Our ia360 Process
Is your financial practice E&O right for you?
With increased levels of litigiousness, and the resultant increase in the level of risk associated with being in the financial industry, the obvious question is what can be done to manage and/or control that risk.
Golsan Scruggs has developed an RIA risk assessment called ia360. This process helps understand your practice and analyze coverage issues so that a proper solution is structured to mitigate the exposures of your practice.
STEP #1
RISK IDENTIFICATION
Understanding your practice and it’s unique exposures.
STEP #3
CREATE SOLUTIONS
In view of steps #1 and #2, the differing variables among the underwriter solutions – what insurance coverage structure is best?
STEP #2
COVERAGE ANALYSIS
What are the issues, terms, conditions and implications.
STEP #4
MONITOR & MANAGE
How might your practice evolve? What additional tactics beyond insurance can be beneficial?
At Golsan Scruggs, we believe it is incumbent upon us to earn the right to be appointed as your insurance and risk-management agent. Our RIA Risk Assessment process exists to serve that purpose.
To obtain your complimentary RIA Risk Assessment, please provide the following information or contact us at (800)273-5883.
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