Podcasts about business insurance

Steve Pieroway is no stranger to technology or insurance with a career spanning over 25 years across both fields. Now as the founder of Benevolent Marketing Steve has conducted an insuretech trust index survey and recently published the results. We caught up with Steve to help contextualize the results and dive deeper into insuretech consumer sentiment.In this episode:What the data shows and how to interpret itContext to nuances in the questions and responsesWhy positive belief still reigns for most users of insuretechHow insuretechs can improve their value proposition for better satisfactionWhy understanding what ROI is needed before embarking on a purchase is importantSteve explains all this and so much more that is vital information for anyone who is looking to make an insuretech investment.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode host Dielle welcomes lawyer Autumn Witt Boyd, founder of the AWB Firm. They dive into crucial legal topics relevant to entrepreneurs, including contracts, intellectual property, client disputes, and the role of trademarks. Autumn offers practical advice for navigating legal issues and stresses the importance of understanding the legal landscape in which businesses operate. Tune in to learn how to protect your business, manage client relationships, and make informed decisions about legal matters. Join us for this insightful conversation aimed at empowering women of color in entrepreneurship. 00:00 Introduction to the Podcast 00:24 Meet Autumn Witt Boyd: Legal Expert for Entrepreneurs 03:02 Starting a Business: Legal Essentials 04:28 Contracts: Key Elements and Common Issues 17:34 Handling Client Issues and Refunds 24:20 Navigating Public Criticism and Testimonials 29:31 Marketing Promises and Legal Disclaimers 39:36 Navigating Business Freedom and Challenges 39:53 Understanding Trademarks: When and Why 41:37 Trademark Enforcement and Client Experiences 49:41 Business Entities: LLC, DBA, and S Corp Explained 56:46 The Importance of Business Insurance 01:00:02 AI in Legal Advice: Pros and Cons 01:05:20 Building a Legal Support Team 01:12:47 Conclusion and Free Legal Audit Offer Autumn Witt Boyd Instagram: @awbfirm Website: awbfirm.com Email: awb@awbfirm.com For the 23% is the women of color business and entrepreneurship podcast hosted by multi-million-dollar entrepreneur Dielle Charon. Each week you'll learn how to grow your sales, money, and freedom so we can increase the 23% of business owners who are women of color. Website: forthe23percent.com Instagram: @forthe23percent Membership: forthe23percent.com/membership

Visualping isn't a new company but it is a new entrant to insurance. Co-founder and CEO Serge Salager drops by to discuss how his company is attempting to become the Google Alerts for insurance with real-time risk insights. In this episode:How real-time data can help underwriters assess and monitor riskWhere new data sources for understanding and managing risk are coming fromHow partnerships with distribution channels can lead to sales opportunitiesWhy real-time data can prevent loss and tragedySerge shares a candid look at how this technology is used in other industries and what it can do for insurance as the new entrant and who can benefit by adopting this for risk management.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

2025 was a year for the making for the podcast and P&C insurance. Not only did we find ourselves at a variety of different events, these allowed the show to tap into new content and perspectives. So take a stroll down what was 2025 and get ready for some thoughts on where 2026 will go and what to look for.In this episodeWhere technology and data align and what innovation is happeningHow to understand transformation and scale to your insurance needsWhy industry partnerships are important and how leaders look at valuing partnershipsThe effect of CAT losses and how they drive insurance Why finding niches are important but so is effective insurance marketingSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this conversation, Russell Reekwald shares his extensive experience in the real estate industry, discussing his journey from a young age to becoming a successful real estate broker and investor. He emphasizes the importance of credit in real estate transactions and introduces his credit restoration company, Credit Launch 777. Russell also highlights the significance of building relationships with clients and helping them achieve their financial goals, all while maintaining integrity and a strong moral compass. The conversation concludes with spiritual insights and reflections on the importance of faith in business.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Send us a textBusiness insurance isn't exciting.But losing everything you've worked for is a lot worse.This week on Women & Money: The Shit We Don't Talk About, we're digging into business insurance without the jargon, the fear tactics, or the overwhelm.We're joined by Carmen Alvarez, owner of The Insurance Pros and a Purse Strings Approved Professional, who makes insurance make sense for women business owners. Carmen strips this topic down to what actually matters so you can protect your business without blowing your budget or your energy.In this conversation, Carmen breaks down why general liability is non-negotiable, why being “too small” is actually the riskiest place to be, and how the right insurance gives you permission to think bigger without fear. We also talk about real life scenarios where missing coverage almost shut businesses down, why waiting until something goes wrong is the biggest mistake women make, and how to layer coverage intentionally instead of buying everything at once.This episode is supported by Randall Franklin of Franklin Wealth Management, who works with female entrepreneurs and business owners to create personalized financial strategies that support their entire life journey, not just their business. Randall's approach starts by understanding the full picture, both financial and non-financial, so your plan reflects what matters most to you. He helps women navigate the added pressure of balancing family, work, and major financial decisions with greater clarity and confidence. If you're ready to gain clarity, see the big picture, and move forward with confidence, you can schedule a complimentary here

