Watch On Demand
Emerging Business Risks in 2026: Protecting Clients Beyond Traditional Insurance
This 45-minute session for CPAs, financial advisors, and insurance professionals breaks down the risks your clients are facing right now, why their current coverage isn’t keeping up, and how you can lead the conversation before a loss forces it. Watch the full recording below.
Your Clients’ Risk Profiles Have Changed. Has the Conversation?
These four exposures are growing fast and falling outside what traditional policies were built to cover. As their advisor, you need to know what’s coming.
AI Liability
Your clients are adopting AI tools without understanding the liability that comes with them.
Cyber Exposure
Threats are escalating well beyond what standard cyber riders cover, especially for smaller businesses.
Inflation Pressure
Rising costs are compressing margins and making business interruption coverage dangerously thin.
Regulatory Shifts
New compliance requirements are creating risk categories that didn’t exist two years ago.
What We Covered
In this 45-minute recording, Lauren Turpin walks through the risks, the gaps, and what you can do about them. You’ll come away with a clearer picture and a concrete framework for helping clients prepare.
- 01
The specific emerging risks hitting small and mid-size businesses in 2026, including AI liability, cyber exposure, inflationary pressure, and post-election regulatory changes.
- 02
Why traditional insurance products are structurally unable to keep pace with these risks.
- 03
How 831(b) Plans give business owners the flexibility to fund and manage risks that are difficult or impossible to insure through conventional markets.
- 04
Practical examples you can use in client conversations to demonstrate the value of a proactive risk mitigation strategy.
- 05
How positioning yourself as a risk advisor deepens client trust and creates new opportunities beyond traditional tax or insurance work.
Lauren Turpin
Regional Account Executive
Lauren partners with CPAs, financial advisors, and insurance professionals every day, helping them bring proactive risk mitigation strategies to their clients through 831(b) Plans.
Who This Is For
This session is built for the professionals closest to their clients’ risk decisions. Whether you’re already familiar with 831(b) Plans or exploring them for the first time, you’ll walk away with practical tools to bring to your next client meeting.
If your clients rely on you for financial guidance, you need to understand the risks that fall outside traditional coverage. This recording gives you the knowledge and the talking points to lead that conversation, position 831(b) Plans as a solution, and differentiate your practice. If you don’t bring it up, someone else will.
If you run a business and have risk concerns that keep you up at night, this recording is for you. You’ll learn how Fortune 500 companies have used tools like 831(b) Plans for decades to manage hard-to-insure risks, and how small-to-mid-size businesses can now do the same.
Don’t Let Your Clients Get Caught Off Guard
This is the conversation every advisor needs to be ready for. In 45 minutes, Lauren Turpin walks through the emerging risks, the coverage gaps, and how 831(b) Plans give your clients a way to get ahead of what’s coming. Watch the full recording now.