- Extensive knowledge of property and casualty with background in life, disability and long term care insurance over thirty years.
- Demonstrated success in face-to-face meetings with highly successful families, multi-family offices, and their advisors, providing analysis over the last eighteen years.
- Broad knowledge of policies from many firms; Chubb, AIG, PURE, Lloyds, Florida insurance companies, wind, earthquake, flood, middle market companies and others.
- Commitment and passion to analyze, advise and protect the client.
Brian P. Boak, CPRIA, CLU, LUTCF
Fee-Only Insurance Fiduciary, P&C