It's time to revisit some of the highlights of 2025 as we enter into 2026 and the impending changes across insurance. This episode is a collection of interviews from various leaders and companies who were in attendance. What we did was take the themes that all the guests naturally arrived at without prompting. Learn where the change is happening in macro purposes and micro usage examples. Whether you are looking at enterprise systems and strategies or smaller solutions where the industry is heading matters and this episodes gives you a roadmap with insights that a practical and with evidence of success and how they are growing and finding success.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Run the Numbers, CJ Gustafson sits down with Gordon Coyle, a 40-year commercial insurance veteran, to demystify one of the most anxiety-inducing topics for founders and CFOs: business insurance. Drawing on decades of experience with startups, scaleups, and regulated industries, Gordon breaks down what leaders need to know about D&O, E&O, cyber, and general liability, why investor pressure is rising, and where “cheap and easy” online policies fail when real risk hits. Through real-world examples, they explore how claims arise, how defense costs erode limits, why cyber insurance is as much about response as reimbursement, and how to balance budget, risk tolerance, and peer benchmarks—treating insurance as a critical layer of protection, not a box-checking exercise.—SPONSORS:Abacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/run—LINKS:Gordon on LinkedIn: https://www.linkedin.com/in/gordoncoyle/The Coyle Group: https://thecoylegroup.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:The Coyle Group - Business Insurancehttps://www.youtube.com/@TheCoyleGroupNY—TIMESTAMPS:00:00:00 Preview and Intro00:01:53 Sponsors — Abacum | Brex | Metronome00:05:39 Interview Begins with Gordon Coyle00:06:23 Gordon Coyle & The Coyle Group00:07:21 Explaining Insurance on YouTube00:08:40 Turning Education into Inbound Leads00:09:40 Content as a Pull Strategy00:10:53 Insurance Complexity for Tech Founders00:13:28 Why Investors Require D&O Insurance00:14:09 What D&O Covers and Why It Matters00:15:50 Sponsors — RightRev | Rillet | Tabs00:20:19 Who D&O Covers and Rising Investor Pressure00:22:37 D&O Limits and Cost Tradeoffs00:23:21 Panic Calls and Late D&O Purchases00:24:39 How Defense Costs Erode Coverage00:25:31 Common D&O Claims and Employment Risk00:27:08 D&O vs E&O Explained00:29:12 Cyber Insurance and Social Engineering00:31:59 AI's Impact on Cyber Risk00:33:50 Real-World Ransomware Stories00:34:17 Cyber Insurance as Money and Response00:35:29 Business Email Compromise Scams00:39:43 Why Tech Still Needs General Liability00:41:16 What a BOP Covers00:42:32 Convenience vs Proper Coverage00:44:29 Surprising General Liability Claims00:46:45 Insurance Costs for Startups00:47:36 Higher Costs in High-Risk Industries00:48:26 Balancing Budget, Risk, and Coverage00:50:39 PEOs, Workers' Comp, and EPLI00:54:39 Choosing the Right Insurance Partner00:56:42 End Credits#RunTheNumbersPodcast #StartupFinance #BusinessInsurance #RiskManagement #CyberRisk This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

The Guidewire Connections event that happens every year is not just a celebration for the SaaS insurance software provider, it's a chance see the vision, and extended ecosystem of partners who make the value come alive. Curt Wyatt attended the event this year and was there when news broke, heard from partners about the future of service and value along with some interesting and perhaps more pragmatic takes on AI.In this episode:Joseph Desouza from Pro Navigator on merging with GuidewireHow claims tech is being powered by AI and the value insurers are seekingWhy document ingestion and managing unstructured data is becoming more of a priorityHear from partners who are helping Guidewire grow and deliver value by experienceThis episode is a compilation of thoughts from various people and sheds light on how key industry partners are working to deliver a bigger vision and better experience together.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

With business insurance claims doubling in the last three years, Queensland small business owners are facing a "perfect storm" of risk this summer. BizCover’s Brad Miller explained why "business interruption" cover is the safety net you can't afford to skip and busted the myth that premiums are constantly rising.See omnystudio.com/listener for privacy information.

Reuters puts on many events and coming up is the Future of Insurance Canada, held in Toronto. As the industry adapts and manages market changes, trade tensions, and global issues we sat down with Ollie Smith, from Reuters Events to learn about the event and how it is evolving to meet the needs of the insurance industry for the future.In this episode:Why curating content has to be constant to deliver valueShowcasing the Dragon's Den panel and who are the dragons?Why the issue of technological debt for insurance has to be discussed Pete appearing on a live debate panel- what????How AI will affect the next generation of insurance talentGlobal issues that affect insurance locally, for everyoneOllie shares the needs he hears from industry and how they have put together the content, speakers and guests to deliver a leading edge look into the future about insurance and what changes the industry sees coming.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

It's rare to get access to underwriters let alone actuaries but this episode features both as Ashley Karg and Kelly Gates from McGill & Partners join the show. They share their perspectives on what goes into underwriting and the actuarial process behind and a whole lot more including debuting Arkana a proprietary solution to help bridge the knowledge gap within insurance.In this episode:How the Peace Corps shaped a vision to insurance for one guestWhy their technology helps empower risk managers for renewals and beyondWhat challenges risk managers experience when pricing risksHow developing technology for insurance has to deal with 'real world' scenarios and not mathematical simulationsA hilarious discovery in Declared InterestsCandid insight into how risk are looked at, rated, priced, and covered within policies.Kelly and Ashley are more than competent insurance professionals, they present complex and difficult issues with grace, technical aptitude, and more than a little humor as we explore how technology is driving change after the application is submitted.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-good-morning-portugal-podcast-with-carl-munson--2903992/support.Let us help you find YOUR home in Portugal...Whether you are looking to BUY, RENT or SCOUT, reach out to Carl Munson and connect with the biggest and best network of professionals that have come together through Good Morning Portugal! over the last five years that have seen Portugal's meteoric rise in popularity.Simply contact Carl by phone/WhatsApp on (00 351) 913 590 303, email carl@carlmunson.com or enter your details at www.goodmorningportugal.com And join The Portugal Club FREE here - www.theportugalclub.com

