14
James A. Connors James A. Connors Associates Associates Insurance & Risk Management Services Insurance & Risk Management Services Customizing Insurance & Risk Management Customizing Insurance & Risk Management Programs for Professional Athletes Programs for Professional Athletes You Worked Hard for What You Have....Make Sure It’s Protected You Worked Hard for What You Have....Make Sure It’s Protected

Insurance Solutions For The Pro Athlete

Embed Size (px)

DESCRIPTION

 

Citation preview

Page 1: Insurance Solutions For The Pro Athlete

James A. ConnorsJames A. Connors AssociatesAssociatesInsurance & Risk Management ServicesInsurance & Risk Management Services

Customizing Insurance & Risk Management Programs Customizing Insurance & Risk Management Programs for Professional Athletesfor Professional Athletes

You Worked Hard for What You Have....Make Sure It’s ProtectedYou Worked Hard for What You Have....Make Sure It’s Protected

Page 2: Insurance Solutions For The Pro Athlete

James A. ConnorsJames A. Connors AssociatesAssociatesInsurance & Risk Management ServicesInsurance & Risk Management Services

James A. Connors Associates is an James A. Connors Associates is an independent property & casualty insurance independent property & casualty insurance & risk management brokerage firm & risk management brokerage firm dedicated to serving the personal insurance dedicated to serving the personal insurance needs of athletes, entertainers & high net-needs of athletes, entertainers & high net-worth individuals & families. Our objective worth individuals & families. Our objective is to customize a coordinated insurance is to customize a coordinated insurance program addressing the client’s unique and program addressing the client’s unique and ever changing needs utilizing a cost-effective ever changing needs utilizing a cost-effective approach for minimizing financial exposures approach for minimizing financial exposures to risk.to risk.

Established in 1925, James A. Connors Established in 1925, James A. Connors Associates has been serving the Associates has been serving the community & their clients with community & their clients with innovation, insight & integrity for over innovation, insight & integrity for over 80 years. Their staff of licensed 80 years. Their staff of licensed professionals are committed to their professionals are committed to their client relationships extending client relationships extending confidentiality, professional courtesy confidentiality, professional courtesy and superior client centered service. and superior client centered service. The firm continues to be family owned The firm continues to be family owned & operated bringing a ‘boutique’ style & operated bringing a ‘boutique’ style approach to working with their clients, approach to working with their clients, their business partners & the their business partners & the insurance companies they represent.insurance companies they represent.

Page 3: Insurance Solutions For The Pro Athlete

James A. ConnorsJames A. Connors AssociatesAssociatesInsurance & Risk Management ServicesInsurance & Risk Management Services

Our Mission StatementOur Mission Statement

As a professional athlete, you work hard towards achieving your goals! While working As a professional athlete, you work hard towards achieving your goals! While working towards success on the field & building wealth & financial independence, ask yourself towards success on the field & building wealth & financial independence, ask yourself these questions: these questions: Is my wealth properly safeguarded? Are my treasured belongings Is my wealth properly safeguarded? Are my treasured belongings insured? Is my family protected?insured? Is my family protected?

James A. Connors Associates is a specialist in exclusively serving the property & James A. Connors Associates is a specialist in exclusively serving the property & casualty insurance needs of professional athletes. You can rely on us for sound casualty insurance needs of professional athletes. You can rely on us for sound professional advice & risk management solutions to protect your loved ones, professional advice & risk management solutions to protect your loved ones, safeguard your treasured belongings while reducing your liability & exposure to a safeguard your treasured belongings while reducing your liability & exposure to a financial loss. Utilizing a macro-approach to planning, we work together with your financial loss. Utilizing a macro-approach to planning, we work together with your financial advisory team with innovation, insight & integrity. This method provides us financial advisory team with innovation, insight & integrity. This method provides us the ability to coordinate our efforts in achieving our goals: providing the client expert the ability to coordinate our efforts in achieving our goals: providing the client expert guidance along with creative, comprehensive and cost-effective insurance & risk guidance along with creative, comprehensive and cost-effective insurance & risk management programs & solutions.management programs & solutions.

