Articles
insurance
Why Business Insurance Needs to Be a Year-Round Conversation
For many business owners, insurance is something that gets attention once a year—usually when the renewal notice arrives.
But after spending more than 30 years working with family-owned businesses, I've learned that today's risk environment changes far too quickly for an annual check-in to be enough.
That's why I invited Natalie Stone, President of Hill and Stone Insurance Agency, to join me for a recent Ask the CFO session. We discussed the biggest insurance trends affecting…
Managing Personal Risk Featuring Amanda Martinez, VCU Risk Advisors
One of our final Ask the CFO sessions of the year brought a timely and highly practical conversation with Amanda Martinez of VCU Risk Advisors. As many business owners wind down for the holidays, issues like insurance coverage, cyber threats, personal risk exposure, and multi-state assets tend to surface—especially for owners with both business and personal holdings to protect.
Amanda works in a niche most people don’t even realize exists: high-net-worth personal risk management. Her firm speci…
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