Meeting Information
Acquiring The Right Business Insurance
Date:
Tuesday October 12, 2021
Time:
5:00pm - 6:30pm US/Eastern GMT-4:00
Location:
virtual Zoom
Directions:

Meeting capacity:

100

Suggested Donation:

Agenda:

If you are a financial executive who has considered starting your own consulting business, you may not realize how important it is to have adequate business insurance to protect yourself and your clients. Join our fireside chat with Jared Stephans with Alliant Insurance Services and  Charlotte Chapter Co-Chairmen Liubym Gerasymenko, Don Minges and Tom Maupin as we discuss the complexities and best practices of setting up your own consulting business insurance plan.

 

Here is the compelling question that will be addressed in our meeting:

 

  • What types of business insurance should you have, at what amounts and what are the costs?

 

Jared Stephans’s Biography:

Experienced risk advisor and insurance executive with a demonstrated history of working on complex risks in the financial services industry and large commercial retail for Alliant Insurance Services, the leading global specialty insurance broker.  Specialize in insurance risk advisory solutions focused on optimizing the cost and coverage ratio of insurance programs.  View my role as both a true consumer advocate and personal risk manager by doing all that I can for my clients to make to make them aware of both insurance and non-insurance strategies that are available to help prevent or minimize losses.  Skilled in Directors and Officers Liability, Professional Liability, Employment Practices Liability, Fidelity, Transactional Risks, M&A Due Diligence, Property and Casualty and Employee Benefits.

Currently serve as Co-Chair of the Asset Management SIG for The FENG.

 

Jared Stephans

Alliant Insurance Services, Inc.

 

C: 332.999.4836

D: 212.716.3485

E: [email protected]

Jared Stephans | LinkedIn

 

Alliant.com

 

Time permitting, we will be asking each attendee to give a 30 second introduction so that everyone has an idea who is on the Zoom. 

 

How to register: Sign into The FENG’s website and go to the Charlotte Chapter page and register. The Zoom link will be sent in advance only to those registered for the meeting. If you are even considering joining us, register NOW, before we reach capacity.

 

Tom Maupin

FENG Charlotte Chapter

Chairman

704-756-6609

[email protected]

 

For meeting information, please contact:

Tom Maupin

(704) 756-6609
Attendees
20
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