Shows
Private Client Risk & ResilienceFine Art Claims Conversation with Brooke Mellen of Markel InsuranceBrooke Mellen Executive Claims SpecialistBrooke.Mellen@Markel.com2025-01-0734 minPrivate Client Risk & ResilienceTechnology Conversation from The BIG I Connect CT 125th Anniversary Conference with - Casey Nelson, Director of Consulting Services, Catalyit, LLC2024-11-2108 minPrivate Client Risk & ResilienceExotic Car Conversation from The BIG I Connect CT 125th Anniversary Conference with- Kieran Buttrick, CT Territory Manager with Hagerty2024-11-0810 minPrivate Client Risk & ResilienceRisk Conversations from The Private Risk Management Association Summit 2024 - Martin Hayek of Namara Water Technologies Inc.2024-11-0110 minPrivate Client Risk & ResilienceRisk Conversations: The Private Risk Management Association Summit 2024 - with Jack McCall of Lindsey FireSense2024-10-2520 minPrivate Client Risk & ResilienceRisk Conversations: The Private Risk Management Association Summit 2024 with David Shapiro of David Shapiro Fine Art Appraisers2024-10-2417 minPrivate Client Risk & ResilienceSolving the 98% Cyber Problem for HNW Individuals and Families with HardTargetAccording to some sources, social engineering is used in 98% of cyber attacks, while others say it's involved in 70–90% of successful attacks. Social engineering is a critical part of an attack that uses manipulation or tricks to coerce victims into sharing sensitive information. Attackers may pretend to be a known person or legitimate entity, or use other tactics like impersonating a brand, using current events, or offering something the victim wants or needs. Social engineering can occur through email, phone, face-to-face, or the web.In this episode of the Private Client Risk & Resilience podcast Kurt Thoennessen begins with in...2024-07-2342 minPrivate Client Risk & ResilienceFine Art and Collectibles Insurance Insights and Risk Management Strategies with Ron Fiamma, President of TreadwellIn this episode of the Private Client Risk & Resilience podcast, host Kurt Thoennessen, a high net worth insurance specialist and CEO of RiskRevu, is joined by Ron Fiamma, President of Treadwell Fine Art, an insurance carrier specializing in high value fine art and collectibles insurance. The discussion dives deep into the world of high net worth insurance, exploring the risks, challenges, and opportunities associated with protecting valuable collections.Summary: The episode begins with Ron Fiamma sharing his unconventional journey into the insurance industry, starting from his early career on Wall Street to his eventual transition...2024-06-0446 minPrivate Client Risk & ResilienceInsights on Art Advisory and Art Valuation with David Shapiro of David Shapiro Fine ArtKurt Thoennessen, CAPI and David Shapiro of David Shapiro Fine Art discussed the intricacies of art valuations and investments, emphasizing the importance of accurate appraisals and navigating the complex art market. Thoennessen highlighted the role of technology in streamlining the appraisal process, while Shapiro shared his expertise as an art appraiser and advisor. Later, Thoennessen and Shapiro discussed building art collections, understanding the market, and navigating the complex art market. They emphasized the importance of following USPAP standards, charging differently for services, and evaluating the best market for selling art. Thoennessen and Shapiro also discussed the role of art...2024-04-2928 min
All Things Wildfire PodcastWildfire Insurance Survival Guide: Vital Strategies You Need to KnowThe All Things Wildfire Podcast episode features Kurt Thoennessen, an insurance specialist and CEO of Risk Review Software. The host emphasizes the importance of working with the right person for specific wildfire insurance needs. Kurt discusses the current state of the insurance industry, particularly in relation to wildfires, highlighting the challenges and changes in underwriting guidelines. They delve into the impact of recent wildfires and the anticipation for 2024. Kurt emphasizes that the wildfire threat remains, prompting insurance companies to adapt, change underwriting guidelines, and even leave certain states. The discussion shifts to the difficulties faced by high-net-worth...2024-03-0555 minPrivate Client Risk & ResilienceHard Market Insights and The Mission of the CIPC with Richard Kerr, CEO of Novatae and CIPC FounderIn this episode, Kurt Thoennessen, CAPI, Founder and CEO of RiskRevu, discusses with Richard Kerr, CEO of Novatae, various challenges and solutions within the high net worth insurance space. Topics range from overcoming the hard market, networking