Page 4: Insurance Solutions For The Pro Athlete

James A. ConnorsJames A. Connors AssociatesAssociatesInsurance & Risk Management ServicesInsurance & Risk Management Services

Dan Verdun, Insurance & Risk Advisor

After his Honorable Discharge from the United States Marine Corps., Dan enrolled at Rutgers University, New Brunswick, NJ & received a Bachelors of Science Degree in Criminology. Upon graduation, he entered the insurance & risk management industry working for a national property & casualty broker providing personal lines services to high-net worth individuals & families. In his current position, Dan’s role is to provide a consultative macro-approach to insurance & risk management planning, while assisting professional athletes & their families with customizing an insurance portfolio that reduces their risk & minimizes their exposure to a financial loss. Dan is an active member & business sponsor of the Financial Planning Association of New Jersey & a proud member of the Marine Corps League. He currently resides in Morristown, NJ with his wife Ann Marie & two sons: 7 year old Joshua David & newborn Joseph Daniel.

Page 5: Insurance Solutions For The Pro Athlete

James A. ConnorsJames A. Connors AssociatesAssociatesInsurance & Risk Management ServicesInsurance & Risk Management Services

James A. Connors Associates Executive Management TeamJames A. Connors Associates Executive Management Team

James A. Connors Sr. James A. Connors Sr. ChairmanChairman

James A. Connors Jr.James A. Connors Jr. PresidentPresident

Gary S. Resnick Gary S. Resnick Office ManagerOffice Manager

Susan Lotter Susan Lotter Commercial Lines ManagerCommercial Lines Manager

Donna Surano Donna Surano Personal Lines ManagerPersonal Lines Manager

Page 6: Insurance Solutions For The Pro Athlete

James A. ConnorsJames A. Connors AssociatesAssociatesInsurance & Risk Management ServicesInsurance & Risk Management Services

Why James A. Connors Associates?Why James A. Connors Associates?

Established in 1925, our staff of licensed producers & client service managers have Established in 1925, our staff of licensed producers & client service managers have over 150 years of experience& management in property & casualty insurance over 150 years of experience& management in property & casualty insurance

We are your client’s ‘single point’ & contact reference on their insurance & risk We are your client’s ‘single point’ & contact reference on their insurance & risk management portfoliomanagement portfolio

As an independent firm, we work for your client & act as their advocate & personal As an independent firm, we work for your client & act as their advocate & personal advisor providing comprehensive risk management services, innovative solutions & advisor providing comprehensive risk management services, innovative solutions & customized products addressing their personal insurance needscustomized products addressing their personal insurance needs

Our firm has the capability of obtaining coverage for exposures that other firms Our firm has the capability of obtaining coverage for exposures that other firms consider ‘high risk’ or ‘uninsurable’ or simply do not have the access to insureconsider ‘high risk’ or ‘uninsurable’ or simply do not have the access to insure

The firm has built their practice on 3 basic business principles: superior client service, The firm has built their practice on 3 basic business principles: superior client service, client trust & client loyalty. These principles are the foundation of our firm & the client trust & client loyalty. These principles are the foundation of our firm & the reason for our successreason for our success

Page 7: Insurance Solutions For The Pro Athlete

James A. ConnorsJames A. Connors AssociatesAssociatesInsurance & Risk Management ServicesInsurance & Risk Management Services

James A. Connors Associates and their licensed professionals are personally committed to their service pledge:•We are the clients’ personal insurance & risk management advisor

•As a client’s single point of contact for all policy administration, client services & claims processing, the potential for duplicate coverage or gaps in coverage that usually results when a client is represented by multiple insurance brokers is eliminated, & the consolidation of policies & services will result in premium savings for the client

•James A. Connors Associates represents the client, not the insurance company, while acting as an advocate & mediator between the client & the insurance marketplace

•James A. Connors Associates is a one-stop shop professional firm-they can handle every insurance need from the most basic to the most complex

•For over 80 years, James A. Connors Associates has established relationships with major insurance companies providing them & their clients with access to products & services around world

Page 8: Insurance Solutions For The Pro Athlete

James A. ConnorsJames A. Connors AssociatesAssociatesInsurance & Risk Management ServicesInsurance & Risk Management Services

James A. Connors Associates’ has identified five specific factors, which pose a consistent set of needs for professional athletes:

•Insurance & Risk Management (customized solutions to address personal & family needs)

•Asset Protection Solutions (excess liability/umbrella coverage to protect assets)

•Family Protection Services (coordination of security services designed to protect your family)

•Specialized Insurance Products (unique products for a sophisticated professional athlete)

•Single Source of Access & Insurance Portfolio Manager (one point of contact )

Page 9: Insurance Solutions For The Pro Athlete

James A. ConnorsJames A. Connors AssociatesAssociatesInsurance & Risk Management ServicesInsurance & Risk Management Services

James A. Connors Associates Risk Management Approach

•Uncover client’s needs through a personal fact finder: we ask questions & listen to your concerns

