At Rathbun Insurance, we believe one of the best ways we can serve our community is through education. That’s why Ben Rathbun recently had a blast hosting a Lunch & Learn with the team at Plante Moran.
Plante Moran is one of the nation’s largest accounting, consulting, and wealth management firms, serving businesses, families, nonprofits, and organizations across a wide range of industries. Their professionals work closely with clients every day to help them navigate financial planning, business strategy, tax planning, retirement services, and long-term growth. Because of the trusted relationships they build with their clients, conversations around risk management and insurance naturally become an important part of the bigger picture.
During the Lunch & Learn, Ben walked through a variety of insurance topics designed to help attendees better understand how coverage works and how to make informed decisions for themselves and their families. Topics included:
- How insurance works
- Different ways consumers purchase insurance
- Homeowners insurance basics
- Auto insurance and Michigan no-fault coverage
- Common insurance myths and misconceptions
- Factors that impact insurance pricing
- Optional coverages and endorsements many people overlook
One of the things we love most about opportunities like this is that the education extends beyond just the individuals in the room. When professionals better understand insurance and risk management concepts, they are also better equipped to help guide conversations with their own clients, coworkers, friends, and family members.
At Rathbun Insurance, we often talk about living out the principle of “Give It Away to Keep It.” For us, that means we believe the blessings, knowledge, and opportunities we’ve been given are meant to be shared freely with others. Educational initiatives like this allow us to live out that value in a meaningful way by helping people feel more informed, empowered, and protected.
We’re incredibly grateful to the Plante Moran team for welcoming us and engaging in such thoughtful conversation throughout the session.
If you are part of a small business, organization, community group, or professional network looking for insurance-related education, we would love to connect. Rathbun Insurance regularly provides presentations and workshops on topics such as:
- First-time homebuyer insurance education
- Insurance considerations for developers and property owners
- Personal insurance basics
- Small business insurance education
- Risk management and coverage reviews
- Customized Lunch & Learn sessions like the one we shared with Plante Moran
As always, thank you for allowing us to continue living out our vision that “Being There Matters Most.”