Markel - Insurance for Investment Advisors
Sponsored by Carrico Maldegen
Speakers:
Logan Wolfe, Financial Institutions Underwriter at Markel
Skylar Ashley, Financial Institutions Underwriter at Markel
Date/Time:
Tuesday, September 23rd
12:00 pm to 1:00 pm
Location:
Virtual through Zoom
This presentation is approved for 1 CFP CE.
About the Presentation: Markel’s Professional Liability Program is designed specifically for investment advisors, financial planners, and wealth management professionals. We offer a customizable, bundled insurance solution to address the full spectrum of risks faced by firms in today’s regulatory environment.
What we'll cover:
- Understanding E&O Exposure for Financial Professionals
- Real-World Claims Scenarios: Where Advisors Get Sued
- Benefits of a Bundled Management Liability Policy: (E&O, D&O, Cyber, EPLI and Fiduciary Liability) - how it reduces coverage gaps and improves efficiency in claims handling
About the Speakers:
Logan Wolfe: Financial Institutions Underwriter at Markel – Logan has been with Markel for six years. He started in the claims department and transitioned to Underwriting for the Financial Institutions team in 2022.
Skylar Ashley: Financial Institutions Underwriter at Markel – Skylar has been with Markel for eight years. She was with the internal agency at Markel for three years as a licensed P&C agent and joined the Financial Institutions team in 2021.
Sponsored by
