Phil Davison’s Post

𝗧𝗖𝗖 59 - 𝗧𝗵𝗲 𝗠𝘆𝘀𝘁𝗲𝗿𝘆 𝗼𝗳 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 Hello Chasers! What happens if your key employee, the one who practically runs the whole show, dies or becomes disabled? What happens if your business partner suddenly decides to retire and wants his share of the business? How and where do you find the funds for this? Business insurance is a way of swapping the risk of these events occurring for the payment of a premium to do so. In today’s episode we unravel the mystery that is business insurance and how the policy could be owned tax effectively and payable to the right people at the right time. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: • (0:14) Introduction: Exploring Business Insurance Ownership • (0:54) General Advice Disclaimer • (1:18) Considerations Before Making Investment Decisions • (1:28) Product Disclosure Statement • (1:55) Importance of Business Insurance • (2:21) Ownership Scenarios for Business Insurance • (2:41) Company-Owned Insurance and Tax Implications Listen to the full episode here: https://spoti.fi/3AV7fo8 We hope you enjoy this episode and if you have any queries, please contact us on 03-55612643. Have a great day! #skillupsaturday #productivepeople #fasttracksuccessin2025 #thechaserschannel #chasingthedream #www.ceebeks.com

𝗧𝗖𝗖 59 - 𝗧𝗵𝗲 𝗠𝘆𝘀𝘁𝗲𝗿𝘆 𝗼𝗳 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 Hello Chasers! What happens if your key employee, the one who practically runs the whole show, dies or becomes disabled? What happens if your business partner suddenly decides to retire and wants his share of the business? How and where do you find the funds for this? Business insurance is a way of swapping the risk of these events occurring for the payment of a premium to do so. In today’s episode we unravel the mystery that is business insurance and how the policy could be owned tax effectively and payable to the right people at the right time. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: • (0:14) Introduction: Exploring Business Insurance Ownership • (0:54) General Advice Disclaimer • (1:18) Considerations Before Making Investment Decisions • (1:28) Product Disclosure Statement • (1:55) Importance of Business Insurance • (2:21) Ownership Scenarios for Business Insurance • (2:41) Company-Owned Insurance and Tax Implications Listen to the full episode here: https://spoti.fi/3AV7fo8 We hope you enjoy this episode and if you have any queries, please contact us on 03-55612643. Have a great day! #skillupsaturday #productivepeople #fasttracksuccessin2025 #thechaserschannel #chasingthedream #www.ceebeks.com

Make every moment count! ✨ Lite Speed Insurance believes in the power of dedication and hard work. As Vidal Sassoon once said, "The only place where success comes before work is in the dictionary." So, let's get inspired and put in the work to reach our goals! #SuccessMindset #WorkHard #InsuranceGoals #Motivation #ClientWin #LiteSpeedSuccess Don't wait for success to come knocking. Grab your quote today and speed up your journey to success! 🚀 #GetInsured #FinancialSecurity Click the link for a fast, free quote! https://litespeedins.com/ #LiteSpeedInsurance #SecureYourFuture

📚 Diary of an Insurance Broker 📚 Today marks the end of the week and a well deserved, celebratory end of the month for Coversure Ringwood! Similarly, we hope YOU have achieved your goals for May, and are now ready to begin June with momentum. So what’s been happening behind the scenes? #RecordMonth - May 2024 marks a milestone for us as a business, as we achieved a record GWP month, so a massive thank you to our clients, insurers and broker partners for their continued support. #NewStarter - On Monday, we have our next team member joining us, which is an incredibly exciting time for the business. This individual brings a wealth of experience to Coversure, and we’re very excited to be working closely alongside him. If you’re interested in becoming our next broker success story, then let’s have a conversation. #MenThatMerlot - Today marks the second networking event in Wimborne, which we’re very much looking forward to. A huge appreciation to Richard Walker and Tony Brown for putting this together, and we will see you both in a few hours, alongside 20+ other local businesses, to raise a glass to men’s mental health, building relationships and encouraging men to talk openly about their struggles. “A problem shared, is a problem halved” Until next time, keep well, stay safe and remember “How you change, is how you succeed.” #DiaryOfAnInsuranceBroker #CoversureRingwood #AdvisoryBroking #TheInsuranceGuy #MrLinkedIn

Today we are spotlighting one of our agents, Matthew, a key member of our Community One family for over 2 years! We wanted to share some wisdom and insights that make him an invaluable part of our team. . 💡Matthew's top advice for insurance newcomers? Find an agent you trust to guide you through the maze of coverages—a true partnership for peace of mind. 💡What’s something he wishes people knew about his job? He wants you to know that he's always on your side, striving to maximize your savings while optimizing your coverage. 💡His favorite quote? “Comparison is the thief of joy." A reminder that focusing on your own path, rather than others', reveals the truest success. . Do you have a favorite quote that inspires you? Share it with us! . . #EmployeeSpotlight #InsuranceTeam #InsuranceAgency #InsuranceTips #MatthewsNC #NCInsurance #RealEstate #NCRealEstate #Team #Clients #IndependentInsurance

When you take time to enjoy life, you bring your best self to work, home, and others. 🧘♂️ Your energy, creativity, and focus improve when you prioritize balance. So don’t just chase success — embrace the life around you while you’re at it! Work hard, live fully, and create a life you love. 💪🌟 #WorkLifeBalance #SuccessAndHappiness #EnjoyTheJourney #BalanceIsKey #LiveFully #WorkHardPlayHard #InsuranceAgents #LeadershipJourney #MindsetMatters #LifeAndBusiness Insurance Sales Training // Balance is the Key to Success // Tyler Jensen

🌟 Wednesday Wisdom with Jackie Chan 🌟 "Life will knock us down, but we can choose whether or not to stand back up." - Jackie Chan Embracing the wisdom of Jackie Chan, let us remember that life's challenges are inevitable, but our response to them is within our control. We hold the power to decide whether we will allow setbacks to keep us down or if we will gather our strength and rise above. Just like Jackie Chan's incredible stunts, let's approach life with resilience and determination. Despite the knocks we may face, we can choose to stand tall and continue our journey towards success and fulfillment. #WednesdayWisdom #Resilience #ChooseToRise #Inspiration #statefarm #virginia #northcarolina #virginiabeach #insurance #autoinsurance #lifeinsurance #youragentleehudson #goodneighbor #leehudsoninsurance

You don’t need to have it all figured out to start believing in yourself. You don’t need to have the experience, the designations, the large book of business, the top producer events to start believing in yourself. A solid mindset of believing in yourself will support you in growing a large book of business and getting invited to top producer events. I encourage you to start today! Start by reminding yourself that you’ve got this, you are exactly where you are supposed to be, that your vision of a successful insurance professional is not crazy. You’ve got this! #insuranceagent #insurancebroker #insurance #independentagent

Pssstttttt...... Insure your future by securing your present with intentional choices, "You are the architect of your own destiny; build your life with purpose, and decorate it with passion. Make every brick a lesson, every window a view, and every door an opportunity. #coaching #positivechoices #teamsupport #Insurance #employees #personalgrowth #lifecoaching