Welcome to Homecare Owners Corner! In this episode, Julio Briones sits down with a true industry expert, Peter Frey, to delve deep into the world of homecare business insurance. If you own or operate a homecare agency, this is a conversation you can't afford to miss. Peter Frey, a former homecare agency owner who now specializes in providing tailored insurance solutions for homecare agencies, shares invaluable insights into what insurances are crucial for the success and security of your homecare business. With years of hands-on experience and expertise, Peter is the go-to authority on safeguarding your agency against unforeseen risks and challenges. In this episode, we cover a wide range of topics, including:

Before the advent of embedded screens in almost all vehicles there used to be accessories to help navigate and guide your trips and often it was a TomTom device. This episode features Vinod Poomalai the Product Marketing Leader for TomTom talking about how their location data is powering aspects of many insurance products and services.In this episode:How location data is driving underwriting decisionsWhat is contained in location data that is not readily apparentHow any insurance entity can connect with APIs for real-time processesWhy location data is helping with CAT events and loss reductionLearn how underwriting subjectivities are being developed using distinct attributesHow the volume of data sources is growing and what it will help in the futureUsing data is essential for insurance success, but powering your data with realtime connectivity and a growing pool of data sources will be absolutely necessary to compete and prosper int he future. Vinod and TomTom share the now and what's coming for the insurance industry with location data.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most small business owners think they're covered until disaster strikes. Learn which insurance gaps leave small businesses vulnerable and how to protect your investment properly. To learn more, visit: https://insurewithjerry.com/ Jerry Carter, State Farm Insurance City: Oak Lawn Address: 9816 South Cicero Avenue Website: https://insurewithjerry.com

Everyone loves to find a niche to insure but what about building our products and coverages for niches that present specific needs and challenges? Mike Lough, VP of Distribution, Community Services drops in to discuss how Intact Public Entities is serving specific niches and how brokers can grow within them.In this episode:How community services are under valued as a target by brokersWhy nuanced liability coverages are important to insureds and how to explain themWhat community services need with various coverages and conditionsLearning some of Mike's selling tactics and strategies in this nicheThe importance of relationships and how to use them to grow businessMike is candid about the industry and his experience sharing all sorts of nuggets gained from years of experience. He shares the importance of growing with valued partners who are more than insurers and clients and why that helps keep products sustainable for the long term.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Peter McMurtrie knows change. As a C-suite executive spanning a career across insurance he has seen many trends. Now with West Monroe helping insurance organizations manage change he shares his knowledge about how to prepare and succeed.In this episode:What it takes to implement and deploy AI effectivelyWhy PE and aggregation is driving innovation in unexpected areasHow some trends repeat themselves and why we can learn from the pastWhere to create value in the insurance experience The importance of finding mentor and leaders There's so much more and Peter articulates many of the complexities of the industry well. It's why looking from the outside can help many inside their insurance businesses see the forest from the trees.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Discover the most common insurance mistakes Illinois business owners make and how to protect your company from costly coverage gaps. To learn more, visit: https://insurewithjerry.com Jerry Carter, State Farm Insurance City: Oak Lawn Address: 9816 South Cicero Avenue Website: https://insurewithjerry.com

Being the new-(ish) President of MSA Research is one job, but putting on the most important insurance event in a country is filling some pretty big shoes for Nevina Kishun. With the National Insurance Conference of Canada event happening in 19 days we talk with Nevina about the issues the facing the insurance industry.In this this episode:Where the data says the industry faces it's biggest challengeHow speakers and topics are aligned to industry issuesWhat the insurance industry needs to consider about cross-border issuesWhy the power of networking and building relationships still beats technologyDeclared Interests where Nevina shares one of her biggest fearsWhat it takes to build a conference and keep it relevantNevina does not just have an amazing story to her role as President at MSA Research, she shines as a leader with fresh visions and approach.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Claims service is evolving and Paul Disney, Chief Product and Technology Officer, and itel have a vision and the data ready. Paul shares important lessons claims experiences are teaching the insurance industry and how those lessons are shaping technology and service options that itel provides.In this episode:The difference between education versus advising insureds during the claims processHow data can help the experience and foster trust when insureds are feeling their most vulnerableWhy the power of empathy is underused and how to apply it during a claimHow the 'repair vs replace' analysis is important to positive outcomesWhy technology powers accuracy and how that increases claims satisfactionPaul's dynamic personality is almost contagious and what's refreshing is he and itel are backing up what their value proposition by delivering great service and incredible results and he's sharing how they do it.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Distribution, Digitized: How Foxquilt is Reshaping Small Business InsuranceIn this week's podcast, I sat down with Josh Reznick, Foxquilt's Chief Distribution Officer, to unpack how the insurtech is redefining distribution in commercial insurance.Foxquilt is a digital MGA focused on serving underserved small business markets across North America. By leveraging its proprietary technology platform, Foxden, the company has streamlined what was once a heavily manual process at traditional carriers — delivering a faster, more efficient quote-to-bind experience.But Fox Quilt's real differentiator is its multi-channel distribution model. By balancing wholesale and enterprise partnerships, they have built a scalable approach that expands reach without losing control of the customer relationship. Josh brings over a decade of carrier experience from Aviva to Fox Quilt, applying partnership-driven strategies in a modern digital context.Here are some of the key insights from our conversation:

