Insurance

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Patrick BetDavidVerify icon
Patrick BetDavid
4.94
1113 consultations
Born in Iran, Made In 🇺🇸 Entrepreneur since 10 years old 📚 Author of #1 WSJ Best Seller “Your Next Five Moves” 🌳Lifelong Synergist
Born in Iran, Made In 🇺🇸 Entrepreneur since 10 years old 📚 Author of #1 WSJ Best Seller “Your Next Five Moves” 🌳Lifelong Synergist
Matt SapaulaVerify icon
Matt Sapaula
5
49 consultations
It’s me - @MoneySmartGuy Matt Sapaula. I have worked directly with/ Patrick Bet-David for nearly ten years and a key person helping PBD to and through the $300M acquisition of PHP Agency. I am his no 1 income earner with a sales force of over 3,000 and growing, multicultural agents across the country. I am an expert in life insurance strategies as well as in recruitment and leadership development. I host the 7 Figure Squad YT channel w/ over 300k subscribers. I served 8 years on active duty as a United States Marine w/ tours in the Persian Gulf and Somalia, Africa. How I can help you: Ask me about transitioning from employee to entrepreneur, building up your revenue, training your sales team, recruiting and developing leaders that can scale your business, leveraging social media that bring you interested customers…even life insurance strategies that are tax advantaged to legally disinherit Uncle Sam. Let’s play offense!
It’s me - @MoneySmartGuy Matt Sapaula. I have worked directly with/ Patrick Bet-David for nearly ten years and a key person helping PBD to and through the $300M acquisition of PHP Agency. I am his no 1 income earner with a sales force of over 3,000 and growing, multicultural agents across the country. I am an expert in life insurance strategies as well as in recruitment and leadership development. I host the 7 Figure Squad YT channel w/ over 300k subscribers. I served 8 years on active duty as a United States Marine w/ tours in the Persian Gulf and Somalia, Africa. How I can help you: Ask me about transitioning from employee to entrepreneur, building up your revenue, training your sales team, recruiting and developing leaders that can scale your business, leveraging social media that bring you interested customers…even life insurance strategies that are tax advantaged to legally disinherit Uncle Sam. Let’s play offense!
Ted MurphyVerify icon
Ted Murphy
5
16 consultations
Co-host of the Build It, Keep It Podcast Top 10% podcast in the world! Personal finance expert helping you make and keep more of your money. ❌ Are you looking to get out of debt? ❌ Get rid of money stress? ❌ Build a good side business? Minnect with me and we’ll talk all about how to do that!
Co-host of the Build It, Keep It Podcast Top 10% podcast in the world! Personal finance expert helping you make and keep more of your money. ❌ Are you looking to get out of debt? ❌ Get rid of money stress? ❌ Build a good side business? Minnect with me and we’ll talk all about how to do that!
Tigran BekianVerify icon
Tigran Bekian
5
15 consultations
Hello everyone. Here is how I can help you. 1. Processing issues - human nature. One of the areas most people fall short is in the area of conflict resolution. The faster you can deal and process issues the faster you can move on to scaling your business. 2. Identify key initiatives to help drive revenue for your business. Most business are only a couple of small changes away from getting to the next. 3. How to create stronger relationships - both professionally and personally. Balancing work and personal life is a sensitive topic to every entrepreneur, my wife and I both work together in our business as intrepreneurs, we are both Alphas, how to overcome the misconception of working together is difficult, and create a strong work life balance has helped us over the last 13 years working together. Right hand to CEO & Founder Patrick Bet-David. Currently Vice President of Sales and Distribution at PHP Agency, started in 2009 by Patrick with 66 licensed life insurance agents now nearly 50,000 nationwide. Over the last decade under PBDs mentorship, I’ve gained knowledge and expertise in areas of human nature, conflict resolution, processing issues, driving sales leaders helping others scale their business from $100k - $40M annually. Looking forward to connecting with you here on Minnect to share ideas, bringing value, providing insight from a #2 perspective.
