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FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits.
David Chudyk
24 episodes
6 days ago
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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Entrepreneurship
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All content for FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits. is the property of David Chudyk and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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)
Show more...
Entrepreneurship
Business
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Can BOLD PENGUIN jumpstart your agency's commercial insurance production?
FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits.
23 minutes 12 seconds
4 years ago
Can BOLD PENGUIN jumpstart your agency's commercial insurance production?

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

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)