FloodFlash is not another insuretech, rather it's technology, data, and underwriting combined into a new product to help cover a peril that causes the insurance industry many problems. Co-founders Adam Rimmer and Dr. Ian Bartholomew share their early vision and how they addressed the peril no one seems to want to cover.In this episode:How the cofounders saw their vision and built up a companyOvercoming obstacles with developing a parametric productWhy pricing and triggers for parametric insurance work differentlyThe underwriting considerations and how they used data to build the productDeclared Interests- talking about the dynamic between two partnersFloodflash has a unique story and purpose in the insurance market and Adam and Josh share their experiences, the good, bad and ugly about how they bootstrapped a company up.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Poised for Exit, we sit down with Shalin Johnson, Vice President of Business Insurance at Marsh McLennan Agency, to talk about how risk management can increase company value and support smoother business transitions.With 25 years of experience and a focus on manufacturing clients, Shalin shares why risk management is more than just insurance. He walks us through how strong risk platforms not only reduce liability but also improve employee morale, attract buyers, and prevent last-minute surprises during M&A deals. One example highlights how a single overlooked risk could derail a sale and how to avoid it.We also discuss the evolving insurance needs of growing companies, especially as they adopt new technologies. Shaylin breaks down the importance of directors and officers insurance, cyber coverage, and staying proactive as risks shift.If you're thinking about scaling, selling, or just want more peace of mind, this episode is full of practical insight to help you strengthen your business foundation and protect your long-term goals.Find Shalin here or email shalin.johnson@marshmma.comFind Marsh McLennan Agency hereConnect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor

In this episode, Christian Rodwell sits down with insurance expert Josh Munt to explore the often-overlooked world of insurance for property investors, business owners, and professionals. Josh shares practical tips, common pitfalls, and actionable strategies to ensure you're properly covered—without overpaying or leaving yourself exposed.Key Discussion PointsJosh's Background & Core Audience:20+ years' experience as a specialist insurance brokerFocus on property professionals and commercial clientsWhy Insurance Matters:The real purpose: making sure claims are paidWhy underinsurance is so common (76% of UK buildings are underinsured)Most Common Mistakes:Incorrect Rebuild Values:Many insure for market value, not rebuild costRebuild values have risen sharply post-COVID; regular reviews are essentialTools and affordable surveys for accurate valuationsTenant Type Disclosure:Changing tenants (e.g., from office to restaurant or social housing) alters riskNot notifying insurer can lead to denied claimsIgnoring Policy Conditions:Most skip reading policy wordings—key is to check ‘endorsements' or ‘conditions' sectionsFailing to meet conditions (like property inspections) can void coverPremiums vs. Cover:Why focusing solely on the cheapest premium can backfireImportance of tailoring cover to your real risksBenefits of Using a Specialist Broker:Tailored policies for unique risksWide market access and claims assistanceSupport for both property and business insurance under one roofInsurance Tips for Business Owners:Insure for loss of income, not just propertyConsider all eventualities: liability, legal expenses, cyber risksAdvice for Solopreneurs & SMEs:Cyber insurance is crucial for online businessesManual trades need robust liability coverProfessional indemnity for service providersWays to Lower Insurance Costs:Self-insure for small risks and increase excessBundle multiple properties under one policy for savings and simplicityFinal ThoughtsInsurance may not be the most exciting part of wealth-building, but as Josh explains, it's one of the most critical. Failing to declare something or reviewing your cover too late could cost thousands. With the right advice, you can ensure you're covered properly, avoid costly mistakes, and potentially save money in the long run. As a special bonus, Josh is offering a waived admin fee for WealthBuilders listeners who mention the podcast when they enquire.Resources mentioned in this episodeYour admin fee is waived! Simply mention WealthBuilders when you enquire to Insurance Desk.LinkedIn: Josh MuntConnect with WealthBuildersListen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

في حلقة جديدة من البودكاسترز، استضفنا نهال بريك، رئيس مجلس الإدارة والعضو المنتدب لشركة كونتكت للوساطة التأمينية، واتكلمنا عن عالم hلتأمين** من كل جوانبه: تأمين الأسرة، المنزل، السيارة، والعمل، وكمان وثائق غريبة ومثيرة زي **تأمين الطلاق والجنازات**! ناقشنا كمان عقلية Gen Z، وإزاي الشركات بتتطور عشان تتواصل معاهم بطريقة فعالة. نهال شاركتنا استراتيجياتهم في استهداف الجيل الجديد، وكمان دور المرأة وتمكينها في مجال التأمين. استنونا في حلقة مليانة معلومات مفيدة، حقائق غريبة، ونصائح عملية هتغير فكرتك عن التأمين! In this episode of ElPodcasters, we sit down with Nehal Break , Chairman & Managing Director of Contact Insurance Brokerage, to explore the world of insurance—from family, home, car, and business insurance to the surprising policies you never knew existed like divorce and funeral coverage! We also dive into how Gen Z is changing the game and how companies are adapting to meet their mindset and values. Nehal shares how her company is targeting the new generation and empowering women in the insurance field. Expect eye-opening insights , fun facts, and practical advice on how insurance can be more relevant to your everyday life than you think. Don't miss this episode full of learning, inspiration, and a fresh look at insurance! El-Podcasters Social Media | منصات التواصل الإجتماعي للبودكاسترز: Instagram - https://www.instagram.com/elpodcasters Tiktok - https://www.tiktok.com/@elpodcasters Facebook- https://www.facebook.com/elpodcasters Linkedin - https://www.linkedin.com/company/elpodcasters/ X - https://www.twitter.com/elpodcasters Snapchat - https://snapchat.com/t/3Zbo2vzS Bassel Alzaro - https://www.instagram.com/basselalzaro https://www.facebook.com/BasselAlzaroX https://snapchat.com/t/CoWlatfk Karim Rihan - https://www.instagram.com/karimrihann

