Shank Insurance Services

06/23/2026

Most business owners assume their CPA and insurance broker are already aligned, but that is not always the case. 📊🛡️

When these advisors work separately, important details can slip through the cracks. Property values may be updated in your financials but not reflected in your policy, business income coverage may not align with accounting records, or policy timing may create unnecessary tax complications.

Our latest blog breaks down why coordination between your CPA and insurance broker matters, where misalignment can create risk, and how better communication can help support more accurate coverage, cleaner financial reporting, stronger claims preparation, and fewer surprises during tax season.

It does not have to be complicated. Sometimes, a simple conversation between your advisors can uncover opportunities, prevent costly gaps, and help your financial strategy and risk management strategy work together.

Read the full blog below ⬇️

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Most business owners assume their advisors are aligned, but in reality, your CPA and your insurance broker are usually working independently.

06/18/2026

We are proud to share that our client, Kevin Maloney, Co-Founder of IEC and CEO of iTrustCapital, has been named an EY Entrepreneur Of The Year® 2026 Pacific Southwest Award winner.

Kevin was selected from nearly 1,000 program participants nationwide, recognizing his entrepreneurial spirit, purpose-driven leadership, and the growth and impact of his work.

This prestigious honor places Kevin in consideration for the EY Entrepreneur Of The Year 2026 National Awards, which will be announced this November. Congratulations, Kevin, on this well-deserved recognition!

Read more:

Kevin was selected among nearly 1,000 program participants that included 592 finalists across 17 regions competing for the title. IRVINE, CA / ACCESS Newswire ...

06/02/2026

As your life changes, your insurance should keep up. From homes and autos to valuables, umbrella coverage, and more, a free coverage review can help uncover gaps before they become costly surprises. 💰🏡

Connect with one of our professionals today by calling (833) 878-2820 or clicking https://swartsmanning.com/contact-us/ to make sure your protection still fits. ✅

05/27/2026

We’re proud to share that our CFO, Dylan Swarts, recently participated in a panel at the MarshBerry Connect Summit, where industry leaders discussed the role of AI and advanced technology in shaping the future of insurance.

Alongside fellow panelists, Dylan shared insights on how firms can thoughtfully leverage technology to improve efficiency, support sustainable growth, and enhance the client experience.

The conversation reinforced an important takeaway: success with AI isn’t just about adopting new tools. It’s about integrating technology with purpose, strategy, and a clear focus on the people and clients it serves.

Thank you to MarshBerry for hosting such a valuable discussion and for including Dylan in this important conversation. 💼💻

05/12/2026

Many businesses are already paying for their own losses. The real question is whether they are doing it strategically. 💰📊

Large deductibles, rising premiums, unpredictable renewals, and repeated rate increases can leave organizations funding risk without gaining the long-term benefits that may come with a more controlled structure.

Our latest blog breaks down how captive insurance works, who should be considering it, and the key signals that a company may be ready, including significant premium spend, predictable loss history, strong financial position, and frustration with market volatility.

A captive is not just about reducing premiums. It is about changing the way your organization approaches risk financing, claims control, and long-term financial outcomes.

Read the full blog below ⬇️

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Many companies are already paying for their own losses. Large deductibles, rising premiums, and unpredictable renewals often mean businesses are […]

04/30/2026

Coverage Highlight: Business Income Insurance 📊⚠️

This week, we’re highlighting an essential coverage that helps keep your business financially stable during unexpected disruptions: business income insurance.

If your business is forced to temporarily close due to property damage from events like fire, theft, or severe weather, the financial impact can go far beyond repairs. Business income insurance helps replace lost income during that downtime, so you can continue covering expenses like rent, payroll, and other operating costs.

It acts as an added layer of protection beyond property insurance, helping your business stay afloat while you recover and reopen. Without it, even a short-term closure could create long-term financial strain.

Want to learn more? Give us a call or check out our blog here: https://swartsmanning.com/business-owners-policy-vs-commercial-package-policy-one-size-doesnt-fit-all/

04/21/2026

We’re incredibly honored to share that Swarts Manning, along with our Co-Founder Justin Manning, has been recognized with the Legacy Award from UNLV’s Insurance & Risk Management program. This recognition means a great deal to us as longtime supporters of UNLV and its mission to develop the next generation of insurance professionals.

We’re equally proud to celebrate two of our outstanding interns, Jacinto Alfaro-Martinez (1st place) and Sophie Fleming (3rd place), for their success in the 2026 Kerestesi $10,000 Insurance Challenge, focusing this year on war and terrorism exclusions in the context of a cyberattack. Competing at this level required sharp thinking, strong technical knowledge, and the ability to navigate complex, real-world coverage challenges, and they delivered.

Moments like this reinforce why we’re so committed to investing in emerging talent. Congratulations to Jacinto and Sophie, and thank you to UNLV for continuing to shape the future of our industry. We could not be more proud and excited for what the future holds.

04/16/2026

We had an amazing time at yesterday’s Apartment Owners Association trade show! It was a pleasure connecting with so many great people and having such meaningful conversations. 💼🏘️

A big congratulations to our AirPods Pro raffle winner as well! We’re excited to keep the conversation going and see you all again at the next one.

04/14/2026

AI isn’t just changing how businesses operate, it’s reshaping the cyber risk landscape in real time 🤖🔐

Our latest blog breaks down how emerging AI capabilities are accelerating cyber threats, what that means for your financial exposure, and why cyber insurance is evolving in response.

If your policy, controls, or assumptions haven’t been revisited recently, now’s the time.

Read the full blog below ⬇️

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If you’ve been watching the AI space this month, you may have caught headlines about something called Claude Mythos, a […]

04/02/2026

Coverage Highlight: Liquor Liability Insurance 🍷🛡️

This week, we’re highlighting a critical coverage for businesses in the spirits industry: liquor liability insurance.

If you sell or serve alcohol, your business can be held responsible for what happens after a customer leaves your establishment. Liquor liability insurance helps protect you if an intoxicated individual causes bodily injury or property damage, whether from fights, careless behavior, or even automobile accidents.

Under liquor liability laws, improper or excessive service can put your business at risk. Without the right coverage, a single incident could lead to costly claims and significant financial loss.

Want to learn more? Give us a call or check out our previous blog here: https://swartsmanning.com/liquor-liability-for-tasting-rooms/