...and Insurance
Aaron Levine
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A podcast exploring the ins and outs of insurance for your business or home. We will be giving you bite sized chunks of information about insurance coverage that often get overlooked or not fully understood. Hosted by Aaron Levine of LG Insurance.
Available episodes
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Sep 13, 2023
Trusts, Estates & Planning For The Future ...and Insurance Episode 51
In this episode of “...and Insurance,” host Aaron Levine, President of LG Insurance, sits down with Joe Asterita, Principal Attorney and owner of Asterita & Associates, LLC.
Over the last 20 years, Joe Asterita has been representing his clients in an assortment of affairs, from real estate needs like buying a home for the first time, assisting businesses with their legal needs, to helping families set up wills, trusts & estates, embodying the “lawyer for life” motto.
Throughout this episode, they debunk the stereotype that only the super wealthy need to have trusts set up. They discuss the accessibility of trusts and the importance of having a plan for assets following the death of a loved one. They also touch on some logistics, for instance in regards to passing a house down to children, even if there is a mortgage.
Tune in for valuable legal advice, an insight on how having a plan for the future will make the process easier on family and more!
Follow us:
Instagram: https://instagram.com/luxurygroupins/
Facebook: https://www.facebook.com/LGinsuranceinc/
LinkedIn: https://www.linkedin.com/company/lgin...
Website: https://www.alevinegroup.com/
Follow Asterita & Associates:
Instagram: https://www.instagram.com/asterita.law.firm/
Facebook: https://www.facebook.com/Asterita.Law.NY/
LinkedIn: https://www.linkedin.com/company/asterita-associates-llc/
Disclaimer:
https://www.alevinegroup.com/disclaimer/
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#LGInsurance #AsteritaAssociates #lawyerforlife #asteritalaw #insurancebrokerage #Insurance #podcasting #podcast #themoreyouknow #whoyouworkwithmatters #realestate #homeowners #interview #lawfirm #newepisode #release #monmouthcounty #newjersey #statenisland #northeast #realestatemarket #familylaw #wills #trusts #estates #futureplanning #financialservices
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Aug 15, 2023
Building Your Business Credit ...and Insurance Episode 50
In this episode of “...and Insurance,” host Aaron Levine, owner of LG Insurance, sits down with Paul Oster, founder and CEO of BetterQualified.
Paul Oster, the nations credit repairman, and BetterQualified, are known for turning business’s credit around in 12 months with a strategic plan and transparency.
Throughout this episode Aaron and Paul touch on how your business and personal credit are connected, the process BetterQualified goes through with business owners and how credit score and the insurance score are intertwined.
Tune in for valuable insights on the world of credit and how it can help, or hurt you and your business.
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Jul 13, 2023
From Golf Bags to Real Estate Entrepreneur ...and Insurance Episode 49
In this episode of “...and Insurance,” host Aaron Levine, owner of LG Insurance, sits down with Ryan Curran, founder of Curran Holding Company. Curran Holding is the parent holding company of all the subsidiaries including: Curran Group Real Estate Services, Curran Commercial, Smart Title Insurance and Curran Property Group. Throughout this episode the two entrepreneurs touch upon Ryan’s journey, from the start of his real estate career in 2008 up until present day 15 years later. They discuss the importance of networking, nurturing relationships and how being yourself is the best way to get your foot in the door.
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Jun 13, 2023
Supporting the Community with Chef Lou's Army ...and Insurance Episode 48
Join Aaron Levine of LG Insurance on the “...and Insurance” podcast as he interviews Chef Lou Smith, founder and executive chef at Blend on Main! The two sit down at the restaurant on Main Street in the heart of Manasquan, NJ and discuss Chef Lou’s Army - a hunger initiative program dedicated to bring nutritious, restaurant quality food to those in need throughout Monmouth and Ocean Counties. Since the official filing of the non-profit in April 2020, Chef Lou and his partners have distributed hundreds of thousands of meals to first-responders, families in need and schools throughout the state, exemplifying the true meaning of community.
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May 31, 2023
Real Estate Investing 101 ...and Insurance Episode 47
On this episode of the “...and Insurance” podcast, host Aaron Levine sits down with Lisa English of Lisa English Properties under O’Brien Realty in Atlantic Highlands, New Jersey to give us an inside scoop on the current real estate market. The rumors are true with high interest rates and low inventory levels, but Lisa provides an insight on how you can find houses through off-market sales to try and avoid record breaking bidding wars that have become more common since 2021. They also discuss investments in the form of real estate to maximize your cash-flow and grow your appreciation for that future value appraisal.