Hello everyone. Here is how I can help you. 1. Processing issues - human nature. One of the areas most people fall short is in the area of conflict resolution. The faster you can deal and process issues the faster you can move on to scaling your business. 2. Identify key initiatives to help drive revenue for your business. Most business are only a couple of small changes away from getting to the next. 3. How to create stronger relationships - both professionally and personally. Balancing work and personal life is a sensitive topic to every entrepreneur, my wife and I both work together in our business as intrepreneurs, we are both Alphas, how to overcome the misconception of working together is difficult, and create a strong work life balance has helped us over the last 13 years working together. Right hand to CEO & Founder Patrick Bet-David. Currently Vice President of Sales and Distribution at PHP Agency, started in 2009 by Patrick with 66 licensed life insurance agents now nearly 50,000 nationwide. Over the last decade under PBDs mentorship, I’ve gained knowledge and expertise in areas of human nature, conflict resolution, processing issues, driving sales leaders helping others scale their business from $100k - $40M annually. Looking forward to connecting with you here on Minnect to share ideas, bringing value, providing insight from a #2 perspective.
Maral KeshishianVerify icon
Maral Keshishian
5
12 consultations
I have worked directly with and been mentored by Patrick Bet-David for over 13 years. I helped take his insurance financial services startup from less than 10 employees to over 100 employees. From a few hundred agents to over 50,000 agents across the country. Created systems, infrastructure, payroll systems, employee benefits programs to operational efficiencies. Was part of the core team in developing our proprietary agency management system. From concept, business rules, UI/UX, etc. Led finance division for all payroll and responsible for the processing of a few hundred million dollars of commission. In private high level negotiation rooms with leading Fortune 500 companies in the insurance industry. Planned, negotiated, sourced, produced and executed events and incentives ranging from 50 to 15,000 people over the last 13 years. Hosted events at the MGM Grand Garden Arena and many prestigious venues both domestic and international. Honored to be recognized as the youngest female president of an insurance company of this size and caliber. I am passionate about helping other women achieve success. Share how I balance being a wife, a mother to my two young boys, being an intrapreneur, and an executive leading a team. You can have it all.. I look forward to providing you and your business with valuable insight in various aspects.
I have worked directly with and been mentored by Patrick Bet-David for over 13 years. I helped take his insurance financial services startup from less than 10 employees to over 100 employees. From a few hundred agents to over 50,000 agents across the country. Created systems, infrastructure, payroll systems, employee benefits programs to operational efficiencies. Was part of the core team in developing our proprietary agency management system. From concept, business rules, UI/UX, etc. Led finance division for all payroll and responsible for the processing of a few hundred million dollars of commission. In private high level negotiation rooms with leading Fortune 500 companies in the insurance industry. Planned, negotiated, sourced, produced and executed events and incentives ranging from 50 to 15,000 people over the last 13 years. Hosted events at the MGM Grand Garden Arena and many prestigious venues both domestic and international. Honored to be recognized as the youngest female president of an insurance company of this size and caliber. I am passionate about helping other women achieve success. Share how I balance being a wife, a mother to my two young boys, being an intrapreneur, and an executive leading a team. You can have it all.. I look forward to providing you and your business with valuable insight in various aspects.
Lanaya SherryVerify icon
Lanaya Sherry
5
11 consultations
Expert Certified Defense Financial Manager with more 14 years in field. My primary focus has been on Appropriation Law, Fiscal Law, and Insurance with a focus in Life and Annuities and licensed in multiple states. I have an AA in Accounting and a BS in Business Accounting. In addition, my husband and I own a successful Tattoo business for going on 30 years. I learned the importance of a career, good credit, and decent income from an early age by watching my parents and their struggle. I didn’t have help and no one taught me how to manage my money. Like many younger adults, I feel into the debt trap. Medical debt, credit card debt, car debt, school debt. And most before the age of 21. It took me years to pay it down and repair my credit. Now I spend my time between work, teaching and educating people on how to manage their debt, how to budget their money, how to repair and build their credit. Helping educate and guide people to a financially stable future will help end the struggle for many families. It only takes one family member to change the direction for their family forever.
Expert Certified Defense Financial Manager with more 14 years in field. My primary focus has been on Appropriation Law, Fiscal Law, and Insurance with a focus in Life and Annuities and licensed in multiple states. I have an AA in Accounting and a BS in Business Accounting. In addition, my husband and I own a successful Tattoo business for going on 30 years. I learned the importance of a career, good credit, and decent income from an early age by watching my parents and their struggle. I didn’t have help and no one taught me how to manage my money. Like many younger adults, I feel into the debt trap. Medical debt, credit card debt, car debt, school debt. And most before the age of 21. It took me years to pay it down and repair my credit. Now I spend my time between work, teaching and educating people on how to manage their debt, how to budget their money, how to repair and build their credit. Helping educate and guide people to a financially stable future will help end the struggle for many families. It only takes one family member to change the direction for their family forever.