Most professionals know they need insurance, but many don't realize their general liability coverage has significant gaps when it comes to professional services. In this episode of Absolute Trust Talk, host Kirsten Howe continues her conversation with Dean Myers, owner of Core Insurance Agency, to explore errors and omissions insurance—specialized coverage designed specifically for professional liability risks. Discover which professions beyond doctors and lawyers should consider E&O coverage, including architects, engineers, accountants, and contractors who incorporate design elements into their work. Learn what actually drives malpractice claims (hint: it's often administrative issues rather than technical errors), how premium costs vary between specialties, and what "tail coverage" means for your long-term protection. Whether you're evaluating your current coverage or exploring professional insurance for the first time, this conversation offers practical insights to help you understand your options. This is Part 2 of our business insurance series—our next episode will cover cyber liability coverage.   Time-stamped Show Notes: 0:00 Introduction 1:06 What is E&O insurance, and why do professionals need specialized coverage beyond general liability? 3:57 Why E&O is standalone coverage excluded from all other policies, and why you need a specialist broker to obtain it. 4:13 How premium costs vary dramatically based on practice area - why patent and intellectual property lawyers pay more than estate planning attorneys. 5:04 International patent claims require specialty counsel charging far more than standard insurance defense rates, driving up premium costs significantly. Here's what you need to know. 6:00 Medical malpractice reality: why dermatologists pay less than obstetricians, and why anesthesiologists face high premiums due to drug access. 7:00 The surprising truth: over 50% of legal malpractice claims are purely administrative failures, not technical errors. 7:58 Real claim example: lawyer's failure to appear in Los Angeles County court from Santa Barbara - distance and backup planning matter. 8:44 Why lawyers excel at risk management by staying in their lanes and being selective with clients. 9:37 How ER physicians are paid per patient visit, creating potential conflicts between volume and quality of care. 12:03 The contractor design trap: why general contractors who design staircases, handrails, or balconies face uncovered exposures. 13:31 How contractors win bids by offering design services but create massive liability gaps their standard coverage won't protect. 14:43 Tail coverage explained: protecting your retirement from claims that surface years after you close your practice. 15:15 Picture yourself on a beach in Fiji, five years after retiring, when a claim surfaces from your past work-tail coverage protects you. 16:08 Good news about tail coverage: no applications required, elect the coverage when you retire.

As insurance attempts to become more interactive for customers the data still needs to be entered and those forms are key parts of the customer journey. Alun Lucas of Zuko Analytics shares how looking at forms and how customers behave with them can help insurance distributing entities.In this episode:Why looking at customer behaviour analytics on forms can explain where challenges existHow the Prune, Tune, Explain model can help drive engagement with data enteringWhy there is more to web pages than simply seeing bounce rate What AI will do by measuring customer behaviour and gauging risk based on itHow Session Reply allows customer behaviour to be seen and analyzed for better outcomesWhy better forms means better quotes and more salesUsing forms of any kind is becoming all too common and necessary for insurance distribution. Now with Zuko insurance entities can learn and strengthen their online offerings to create experiences and a value proposition that matches their growth goals.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

