"At least once a week I have a client asking me about policies. Insurance for this and that, a policy for her and him... I know what I am good at, and what needs delegating. This is one area where delegation is key!"
Dr. Jodi Dinnerman
Dr. Jodi Dinnerman
Details:
Tuesday, November 1st at 2PM EST - one hour
Meet in our Facebook Group (live)
Students and clients, meet in the Zoom Room
Q&A Style Panel Discussion with the leading experts of the POLICIES world
Tuesday, November 1st at 2PM EST - one hour
Meet in our Facebook Group (live)
Students and clients, meet in the Zoom Room
Q&A Style Panel Discussion with the leading experts of the POLICIES world
Meet the Panel
Anthony Carrino
Services: Malpractice insurance
Company: ChiroFutures Malpractice Insurance Company
Dr. Anthony Carrino is a 1989 graduate of Life Chiropractic University in Marietta, Georgia. For the past 23 years he has lectured extensively throughout the United States and internationally on the benefits of chiropractic healthcare for the pediatric population. He is the immediate past president of the International Chiropractic Pediatric Association and one of the founding board members. He presently lectures on the ICPA pediatric diplomate and certification program and is cofounder and president of ChiroFutures, a research think tank and risk management company focused on the safety and efficacy of chiropractic within the subluxation-based healthcare model.
Questions answered at Panel Discussion:
Is it important to have a malpractice insurance company that fully understands and protects your practice philosophy?
What are your concerns regarding risk mitigation in a wellness-based practice?
Carol Wilk
Services: Health insurance
Company: Wilk Benefits Consulting, LLC
With over 20 years of experience in the insurance industry Wilk Benefits Consulting, LLC can handle your health and personal insurance needs with ease. If we can't help you personally, we can still advise and send you to the company or person that can.
Questions answered at Panel Discussion:
What is the "exchange" and how does it work?
Why is insurance so expensive?
Suzanne Martino Casuscelli
Services: Professional Insurance
Company: True and Associates
My key to success has been building relationships with my clients to protect their assets for over 30 Years. I work with Individuals, families and business owner’s to educate them on the importance of having the proper insurance in place.
Questions answered at Panel Discussion:
Why is it important for someone in wellness to carry Professional Liability Insurance?
What other types of insurance coverage would you recommend someone in the Wellness Profession to carry?
Jeff Brown, D.C.
Services: HIPAA Compliance
Company: HIPAAMATE
Dr. Jeff created HIPAAMATE, a fast & affordable cloud-based software that greatly simplifies HIPAA compliance. His application organizes requirements into an easy-to-follow workflow, eliminates confusion, and makes life easier.
Questions answered at Panel Discussion:
What is the most common mistake with HIPAA compliance?
To be considered compliant, what things must an office do?
Janice Hughes
Services: Preparing your exit strategy
Company: plan2inspire LLC
Dr. Janice Hughes is an Executive Wealth Coach and Business Advisor. In her previous role as the Director of Investors for Curemark, a biotech startup company, she learned to apply the principles and strategies related to raising money and creating wealth, along the way being part of the team to increase the value of the company from 20 Million to a valuation of over 150 Billion. Dr. Janice now coaches individuals and companies to apply some of these same ‘money raising’ principles in their own lives and businesses.
Questions answered at Panel Discussion:
Are there specific actions we can take now to enhance our business and better prepare for a future sale and transition out of practice?
What are the steps to understanding the value of our business?
Christopher A. Koopman
Services: Whole Life Insurance
Company: Statera Wealth Solutions, Inc.
Chris teaches his clients that in order to achieve true Financial Balance®, one must shift their mindset to think more holistically about their wealth. He exposes the truth about money, and traditional outdated financial thinking. His ability to identify the real causes of financial distress, and not just treat financial symptoms, leaves his clients with a process driven strategy, and not just a product driven outcome. His focus of holistic wealth, sustainable wealth building solutions and retirement exit strategies, has awarded his clients improved financial wellness and less financial stress.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS),OSJ: 1150 Raritan Road, Suite 201, Cranford, NJ 07016, (908) 709-0020. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Statera Wealth Solutions, Inc. is not an affiliate or subsidiary of PAS or Guardian. AR Insurance License #7840472.CA Insurance License #0G34651
http://www.finra.org/brokercheck
Questions answered at Panel Discussion:
What is Whole Life insurance and how does it differ from other types of life insurance?
