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New England Chapter Breakfast
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New England Chapter Breakfast

3/13/2013
When: Wednesday, March 13
From 8:00 AM until 9:30 AM
Where: Burns and Levinson LLP
125 Summer Street
Boston, MA  20111
United States
Contact: New England Chapter of FFI


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"What are 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 every day.

· What liability 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.

Susan 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.

Susan 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.

Susan 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.


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