strategies, the significance of quality submissions to underwriters, and the importance of specialization in the insurance industry. Kerr also delves into the foundation and goals of the Council for Insuring Private Clients (CIPC) and shares insights on the upcoming conference.Highlights:Challenges in High Net Worth Insurance Space: Discusses specific regional insurance challenges like finding...2024-02-2929 minPrivate Client Risk & ResilienceFlood Risk and Insurance Solutions with Joe Rossi of Joe Flood InsuranceIn this enlightening episode of the "Private Client Risk & Resilience" podcast, host Kurt Thoennessen, CEO of RiskRevu, is joined by Joe Rossi, the CEO of Joe Flood Insurance Brokerage. They delve into the intricate world of flood insurance, highlighting the unique challenges and solutions facing owners of high value properties.Key Highlights:Joe Flood's Background: Discover Joe's journey from community activism to leading a flood-only insurance brokerage, advocating for more affordable insurance rates.Unveiling Asset Risks: Kurt explores the significant risks faced by successful people through their assets and lifestyle, emphasizing the...2024-01-3027 minPrivate Client Risk & ResilienceUK Private Client Insurance Landscape and the Value of International Networking with Giles Greenfield, CEO of Markham Private ClientIn the latest episode of "Private Client Risk & Resilience," Kurt Thoennessen, CAPI, a Personal Risk Advisor at Ericson Insurance Advisors and CEO of RiskRevu, sat down with Giles Greenfield, CEO of Markham Private Client, for an in-depth exploration of the private client insurance market across the UK and the US.Thoennessen kicked off the episode by introducing himself and expressing his enthusiasm about having Giles Greenfield as a guest, someone he met at the Private Risk Management Association Summit.The conversation quickly delved into the nitty-gritty of the UK's private client insurance landscape...2023-12-0339 minPrivate Client Risk & ResiliencePreparing for Wildfire Risk with Certified Wildfire Mitigation Specialist Mike ThayerIn this information-packed episode, host Kurt Thoennessen and certified wildfire mitigation specialist, Mike Thayer provides invaluable insights on wildfire risks and prevention strategies. As wildfires continue to rise in severity across the Western U.S., homeowners must get prepared.Key topics discussed:The role of wind events in driving large, fast-moving wildfires that rapidly spreadHow extended drought and historical fire suppression have built up fuel loads, contributing to more severe firesWhy ember intrusion, not walls of flames, cause most home ignitions - defensible space is criticalNew standards like the zero to five foot “non-combustible zone” being mand...2023-11-2248 minPrivate Client Risk & ResilienceDemystifying Trustee Liability Risk and Wealth Transfer Vehicles with Judy Pearson, CEO of NomadxIn this episode of the Private Client Risk and Resilience podcast, your host Kurt Thoennessen welcomes Judy Pearson from Nomadx, a trusted name in the world of trustee liability insurance. Judy shares her expertise on trustee liability exposure and complex wealth transfer vehicles, shedding light on an increasingly crucial topic in the realm of asset protection and estate planning. As clients seek advice on safeguarding their wealth through trusts and LLCs, Judy delves into the nuances of these structures, their responsibilities, and the fiduciary duties that come with them. You'll gain valuable insights into the need for specialized insurance...2023-10-3145 minPrivate Client Risk & ResilienceUnraveling Social Inflation and the Hidden Forces Behind Nuclear Verdicts with Chris Schon, Partner at Tyson and Mendes, LLP.In this episode of the Private Client Risk and Resilience podcast, host Kurt Thoennessen discusses social inflation, nuclear verdicts, and their impact on the private client space. He is joined by special guest Chris Schon, a partner at the law firm Tyson and Mendes in San Diego, California.Chris explains that social inflation refers to factors outside of traditional economic inflation that are causing the costs of insurance to rise. He emphasizes that the number one driver of nuclear verdicts is anger, which often results from anti-corporate sentiment and the perception that big corporations should be held...2023-10-1037 minPrivate Client Risk & ResilienceMastering Family Governance: Navigating Wealth and Legacy with Susan Schoenfeld, CEO of Wealth Legacy AdvisorsIn this engaging podcast, Kurt Thoennessen, CAPI, the host of the Private Client Risk and Resilience Podcast, invites Susan Schoenfeld, CEO and founder of Wealth