How can Whole Life support your financial growth?
Services: Malpractice insurance
Company: ChiroFutures Malpractice Insurance Company
Dr. Anthony Carrino is a 1989 graduate of Life Chiropractic University in Marietta, Georgia. For the past 23 years he has lectured extensively throughout the United States and internationally on the benefits of chiropractic healthcare for the pediatric population. He is the immediate past president of the International Chiropractic Pediatric Association and one of the founding board members. He presently lectures on the ICPA pediatric diplomate and certification program and is cofounder and president of ChiroFutures, a research think tank and risk management company focused on the safety and efficacy of chiropractic within the subluxation-based healthcare model.
Questions answered at Panel Discussion:
Is it important to have a malpractice insurance company that fully understands and protects your practice philosophy?
What are your concerns regarding risk mitigation in a wellness-based practice?
Carol Wilk
Services: Health insurance
Company: Wilk Benefits Consulting, LLC
With over 20 years of experience in the insurance industry Wilk Benefits Consulting, LLC can handle your health and personal insurance needs with ease. If we can't help you personally, we can still advise and send you to the company or person that can.
Questions answered at Panel Discussion:
What is the "exchange" and how does it work?
Why is insurance so expensive?
Suzanne Martino Casuscelli
Services: Professional Insurance
Company: True and Associates
My key to success has been building relationships with my clients to protect their assets for over 30 Years. I work with Individuals, families and business owner’s to educate them on the importance of having the proper insurance in place.
Questions answered at Panel Discussion:
Why is it important for someone in wellness to carry Professional Liability Insurance?
What other types of insurance coverage would you recommend someone in the Wellness Profession to carry?
Jeff Brown, D.C.
Services: HIPAA Compliance
Company: HIPAAMATE
Dr. Jeff created HIPAAMATE, a fast & affordable cloud-based software that greatly simplifies HIPAA compliance. His application organizes requirements into an easy-to-follow workflow, eliminates confusion, and makes life easier.
Questions answered at Panel Discussion:
What is the most common mistake with HIPAA compliance?
To be considered compliant, what things must an office do?
Janice Hughes
Services: Preparing your exit strategy
Company: plan2inspire LLC
Dr. Janice Hughes is an Executive Wealth Coach and Business Advisor. In her previous role as the Director of Investors for Curemark, a biotech startup company, she learned to apply the principles and strategies related to raising money and creating wealth, along the way being part of the team to increase the value of the company from 20 Million to a valuation of over 150 Billion. Dr. Janice now coaches individuals and companies to apply some of these same ‘money raising’ principles in their own lives and businesses.
Questions answered at Panel Discussion:
Are there specific actions we can take now to enhance our business and better prepare for a future sale and transition out of practice?
What are the steps to understanding the value of our business?
Christopher A. Koopman
Services: Whole Life Insurance
Company: Statera Wealth Solutions, Inc.
Chris teaches his clients that in order to achieve true Financial Balance®, one must shift their mindset to think more holistically about their wealth. He exposes the truth about money, and traditional outdated financial thinking. His ability to identify the real causes of financial distress, and not just treat financial symptoms, leaves his clients with a process driven strategy, and not just a product driven outcome. His focus of holistic wealth, sustainable wealth building solutions and retirement exit strategies, has awarded his clients improved financial wellness and less financial stress.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS),OSJ: 1150 Raritan Road, Suite 201, Cranford, NJ 07016, (908) 709-0020. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Statera Wealth Solutions, Inc. is not an affiliate or subsidiary of PAS or Guardian. AR Insurance License #7840472.CA Insurance License #0G34651
http://www.finra.org/brokercheck
Questions answered at Panel Discussion:
What is Whole Life insurance and how does it differ from other types of life insurance?
How can Whole Life support your financial growth?