Month: March 2023

The Many Facets of Insurance: Here’s What You Need To Know with Dana Dattola (Ep. 25)

The Many Facets of Insurance: Here’s What You Need To Know with Dana Dattola (Ep. 25)

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:

Connect with Dana Dattola:

Connect with Robert Curtiss:

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.

The SECURE Act 2.0 And Its Retirement Planning Changes with Emily Vincent (Ep. 24)

The SECURE Act 2.0 And Its Retirement Planning Changes with Emily Vincent (Ep. 24)

The age requirement is only one of the changes made in the SECURE Act 2.0.

In this episode, Robert Curtiss is joined by Emily Vincent, President of Douglas M. Farr and Company. Emily unpacks the retirement planning changes reflected in the SECURE Act 2.0. Additionally, when it comes to businesses and business owners, Emily reveals how the size of the company impacts the benefits of providing retirement plans to employees.

Emily discusses:

  • How the changes to the SECURE Act 2.0 impacts older retirement plans
  • Who is included in the automatic opt-in for company retirement accounts
  • How to make the most out of company retirement accounts
  • Ways the SECURE Act 2.0 is changing its approach towards spousal-related companies
  • What you should know about Long-Term Part-Time Employees (LTPTs)
  • And more!

Resources:

Connect with Emily Vincent:

Connect with Robert Curtiss:

About Our Guest:

President of Douglas M. Farr & Company, Inc, Emily Vincent’s focus is retirement plan design and administration for businesses with 1-500 employees.