Fiduciary / Probate Bonds- including administrators, executors, trustees, & guardians
Material & Supply Bonds
Financial Guarantee Bonds- including uses such as replacing letters of credit
License & Permit Bonds
Financial Institution Bonds
Self Insurance Bonds
Commercial Property – including manuscripted coverage forms and syndicated or layered programs.
Workers Compensation – including a broad range of risk financing options such as guaranteed cost, deductible or other partial self insurance options, captive insurance services and more.
Umbrella/Excess Liability Coverage – including providing relevant claims examples and quantitative data
Errors & Omissions – highly customized policy forms to meet the needs of virtually any professional service.
Management Liability – Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, Crime, etc., for publicly traded or privately owned companies.
Environmental Insurance – for contractors, property owners and other businesses.
Transactional Insurance Products – Representations & Warranties Insurance and other products to facilitate getting your deal to clo...
Individual life and disability insurance including key person protection for businesses
Estate/Wealth-Transfer Planning including individual and survivorship life insurance with an emphasis on proper structure including trust-owned policies, gifting strategies, business considerations, etc.
Business continuation planning including Buy/Sell funding mechanisms incorporating life and disability insurance
Long Term Care insurance
Annuities for tax-deferred growth, asset protection, and retirement planning
Group life, disability & health insurance plans
401(k), 403(b), and other retirement plans
Insurance Renewal Review
Insurance Policy Review
Broker Compensation Review
Claims Review Services
Other Areas of Risk
Concentration of credit/receivable risk
Mergers and Acquisitions
Contingent income risks
Key person risks
Homeowners for both your primary residence and vacation homes
Personal excess liability
Valuable personal property such as fine arts, furs, jewelry, collectibles, etc.