COVID-19 UPDATE - Curbside Service Now Available!

Our offices are offering curbside service for our clients! Please use the dropbox outside of the office for your payments. A receipt will be emailed or texted to you. If you need to pick up a document at one of our offices, please call in advance, and we will have it ready. Lastly, if you would like to meet with an advisor face-to-face, please call, and we will schedule a Zoom meeting. Our goal with this policy is to continue to keep both our clients and staff safe. Thank you!
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Employment Practices Liability

Employment practices liability insurance, known as EPLI, provides coverage to employers against claims made by employees alleging discrimination (based on sex, race, age or disability, for example), wrongful termination, harassment and other employment-related issues, such as failure to promote.

Large corporations typically have substantial employment practices insurance coverage in place and are prepared to deal with just about any employment lawsuit. However, small or new businesses are often the most vulnerable to employment claims. That’s because they usually lack a legal department or employee handbook detailing the policies and procedures that guide hiring, disciplining or terminating employees.

Business Solutions
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business solutions

Our firm’ss risk management professionals are ready to help you contend with the challenges of operating a business in a rapidly changing marketplace.

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Personal Solutions
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Personal Solutions

With 30 years of experience, let our team of advisor create a portfolio of personal lines coverage to meet your unique insurance needs.

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financial solutionss

Let our professional financial advisors help you create a path towards financial stability, with a well thought out and personalized plan.

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REQUEST A CERTIFICATE OF INSURANCE

A certificate of insurance is a document that provides a snapshot of the coverage limits, policy effective date, as well as the insurance carrier that insures your condominium or homeowners association.

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