uncomfortable — Leaving Farmers for Greyhawk - EP015 Roger Romero full 3d0b33d4-6d33-4ef2-ac48-a974c19dd502 https://share.transistor.fm/s/1279e25d 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: info@greyhawkinsurance.com

--
Get a quote at: greyhawkinsurance.com

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

]]> 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: info@greyhawkinsurance.com

--
Get a quote at: greyhawkinsurance.com

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

]]> Thu, 30 May 2024 09:50:00 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 2864 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: info@greyhawkinsurance.com

--
Get a quote at: greyhawkinsurance.com

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

]]> Business Entrepreneurship No Pulling Health Insurance Out of the Stone Age - EP014 Wesley Deaver 14 14 Pulling Health Insurance Out of the Stone Age - EP014 Wesley Deaver full 9baace8d-fbc4-4663-a96d-9a6d6e218444 https://share.transistor.fm/s/6ce0aa6d 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: info@greyhawkinsurance.com

--
Get a quote at: greyhawkinsurance.com

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

]]> 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: info@greyhawkinsurance.com

--
Get a quote at: greyhawkinsurance.com

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

]]> Thu, 25 Apr 2024 10:00:00 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 2195 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: info@greyhawkinsurance.com

--
Get a quote at: greyhawkinsurance.com

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

]]> Business Entrepreneurship No Life Insurance With Living Benefits // How to Use an IUL - EP013 Hobie Beman 13 13 Life Insurance With Living Benefits // How to Use an IUL - EP013 Hobie Beman full 9daec557-b697-44f4-b655-600dcc81c754 https://share.transistor.fm/s/6d32386b 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: cdeaver@greyhawkinsurance.com

]]> 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: cdeaver@greyhawkinsurance.com

]]> Thu, 14 Mar 2024 09:56:00 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 3887 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: cdeaver@greyhawkinsurance.com

]]> Business Entrepreneurship No How Self Insurance Can Amplify Your Business - EP012 Ian Mayster 12 12 How Self Insurance Can Amplify Your Business - EP012 Ian Mayster full afcef25c-6191-494f-add5-8562c1ad5798 https://share.transistor.fm/s/8c64d3b2 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: cdeaver@greyhawkinsurance.com

]]> 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: cdeaver@greyhawkinsurance.com

]]> Tue, 19 Dec 2023 11:32:50 -0800 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 2675 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: cdeaver@greyhawkinsurance.com

]]> Business Entrepreneurship No Revolutionizing Luxury Home Insurance In California - EP011 Robert Feldman 11 11 Revolutionizing Luxury Home Insurance In California - EP011 Robert Feldman full bf1c2ce3-10ef-436e-b25b-50a0b3817dcd https://share.transistor.fm/s/8cdea0d0 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 personal@greyhawkinsurance.com 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.

]]> 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 personal@greyhawkinsurance.com 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.

]]> Wed, 01 Nov 2023 10:22:16 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 2507 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 personal@greyhawkinsurance.com 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.

]]> Business Entrepreneurship No "Spending Strategy" Not "Budget" - EP010 Stacey McKinnon 10 10 "Spending Strategy" Not "Budget" - EP010 Stacey McKinnon full 7b65260d-7255-43a6-a87e-18036f0af941 https://share.transistor.fm/s/e5c98ee2 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: executives@greyhawkinsurance.com

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.

]]> 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: executives@greyhawkinsurance.com

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.

]]> Tue, 26 Sep 2023 13:48:18 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 3509 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: executives@greyhawkinsurance.com

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.

]]> Business Entrepreneurship No Building Your Dream Career With Greyhawk - EP009 Jesse Hanckel 9 9 Building Your Dream Career With Greyhawk - EP009 Jesse Hanckel full a944dc79-1420-4b25-90a9-0354fa9b8f01 https://share.transistor.fm/s/fe0ec589 Jesse Hanckel has been at Greyhawk for almost 2 years and is one of our most promising young producers. He was a Division 1 quarterback in college and has taken his discipline and talents into the insurance industry. Jesse has proved himself to be hardworking and trustworthy and will undoubtedly be a pillar of Greyhawk's future.


For more information about working at Greyhawk, email us at: careers@greyhawkinsurance.com

]]> Jesse Hanckel has been at Greyhawk for almost 2 years and is one of our most promising young producers. He was a Division 1 quarterback in college and has taken his discipline and talents into the insurance industry. Jesse has proved himself to be hardworking and trustworthy and will undoubtedly be a pillar of Greyhawk's future.