Vimal Madhani Masters In Tax and EA
Vimal Madhani Masters In Tax and EA
consultations
Income tax expert with 22 years experience, passed the IRS Enrolled Agent Designation and a licensed life insurance broker for the past 11 years. Main disciplines are in small business owners, start ups, and real estate tax clients . I also advise on many domestic and few international tax questions. I can advise for Limited Liability Companies, S corps, C Corps, Rental Real Estate and Tax strategy, as well as tax efficient strategies.
Income tax expert with 22 years experience, passed the IRS Enrolled Agent Designation and a licensed life insurance broker for the past 11 years. Main disciplines are in small business owners, start ups, and real estate tax clients . I also advise on many domestic and few international tax questions. I can advise for Limited Liability Companies, S corps, C Corps, Rental Real Estate and Tax strategy, as well as tax efficient strategies.
Dana ChanelVerify icon
Dana Chanel
5
consultations
From Influencer to Business Builder 1M + followers | 8 Years of Marriage | Mother of 2 🔥 1 BILLION VIEWS ACROSS social media in the last decade. 🏆Award winning beauty product developer (ecommerce) 📲 # 1 Christian app in the world 10 million downloads 🎥 Viral Content Creator Frequently Asked Questions: How to create extraordinary content? What’s a strategic marketing idea to grow my business? How to rebuild my marriage? How to become a better woman? How to create a great beauty product? Out of the Box E-commerce Strategies? How To Attract A High Value Man? How to create long lasting relationship professionally and personally? How to restart my life? Womanhood venting? How to balance motherhood and professional ambition? Out of the box revenue generating ideas in my business? How to grow my followers?
From Influencer to Business Builder 1M + followers | 8 Years of Marriage | Mother of 2 🔥 1 BILLION VIEWS ACROSS social media in the last decade. 🏆Award winning beauty product developer (ecommerce) 📲 # 1 Christian app in the world 10 million downloads 🎥 Viral Content Creator Frequently Asked Questions: How to create extraordinary content? What’s a strategic marketing idea to grow my business? How to rebuild my marriage? How to become a better woman? How to create a great beauty product? Out of the Box E-commerce Strategies? How To Attract A High Value Man? How to create long lasting relationship professionally and personally? How to restart my life? Womanhood venting? How to balance motherhood and professional ambition? Out of the box revenue generating ideas in my business? How to grow my followers?
Andrea McGowan
Andrea McGowan
5
consultations
🚀 Entrepreneurial Pioneer 🍲 Food Manufacturing Pro 🌐 Local Market Scaling Expert 📑 Public Speaking Guru 📈 Marketing Maven 🛡️ Insurance Strategist 🔍 Small Business Specialist 🌶️ Founder of Mouth of the South Salsa ⚡️Founder of The Monsoon Team 💬 Let's Talk Startup Success! Andrea McGowan, a small business owner, and native of Southern Arizona, has always had her passions rooted in her local communities. After pursuing careers in healthcare with her husband post-college, they ventured beyond corporate America to establish the Mouth of the South Salsa Company a salsa manufacturing company, and The Monsoon Team, a financial services firm. With extensive experience in both industries, their mission is to serve God by serving others and empowering individuals to realize their inner greatness. Andrea and her husband are dedicated to helping people become more than they thought possible, firmly believing that empowerment is at the heart of their mission. What you will get when you connect with me? Welcome to my corner of wisdom! As a seasoned advisor in life, life insurance, annuities, and business I'm here to guide you through the complexities, ensuring your journey is both protected and prosperous. As a broker of an large national insurance agency I can support your finance needs and fill your cup with peace! I lead with education and information so you always walk away feeling informed. If you have questions on your pension or retirement plans and you are having trouble figuring out that alphabet soup of 401(k)‘s 403b, IRA or ROTH IRAS LOOK NO FURTHER! Confused over your group benefits? Considering individual benefits? or you are ready to adult and want to know about that old Gerber plan your grandma bought you, well…..I’m your go to expert!!!  I am licensed in over 12 states and have an extensive team of experts to help. Want to understand how to start an LLC in the food or insurance industry? Want to learn how to navigate the murky waters of health department commissary licenses and permits?Want to learn how to public speak and get your product to the people? Well, if you want some, come get some, we are the food manufacturing team of experts you’ve been looking for!! With a passion for coaching and leadership, I also specialize in nurturing your personal and professional growth. Let's embark on a transformative voyage together, unlocking your potential and sculpting a future defined by success and fulfillment. Your journey to a better you and better understanding starts here.