This episode highlights the success of investment properties, having a sturdy team behind you when you are getting into buying real estate and even some first-hand stories on how a tenant can affect the landlord.
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Apr 20, 2023
Real Estate Insights: Challenges, Growth Strategies ...and Insurance Episode 46 w/ Tyler Bennett
Join Aaron Levine of LG Insurance on the "...and Insurance" podcast as he interviews Tyler Bennett, owner of Bennett Realty Group. They sit down at Tio Taco + Tequila Bar in Marlboro NJ and discuss Tyler's daily routine, his experience in commercial real estate, and the company's dual focus on advisory services and property development. Explore the challenges businesses face with rising interest rates, the importance of insurance, and Bennett's current projects, including Tio Taco + Tequila Bar. Learn about their work with multi-family units in New Jersey, development projects in Union County, and the strategic expansion of Tommy's Tavern and Tap. This episode emphasizes the value of focusing on core clients and addressing concerns in a challenging market.
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Mar 29, 2023
Car Leasing and Buying Insights ...and Insurance Episode 45
In this episode of "...and Insurance," host Aaron Levine, owner of LG Insurance, sits down with David Goldstein, owner of Vantage Auto Group. They dive deep into the current state of the automotive industry, discussing the impact of the pandemic on supply and demand, dealership practices, and how interest rates are affecting car prices. They also cover the benefits of working with a professional like David and his team at Vantage Auto for a hassle-free car leasing and buying experience. Tune in for valuable insights and tips on navigating the car market in these challenging times.
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Mar 16, 2023
Adapting Social ...and Insurance Episode 44
On this episode of "...and Insurance" Aaron Levine sits down for a chat with John Vagueiro, owner of Adapting Social, a marketing company based in Point Pleasant NJ.
Aaron and John discuss the challenges of building and scaling a business and how marketing plays in to growth. They also discuss the benefits of creating original content and the risks of using material sourced from the internet, and touch on the importance of having proper insurance coverage to protect oneself and one's clients. Tune in for this and more!
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Feb 28, 2023
The Return of Andrea Pollara ...and Insurance Episode 43
In this episode of the ...and Insurance Podcast, host Aaron Levine sits down with Andrea Pollara, a confidence coach who specializes in business, personal, and relationship development. Together, they explore the meaning of success and the vital role that failure plays in the learning process. Andrea shares how her own personal journey and natural talent for helping people led her to become a coach, and how she uses her intuition and ability to create customized coaching programs that work.
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Feb 21, 2023
Single Parents With MS ...and Insurance Episode 42
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Dec 20, 2022
Advocacy, Legislation, ...and Insurance Episode 41
In this episode of the "...and Insurance" podcast, Aaron Levine and Casey Yarger, of Petri Insurance, discuss Casey's recent trip to the State House in Trenton, New Jersey, where he testified on behalf of insurance agents and consumers throughout the state. Casey, a fourth generation insurance professional shares his expertise in the industry and his experience advocating for the insurance community through his involvement with the Professional Insurance Agents of New Jersey. The two also discuss the issue of step down provisions in personal auto insurance policies and how they can reduce coverage limits for policyholders in certain circumstances.
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Dec 15, 2022
Employment Law ...and Insurance Episode 40
Join Aaron Levine of LG Insurance, and Eric M Sarver, employment lawyer, as they discuss the importance of employment law and the employer-employee relationship. Listen in to hear Eric's experiences as an employment lawyer and why he chose to focus on this area of law. Tune in to learn more and hear some fun stories from the field of employment law.
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Dec 8, 2022
Down and Dirty with Wreck'd Productions... and Insurance Episode 39
In this episode of "...and Insurance," host Aaron Levine sits down with James Eustace of Wreck'd Productions for an in-depth, behind-the-scenes look at their favorite recording studio. They discuss the importance of utilizing video podcasts to promote your business, as well as working with charities, and share some of their best tips and insights. Tune in for a candid, down-and-dirty conversation with these two industry experts!