For more information about working at Greyhawk, email us at: careers@greyhawkinsurance.com

]]> Tue, 05 Sep 2023 10:00:00 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 2041 Jesse Hanckel has been at Greyhawk for almost 2 years and is one of our most promising young producers. He was a Division 1 quarterback in college and has taken his discipline and talents into the insurance industry. Jesse has proved himself to be hardworking and trustworthy and will undoubtedly be a pillar of Greyhawk's future.


For more information about working at Greyhawk, email us at: careers@greyhawkinsurance.com

]]> Business Entrepreneurship No Greyhawk, A Force To Be Reckoned With - EP008 Justin Pizzola 8 8 Greyhawk, A Force To Be Reckoned With - EP008 Justin Pizzola full 9ca04f4d-c528-4468-89dd-f3fab17e33fc https://share.transistor.fm/s/d333125a We're thrilled to announce that Justin Pizzola is now an equal partner in Greyhawk Premier Insurance Solutions! Our main aim in coming together is to make the most of our individual strengths and work more efficiently, all while providing our clients with an exceptional experience. We can't wait to embark on this exciting journey together!

For potential clients and employees email:
executives@greyhawkinsurance.com

]]> We're thrilled to announce that Justin Pizzola is now an equal partner in Greyhawk Premier Insurance Solutions! Our main aim in coming together is to make the most of our individual strengths and work more efficiently, all while providing our clients with an exceptional experience. We can't wait to embark on this exciting journey together!

For potential clients and employees email:
executives@greyhawkinsurance.com

]]> Tue, 20 Jun 2023 10:00:00 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 3208 We're thrilled to announce that Justin Pizzola is now an equal partner in Greyhawk Premier Insurance Solutions! Our main aim in coming together is to make the most of our individual strengths and work more efficiently, all while providing our clients with an exceptional experience. We can't wait to embark on this exciting journey together!

For potential clients and employees email:
executives@greyhawkinsurance.com

]]> Business Entrepreneurship No Riding The Wave of Entrepreneurship - EP007 Joey Ball 7 7 Riding The Wave of Entrepreneurship - EP007 Joey Ball full 346d5d86-fa84-4653-b625-7288402a98fe https://share.transistor.fm/s/e173b491 Joey Ball has owned numerous businesses including Paradise Tanning Salons, five Massage Envy's across Southern California and La Canada’s European Wax Center.

]]> Joey Ball has owned numerous businesses including Paradise Tanning Salons, five Massage Envy's across Southern California and La Canada’s European Wax Center.

]]> Tue, 18 Apr 2023 10:00:00 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 3683 Joey Ball has owned numerous businesses including Paradise Tanning Salons, five Massage Envy's across Southern California and La Canada’s European Wax Center.

]]> Business Entrepreneurship No How To Spend More Today - RA006 John Vance 6 6 How To Spend More Today - RA006 John Vance full 8361ccff-8087-4edb-b382-60bd7601c38f https://share.transistor.fm/s/2728d28a From Vance Wealth:
Since 2003, Vance Wealth has served as a premier financial planning practice passionately committed to helping our families and businesses succeed at every step of their financial journey. With a healthy balance of caring and planning, we guide our clients to achieve more in life so they can make a greater impact on their families and communities.

https://vancewealth.com/updates/2023/what-is-the-augusta-rule/
https://vancewealth.com/
john.vance@vancewealth.com

Contact us: https://greyhawkinsurance.com/contact

]]> From Vance Wealth:
Since 2003, Vance Wealth has served as a premier financial planning practice passionately committed to helping our families and businesses succeed at every step of their financial journey. With a healthy balance of caring and planning, we guide our clients to achieve more in life so they can make a greater impact on their families and communities.

https://vancewealth.com/updates/2023/what-is-the-augusta-rule/
https://vancewealth.com/
john.vance@vancewealth.com

Contact us: https://greyhawkinsurance.com/contact

]]> Tue, 04 Apr 2023 10:00:00 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 3964 From Vance Wealth:
Since 2003, Vance Wealth has served as a premier financial planning practice passionately committed to helping our families and businesses succeed at every step of their financial journey. With a healthy balance of caring and planning, we guide our clients to achieve more in life so they can make a greater impact on their families and communities.

https://vancewealth.com/updates/2023/what-is-the-augusta-rule/
https://vancewealth.com/
john.vance@vancewealth.com

