Posts Tagged ‘private asset manager’

A former colleague and a Senior VP at Ace Private Risk Services has succinctly explained the “Five Steps For Getting The Best Protection From Your Insurance Agent”  in this two page article published in a recent edition of the Institutional Investors publication Private Asset Manager.

An excerpt: “Independent agents are skilled in asking questions about your lifestyle and interests. By better understanding the risks you face, along with your tolerance for risk, they can recommend a program which provides the best value – an ideal combination of customized insurance protection and affordable price.”   The article then instructs the reader on exactly what to ask your agent for, as well as what your agent should be asking and providing you. Make no mistake, each of the steps are essential. Meanwhile…..

IF after reading this article you are able to recognize that your agent is not already performing each of the five recommended steps, find a more skillful and dedicated agent.

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I was recently asked by Private Asset Manager, published by Institutional Investor, to review the risks that can threaten the personal assets of those who volunteer their time serving non-profit organizations in a directorship capacity. Taking the time to understand the risks of voluntarism is important and often overlooked. Developing strategies to manage and transfer those risks is essential. Click here for a brief review of this topic, or contact me for more information. 

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