Knowledge &Perspective
Insights on insurance strategy, risk management, and wealth protection from the Neil Jesani Risk Management advisory team.
Understanding Umbrella Insurance for High-Net-Worth Families
Why standard umbrella limits may not be enough — and how to structure excess liability for true protection.
The Role of Life Insurance in Estate Tax Planning
How irrevocable life insurance trusts (ILITs) can provide liquidity for estate taxes without increasing your taxable estate.
Cyber Liability: What Mid-Market Companies Need to Know
A primer on first-party and third-party cyber coverage for businesses with $50M-$500M in revenue.
Self-Funded vs. Fully Insured Health Plans
When does it make sense to self-fund? A guide for mid-market employers evaluating their options.
Insuring Fine Art and Collections: A Collector's Guide
Blanket vs. scheduled coverage, appraisal best practices, and exhibition loan considerations.
Key Person Insurance: Quantifying the Risk
How to determine the right coverage amount for your most critical executives and producers.
Our blog is coming soon. In the meantime, schedule a consultation to discuss your specific insurance needs.