AI and its impact is looked at with curiosity, desire, concern, and a bit of fear, but with insurance its presence is often seen with affecting distribution and customer experience. However, is enough focus happening on use within the underwriting chair? Jeff Sutton, Senior VP Sales and Marketing for Markel shares what he sees and how Markel is finding advantages with underwriting and for their partners.In this episode:How AI is helping with sales and experience by starting with risk submissionsWhy empowering the experience of relationships should be an end goalWhat AI tools are being used across underwritingWhen and how AI will affect the distribution experienceDeclared Interests- some fun stories about JeffWhat kinds of AI are being used and where to find themJeff reveals how using AI to modernize and innovate underwriting processes is leading to better relationships and how other insurance entities can move forward and do the same.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join us for an in-depth conversation exploring the intersection of mental health awareness and early risk detection in school safety. This session will focus on equipping educators, administrators, and safety professionals with the tools and insights necessary to identify and address early signs of at-risk behaviors. By integrating mental health frameworks with threat assessment strategies, we aim to create proactive approaches to school safety that prioritize student well-being while preventing harm. Our panel of experts share actionable insights, real-world examples, and innovative practices to enhance the safety and security of our schools.GuestsMelissa KreeSchool Psychologist·Oxford Community SchoolsMelissa Kree has been a School Psychologist with Oxford Community Schools for the last 12 years. She has worked at all levels from PreK through high school. She coordinates building level MTSS teams and special education evaluations and is a district level IEP Coach. She serves on the district's crisis team as well as building level threat and suicide risk assessment teams, following both BTAM and PREPaRE models. She has been an ongoing part of Oxford's response to the tragedy on November 30th, 2021, and works closely with the Executive Director of School Safety, Operational Technology, and Student Services to regularly review and implement policies and procedures, as well as lead building level teams in the implementation as situations arise. She serves on the district mental health/SEL committee and participates in county level PREPaRE community of practice groups. Melissa serves on the Mental Health subcommittee of the Michigan Association of School Psychologists and is an advocate for the mental health involved in all aspects of school safety before, during and after an event. Melissa lives in Oxford with her husband and two children (2nd and 5th grade)Randolph MercedExecutive Director of Public Safety & Emergency Management·Seattle UniversityCareer university public safety professional with extensive experience supporting student well-being and campus safety. Currently serving as Executive Director of Public Safety and Emergency Management at Seattle University. An active member of the university's CARE Team and contributor to the development of student support strategies. Previously held a leadership role at the Community College of Philadelphia, where I established the institution's first BITA/CARE Team. Also provided instruction to graduate counseling students, bringing a public safety lens to student behavioral intervention and support.Rick ShawFounder·First PreventersRick Shaw founded Awareity in 2004 and is the CEO. Rick also founded First Preventers, a 501(c)(3) nonprofit, in 2019. Rick is a Pre-Incident Prevention Expert, author of The First Preventers Playbook, and Prevention Coach to forward looking leaders of schools, universities, organizations, and communities. Rick Shaw has been researching failed preventions for over 25 years and has identified dangerous gaps, silos, disconnects, and blind spots that are common in nearly every failed prevention. Rick's visionary pre-incident prevention innovations offer a new category of solutions that have been recognized with the Risk Innovator award from Risk & Insurance Magazine, Responsibility Leader award from Liberty Mutual, Business Innovation award from Business Insurance, Campus Safety BEST Award from Campus Safety Magazine, and MVP Award from Security Sales & Integration Magazine. Rick also created the First Preventers Framework, a different category of solutions to deliver different and better results, which has been delivering impressive successes and safer schools, workplaces, and communities since 2016.

In this episode, Evan & Greg sit down with Steve Bonesteel to get back to the basics of insurance for your lawn care and landscaping business. Steve is a Commercial Insurance Specialist. To find out more info, go to https://www.miafs.com/. Steve is licensed in 20 states.SHOW NOTES! (Click/Tap Here)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tap Here for Turf Nerds Merch!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Look! We Have A Website!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Don't forget to check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Green Frog Web Design⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and tell them the Turf Nerds sent you. Or Greg will scalp your lawn!Use promo code TURFNERDS for 50% off Equip Expo 2025 registration!Shoot us an email! TurfNerdsPodcast@proton.me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/edlawncare?sub_confirmation=1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#LawnCare #LawnMaintenance #Mowing #MowingGrass #LawnCareBusiness #Toro #ToroMultiforce #CubCadet #BibleStudy #Bible #Christian #Business #Entrepreneurship #Comedy #2024 #Marketing #Advertising #TipsAndTricks #Tips #Success #Yakta #YaktaMowers #YaktaOutdoor #Spring #SpringRush #FYP #Mower #NewMower #UsedMower #RouteDensity #EquipExpo #EquipExpo2024 #Echo #Stihl #RedMax #Shindaiwa #StringTrimmer #WeedWhip #GreenFrogWebDesign #WebDesign #EzraMcCarthy #Aerator #Aeration #ZAerate #Bobcat #BobcatMowers #Husqvarna #HusqvarnaGroup #HYGREENTOOL #GOMOW #ThunderLightingSupply #ChristmasLights #Christmas #Trump #DonaldTrump #PresidentTrump #ElectionDay #EZDumper #DumpInsert #StempkyNursery #Mulch #MulchInstallation #TurfNerds #Newsmax #NewsmaxTV #CarlHigbie

Marketing for insurance is a challenge when it's easy but when the space becomes more competitive and crowded, what can be done to stand out? Steve Pieroway, founder of Benevolent Marketing talks, content, creative, messaging and more. In this episode:How understanding lived experience matters for marketingWhy content needs to be aligned with strategyWhat kind of journey is going to resonate with clientsSteve's confession during Declared InterestsThe importance of understanding martech vs insuretechSteve's entertaining insights drive this episode and shed light on an area where so many across the insurance industry are trying to carve space, develop their brand, and deliver a value proposition that can resonate with partners and customers. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Never before has reinsurance been talking about so much by so many across insurance. At ReConnect 2025 we talked with the people who are finding new ways to raise, manage, measure, regulate, and distribute capital into the insurance industry.In this episode:How regulatory authorities are working to help make reinsurance secure and accessibleHow actuaries are measuring and allocating capacity to the marketWhy companies are promoting reinsurers and accelerating their growthWhen legal and accounting services are your partner to growth and complianceSuccess stories of newly started reinsurers and how they help the market.Reinsurance is accessible and in the Cayman Islands the industry is poised for growth and taking on more risk to back stop a rapidly changing insurance market.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Insurance blind spots can really trip up small businesses, and those oversights often make themselves apparent at the wrong time—when coverage is triggered by a loss. We spoke … Read More » The post Claims Pros and Their Role in Dealing with Small Business Insurance Blind Spots appeared first on Insurance Journal TV.

