Business Insurance - How much do you really need? (Zoom Breakfast)

When:  Jul 26, 2022 from 07:30 AM to 10:00 AM (ET)
Associated with  Long Island Chapter




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Matt Lanza                        
Hilb Group
ARM, CRM, CIC, Managing Director


Matt has over 32 years of diverse insurance experience.  Prior to joining the Hilb Group in 2018, Matt was the Executive Vice President and co-founder of Knight International a firm specializing in alternative risk and captive products.  During his tenure, Matt lead Knight to becoming one of the top 25 largest insurance agencies and top 25 fastest growing private companies in Massachusetts.  This growth success was attributed to understanding his client’s needs, bringing them creative and cost-effective solutions and providing a high level of knowledge and service.

Matt began his career in 1990 with Arthur J. Gallagher & Co., after graduating from the University of New Hampshire with a degree in Business Administration.  Matt also spent the early part of his career working abroad at Lloyds of London learning the design and implementation of alternative risk transfer techniques.  Since then, Matt has specialized in risk management products and services in addition to traditional insurance options for both property and casualty and health and life.  His expertise and insurance knowledge enable him to properly identify and evaluate exposures, analyze risk and risk tolerance, stratify and triangulate losses, structure proper retention levels and reduce the total cost of risk for his clients.  Matt works with a wide range of industries varying in size and operations.  His goal is to educate his clients and prospects on the most cost-effective approach to protecting their company’s assets and bottom line.  Matt currently holds an Associate in Risk Management, Certified Risk Manager and Certified Insurance Counselor designation.

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Joseph McCartan
ARC Excess & Surplus LLC
Senior Broker

Joseph McCartan is a Senior Broker at ARC Excess & Surplus, LLC in Jericho, NY having joined ARC in 1999. From 1996-1999 Joe was a Senior Underwriter at AIG focused on Directors and Officers Liability Insurance. At ARC, he specializes in the placement of Directors and Officers Liability, Cyber Liability, Employment Practices Liability, Asset Management and Financial Institution Liability and all disciplines of Professional Liability (E&O).

Joe holds the RPLU designation and is a 1995 graduate of St. John’s University with a degree in Finance.

About ARC: ARC Excess & Surplus is a wholesale insurance broker located in Jericho NY. ARC specializes in Management and Professional Liability Insurance. Since our founding in 1986, we have grown to be the largest wholesale brokerage organization in the United States specializing in Management / Professional Liability Insurance. Since opening our doors, we have spread to eight offices throughout the country, becoming the 6th largest wholesale broker ranked by Business Insurance, and a top five producer with all major Management & Professional Liability Insurance carriers. We attribute our impressive growth to the level of service our all-star team provides its clients. We are relentless in pursuing strategies and implementing solutions that meet and exceed our client’s needs. It is this determined desire to provide best-in-class service that has made us the choice of technology companies, financial institutions, non-profits and Fortune 500 companies.

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Evan Portnoy

Managing Director-Rampart Insurance Services/The Hilb Group of New York, LLC

Evan Portnoy is responsible for the organization’s strategic direction and overall performance. Rampart Insurance Services/The Hilb Group of New York, LLC has business units that specialize in property and casualty coverage, employee benefits, life insurance, disability, and long term care coverage.  Evan holds insurance licenses in multiple states for property and casualty insurance and life, accident, and health insurance.  He is also Series 7 licensed for his work in pension planning.

 

Evan has been involved in the insurance “arena” for more than 30 years.  Although he is currently active in all areas of insurance, he began specializing in employee benefits in the early 1990’s as the health insurance marketplace was accelerating its change from traditional indemnity plans to networks of providers and managed care.  Evan received a Bachelor of Science degree from the State University of New York at Albany and an MBA in Accounting from St. Johns University.  He previously served as President of the TriCounty (Nassau, Queens, and Brooklyn) branch of the Independent Insurance Agents and Brokers of NY, Inc., IIABNY.  He is also a member of the National Association of Health Underwriters, NAHU.  Part of the activities of the IIABNY and NAHU trade organizations is to meet on a regular basis with legislators on the state and federal levels to discuss current legislation and its effect on local business as it relates to insurance issues.  His true role is to be a proactive advisor and consultant to Rampart clients as they navigate the issues related to the risk management of their business operations.

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Facilitator
Marvin Rosen


Rampart Insurance Services

Marvin Rosen has been affiliated with Rampart Insurance Services for ten years. Prior to that Marvin was affiliated with Crump Insurance Services.
The Rampart Insurance Services has been in business since 1965 and is one of the leading independent insurance brokers in the New York metropolitan area. Rampart has business units that specialize in property and casualty coverage, employee benefits, and life insurance, disability, and Long Term Care.
Marvin holds insurance licenses in multiple states for property and casualty insurance and life, accident and health insurance. He also has a Series 63 license, and is a Registered Investment Advisor for his work in business succession and estate planning. Prior to his involvement in the insurance "arena" Marvin was senior VP of Sales and Marketing for Russ Togs Inc a NY stock exchange company specializing in ladies apparel.
Marvin received a Bachelor of Science degree in marketing from the C.W. Post Campus of Long Island University.
His chartable work includes being on the Board of The Real Estate Institute at Stony Brook University , and the Board of the Institute of Management Accountants (IMA®) - Long Island Chapter.
He is also a member of NAIFA the National Association of Insurance and Financial Advisors, who meet on a regular basis with legislators on the state and federal levels to discuss current legislation and it's affect on local business as it relates to insurance and financial issues.
His true role is to be a proactive advisor and consultant to the Rampart clients as they navigate the issues related to the risk management in their business and personal lives.
LOCATION: The comfort of your home or office
When: Tuesday, July 26th, 2022
Login time: 7:15am - 7:30am 
Networking Session: 7:30am - 8:00am
Program Presentation with Q&A: 8:00am - 10:00am
CPE Credits: 2.0

THIS EVENT PROUDLY SPONSORED BY:

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