🚀 Entrepreneurial Pioneer 🍲 Food Manufacturing Pro 🌐 Local Market Scaling Expert 📑 Public Speaking Guru 📈 Marketing Maven 🛡️ Insurance Strategist 🔍 Small Business Specialist 🌶️ Founder of Mouth of the South Salsa ⚡️Founder of The Monsoon Team 💬 Let's Talk Startup Success! Andrea McGowan, a small business owner, and native of Southern Arizona, has always had her passions rooted in her local communities. After pursuing careers in healthcare with her husband post-college, they ventured beyond corporate America to establish the Mouth of the South Salsa Company a salsa manufacturing company, and The Monsoon Team, a financial services firm. With extensive experience in both industries, their mission is to serve God by serving others and empowering individuals to realize their inner greatness. Andrea and her husband are dedicated to helping people become more than they thought possible, firmly believing that empowerment is at the heart of their mission. What you will get when you connect with me? Welcome to my corner of wisdom! As a seasoned advisor in life, life insurance, annuities, and business I'm here to guide you through the complexities, ensuring your journey is both protected and prosperous. As a broker of an large national insurance agency I can support your finance needs and fill your cup with peace! I lead with education and information so you always walk away feeling informed. If you have questions on your pension or retirement plans and you are having trouble figuring out that alphabet soup of 401(k)‘s 403b, IRA or ROTH IRAS LOOK NO FURTHER! Confused over your group benefits? Considering individual benefits? or you are ready to adult and want to know about that old Gerber plan your grandma bought you, well…..I’m your go to expert!!!  I am licensed in over 12 states and have an extensive team of experts to help. Want to understand how to start an LLC in the food or insurance industry? Want to learn how to navigate the murky waters of health department commissary licenses and permits?Want to learn how to public speak and get your product to the people? Well, if you want some, come get some, we are the food manufacturing team of experts you’ve been looking for!! With a passion for coaching and leadership, I also specialize in nurturing your personal and professional growth. Let's embark on a transformative voyage together, unlocking your potential and sculpting a future defined by success and fulfillment. Your journey to a better you and better understanding starts here.
James CunninghamVerify icon
James Cunningham
5
consultations
James Cunningham is known for his award-winning work in the financial services industry where he served thousands of successful insurance professionals and entrepreneurs. He excelled by recruiting, developing, and leading people from all walks of life on how to build profitable and solvent businesses. He sold his business and retired at the young age of thirty-seven after fourteen plus years of operating one of the most successful insurance organizations in the US. He provides consultation to business leaders, athletes, and elite achievers, teaching the principles of personal development, results-driven performance, retirement planning, and mental toughness. James is recognized as one of the most influential leaders in the financial services industry. He recently authored his first book titled “YOU CAN DO IT!” He is also a producer for the upcoming “Adam and Eve” animated movie. Outside of his business endeavors he specializes in speed and development training to amateur track and field athletes who have gone on to become National Champions, Junior Olympians, and All-Americans. He earned his bachelor’s degree in Sports Management and Business Administration at the University of Mount Union. He was also a former NCAA football player and track and field athlete at the school. James co-owns a successful business with his wife, Marissa. They enjoy life in Indianapolis, Indiana, with their daughter.
James Cunningham is known for his award-winning work in the financial services industry where he served thousands of successful insurance professionals and entrepreneurs. He excelled by recruiting, developing, and leading people from all walks of life on how to build profitable and solvent businesses. He sold his business and retired at the young age of thirty-seven after fourteen plus years of operating one of the most successful insurance organizations in the US. He provides consultation to business leaders, athletes, and elite achievers, teaching the principles of personal development, results-driven performance, retirement planning, and mental toughness. James is recognized as one of the most influential leaders in the financial services industry. He recently authored his first book titled “YOU CAN DO IT!” He is also a producer for the upcoming “Adam and Eve” animated movie. Outside of his business endeavors he specializes in speed and development training to amateur track and field athletes who have gone on to become National Champions, Junior Olympians, and All-Americans. He earned his bachelor’s degree in Sports Management and Business Administration at the University of Mount Union. He was also a former NCAA football player and track and field athlete at the school. James co-owns a successful business with his wife, Marissa. They enjoy life in Indianapolis, Indiana, with their daughter.