Contact us: https://greyhawkinsurance.com/contact

]]> Business Entrepreneurship No Change or Die - Neal Weichel EP005 5 5 Change or Die - Neal Weichel EP005 full 5fa104fe-8f28-469f-9cc8-fb9012a4f27d https://share.transistor.fm/s/ba442db0 From Neal: I have been fortunate to help over 5000 families buy and sell Real estate since 1991. Real Estate has changed a lot in that time with utilizing the best of modern technology being critical today. To be the top producing agent in Santa Clarita during that time though is always about people skills and putting the client first. Combining that philosophy with superior marketing means sellers sell faster and for more money and buyers receive market insight and guidance they cant get anywhere else.
https://www.nealweichel.com

Contact us: https://greyhawkinsurance.com/contact

]]> From Neal: I have been fortunate to help over 5000 families buy and sell Real estate since 1991. Real Estate has changed a lot in that time with utilizing the best of modern technology being critical today. To be the top producing agent in Santa Clarita during that time though is always about people skills and putting the client first. Combining that philosophy with superior marketing means sellers sell faster and for more money and buyers receive market insight and guidance they cant get anywhere else.
https://www.nealweichel.com

Contact us: https://greyhawkinsurance.com/contact

]]> Tue, 21 Mar 2023 09:43:07 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 2879 From Neal: I have been fortunate to help over 5000 families buy and sell Real estate since 1991. Real Estate has changed a lot in that time with utilizing the best of modern technology being critical today. To be the top producing agent in Santa Clarita during that time though is always about people skills and putting the client first. Combining that philosophy with superior marketing means sellers sell faster and for more money and buyers receive market insight and guidance they cant get anywhere else.
https://www.nealweichel.com

Contact us: https://greyhawkinsurance.com/contact

]]> Business Entrepreneurship No The Secret Life Insurance of the Wealthy - Tim Whitmore EP004 4 4 The Secret Life Insurance of the Wealthy - Tim Whitmore EP004 full d3cef97b-a230-4b80-a92d-80374aecee0f https://share.transistor.fm/s/070c34be A nationally recognized member of the life insurance industry with a specialty in Premium Financing, Tim Whitmore has been involved in the business for nearly three decades in several different roles. Over his career he has won numerous awards and has been recognized as a top producer. He currently works as Managing Director at Watermark Insurance.

Watermark Insurance is a full-scale life insurance brokerage focused on putting the life back in life insurance. Watermark offers its agents and advisors best-in-class case management and design, advanced insurance strategies and expertise, sales and marketing support and access to the top carriers and solutions on the market.
watermarklife.com

Contact us: https://greyhawkinsurance.com/contact

]]> A nationally recognized member of the life insurance industry with a specialty in Premium Financing, Tim Whitmore has been involved in the business for nearly three decades in several different roles. Over his career he has won numerous awards and has been recognized as a top producer. He currently works as Managing Director at Watermark Insurance.

Watermark Insurance is a full-scale life insurance brokerage focused on putting the life back in life insurance. Watermark offers its agents and advisors best-in-class case management and design, advanced insurance strategies and expertise, sales and marketing support and access to the top carriers and solutions on the market.
watermarklife.com

Contact us: https://greyhawkinsurance.com/contact

]]> Tue, 21 Mar 2023 09:29:57 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 2647 A nationally recognized member of the life insurance industry with a specialty in Premium Financing, Tim Whitmore has been involved in the business for nearly three decades in several different roles. Over his career he has won numerous awards and has been recognized as a top producer. He currently works as Managing Director at Watermark Insurance.

Watermark Insurance is a full-scale life insurance brokerage focused on putting the life back in life insurance. Watermark offers its agents and advisors best-in-class case management and design, advanced insurance strategies and expertise, sales and marketing support and access to the top carriers and solutions on the market.
watermarklife.com

Contact us: https://greyhawkinsurance.com/contact

]]> Business Entrepreneurship No We Need More Women in Insurance - Nicole Rex EP003 3 3 We Need More Women in Insurance - Nicole Rex EP003 full 2dd2c54f-e37a-43fa-ad31-3f49db8befb5 https://share.transistor.fm/s/83156391 Nicole Rex is a powerful female voice in a male-dominated industry. She has taken strides in the life insurance business since founding Watermark Life. Nicole quickly found a home in life insurance after beginning her career in 2009, and she has been an active member of several insurance organizations.

