1) Thirty years of property and casualty experience with knowledge of life, disability and long term care insurance.
2) Eighteen years face-to-face with highly successful families, multi-family offices, and their advisors.
3) History of providing fee-based reviews for families or as part of an Executive Benefit Plan.
4) Analyzed policies from Chubb, AIG, PURE, Lloyds, Florida insurance companies, middle market companies, flood, earthquake and many others.
5) Desire to analyze, advise and protect.
Brian P Boak, CPRIA, CLU, LUTCF
Insurance Fiduciary, P&C