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Nov 17, 2022
Technology for Your Home & Business... and Insurance Episode 38
When it comes to technology, whether it is in our home or for our business, we have come a long way. Between home automation, data security, the latest gadgets working with our old - we need to keep up or hire someone else who does, that is where our guest comes in to help. Tom Bull from Two River Computer has been an essential part of maintaining and upgrading LG's computing power and also protecting data for the company, not to mention helping Aaron with his home set up. This is an informative and entertaining episode you do not want to miss!
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Nov 8, 2022
Hunger Won't Win... and Insurance Episode 37
Triada Stampas and Lauren Holman of Fulfill sit down with Aaron Levine to discuss Fulfill’s quest to end hunger in Monmouth and Ocean Counties.
Fulfill’s mission is to alleviate hunger and build food security in Monmouth & Ocean Counties and to make sure that all people at all times have access to enough nutritious food to maintain an active and healthy life.
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Oct 13, 2022
Relationships, Resources... and Insurance Episode 36
A few weeks ago we talked about workplace safety. We're taking it to a whole other level with Joanne Farina from PuzzleHR. This episode will be very beneficial for every business owner that's tuning in to what we're talking about. Puzzle HR is an organization that started about three years ago with the intent to help business owners really focus on HR. "At PuzzleHR we strive to be the force that disrupts Human Resources. By delivering White Glove Solutions to HR challenges that deliver measurable business results, we turn HR from a business cost center into a revenue driver."
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Sep 29, 2022
The Next Generation... and Insurance Episode 35
In this episode of the "...and Insurance" podcast, Aaron Levine is joined by Jennifer Leigh Dym, Founder, Executive Director of STEAMpark, INC. STEAMpark, INC. is a NJ nonprofit corporation whose mission is to provide young, school-aged children with an academically interesting, fun and healthy after-school experience in a safe place every day. Opening its first bricks & mortar site in Sept 2017 in Keansburg, NJ, STEAMpark, INC. will offer hands-on learning opportunities in Science, Technology, Engineering & Math, infused with Art at every level; using world partners, products and solutions that support inquiry-based and active learning.
We hope you enjoy!
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Sep 8, 2022
Brand Marketing with Brand Groupies... and Insurance Episode 34
In this episode of the "...and Insurance" podcast, Aaron Levine is joined by Carey Balogh & Lauren Genest of Brand Groupies .
Founded in 2015, BRAND GROUPIES is a full-service social media, public relations, and personal branding agency partnering with B2B service companies & C-suite leaders. They talk all things brand marketing and what you can do to help your business stand out!
We hope you enjoy!
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Aug 25, 2022
Private Money Lending... and Insurance Episode 33
Aaron Levine is joined by Avi Levine of Star Funding, Inc. Not only is he Aaron's brother but is quite the entrepeneur who finds his passion in helping medium to smaller size businesses find funding for purchases to keep their businesses running or reach the next level. This episode is chock full of useful info as well as inspiring tales of businesses finding opportunity and how Star Funding helped them take it over the finish line. Star Funding has been known as the premier provider of purchase order financing, accounts receivable factoring, and other working capital solutions for over 20 years. Our customers love us and you will too. Let Star help you grow your business and achieve your goals with affordable and easy to use working capital solutions.
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Aug 11, 2022
Zynergy Cares... and Insurance Episode 32
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Jul 28, 2022
Waterfront Real Estate... and Insurance Episode 31
In this episode of the "...and Insurance" podcast, Aaron Levine is joined by attorney Brad Batcha of Brad Batcha, Esq., Real Estate Law
Brad's a specialist in real estate law when it comes to people buying and selling their homes. Brad is also a specialist when it comes to waterfront related properties and riparian rights, flooding, and flood zones. We will "dive" in to these topics including flood insurance and discuss what Brad learned through his personal experience when dealing with the aftermath of Hurricane Sandy, including how you can best protect you and your family when water and natural disaster tries to erode your peace of mind, safety, and wallet.
We hope you enjoy!
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Jul 12, 2022
Workplace Safety... and Insurance Episode 30
When it comes to workplace safety, there are a lot of different factors to consider. You need to make sure that your employees are safe, and that your workplace is compliant with all the relevant safety regulations. You also need to think about insurance and liability. In this podcast, Aaron Levine takes a look at all of these topics and more with his guest John Johnson from Mineral HR, Mineral is the HR and compliance leader for growing businesses. Check this episode out to help you better understand workplace safety and how to keep your business protected.
