Episode 16: Exploring the Importance of P&C Insurance with Melanie Wilcox - Chubb's Head of Personal Risk Services
Description
Randy Gunn, BULLWEALTH's Client Strategist, explores the importance of Property & Casualty insurance within a client's overall wealth plan. Most of us, when we think about Property & Casualty insurance, we think of the risk that results from the loss or damage to property like our homes or cars, however PNC insurance, when applied in today's context, can protect us against so many other liabilities. Randy speaks with Melanie Wilcox, Chubb's Head of Personal Risk Services, to discuss both traditional and other types of PNC insurance that may include personal cyber security coverage or umbrella insurance that covers claims in excess of single coverage policies.
Kevin Van Dyk, Managing Director at BULLWEALTH, engages Dr. Ian Mortimer, co-Portfolio Manager of the Guinness Global Equity Income Portfolio to discussed Guinness’ investment philosophy, process, and strategy, highlighting the team’s focus on identifying companies that have consistently grown...
Published 11/11/24
Randy Gunn, BULLWEALTH’s Vice President & Portfolio Manager, speaks with Jordan Matters, a Partner at Leyland & Matters Private Client Insurance Advisors. Jordan and his team advise successful business owners and entrepreneurs and high net worth families in helping them to protect and...
Published 09/27/24