Month: June 2026
Insurance Is Changing, Is Your Business Ready? With Jake Jeatran (Ep. 11)

Insurance Is Changing, Is Your Business Ready? With Jake Jeatran (Ep. 11)

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Insurance is changing fast, and business owners can’t afford to treat it like just another expense line item anymore. 

In this episode, James Knapp sits down with Jake Jeatran of Marsh McLennan Agency to talk about AI, cyber risk, underwriting, and why strong advisory relationships still matter in a tech-driven world.

James and Jake explore how insurance has evolved into a strategic business decision, especially for manufacturers, distributors, and growing companies. Jake shares insights from both the underwriting and brokerage sides of the industry, along with practical perspectives on cyber insurance, captive insurance structures, M&A planning, and the future impact of AI on risk management.

What to expect:

  • How AI is changing underwriting and cyber insurance
  • Why insurance matters during mergers and acquisitions
  • What business owners should know about captive insurance
  • Why relationship-driven advisory work still matters
  • And more!

Connect with us!

Connect with Jake Jeatran:

About Our Guest:

Jake Jeatran is a third-generation insurance professional at Marsh McLennan Agency, specializing in middle-market manufacturing and distribution companies. With experience in both underwriting and brokerage, Jake helps businesses navigate complex risk management decisions, including cyber insurance, captive strategies, total cost of risk analysis, and mergers and acquisitions planning.

Disclaimer:

At 10:25, single parent captives are 831(b) not 531(b).

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What a Good Retirement Plan Service Actually Looks Like with Shawn Van Winkle (Ep. 10)

What a Good Retirement Plan Service Actually Looks Like with Shawn Van Winkle (Ep. 10)

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What happens when no one explains the rules, and everyone assumes someone else is handling it?

In this episode of Zombie Advisor, James Knapp sits down with Shawn Van Winkle, a retirement plan advisor whose path into financial services began with a personal mission to help others avoid the financial struggles he faced growing up. 

Shawn shares how his early experience in large institutions shaped his perspective, what he learned about both good and bad client service, and why education is often the missing piece in retirement planning. 

They talk about what a retirement plan advisor actually does, how small incremental changes can change outcomes over time, and how a lack of communication can quietly cost employees and employers more than they think. 

What to expect:

  • Why most employees feel stuck or unsure when it comes to retirement plans
  • How small, consistent increases, even 1%, can change long-term outcomes
  • The hidden risks employers take on when retirement plans aren’t clearly structured
  • The difference between transactional service and true partnership in financial planning
  • And more!

Connect with us!

Connect with Shawn Van Winkle:

About Our Guest:

Shawn Van Winkle is a retirement plan advisor at Boyum Wealth Architects. He began his career in law enforcement before transitioning into financial services, joining Principal Financial Group in 2017. There, he focused on retirement education and later expanded into executive compensation strategies, working with stock options and equity-based planning. Today, Shawn focuses on helping business owners and their employees better understand and engage with their retirement plans through education, efficiency, and partnership-driven service. 

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