Dive into Episode #145 of the Psych Health and Safety USA Podcast, featuring host Dr. I. David Daniels, PhD, CSD, VPS, and special guest Louise Esola, a workers' compensation-focused journalist with Business Insurance, a role she has held for nearly 20 years. Psychological injuries are often more challenging to quantify than physical injuries, and the compensation awarded can depend on factors such as the severity of the condition, its impact on the employee's ability to perform their job, and the evidence provided to support the claim. Workers' compensation is handled differently in every state in the United States and even within the same state when it comes to psychological injuries. Ms. Esola will share her perspective on this important topic, which she has gained from the many worker's compensation stories and cases that she has covered over the years.

Graham Haigh has seen a thing or two during his insurance career, now looking at a deserved retirement he sounds off about some of the problems he sees in the P&C sector.In this episode:What he sees as the biggest challenge in the industryScaling up with mergers and acquisitionsShould insurers continue to be a part aggregating distributionWhere new success is being found and who is having itWhy product innovation is hard to do (really?)Why Graham agrees Charles Brindamour owes the hosts a favourAs Graham looks to take a well deserved break before he figures out what to do with his free time we share a great candid chat about the industry, friendships and why it really is an amazing ecosytem to work and live within.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Sunlight Podcast, I'm unpacking some of the biggest myths I hear about forming an LLC. If you're self-employed or thinking about business formation, it's so important to understand what an LLC really is—and what it isn't. I talk through common misconceptions about taxes, liability protection, whether an LLC makes you a “real” legal entity, and how much ongoing accounting or paperwork is actually needed. I also share why business insurance is still essential (yes, even if you have an LLC), and how good financial advice can help you make smart choices for your business. Plus, I give a sneak peek at my upcoming book, Taxes for Humans, where I go even deeper into LLCs, business structures, and all the stuff no one teaches you when you become self-employed.   00:00 Introduction to LLC Myths 04:43 Myth 1: LLCs Change Your Taxes 08:28 Myth 2: LLCs Make Your Business Official 10:25 Myth 3: LLCs Are the Only Protection 13:12 Myth 4: LLCs Are Set It and Forget It   If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight podcast to new audiences.   Links: Link to pre-order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. My On-demand class: Make Taxes Easier and Stash an Extra $152k in Your Savings Check out my program, Money Bootcamp

SummaryIn this episode of The Straight Shift, The Car Chick© and special guest, insurance expert Jasmine Walker of Brightway Insurance, delve into the complexities of car insurance. They discuss the rising costs of insurance, the importance of understanding discounts, and strategies for saving money without sacrificing coverage. The conversation also covers the unique challenges faced by teen drivers and small business owners when it comes to insurance, as well as the significance of full disclosure in the claims process. Listeners are encouraged to build strong relationships with their insurance brokers to navigate these challenges effectively.TakeawaysCar insurance is often overlooked in budgeting when buying a new car.Inflation and rising car prices are significant factors in increasing insurance rates.Discounts are available for defensive driving courses and good student performance.Teen drivers can be expensive to insure, and parents should consider their options carefully.Commercial insurance policies are generally more expensive than personal policies.Specialty insurance is necessary for classic cars, motorcycles, and other toys.Having a good relationship with an insurance broker can lead to better coverage and discounts. Resourceswww.TheCarChick.comwww.CarBuyingCourse.comwww.BrightwayWalker.comYou can view a full list of resources and episode transcripts here. Connect with LeeAnn: Website Instagram Facebook YouTube Work with LeeAnn: Course: The No BS Guide to Buying a Car Car Buying Service Copyright ©2024 Women's Automotive Solutions Inc., dba The Car Chick. All rights reserved.

In this new, limited series of Brick by Brick, Jason Reichl sits down with David Embry, CEO of Mylo, for Episode 2 of ‘The Power of AI in Risk.' From his early days in finance to leading an Insurtech company, David shares the challenges and opportunities of bringing scalable, tech-driven insurance solutions to underserved markets.

Don't get to the end of this year wishing you had taken action to change your business and your life.Click here to schedule a free discovery call for your business: https://geni.us/IFORABEShop-Ware gives you the tools to provide your shop with everything needed to become optimally profitable.Click here to schedule a free demo: https://info.shop-ware.com/profitabilityUtilize the fastest and easiest way to look up and order parts and tires with PartsTech absolutely free.Click here to get started: https://geni.us/PartsTechTransform your shop's marketing with the best in the automotive industry, Shop Marketing Pros!Get a free audit of your shop's current marketing by clicking here: https://geni.us/ShopMarketingPros In this episode, Lucas and David are joined by Frank Scandura, owner of Frank's European Service in Las Vegas and a coach for Transformers Institute. Frank shares his insights on several pressing industry issues, including the challenges posed by increasing costs of business and the strain it puts on shop owners. He emphasizes the importance of maintaining strong ethical standards and focusing on people over profits, arguing that this approach will ultimately lead to success. 00:00 "Frank's Industry Insight"08:14 Evolving Car Industry Loyalty14:51 Impatient Car Owners16:44 The Ruthless Business Shift23:32 Balancing Coach Guidance and Growth30:44 "Planning for Business Ownership"35:38 Business Continuity Planning37:10 Uninsured Flood Devastates Businesses43:25 Is Solo Business Financially Viable?50:44 Premium Service Pitch Lacking Training54:04 Unintended Business Incentive Issues01:01:47 Advisor Troubles Reduce Shop Revenue01:03:24 Businesses Lack Flood Insurance

As the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I've been helping families, individuals, and business owners secure financial peace of mind since 2013.At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.Learn more: http://www.mycfsi.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-personal-pensions

As the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I've been helping families, individuals, and business owners secure financial peace of mind since 2013.At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.Learn more: http://www.mycfsi.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-personal-pensions

In this episode, Leo explains why having business insurance is crucial for private soccer coaches. Learn how business insurance can protect you from financial risks, accidents, and legal issues, ensuring the long-term success and stability of your coaching business.