Legacy Advisors, to explore the intricate world of family governance and communication within high-net-worth families. Kurt explains his role as a certified advisor in personal insurance, emphasizing the importance of addressing risks and challenges faced by wealthy clients. Susan, a self-proclaimed "recovering attorney" and CPA with an MBA, shares insights about her firm, Wealth Legacy Advisors, and its mission to guide ultra-high-net-worth families in navigating the human aspects of wealth....2023-09-2240 minPrivate Client Risk & ResiliencePlanning and Executing High-end Home Renovations in the High-Net-Worth space with Zack Secilmis of Reis ContractingPersonal Risk Advisor at Ericson Insurance Advisors and CEO of RiskRevu, Kurt Thoennessen, CAPI and Director of Project Development, Zack Secilmis of Reis Contracting have an in-depth discussion about high-end home/apartment renovations in New York City, the Hamptons and Los Angeles. They discuss the changes the construction industry is battling after Covid-19, technologies role in construction, integrating risk management into the construction process, the ever increasing cost of construction materials and the shortages for specialized labor. Join them for this amazing conversation and learn more about the unique process that high-net-worth and ultra high-net-worth individuals and families experience wh...2023-01-3151 minPrivate Client Risk & ResilienceCreate a Competitive Advantage Using Industry Data with Paul Buse of Real Insurance Solutions ConsultingPersonal Risk Advisor at Ericson Insurance Advisors and CEO of RiskRevu, Kurt Thoennessen, CAPI and Paul Buse, CEO of Real Insurance Solutions Consulting have an in depth discussion about how to use standard insurance industry data to create a competitive advantage. Join them for this stimulating conversation and learn how to use industry data to find insights and grow your agency.2022-12-1945 minPrivate Client Risk & ResilienceProperty replacement costs are going up, up, up! Here's why with Skip Coan of e2ValuePersonal Risk Advisor at Ericson Insurance Advisors and CEO of RiskRevu, Kurt Thoennessen, CAPI and SVP of e2Value, Skip Coan have an in depth discussion about the impacts on the replacement cost of property yesterday, today and tomorrow. From supply chains and inflation to the labor market and natural disasters, Skip shares his perspective on these and other areas that impact the replacement cost of property around the world. Join them for this stimulating conversation and learn why the costs are what they are. Episode resources:E2Value website - e2Value...2022-12-1358 minPrivate Client Risk & ResilienceThe Realities of Wildfire and How Science Can Help with OP Almaraz and Tim Bauer of Allied Disaster DefensePersonal Risk Advisor and CEO of RiskRevu, Kurt Thoennessen, CAPI, OP Almaraz, CEO of Allied Disaster Defense, and Tim Bauer Senior Vice President of Allied Disaster Defense's Private Client Group have an informative conversation about the strategies being used today to harden homes against the threat of wildfire in California. In this episode OP and Tim share what they have learned from their extensive experience helping high net worth individuals, celebrities and entertainers recover from disaster. One of the most important lessons they share in this episode is the best way to protect yourself from wildfire is by taking ste...2022-10-1256 minPrivate Client Risk & ResilienceAre You Considered High Net Worth? Let's Find Out. with Nadeen Vella, CEO of NaVella InsurancePersonal Risk Advisor and CEO of RiskRevu, Kurt Thoennessen, CAPI, and Nadeen Vella, CIC, LIA, CRM of Navella Insurance connected a short time ago to discuss RiskRevu and enjoyed talking about insurance so much they decided to do a podcast. This conversation covers many aspects of the independent insurance agent model. In this episode we discuss the nuances of the private client space and what High Net Worth means in this space. We also discuss how the definition of high net worth differs depending on the industry. This conversation will be helpful to anyone who is looking to learn m...2022-10-1231 minPrivate Client Risk & ResilienceDirect, Captive, or Independent Agent. How you buy insurance makes a BIG difference! with Nadeen Vella, CIC of NaVELLA InsurancePersonal Risk Advisor at Ericson Insurance Advisors and CEO of RiskRevu, Kurt Thoennessen, CAPI, and Nadeen Vella, CIC, LIA, CRM of Navella Insurance connected a short time ago to discuss RiskRevu for her scratch agency and enjoyed talking about insurance so much they decided to do a podcast. This conversation covers many aspects of the independent