Risky Assets

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

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

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 brokerag...

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 finan...

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@...

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@grey...

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

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...

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 seller...

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 insuranc...

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 lif...

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.

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 ins...