the 5 Most Overlooked Property and Casualty Issues Affecting Your High Net
Worth Families and their Businesses?”
Many advisors focus on
strategies to grow and preserve the wealth of their clients, but are often
ignoring the day-to day property and casualty issues that place them at risk
issues pose the greatest risk to you and your clients?
What are the lessons
from Super Storm Sandy?
What does the
property and casualty landscape look like currently?
What new coverages
and services are available?
About the Presenter:
Susan Ogrodnik-Smith, Chief Sales Officer, HUB International New England, LLC
Susan is a 26-year veteran of the property casualty insurance industry
and is the Chief Sales Officer for Personal Insurance and oversees the Private
Client Group at HUB International New England, LLC. In her current role, Susan
works with family office managers, high net-worth families and trusted advisor
teams to assess the unique personal insurance exposures they and their clients
face. Her focus is designing
comprehensive insurance programs that incorporate clients’ primary residences
and vacation homes, automobiles, valuable collections of art work, antiques,
jewelry and silver; coverage for watercraft and aircraft and determining
adequate liability limits.
and her team also help clients assess their personal security risk at home and
when traveling abroad; best practices when employing household domestics such
as nannies and housekeepers; risk associated with sitting on for-profit and
not-for profit boards and collection management strategies.
brings a unique perspective in working with high net-worth clients and brings 11
years of broker experience, in addition to 15 years of insurance carrier
experience with the Chubb Group of Insurance Companies. In her tenure at Chubb, Susan held a variety
of leadership positions. In 1998 she was recruited to head up account
management for Chubb’s nationwide "Masterpiece at Work” program, and focused
her efforts on executive and member personal insurance benefits for employers
and associations. In 2000 Susan became
the Director of Family Office Sales for Chubb Personal Insurance. In this role she had the opportunity to work
with a number of high net-worth family advisor teams in analyzing all areas of
personal risk and recommending solutions for them.
is a graduate of Trinity College in Hartford,
Connecticut and received her
Bachelor of Arts degree in English and Philosophy. She lives in North
Reading with her husband, Barry. Susan has her Certified Insurance
Counselor designation. She is on the board of Artbecause, is a member of the Boston Estate Planning
Council and a member of the Junior League of Boston.