A True Captive Adviser Some brokers simply sell products; others also help their clients understand their insurance needs. Kathryn Christensen excels at the latter. Christensen advised Katie Smart, assistant vice president, risk management, Macerich, on the process of setting up a captive as it involves big capital commitments. “Kathryn focused on our business and what… View Article
After 20 years on the job, TransUnion’s Joon Sung knows that risk management success is based in part on the quality of relationships with brokers, carriers and other risk professionals.
No Jargon, Just Action Edward Conlon became the broker of a registered investment adviser and a related broker-dealer after a spinoff and merger at the holding company level. Despite a difficult loss history on the broker-dealer side, Conlon saved the combined entity 55 percent on its premium by showing carriers how the client improved its… View Article