An analytical approach to protecting financial advisors and their clients.

As your clients build wealth and your business grows, so do the perils that come with success.

We’ll help you understand your risks and how the right insurance can help you protect what matters most.

Educating Financial Advisors

Brian Trouette presents to financial advisors on business and personal risk management, and the role of careful analysis in mitigating risk. He is a highly-rated speaker at conferences for the Financial Planning Association (NorCal and Puget Sound) as well as at National Association of Personal Financial Advisor groups. He also provides private presentations to individual firms. Topics include:

Have Your Clients Outgrown Their Insurance?
How to protect client assets should misfortune strike

Understanding Risks of Financial Advisory Firms
An eye-opening look at the risks advisors face and the insurance strategies that can protect them

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