Risky Assets

By: Greyhawk Premier Insurance Solutions
  • Summary

  • 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
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Episodes
  • Getting Uncomfortable — Leaving Farmers for Greyhawk - EP015 Roger Romero
    May 30 2024

    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

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    Get a quote at: greyhawkinsurance.com

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    48 mins
  • Pulling Health Insurance Out of the Stone Age - EP014 Wesley Deaver
    Apr 25 2024

    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

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    37 mins
  • Dodging the IRS // How to Use an IUL - EP013 Hobie Beman
    Mar 14 2024

    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

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    1 hr and 5 mins

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