Insurance Is Changing, Is Your Business Ready? With Jake Jeatran

James Knapp | 06.16.26

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

Meet the author

James Knapp

James Knapp, CFP®, leads the team for Boyum Wealth Architects as the Managing Partner and Chief Wealth Architect. He was the founder and CEO of Heritage Wealth Architects where he was responsible for leading all aspects of the firm. James believes in meeting clients where they are in their financial lives, then working with them to build and execute plans to achieve financial growth and freedom. Earlier in his career, as a CERTIFIED FINANCIAL PLANNER® (CFP®) he led a franchise for one of the largest financial planning firms in the country.

Insurance Is Changing, Is Your Business Ready? With Jake Jeatran

Meet the author

James Knapp

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