Bollinger private client group
- 2. What We Do Bollinger Private Client Group provides affluent individuals and families with complex personal exposures superior insurance and risk management advice, high quality insurance products, and ongoing proactive and professional service.
- 3. Our Clients Successful business owners and entrepreneurs Multigenerational families of wealth Senior executives, partners, and principals High profile individuals in all areas of entertainment, arts, politics, and sports
- 4. Our Target Market Individuals and families with complex exposures who need risk management services and sophisticated insurance products Groups of executives, partners or principals with needs for personal risk management services and sophisticated insurance products Exposures typically include multi-million dollar home, vacation home, investment property, luxury automobiles, art, jewelry, watercraft, domestic help, multi-million dollar net worth, family security concerns, and estate planning
- 5. Our Geography Manage clients throughout the United States and in most countries of the world Offices in New Jersey, New York, and Pennsylvania
- 6. Insurance Products High Valued Homes Vacation and Resort Homes Flood & Excess Flood Jewelry, Fine Art, Wine, and Other Valuable Collections Personal Excess Liability Luxury, Classic, and High Performance Automobiles Watercraft and Yachts
- 7. Insurance Products (Continued) Farm, Ranch, & Equine Personal Safety and Protection (Identity Theft, Abduction, Kidnap) Workers’ Compensation for Domestic Employees Domestic Employee Health & Disability Employment Practices Liability Non-Profit Directors & Officers Liability Life Insurance and Estate Planning
- 8. Risk Management Services Valuation for distinctive homes Disaster planning and mitigation Art and jewelry collection management Personal safety & security services
- 9. Insurance Carriers Chubb Group ACE Private Risk Services Fireman’s Fund AIG Private Client Group Travelers Lloyd’s of London
- 10. Prospective Client Review Comprehensive review of an individual’s personal property and liability insurance program designed to: Identify exposures Analyze existing insurance coverages Consider non-insurance risk management options Make recommendations and offer alternative insurance solutions that are broader in coverage and better in value
- 11. Client Account Management A dedicated Bollinger Private Client Group client executive is responsible for the service of our clients offering: Professional and responsive day to day account management Scheduled service meetings including an annual renewal review meeting Updated summaries of insurance and proposals and an annual survey of the insurance marketplace Coordination and implementation of specialized risk management services
- 12. Annual Client Review One of the most important parts of our service platform is our annual client review where we will: Contact the client in advance of their anniversary date by invitation to offer to review their personal insurance program Hold a review meeting to discuss their current program offering them recommendations and alternatives that bring value Provide them with an annual summary of insurance
- 13. Claims Service In the event of a loss, a Bollinger Private Client Group claims advisor will work on behalf of our clients to help coordinate, manage, and settle any claim that arises throughout the year The insurance carriers represented by Bollinger Private Client Group offer some of the highest standards in claim settlement with over 95% of claims settled to the insured’s satisfaction
- 14. Case Study Owner of a multigenerational family business is building his vacation home in Maine. Decides to buy a Range Rover to keep on location to let the house keeper use while he is out of town. Decides to join the local heritage society board in the quaint Maine fishing village nearby. While returning from vacation losses his gold watch at the airport.
- 15. Case Study (continued) Exposure Analysis High profile family-liability, safety & security Home under construction in Maine Out of state automobile Domestic help Not for profit board of directors Travel-life, health Valuable items
- 16. Case Study (continued) Actions Taken by Bollinger Developed group personal liability insurance policy for family members at lower cost and higher limits Did background check on house keeper then set up employment practices liability, workers compensation, disability, health, life insurance coverage Developed package property program covering primary New Jersey home and secondary vacation home in Maine while under construction Initiated valuation of all properties owned by business owner Developed valuable articles world-wide coverage for art and jewelry to include mysterious disappearance and cash settlement option
- 17. Case Study (continued) Actions Taken by Bollinger (continued) Developed life insurance and estate planning option for business owner relative to his family and business needs Set up out of state policy for vehicle in Maine and coordinated similar program for his cars in New Jersey with matching deductibles and agreed value coverage on vehicles Help settle watch lost claim with prior carrier and broker Evaluate Directors and Officers exposure for local heritage society, obtain copy of D & O policy from board for review, recommend excess limits
- 18. Success Stories Forbes 400 member family Music industry producer High profile news journalist Hedge fund principal CEO of large science research firm Local business owner Partners of a regional law firm
- 19. Contact Information Bollinger Private Client Group www.bollingerpcg.com Rhonda Linnett Graber, Managing Director Rob Leonard, Executive Vice President Victoria Boone, Private Client Advisor 215-351-4766 • 302-740-2574 (cell) Carol Santos, Client Service Advisor Kristin Webb, Client Service Advisor
- 20. Biography – Victoria L. Boone Victoria began her career in the insurance industry in 1993 with a large local agency, eventually running the agency for 10 years as office manager. Victoria attended law school in the evenings during this time period. After graduating, Victoria moved into the high net worth niche’ of the insurance industry with a position at Marsh of Philadelphia. She then moved to the JPMorgan Insurance Agency until it was sold in 2007. Victoria has since worked with Bollinger Insurance in their Private Client Group Division. Her focus continues to be identifying potential exposures for the complex insurance needs of families in this market and providing risk management solutions.
- 21. Thank You Private Client Group