Insurance Is Changing, Is Your Business Ready? With Jake Jeatran (Ep. 11)
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!
- Boyum Wealth Architects
- LinkedIn: James Knapp, CFP®
- LinkedIn: Boyum Wealth Architects
- info@boyumwa.com
- Subscribe to the podcast here!
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).
Podcast: Play in new window | Download | Embed