Insurance
Philosophy
Protecting your personal wealth and valuables and insuring against illness, loss of income or loss of life are important considerations when developing a complete financial solution. For business owners and executives there are other, often more complicated, risks and exposures that must be considered when building and managing a thorough plan.
Through our subsidiary Vestor Capital Insurance Advisors, we investigate, on your behalf, the hundreds of products available in the market place and we select only those that best address your specific needs. As an independent firm, we are not beholden to a specific insurance provider or underwriter.
We take our investigation a step further as we rely heavily on an independent review process of the individual insurance providers and screen each on a number of factors to include their credit rating, financial condition, history of settling claims as well as their business and claim exposures.
We employ a team of specialized Risk Managers whose primary responsibility is to work with you and your Vestor Capital Advisor in identifying and controlling your personal and professional risks.
Our mission is to protect and further the interests of our clients, both personally and professionaly. We will focus on meeting your customized needs from the simple to the highly complex. Personal attention and committment to our clients is our goal.
Our employee benefit consulting can provide business owners and management with technical expertise and market knowledge in areas such as employee group life, health and disability, as well as qualified and non-qualified group retriement plans for both large and small businesses.
- Life/Health/Long-Term Care/Disability
- Group Insurance
- Personal and high-limit excess liability
- Business and Family Protection
- Homeowners
- Key Man / Buy Sell
- Seasonal, secondary, and income properties
- Collections, fine art, jewelry, wine, silver, and memorabilia