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Jun 23, 2022
Business Strategy... and Insurance Episode 29
In this episode of the "...and Insurance" podcast, Aaron Levine sits down with Steven Frey to discuss various aspects of owning, growing, and managing a small to medium size business. Steven Frey is the host of "Always FreyDay". Always FreyDay is a weekly reflection on Small & Medium-Sized Business (SMB) in the USA, through the eyes of organizational leaders and their trusted advisors. Each week, they focus on a particular idea, problem, or popular topic of discussion, on the minds of organizational leaders.
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Jun 8, 2022
Advanced Hospitality Systems ... and Insurance Episode 28
In this episode of the "...and Insurance" podcast, Aaron Levine is joined by Daniel Rivkees from Advanced Hospitality Systems. Advanced Hospitality Systems (AHS) was founded in 1990. For over 30 years, AHS has sold point of sale computer systems exclusively to the hospitality industry. We sit down to discuss the changes that have been occurring in the hospitality industry, what can be done about the shift, and what technology will affect the future. We hope you enjoy!
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Jun 1, 2022
Hurricane Season & Restoration Services ... and Insurance Episode 27: Servpro Pt. 2
Hurricane season is upon us, and this episode we are joined once again by John Majeski, owner at SERVPRO of Hackensack/Little Ferry & SERVPRO of Eatontown/Long Branch.
When there is water or fire damage done to your home or business how is this taken care of? Having the right insurance is the first step and is a preventative one, but when it comes to actual clean up and making sure issues do not spread or get worse you need to call in a company like Servpro to take care of the issue properly and thoroughly. Sometimes these issues can get rather nasty, and other times they can become a health hazard.
This is what Servpro are experts in, this is what they do. People don't often understand that there's a cost involved with that. Let's learn more on how Servpro works with insurance companies and the business/home owner when it comes to billing and handling the situation properly.
Aaron Levine, CIC, MBA
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May 12, 2022
Cyber Security... and Insurance Episode 26 - Data Breaches and Other Security Risks
Data security and protecting privacy in the information age is a modern day challenge. In this week on "...and Insurance", Aaron Levine - owner of LG insurance, is coming at you with a little bit of information with respect to what's going on in online criminal and negligent activity and how it can affect your livelihood. Business owners all need to be educated and aware that the insurance portion of it is exponentially getting out of control and more challenging.
There is no question that cyber insurance is becoming increasingly important for businesses of all sizes. As the cyber threat landscape continues to evolve, more and more organizations are turning to cyber insurance to help protect themselves against the potentially devastating financial consequences of a cyber attack or other online activity such as data breaches.
In this video, Aaron discusses the different aspects of cyber insurance and why businesses need it. He also provides an overview of the coverage options availabl…
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Apr 22, 2022
Retail & Commercial Real Estate... and Insurance Episode 25 - Danielle Brunelli RJ Brunelli & Co.
In this episode of the "...and Insurance" podcast, Aaron Levine is joined by Danielle Brunelli, president of RJ Brunelli & Co. Danielle has been in the commercial real estate industry for over 20 years and has a wealth of knowledge to share with us. In this episode, we discuss the ins and outs of commercial retail real estate, what it takes to be successful in this business, and some of the challenges that come along with it. We hope you enjoy!
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Apr 6, 2022
Get Your Business Looking It's Best... and Insurance Episode 24 - Nick Perry from Start Monday
This week on the podcast Aaron Levine is joined by Nick Perry from Start Monday. Nick has a background in video production, graphic editing, merch design, packaging design, and social media. Working with popular restaurants such as The Butcher's Block, he lets the quality of the business shine through with his engaging design, photography and editing skills. We talk about his background and how he grew his business in to what it is today. Great interview!
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Mar 23, 2022
Income Tax & Business Tax Strategy... and Insurance Episode 23 - Anthony Mauriello My Tax Fella
Welcome to another episode of ...and Insurance! Host @theaaronlevine is joined today by @mytaxfella, where they discuss tax preparation, planning and consulting, payroll services, sales tax filing, and so much more. Anthony emphasizes how to add value to your company by providing inspirational advice, strategic planning and how his company assists his clients for all their tax planning needs.
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Mar 14, 2022
NFTs, Content Creation, Marketing,... and Insurance Episode 22 - OK7
Talking content creation, marketing and NFT's with OK7 owner: Andrew J Talcott. We touch on a variety of topics including the best practices when creating content for your business.
