Show Notes
Think you understand how insurance companies operate behind the scenes? Think again. This episode dives deep into how businesses can protect themselves—and win—when insurers don't play fair. In this episode of Sterling Insights, guest host Peter Florio sits down with Evan Schwartz, a nationally recognized attorney and insurance recovery expert. Together, they explore the complex world of insurance claims litigation and recovery, sharing valuable insights and practical tips for listeners. Evan draws from over 30 years of experience to discuss what businesses often misunderstand about legal battles with insurers, offering actionable advice for advisors, entrepreneurs, and business owners. This episode is a must-listen for professionals who work with high-net-worth clients or manage risk, providing both knowledge and tools to navigate this important subject.
Key Takeaways:
● 📈 Understanding Insurance Recovery: Learn how businesses can fight back when insurance companies deny or delay legitimate claims. ● 💼 From Law to Business: Why many lawyers struggle running a firm—and what Evan did differently to build a successful, client-focused practice. ● 🧠 Empathy in Advocacy: Discover how emotional intelligence and listening deeply can set legal professionals apart. ● 🧩 Big Picture Strategy: Why Evan believes that lawyers must stop being “just lawyers” and start thinking like business owners. ● ⚖️ Landmark Legal Action: Hear how Evan’s class action lawsuit reshaped a national insurance company’s claims practices—and helped thousands of policyholders.
Quotes from Evan Schwartz:
● “Clients want to spend as little time and money with their lawyer as possible—and that’s the truth.” ● “Empathy is one of the great keys of life, especially for a lawyer. You need to truly listen with intent.” ● “You can learn about many different professions as a lawyer without actually being in those professions—that’s what keeps me engaged.” 🔗 Conclusion: Whether you're advising clients, running a business, or navigating your own insurance dispute, this episode offers a front-row seat to the mindset and strategy behind real legal impact. Connect with Evan: Firm Website: https://schlawpc.com/LinkedIn Profile: https://www.linkedin.com/in/evansschwartz/ With Your Guest Host Peter Florio: Peter F. Florio, CFP®, CLU®, ChFC®, CExP™, CLTC®, is the Founder and Managing Partner of The Florio Wealth Management Group in Westbury, NY. With nearly 40 years of experience, he provides comprehensive wealth, tax, and financial planning for high-net-worth individuals and business owners across the country. Connect with Peter: Website: https://www.floriowmg.com LinkedIn: https://www.linkedin.com/company/florio-wealth-management-group/ Facebook: https://www.facebook.com/floriowmg Calendly: https://calendly.com/floriowmgNew boost
Learn more about your ad choices. Visit megaphone.fm/adchoices
More from Business Insights
Mike Milligan is the founder of OneOak Financial, an author, financial strategist, and entrepreneur who has built an Inc. 5000 company with a 30-plus-person team serving clients across the United States. His approach to financial planning emphasizes tax strategy alongside investments and retirement planning.
Estate planning is about more than documents—it’s about making sure your assets, advisors, and intentions actually work together.
Joshua Kreitzman, CPA and owner of Kreitzman & Company, brings more than 20 years of experience spanning financial management, nonprofit leadership, entertainment production, and business advisory work. His firm serves hundreds of businesses and individuals, with particular experience working with contractors, construction companies, and family-owned businesses.
Marcelino Dodge is an Enrolled Agent, Certified Tax Representation Consultant, and founder of Cash Tracks Financial and Panther Tax Resolution, helping individuals and business owners resolve tax problems and plan more effectively.
Jason Wiggam is the founding partner of Wiggam Law, an Atlanta-based tax controversy firm representing individuals, business owners, executives, and investors in disputes with the IRS and state tax authorities. His firm serves clients nationwide and has grown from a two-person operation to a team of 50.