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Planning out your insurance can widely vary, from home to auto, business, and even cyber security insurance. 

What to consider when planning or adding someone to your insurance policy? Do you know?

In this episode, Rob Curtiss speaks with Dana Dattola, a business insurance broker at Weaver & Associates. Dana details the ins and outs of insurance policies and outlines how it fits within financial and tax planning. 

Listen in as Dana shares tips for managing and understanding your insurance policy while highlighting some must-know tips to increase your insurance protection.

Dana discusses:

• The most important tips you need to know about insurance 
• How moving assets into an LLC changes an insurance coverage
• The insurance coverage that’s often missed and neglected by business owners
• The importance of maintaining documentation when it comes to home updates and renovations
• What you should know about commercial, property, and cyber security insurance 
• And more!

Resources:

• Educational videos (bottom of the page)

Connect with Dana Dattola:

• dana@weaverinsurance.com
• LinkedIn: Dana Dattola
• Weaver & Associates

Connect with Robert Curtiss:

• rcurtiss@seia.com
• (626) 795-2944
• About Robert Curtiss 
• LinkedIn: Robert Curtiss
• Facebook: Robert Curtiss
• SEIA
• LinkedIn: SEIA

About Our Guest:

Dana Dattola is a Certified Insurance Consultant (CIC) and Certified Risk Manager (CRM). Born & Raised in Los Angeles, she is a third-generation property & casualty insurance broker. Weaver & Associates specializes in assisting growth-focused Southern California-based businesses where the owner(s) are actively involved in the operations and value a culture of safety and improvement.