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Mar 11, 2022
Medicare Planning... and Insurance Episode 21 - Stark Insurance
Welcome to another episode of And Insurance, with host Aaron Levine. Joined again by Toby Stark of Stark Associates. Last podcast we did with Toby we discussed some medical insurance related items for small to midsize businesses and individuals. In this episode we talk about Medicare planning. Often not something would typically be thought about in regards to planning, but becomes more crucial as you reach retirement age. We want to share some of that information with our listeners in regards to this topic. So lets jump in to a discussion about about Medicare planning and when should we start thinking about Medicare planning?
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Feb 18, 2022
Entrepreneurship... and Insurance Episode 20 - Kevin Chiaravalloti
Once again we are back with another episode of the And Insurance podcast, hosted by Aaron Levine. This time we are switching it up a little bit to kick off the year. Our interview features KChev, aka Kevin Chiaravalloti, content creator and local influencer who features amazing businesses in the state of New Jersey and beyond on his interview style social media posts. Kevin's amazing energy and drive is infectious and really helps to boost the online presence of businesses he interacts with. We are going to discuss how he stays so active and what drives him to succeed and how you can apply this mentality to your own business. He is out there nonstop making videos with small to midsize businesses, helping people out every day, posting motivational posts on Facebook and Instagram.
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Jan 20, 2022
Healthcare Marketing... and Insurance Episode 19 - Lanmark360
On this episode Aaron sits down with Howard Klein, President of Lanmark360. Lanmark360 is a marketing company focusing in on the B2B or direct to professional healthcare market, with a primary focus on the dental industry. Lanmark360 was founded in 1977. Their very first client was in the dental industry, and that is an industry they built their business within. Since then, they grew beyond dental and now service a lot of clients within the pharma space and within the medical device space, with an emphasis on dental.
Howard sits down to discuss not only his approach to marketing, but also how insurance plays a huge role in how he interacts with his clients. The idea for this particular episode came up after Aaron and Howard had a discussion on what coverage would be appropriate to cover Lanmark360 as well as their clients in relation to how they promoting products.
More specifically they discuss insurance requirements that were in a managed service agreement. How can insurance prote…
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Dec 30, 2021
Investing in Real Estate & Flipping Houses... and Insurance Episode 18 - Lisa English
The real estate market right now is all over the place and some are considering getting in to real estate investing.
In this episode of ...and Insurance, Aaron sits down to speak with Lisa English of English Properties and O'Brien Realty. Lisa has over a decade experience in the New Jersey residential real estate market and she will be answering some questions you may have when considering getting in to real estate investing, especially in the Monmouth and Ocean county areas of New Jersey.
How does somebody get started in real estate investing? What should they know? What are the pitfalls? How does one go about "flipping" a house. We are hear to discuss the reality in learning how to get into real estate investments and also some precautions to consider before diving in.
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Nov 30, 2021
Payment Processing, Payroll, & Lending... and Insurance Episode 17 - Heartland Payments
Welcome to another episode of "...and Insurance". Today we're speaking with Kahlil Cunningham from Heartland Payment systems. LG Insurance was first introduced to the business as Heartland Payroll, but they have grown over time to include many other services including credit card processing & HR management.
Heartland is a full service business technology firm, which now gets involved in most important aspects of running a business. Think about this: what is more important to a business than the way that they collect money? Along with that, they also offer data collecting, online payments, and credit card payments.
Check out this episode to learn more about how you can improve payroll, credit card processing, and HR in your business today!
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Nov 19, 2021
Credit Card Processing... and Insurance Episode 16 - Merchant Advocate
Merchant Advocates is in the credit card processing business, but as you're listening to this, if you hear those words, don't shut off yet. Everyone is offering cheaper rates when it comes to offering credit card processing for your business, the problem is when you switch over, what happens? The rates go back up.
Eric Cohen started his company with a simple concept: there's a better way to help businesses get the best rates and reduced fees when handling credit card processing. Whether it's a small mom and pop all the way up to the largest companies, Eric figured why not allow them to stay with their processor? How many times has someone said, "switch to me I'm better", a business owner would say, "every week". Merchant Advocate's proposal is: stay with your credit card processor and we're going to help you save money.Learn how in the latest episode of ... And Insurance.
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Oct 28, 2021
Contractor Protections... and Insurance Episode 15 - Darren Dooskin
This episode discusses contractors and labor law, more specifically in New York but there is a lot covered here for contractors in general, and not just general contractors (lol).