insurance agent model. In this discussion, Nadeen brings clarity to each of the different sales models that insurance companies use to sell their product. The direct model, the captive agent model and the independent agent model. This conversation will be helpful to anyone wh...2022-09-3031 minPrivate Client Risk & ResilienceThe Art of Managing Valuable Articles in Normal Times and Through Crisis with Jennifer Garland Ross and Sharikay Sloboda of Art PeritusPersonal Risk Advisor and CEO of RiskRevu, Kurt Thoennessen, CAPI, and Jennifer Garland Ross, CEO of Art Peritus and Sharikay Sloboda, Director, People, Strategy & Business Development at Art Peritus sit down to discuss the role that project management plays in managing valuable collections. They also discuss best practices for protecting valuable art and antiques before and after a loss. The topic of crisis management is also one that is talked about as it relates to valuable collections. This is a great episode for those interested in learning more about managing the everyday aspects of owning valuable articles to managing t...2022-09-2856 minPrivate Client Risk & ResilienceMaking Happy Customers in the Non-Admitted Market with Rick Lindsey of Prime Insurance CompanyPersonal Risk Advisor and CEO of RiskRevu, Kurt Thoennessen, CAPI, talks with CEO of Prime Insurance Company, Rick Lindsey about his thoughts and approaches to insuring hard to place risks. The conversation spans the role of the agent in balancing the scales of justice to customizing coverage to make "Happy Customers." Rick offers his thoughts on how agents and carriers can improve the insurance industry to help eliminate lawsuits and ensure customers are well taken care of at the time of a claim. 2022-09-2826 minPrivate Client Risk & ResilienceBig Challenges! Big Solutions! Excess and Surplus Lines Insurance in the Private Client Space with Kevin Madden of AMWINSIn this episode, Personal Insurance Advisor at Ericson Insurance and CEO of RiskRevu, Kurt Thoennessen, CAPI, talks with Kevin Madden of AMWINS about the critical role the Excess and Surplus Lines insurance market plays in our economy. This discussion explains what the Excess and Surplus Lines market is, how agents, individuals and businesses interact with it, as well as many details that will help you navigate this area of insurance. Kevin is an insurance industry veteran and he shares some amazing information during this episode. I hope you enjoy it and learn a lot from him. Thank you for l...2022-09-1757 minPrivate Client Risk & ResilienceThe Changing Dynamics of the HNW Insurance Marketplace with Tim Hogan of Peryls.comTim Hogan is a 30 year veteran of the HNW insurance space. During this episode of the Private Client Risk & Resilience podcast, Tim brings his amazing perspectives from being a high net worth underwriter and consultant to our conversation. We discuss how the dynamics of natural disasters and and non-weather related losses have impacted the insurance markets and the advice that brokers give their clients. We also discuss the value that a HNW insurance specialist can bring to a client who has significant assets. Resources mentioned:www.fema.govRiskrevu.comValchoice...2022-08-221h 02
Power Producers PodcastRiskRevu with Kurt ThoennessenIn this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Kurt Thoennessen, personal risk advisor at Ericson Insurance Advisors & the founder and CEO of RiskRevu. Kurt talks about how digital forms allow insurance agencies to focus on serving their customers instead of spending time gathering information.Episode Highlights:
Kurt shares his professional background and how he got into insurance.(2:35)
Kurt shares about family and multifamily offices, what they are and how they work. (7:49)
Kurt explains that they are looking to work with people that value them as advisors...2022-08-2244 minPrivate Client Risk & ResilienceA Passion For Collector Cars and Insuring Them with Trent Abbott of Hagerty Insurance CompanyIn this episode, Kurt Thoennessen talks with VP of Global Private Client Business Development for Hagerty Insurance Company, Trent Abbott. The conversation delves in the mindset of car collectors, shares details about some of the world's most amazing collector car events and collections, covers the different situations car collectors are faced with, and of course discusses insurance issues that car collectors may experience. We explore the breadth of products that Hagerty offers and the value added services they are offering from their collector car valuation tool to the social events they are sponsoring to bring collectors together. If you...2022-08-1057 min