Look before you leap: Insuring mergers and acquisitions

Mental health has been a much larger and more powerful challenge since COVID. Unsurprisingly, employees and employers have struggled over two years to find best fit solutions that meet an individual’s needs while facilitating corporate objectives. On this episode, Kembre Roberts, a Vice President and the Health Risk Solutions Leader for Lockton Dunning Benefits, walks us through the struggle of addressing mental health in the workplace and explores areas of need. Listening to this review informs you on the state of mental health in the workplace and options to address it.

Humanity has a long history of painful catastrophes—tornados, floods, earthquakes, and more. It seems like these catastrophes are becoming even more frequent. In these situations, Lockton rises to the challenge of meeting the needs of our clients. On this episode, Sheri Wilson, Lockton’s national property claims director, talks about her 25 years of experience handling these difficult events. Listening to this primer will detail how Lockton provides catastrophic support, what that entails, and what it all looks like from the ground.

Insurance can be intimidating. There are a variety of solutions with at least an equal number of contextual considerations from our constantly changing world. The best place to start is with a document that makes this situation more understandable. On this episode, Mark Moitoso, Executive Vice President and Risk Practice Leader explains the Lockton Market Update, its significance, and a few of its important narratives.

“Time off” seems simple—ensure employees can rest when sick or take a vacation. Yet, the reality is that this field is deep with nuance, innovation and a dynamic context of legal and employee considerations. On this episode, Robert McGee, Vice President of Lockton’s Integrated Absence Solutions practice, details the interesting work that drives their excellence in this field. Listening will help to explain what this field looks like now and how Lockton is leading it.

Once an afterthought, the policies around mergers and acquisitions are now a very popular tool for risk management. With good cause, this coverage makes a company far more prepared to grow and connect with another company. On this episode, Matt Heinz, an Executive Vice President, Partner, and Co-Leader of the Transaction Liability Practice, helps us understand the world of “M&A,” why it has become popular, and how we are leading in that space.

Financial institutions are more than banks. There is a whole ecosystem of institutions that encompass everything from asset management to FinTech. The risks of this field are equally diverse, creating unique interactions with the world of brokerage and insurance. On this episode, Tom Orrico, a 30-year industry veteran, and Managing Director of Financial Institutions for Lockton, helps us explore the diversity of this field and how it connects back to insurance. Listening will give you a strong understanding of the depth and complexity of financial institutions.

COVID and the associated vaccine mandates continue to provide employers with unique challenges and concerns. Interestingly, COVID-related claims and lawsuit outcomes associated with employment have not (to date) lined up with employers’ worst fears. On this episode, Marie-France Gelot, Senior Vice President, Insurance and Claims Counsel, talks about activity in the field of employment practices liability insurance as it pertains to vaccine mandates and draws historical reference to other challenging periods for employers. Listening will give you an update on the status of vaccine mandates and an insightful perspective.

How employees take pause from their work impacts a company’s recruitment and informs its retainment. There seems to be universal agreement on this idea of time off mattering for employees, but nowhere near agreement on what companies are doing about it. On this episode, Stacie Engelmann, an accomplished HR Consultant and expert in Absence Management, walks us through nation-wide trends on the subject from Lockton’s innovative research. Listening will give you a strong understanding as to how companies are grappling with this important topic. To learn more about the Lockton HR Trends Report, email [email protected].

Being storytellers at Lockton provides us with special insight into the world. A view that facilitates the identification of patterns in our field. Today, Team LAAV looks back at the year’s episodes from that vantage point and provides you the ideas that kept appearing episode after episode. Listening to these meta-insights could help you to hit the ground running early next year or at least facilitate a bit of introspection as we end 2021.

International companies come in all shapes and sizes. We believe a company’s size should not dictate its commercial success in the U.S. This episode explores our belief through the work of our Global Business team, formerly reverse flow insurance. On this episode, Bo Govea, Lockton’s Global Business team leader explains who we are, how we help and what our impact means. Listening to this primer will help you gain insight into the interesting, small business efforts of international business in the U.S.