We are joined by Darren Dooskin of Risk Placement Services.
Risk Placement Services (RPS) is a Managing General Agent/Underwriting Manager and nationally focused wholesale insurance broker. We have ranked in the top five in every insurance industry category and have been consistently ranked as the largest MGA in the country for several years.
Aaron Levine, CIC, MBA
https://www.alevinegroup.com/
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Oct 14, 2021
Homeownership... and Insurance Episode 14 - High Point Home Inspection
We talk about insuring business and personal related items on this podcast, we also discuss things that can help you when you're buying a home today. This episode we are joined by Jonathan Moses of High Point Home Inspection. When writing a homeowner's insurance policy it's a must to look at the inspection report. With this in mind we thought it was perfect to, to bring John in to talk about the inspection process, why we do inspections and then obviously tie it back to insurance because that's what I do.
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Sep 23, 2021
Real Estate, Family Law, ... and Insurance Episode 13 w/ Julia Dasaro
Welcome to another episode of the "...and Insurance Podcast", where we connect with professionals, help business owners, homeowners, individuals, and a part of a family unit to learn and understand about what's going on today with all forms of insurance. Today, We have Julia Dasaro from Dasaro Law. Julia practices in the space of real estate law and family law.
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Sep 10, 2021
Flood Insurance Updates ... and Insurance Episode 12
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Aug 19, 2021
Cleaning and Restoration Services ... and Insurance Episode 11: John Majeski Servpro
This episode we are joined by John Majeski, owner at SERVPRO of Hackensack/Little Ferry & SERVPRO of Eatontown/Long Branch.
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Aug 5, 2021
Business Strategy... and Insurance Episode 10: Cassidy Arbeli
This episode we are joined by Cassidy Arbeli, the 'Make It Happen Captain'! We discuss business strategy, how to get out of your own way, and other ways to make sure you are running your business(es) successfully. "Doing the actions is what actually gets you better". Cassidy Arbeli is a business strategist, serial entrepreneur, insurance agency owner, and podcast host of “Unburden Your Business”
Aaron Levine, CIC, MBA
https://www.alevinegroup.com/
Follow us:
Instagram: https://instagram.com/luxurygroupins/
Facebook: https://www.facebook.com/LGinsuranceinc/
LinkedIn: https://www.linkedin.com/company/lginsurance
Follow Cassidy Arbeli:
LinkedIn: https://www.linkedin.com/in/cassidy-arbeli-2641b4201/
Instagram: https://www.instagram.com/agency_by_design/
Facebook: https://www.facebook.com/cassidyyosefarbeli
Disclaimer: https://www.alevinegroup.com/disclaimer/
#insurance #businessstrategy #smallbusiness #entrepreneur #covid19 #finance #smallbusiness #smallbusinessinsurance #b…
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Jul 20, 2021
Medical Insurance... and Insurance Episode 9: Stark Insurance
How is medical insurance handled in New Jersey? We are joined by Toby Stark of Stark Insurance. Toby's specialties revolve around the medical insurance business, we want to learn a little bit more about small business and personal medical coverage. We cover such topics as Medicare, the individual marketplace, why is it still open enrollment, and so much more. We want to dive into some of these topics to get a little bit more understanding and to see if we can help people understand a little bit more about their medical insurance options.
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Jul 9, 2021
Credit... and Insurance Episode 8: Square One Credit Management
Managing and repairing your credit can seem like a daunting task. Even though it can raise anxiety, it is something that needs to be dealt with one way or another. We discuss all things credit with Dan Danizik & Dan Kole from Square One Credit Management. They discuss their process which includes discussion of budget, goal and timeline and how they handle their client's needs. They go over their 90 day program, and how to raise your credit score and educate you through the process.
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Jun 11, 2021
Estate Planning... and Insurance Episode 7: Kevin Asadi - Zager Fuchs, PC
Wills, trusts, and estate planning. After someone dies, their estate transfers over to their next of kin, when there's a lack of a will and things go into the court system through probate, it can become very complicated. How do we properly set ourselves up for the unknown and for the future? What does it look like? When do we do it? Kevin Asadi from Zager Fuchs, PC sits down with Aaron to discuss the details on how to prepare a plan in the event of your passing.
