Services
Organized around risks rather than a long product menu
The practice brings personal protection, commercial insurance, group benefits, life insurance, and disability coverage together around the needs of each client. Experience with professional athletes is an important proof point within a broader, well-rounded insurance practice.
Private Client
Homes, vehicles, valuables, and the liability that comes with them, reviewed together so limits line up and nothing is missed or paid for twice.
High-net-worth individuals and families, athletes, and public figures with more than a standard household to protect.
- Primary and secondary homes
- Renters coverage
- Luxury and collector autos
- Jewelry, watches, art, and personal articles
- Umbrella and excess liability
Athlete and Entertainment
Protection built around career and income risk, from the next contract to the homes, travel, and family that grow up around it.
Professional athletes and entertainers, and the agents and business managers who represent them.
- Permanent total disability
- Loss-of-value or contract protection where available
- Career and income risk
- Travel and lifestyle exposures
- Personal insurance portfolio coordination
Life and Income Protection
Income, and the people who depend on it, protected through disability and life insurance that is planned alongside your advisory team rather than sold in isolation.
Professionals, business owners, athletes, and families whose plans depend on an income continuing.
- Individual disability and future-income protection
- Term and permanent life insurance
- Group life
- Key-person coverage
- Athlete disability
- Protection planning with the client's advisory team
Commercial Insurance
Coverage for the operation itself, from the premises to the balance sheet, including the specialized placements that standard markets turn away.
Business owners and employers, including hard-to-place and industry-specific risks.
- General liability
- Professional liability
- Commercial property
- Workers compensation
- Business auto
- Business interruption
- Cyber
- Management liability
- Industry-specific placements
Group Health and Benefits
Employee benefits designed on purpose, priced against the market, and explained clearly to the people who use them.
Employers who want benefits handled alongside company risk and their own personal coverage.
- Group medical, dental, and vision
- Group life and disability benefits
- Plan design and market review
- Employer contribution strategy
- Coordinated employee-benefit guidance
Portfolio Review
The usual starting point. Every policy you hold, read together, with plain-English recommendations on what to keep, change, or add.
Anyone holding more than one policy who suspects they were never designed to work together.
- Reverse-engineered risk analysis
- Policy audit
- Coverage gap analysis
- Limit comparison
- Renewal strategy
- Open-market shopping
- Plain-English recommendations
Where to begin
Most relationships start with a Portfolio Review
Send me what you have. I read the policies, map your exposures against them, and come back with what is working, what is missing, and what I would change. Where the market needs to be shopped, quotes typically take 24 to 48 hours.
Request a Portfolio ReviewStart with the full picture
Whether the exposure is a company, a household, or a contract, the process is the same: define what cannot be lost, then coordinate the protection across the open market.