Risky Assets

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 brokerage with over two decades of expertise, specializing in high fire zones and hard-to-insure areas. They provide comprehensive coverage for various property types, offer fire insurance updates, and uniquely prioritize the needs of California's real estate professionals. 

For more details, contact us at personal@greyhawkinsurance.com or call 818-718-4780.

Join us as we dive into Robert Feldman's journey and WOWS Insurance Services' impactful role in the high-risk homeowners insurance sector, shedding light on their commitment to the California real estate landscape.

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 financial decisions that lead to a more fulfilling life.

Potential clients and employees, email: executives@greyhawkinsurance.com

Information presented is provided solely for educational purposes and does not take into account the specific investment objectives, financial situation or particular needs of any specific person. Information is subject to change without notice and should not be relied on for investment advice. You should consult with your attorney, finance professional or accountant before implementing any transactions and/or strategies concerning your finances.
 
References to specific investments are for illustrative purposes only and should not be interpreted as recommendations to purchase or sell such securities. Many of the investment opportunities discussed are only available to eligible clients and can only be made after careful review and completion of the applicable Offering Documents. Each investment opportunity is unique, and it is not known whether the same or similar type of opportunity will be available in the future. It should not be assumed that Morton Wealth (“Morton”) will make investment recommendations in the future that are consistent with the views expressed herein.
 
Testimonials regarding experiences with Morton were provided by a current client of Morton, and no compensation was paid in exchange for such testimonial. Client testimonials are not representative of the experiences of all Morton clients and do not provide a guarantee of future performance or similar services. Morton may refer clients to Greyhawk for insurance needs when appropriate, but no formal referral arrangement is in place and no compensation is paid for any referrals made by Morton. Aside from this, Morton is not aware of any material conflicts of interest that exist between it and the individual providing the testimonial. Additional information about Morton is available in its current disclosure documents, which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov.
 
There is no guarantee that the investment objective of any of the strategies discussed will be achieved. Past performance is no guarantee of future results. All investments involve risk, including the loss of principal.

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@greyhawkinsurance.com

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@greyhawkinsurance.com

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/2023/what-is-the-augusta-rule/
https://vancewealth.com/
john.vance@vancewealth.com

Contact us: https://greyhawkinsurance.com/contact

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 sellers sell faster and for more money and buyers receive market insight and guidance they cant get anywhere else.
https://www.nealweichel.com

Contact us: https://greyhawkinsurance.com/contact

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 insurance brokerage focused on putting the life back in life insurance. Watermark offers its agents and advisors best-in-class case management and design, advanced insurance strategies and expertise, sales and marketing support and access to the top carriers and solutions on the market.
watermarklife.com

Contact us: https://greyhawkinsurance.com/contact

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 life back in insurance. Watermark was founded in 2011 by Nicole Rex and offers its agents and advisors best-in-class case management and design, advanced insurance strategies and expertise, sales and marketing support and access to the top carriers and solutions on the market.

watermarklife.com

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 insurance structure. This episode is a meet-and-greet with Charlie and Daniel about who they are, how Greyhawk came to be, and why insurance needs to be talked about more than it is.