8 Capabilities/Service Offerings Family Offices Should Evaluate When Reviewing Client Insurance Programs

by Kurt Thoennessen, CAPI There are many factors to consider when choosing an insurance advisor and insurance company to work with. Is the insurance advisor a specialist or general practitioner? …

Personal Cyber-Security Planning Guide

This article was first published on IRMI.com and is reproduced with permission. Copyright 2018, International Risk Management Institute, Inc.  By Kurt Thoennessen, CAPI Everyone wants to feel safe and secure…

When is a diner not a diner?

By Kurt Thoennessen, CAPI Personal Insurance Specialty Case Study: Current Premium = $15,000 New Premium – $6,000 Advisor value = $9,000 per year savings and better coverage Summary: Joanne is…

Obtaining insurance rates for luxury assets just got easier!

By Kurt Thoennessen, CAPI There are many solutions to insure luxury assets in the insurance market today. This fact makes deciding which one to select overwhelming. So how do you…

Ericson Insurance Advisors Joins InsurTech Revolution with New Digital Client Experience Platform

Ericson Insurance Advisors has launched a new web site that will enable personal insurance buyers to evaluate their coverage and obtain rate information for luxury assets. The site, InsureScope.com™, adds…

Can I lower the Other Structures coverage limit on my million dollar homeowners policy?

By Kurt Thoennessen, CAPI All homeowners policies include Other Structures coverage even if you do not have any other structures on your property. The cost of this coverage can be…