As the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I've been helping families, individuals, and business owners secure financial peace of mind since 2013.At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.Learn more: http://www.mycfsi.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-long-term-care

As the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I've been helping families, individuals, and business owners secure financial peace of mind since 2013.At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.Learn more: http://www.mycfsi.com/ Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-financial-teamwork

As the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I've been helping families, individuals, and business owners secure financial peace of mind since 2013.At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.Learn more: http://www.mycfsi.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-long-term-care

As the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I've been helping families, individuals, and business owners secure financial peace of mind since 2013.At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.Learn more: http://www.mycfsi.com/ Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-financial-teamwork

Insurance, it's necessary but is often overwhelming. What needs coverage, how much, if you need to use it what happens then, all the while these details are evolving along an ever-shifting landscape. Christa Payne, an agency owner at Country Financial, says it's her role to help cut through the jargon and help make it easier for people to digest. North Liberty is the headquarters of local media, regional financial and national transportation companies and home to solar energy and tech startups, and entrepreneurs getting their big ideas off the ground. Get to know your new business community.

When disaster strikes, how do you assess the damage to your building's critical equipment? Whether you're a building owner, facility manager, or insurance adjuster, knowing how to properly inspect damaged equipment can be the difference between a smooth recovery and costly downtime. In Part 1 of this two-part series, we take you inside the equipment inspection process—a crucial step in evaluating damage from fires, floods, lightning, and physical impacts. You'll gain insight into what to look for, how to document damage effectively, and when to call in experts to ensure an accurate assessment. In This Episode, You'll Discover: The different types of equipment that require inspection after an insurance loss. How to identify primary vs. secondary damage and why both matter. The step-by-step process for conducting a thorough equipment inspection. Common challenges you'll face—like latent damage and time constraints—and how to handle them. Best practices to ensure accurate assessments and minimize costly mistakes. This episode is packed with essential insights to help you protect your assets, streamline insurance claims, and make informed decisions when equipment damage occurs.

On this episode of Christopher Lochhead: Follow Your Different, our guest Grace Vandecruze treats us to an extraordinary story of resilience, determination, and financial empowerment. Grace shares her remarkable journey from a childhood marked by poverty and homelessness to becoming a successful entrepreneur and financial advisor. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go. Grace Vandecruze's Early Life and Influences Grace's story begins in Guyana, where she was raised by her grandmother. Her grandmother's unwavering belief in her potential played a crucial role in shaping Grace's mindset. Despite limited resources, her grandmother's love and generosity instilled in her the philosophy of "believe beyond your limits." Grace's family immigrated to the United States when she was 14, seeking better opportunities. They faced numerous challenges, including homelessness. Despite these hardships, her determination to succeed never wavered. She viewed education as the key to breaking the cycle of poverty and worked tirelessly to excel academically. Financial Empowerment and Education The COVID-19 pandemic prompted Grace to shift her focus toward financial empowerment. She had been educating community groups about financial literacy, introducing concepts like investing and personal finance. In addition, the tragic events surrounding George Floyd's death further motivated her to publish her book, "Homeless Millionaire: Six Pillars to Uplift to Financial Abundance," to empower others during a time of crisis. Grace's book is designed to be accessible and practical, filled with tools and resources to help readers navigate their financial journeys. She likens the process to climbing a mountain, where she supports readers every step of the way. Grace Vandecruze on Embracing Identity and Overcoming Stereotypes Grace reflects on her identity as a woman, an immigrant, and a person of color, asserting that these aspects of her life are not disadvantages but rather unique strengths that set her apart. She believes that everyone has the potential to transcend stereotypes and limitations through mindset and determination. Grace likens life to mountain climbing, where reaching a peak is just a momentary celebration before facing the challenges of the descent. She emphasizes the importance of continuous growth and the pursuit of new challenges. To hear more from Grace Vandecruze & her amazing journey, download and listen to this episode. Bio Grace Vandecruze is a financial advisor, CPA, and Founder of Grace Global Capital, LLC, with over 20 years of Wall Street experience. She has advised on transactions exceeding $5 billion and holds an MBA from The Wharton School. Grace's life was transformed after a fire left her family homeless, fueling her passion for financial wellness. An accomplished mountaineer and sailor, she inspires others through her resilience. Grace has been recognized by Business Insurance and Directors & Boards, and frequently contributes to financial media as a speaker and thought leader. Links Find out more about Grace Vandecruze! LinkedIn | X (formerly Twitter) | Homeless to Millionaire We hope you enjoyed this episode of Christopher Lochhead: Follow Your Different™! Christopher loves hearing from his listeners. Feel free to email him, connect on Facebook, X (formerly Twitter), Instagram, and subscribe on Apple Podcast / Spotify!