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Strategic Estate Planning: Unlocking the Power of Private Client Insurance
For high-net-worth individuals, estate planning goes beyond the traditional realm of asset division; it’s a strategic maneuver intricately woven within private client insurance. This critical process not only ensures the careful management and distribution of your wealth, but also acts as a protective shield for your family’s financial future. In
Liberty Introduces Christopher Orozco as Employee Benefits Producer
GAINESVILLE, FLA. – March 21, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to announce that Christopher Orozco has joined the firm as Employee Benefits Producer. From his humble beginnings in the mail room at Warner Pacific, Orozco’s unwavering commitment to excellence propelled him through various roles over the
The Strategic Buyer Fit: Tom Brinegar’s Acquisition Insight
This episode of M&A Masters features Tom Brinegar, the Chief Financial Officer of PEAK Resources, a trailblazing technology and systems integrator based in Denver. Under Tom’s financial stewardship, PEAK Resources recently navigated through a complex and successful acquisition by a strategic buyer. With a rich background in finance and the
From Vision to Impact: Leveraging HCM Strategies for Non-Profit Success in 2024
Strategic Human Capital Management Amidst Transformative Trends Additional Considerations Board Development and Critical Business Thinking My experiences on various non-profit boards, such as Dovetail Learning, have illuminated the critical importance of board development and “for-profit thinking in a non-profit world.” This philosophy emphasizes understanding the strategic linkages between your donor
AB 35 MICRA Reform: A Year Later – Navigating the Shifting Currents of Healthcare Litigation
The landscape of healthcare litigation and insurance underwent a transformative overhaul in California with the introduction of the AB 35 MICRA Reform. As we navigate through the complexities of this pivotal legislation, its profound implications on the frequency and severity of medical liability claims have begun to crystallize. This deep
The Advantages of Buyer Protect Insurance
Transaction Liability Private Enterprise (TLPE) insurance, a relatively new transactional liability insurance product, has taken off in a big way with savvy Buyers in the lower middle market. It’s no wonder. TLPE fills a gap for deals that traditional Representations & Warranty (R&W) insurance won’t cover. TLPE policies are designed
Driving Through Risk: Comprehensive Insurance Solutions for Off-Road Business Vehicles
The business use of off-road vehicles—spanning the spectrum from versatile All-Terrain Vehicles (ATVs) to robust Utility Task Vehicles (UTVs)—marks a significant evolution in operational efficiency and capability. These vehicles navigate beyond the boundaries of conventional paths, serving critical roles in industries such as agriculture, construction, and recreation. However, the unconventional
The Top 3 Reasons Lawyers Trust Liberty’s Exclusive LPL Program with CNA
Navigating the legal industry’s complexities demands not only exceptional skill and knowledge from lawyers, but also the assurance that comes with comprehensive Lawyers Professional Liability (LPL) coverage. As an insurance professional specializing in LPL, I have the privilege of working closely with legal professionals, ensuring they have the support they