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May 27, 2021
Financial Planning... and Insurance Episode 6: Lauren Flanagan Zynergy Retirement Planning
Retirement planning. Your whole working career, you are bringing in more than you're spending. And then when you retire that flips. So in order to enjoy your retirement years, you need to essentially create a paycheck from an investment portfolio, you need to make sure the investment portfolio continues to grow. What happens if if there is a calamity in the market? Aaron sits down with Lauren Flanagan from Zynergy Retirement Planning to discuss how you can make sure to maintain a comfortable standard of living well in to the future.
Aaron Levine, CIC, MBA
https://www.alevinegroup.com/
Follow us:
Instagram: https://instagram.com/luxurygroupins/
Facebook: https://www.facebook.com/LGinsuranceinc/
LinkedIn: https://www.linkedin.com/company/lginsurance
Follow Zynergy:
Instagram: https://instagram.com/zynergyretirement/
Facebook: https://www.facebook.com/zynergyretirement/
LinkedIn: https://www.linkedin.com/company/lginsurance
Disclaimer: https://www.alevinegroup.com/disclaimer/
#insura…
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May 7, 2021
Life Insurance w/ Jason Melando of LG Insurance
We Sit Down with Jason Melando to Talk Life Insurance and More...
Life insurance, disability insurance, long-term care insurance - all things to manage risk and plan for the future for yourself and your loved ones. Our very own Jason Melando sits down to break it down with Aaron on our fifth episode.
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Apr 27, 2021
Title Insurance and Cyber Security w/ Matthew Cohen Two Rivers Title
What is title insurance? The insurance is the exact opposite of all the other lines that you may deal with, because you're dealing with what's happening in the future, if somebody's going to have a fire or a car accident, whatever it is, potential theft, that's future liability. Two Rivers Title deals with what's happened in the past. Title insurance is simply taking a look at everything that's transpired involving a piece of property from the dawn of time, and who owns it, and who has a right to use it, and what liens may be on it. Watch to learn more!
Aaron Levine, CIC, MBA
https://www.alevinegroup.com/
Follow us:
Instagram: https://instagram.com/luxurygroupins/
Facebook: https://www.facebook.com/LGinsuranceinc
LinkedIn: https://www.linkedin.com/company/lginsurance
Follow Matthew Cohen:
Facebook: https://www.facebook.com/tworiverstitle/
Twitter: https://twitter.com/tworiverstitle
LinkedIn: https://www.linkedin.com/company/two-rivers-title-company-llc/
Disclaimer: https://w…
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Apr 9, 2021
Commerical Real Estate w/ Joseph Asterita
We're hopeful that a lot of people are starting new businesses. We're hopeful that people are going to fill up those empty retail spaces. When somebody starts a business, they get a lease. Sometimes it's 10 pages and it's handwritten or it's from 1986 because you have an old-timer that's used the same lease forever and hasn't changed. That's okay. We liked that too, I guess.
Sometimes we get a lease that's 90 pages long. The bigger the landlord, the bigger the lease. As many buildings as they have, they add a page for every time they acquire a new property. They also ask for more and more insurance as they continue to grow themselves. When should a business owner, a prospective business owner, consult with you as an attorney?
We sit down to discuss this an more with Joseph J. Asterita of Bonfiglio & Asterita.
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Mar 17, 2021
Voluntary Benefits, Life, Disability & Beyond w/ Beth E Frederickson
On this episode we have Beth Fredrickson, an independent reseller of voluntary benefits.
Beth runs an insurance agency that specializes in voluntary benefits. She choose Aflac as the face of her business because, the branding and the support of the fortune 500 company has proven to be every level of ethics that she wants to have in her everyday business. "If I make a promise to you as a business owner or a policy holder, I know Aflac will be there to stand behind the promise and commitment that I made to you."
So what is voluntary benefits you may ask?
So your major medical is designed to pay the doctors, the hospitals, and the providers. But we know in the time that we're living in that people have additional out-of-pocket expense and exposure, should they have a medical event in their household? So the voluntary programs are designed to help meet the financial gap that they may have as far as an exposure. Should they have an injury? Should they have a major diagnosis, like a cancer…
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Feb 25, 2021
1099s and Workers Comp w/ Kevin Muldowney, CPA, MBA
Business owners always want to know if I 1099 my employees do I really need workers' compensation? So we figured we'd bring in an expert on the other side of the coin and kind of dive into the tax side of it. I've got Kevin Muldowney from David Muldowney, Jr. CPA out of Colts Neck and Little Silver
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