Watermark Insurance Services is a full-scale life insurance brokerage focused on putting the life back in insurance. Watermark was founded in 2011 by Nicole Rex and offers its agents and advisors best-in-class case management and design, advanced insurance strategies and expertise, sales and marketing support and access to the top carriers and solutions on the market.

watermarklife.com

]]> Nicole Rex is a powerful female voice in a male-dominated industry. She has taken strides in the life insurance business since founding Watermark Life. Nicole quickly found a home in life insurance after beginning her career in 2009, and she has been an active member of several insurance organizations.

Watermark Insurance Services is a full-scale life insurance brokerage focused on putting the life back in insurance. Watermark was founded in 2011 by Nicole Rex and offers its agents and advisors best-in-class case management and design, advanced insurance strategies and expertise, sales and marketing support and access to the top carriers and solutions on the market.

watermarklife.com

]]> Tue, 17 Jan 2023 10:00:00 -0800 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 3155 Nicole Rex is a powerful female voice in a male-dominated industry. She has taken strides in the life insurance business since founding Watermark Life. Nicole quickly found a home in life insurance after beginning her career in 2009, and she has been an active member of several insurance organizations. Watermark Insurance Services is a full-scale life insurance brokerage focused on putting the life back in insurance. Watermark was founded in 2011 by Nicole Rex and offers its agents and advisors best-in-class case management and design, advanced insurance strategies and expertise, sales and marketing support and access to the top carriers and solutions on the market. watermarklife.com Nicole Rex is a powerful female voice in a male-dominated industry. She has taken strides in the life insurance business since founding Watermark Life. Nicole quickly found a home in life insurance after beginning her career in 2009, and she has been an a Business Entrepreneurship No Bad Things Will Never Happen To You - Stephen Johns EP002 2 2 Bad Things Will Never Happen To You - Stephen Johns EP002 full 958e38a0-ff66-46d2-b670-88cc82e88195 https://share.transistor.fm/s/a11600e0 Tue, 11 Oct 2022 23:56:56 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 2430 Planning for the future? Need a wise investment planner? Risky Assets interviews Stephen Johns, a wealth manager with Martin & Company. They talk about asset management, investing, life insurance and the importance of long term care. Planning for the future? Need a wise investment planner? Risky Assets interviews Stephen Johns, a wealth manager with Martin & Company. They talk about asset management, investing, life insurance and the importance of long term care. Business Entrepreneurship No Why Is Insurance A Dirty Word? - An Intro To Greyhawk EP001 1 1 Why Is Insurance A Dirty Word? - An Intro To Greyhawk EP001 full 84159935-27ce-4982-86cd-00f0e174f242 https://share.transistor.fm/s/bd16a3c5 Insurance is a blueprint to making money. Insurance is a means to investing in the future. Insurance is a uniquely adaptable product that can make or break a company’s success. Meet Daniel Clarke and Charlie Deaver, co-founders of Greyhawk Insurance. Charlie and Daniel founded Greyhawk because of the opportunities insurance provided, and are passionate about educating business owners on proper insurance structure. This episode is a meet-and-greet with Charlie and Daniel about who they are, how Greyhawk came to be, and why insurance needs to be talked about more than it is. 


]]> Insurance is a blueprint to making money. Insurance is a means to investing in the future. Insurance is a uniquely adaptable product that can make or break a company’s success. Meet Daniel Clarke and Charlie Deaver, co-founders of Greyhawk Insurance. Charlie and Daniel founded Greyhawk because of the opportunities insurance provided, and are passionate about educating business owners on proper insurance structure. This episode is a meet-and-greet with Charlie and Daniel about who they are, how Greyhawk came to be, and why insurance needs to be talked about more than it is. 


]]> Mon, 22 Aug 2022 22:44:56 -0700 Greyhawk Premier Insurance Solutions Greyhawk Premier Insurance Solutions 2514 Insurance is a blueprint to making money. Insurance is a means to investing in the future. Insurance is a uniquely adaptable product that can make or break a company’s success. Meet Daniel Clarke and Charlie Deaver, co-founders of Greyhawk Insurance. Charlie and Daniel founded Greyhawk because of the opportunities insurance provided, and are passionate about educating business owners on proper insurance structure. This episode is a meet-and-greet with Charlie and Daniel about who they are, how Greyhawk came to be, and why insurance needs to be talked about more than it is.  Insurance is a blueprint to making money. Insurance is a means to investing in the future. Insurance is a uniquely adaptable product that can make or break a company’s success. Meet Daniel Clarke and Charlie Deaver, co-founders of Greyhawk Insurance. Char Business Entrepreneurship No