External to the Insurance Industry

We have addressed and solved many specialized insurance problems and issues for many entities and individuals. The list below is a sample of how we can help you:

  • Do you own an insurance policy as a risk management tool or as an investment that sounded like a good idea at the time you were sold it, but now you have questions on whether the product is functioning as you were led to believe when purchased?
  • Do you suspect that you or someone you know may be a victim of insurance or annuity fraud?
  • Are you evaluating adding a captive or micro-captive to your organization?
  • Is your business or organization possibly facing a particular challenge with an insurance matter?
  • Have you been presented with an opportunity that includes an insurance feature, but you are uncertain on whether it makes sense for you?

Insurance can be complicated. We have the experience, knowledge and tools to empower you to make informed choices that are suitable for your particular circumstances. Please ask us about your present situation. We offer initial assessments without charge.

" You went beyond what was expected or what most people would do and gave us all the courage and hope we needed in order to seek justice. Loyalty, a hand shake agreement and integrity are unfortunately no longer the norm of doing business. "

- Sr. Susan Durkin, President, Ursuline Sisters of Cleveland -