This year, six brokers from across the brokerage field were named as the 2020 Private Client Power Broker winners. An additional five brokers were named as finalists.
A self-insured real estate broker found himself in the middle of two misrepresentations suits after acting as representative for both buyer and seller.
Jacqueline Altschul, Account Executive Lead, Alliant Insurance Services By building deep relationships with her clients and their families, Jacqueline Altschul adds value by often anticipating risk before they do. While reviewing coverage for a billionaire client from Japan, she noticed he hadn’t appraised his art collection in five years. A new appraisal was completed, revealing… View Article
Winter home preparation starts with finding the smart solutions, from whole-house generators to water shut-off systems. Here are a few more winterization tips for your high net worth clients.
Insurers have become increasingly proactive in helping insureds protect their properties. New technologies help homeowners go a step further in protecting their homes and their possessions.
Getting It Done For a client buying single-family investment properties in the Greater Boston area, Aon’s Jay Brancaleone displayed the type of persistence that each of us wish we had in our advocates. The issue was that the client’s personal lines insurer wasn’t keen to insure investment or rental properties, representing as they do, a… View Article
A Fast Mover When one of Jay Brancaleone’s clients sees something they like, they tend to buy it and pay cash. Whether it’s a car or an investment property, the clients move quickly and they ask a lot of Brancaleone in making sure the correct coverages are in place. “Off the charts,” is how the… View Article
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