We recently received a referral from a consultant who was asked to assist their client with the D&O insurance buying process. He reached out to us and asked if we can help as he felt his client needed more guidance and advice than they were getting. Who can blame them? Management Liability Insurance is complex and it's not a cheap purchase. Hence clients expect, as they should, to be educated on the product and how it will address their specific risks and concerns.
Who: New York Based RIA & Private Fund with $400,000,000 in assets under management.