•Review existing insurance contracts: our team of experts will review your current policies & contracts while identifying any gaps in coverage & potential to a financial loss

•Identify potential risks: our review process allows our team to identify risks based on the personal fact finder

•Create a customized personal insurance program: we create a program tailored to your needs, while addressing your liability risk & security concerns

•Implementation & service: our clients’ present unique & sophisticated insurance needs, & we commit ourselves to constantly monitor & evaluate our clients’ insurance & risk management program

Page 10: Insurance Solutions For The Pro Athlete

James A. ConnorsJames A. Connors AssociatesAssociatesInsurance & Risk Management ServicesInsurance & Risk Management Services

Exposures Facing Today’s Professional Athlete

•Multiple properties (ownership of homes, condos & rental properties)

•Personal liability (worldwide umbrella coverage)

•Auto (with customized parts & equipment)

•Jewelry collections, fine arts & sports memorabilia

•Recreational vehicles (golf carts, ATVs, motorcycles, etc.)

•Water craft (yachts, boats, wave runners & jet skis)

•Employment practices liability (coverage for domestic staff, personal assistants, drivers, personnel on payroll, etc.)

Page 11: Insurance Solutions For The Pro Athlete

James A. ConnorsJames A. Connors AssociatesAssociatesInsurance & Risk Management ServicesInsurance & Risk Management Services

Exposures Facing Today’s Professional Athlete Exposures Facing Today’s Professional Athlete

Worker’s CompensationWorker’s Compensation Director’s & Officers Liability (exposure caused by forming a foundation)Director’s & Officers Liability (exposure caused by forming a foundation) Errors & Omissions (exposure caused by personal appearances)Errors & Omissions (exposure caused by personal appearances) Business Liability (coverage for shell corps)Business Liability (coverage for shell corps) Commercial Umbrella LiabilityCommercial Umbrella Liability Business & Commercial Auto coverageBusiness & Commercial Auto coverage Business Property Coverage (building and contents)Business Property Coverage (building and contents)

Page 12: Insurance Solutions For The Pro Athlete

James A. ConnorsJames A. Connors AssociatesAssociatesInsurance & Risk Management ServicesInsurance & Risk Management Services

Specialized Insurance Products for Professional AthletesSpecialized Insurance Products for Professional Athletes

Identity Fraud Expense CoverageIdentity Fraud Expense Coverage Flood Insurance Coverage (residential and commercial)Flood Insurance Coverage (residential and commercial) Kidnap & Ransom Kidnap & Ransom Nonprofit Directors & Officers Liability (D&O) Nonprofit Directors & Officers Liability (D&O) Aircraft Aircraft Cyber SecurityCyber Security Travel Medical CoverageTravel Medical Coverage Event Cancellation CoverageEvent Cancellation Coverage Non-Appearance CoverageNon-Appearance Coverage

Page 13: Insurance Solutions For The Pro Athlete

James A. ConnorsJames A. Connors AssociatesAssociatesInsurance & Risk Management ServicesInsurance & Risk Management Services

Who James A. Connors Associates RepresentsWho James A. Connors Associates Represents

Private Client Group: Private Client Group: www.aigpcg.comwww.aigpcg.comChubb Insurance: Chubb Insurance: www.chubb.comwww.chubb.comACE Private Risk: ACE Private Risk: www.aceprivateriskservices.comwww.aceprivateriskservices.comPURE: PURE: www.purehnw.comwww.purehnw.comTravelers Insurance: Travelers Insurance: www.travelers.comwww.travelers.comThe Hartford: The Hartford: www.thehartford.comwww.thehartford.comCNA: CNA: www.cna.comwww.cna.comPetersen International Underwriters: Petersen International Underwriters: www.piu.orgwww.piu.org

Page 14: Insurance Solutions For The Pro Athlete

James A. ConnorsJames A. Connors AssociatesAssociatesInsurance & Risk Management ServicesInsurance & Risk Management Services

Contact InformationContact Information

Dan Verdun, Insurance & Risk AdvisorDan Verdun, Insurance & Risk AdvisorInsurance and Risk Management ServicesInsurance and Risk Management ServicesJames A. Connors AssociatesJames A. Connors Associates225 Madison Avenue225 Madison AvenuePO BOX 336PO BOX 336Morristown, NJ 07960Morristown, NJ 07960973-539-9300~Main Number973-539-9300~Main Number888-234-6955~Toll Free Direct888-234-6955~Toll Free Direct201-486-6970~Mobile201-486-6970~Mobiledverdun@jamesaconnors.comdverdun@jamesaconnors.comwww.danverdun.comwww.danverdun.com