SlideShare a Scribd company logo
1 of 30
 
 
Leaders Serving individuals / families / family offices technology life science REALTORS® venture capital / private equity since 1939
Private Client Group
Homes
Primary, Secondary, Condos, Rentals
Auto
Wine
Yachts
Aircraft
An extraordinary life…  should have an  insurance portfolio  that reflects it!  ,[object Object],[object Object],[object Object],[object Object],[object Object]
Private Client Insurance Proposal
Auto - Earthquake
Who do we represent?
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Often overlooked insurance issues
Client Profile –  Case Study A ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Family Office
Schedule
Client Profile –  Case Study B ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Big house?  No problem...
Client Profile –  Case Study C ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Why work with  CSI ?
Mortgage Protection
Life
Disability & Long Term Care
Individual Health Benefits
Client Services
Building, one client at a time. Ethics, professionalism  and teamwork  are the founding  principles of CSI.
Contact Info ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
CSI  Office Locations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

More Related Content

What's hot

Crystal & Company - PE VC Sector Overview FINAL 9.18.14
Crystal & Company - PE VC Sector Overview FINAL 9.18.14Crystal & Company - PE VC Sector Overview FINAL 9.18.14
Crystal & Company - PE VC Sector Overview FINAL 9.18.14
Ken Sellin
 
Financial Products_UK Retail flyer_v4
Financial Products_UK Retail flyer_v4Financial Products_UK Retail flyer_v4
Financial Products_UK Retail flyer_v4
Shaun Butler
 
Crystal & Company - Hedge Funds Sector Overview FINAL 10.9.14
Crystal & Company - Hedge Funds Sector Overview FINAL 10.9.14Crystal & Company - Hedge Funds Sector Overview FINAL 10.9.14
Crystal & Company - Hedge Funds Sector Overview FINAL 10.9.14
Ken Sellin
 
BGIC Presentation by MOEZ
BGIC Presentation by MOEZBGIC Presentation by MOEZ
BGIC Presentation by MOEZ
Moez Ansary
 

What's hot (16)

About Us_2015_Aug
About Us_2015_AugAbout Us_2015_Aug
About Us_2015_Aug
 
Crystal & Company - PE VC Sector Overview FINAL 9.18.14
Crystal & Company - PE VC Sector Overview FINAL 9.18.14Crystal & Company - PE VC Sector Overview FINAL 9.18.14
Crystal & Company - PE VC Sector Overview FINAL 9.18.14
 
Financial Products_UK Retail flyer_v4
Financial Products_UK Retail flyer_v4Financial Products_UK Retail flyer_v4
Financial Products_UK Retail flyer_v4
 
When and why you need a loss assessor in claims processing
When and why you need a loss assessor in claims processingWhen and why you need a loss assessor in claims processing
When and why you need a loss assessor in claims processing
 
Homeowner Ppt
Homeowner PptHomeowner Ppt
Homeowner Ppt
 
Port Phillip Powerpoint Presentation
Port Phillip Powerpoint PresentationPort Phillip Powerpoint Presentation
Port Phillip Powerpoint Presentation
 
Capability statement
Capability statementCapability statement
Capability statement
 
Allied Insurance Brokers Limited
Allied Insurance Brokers LimitedAllied Insurance Brokers Limited
Allied Insurance Brokers Limited
 
CUSP_8_5_x_11_booklet_web
CUSP_8_5_x_11_booklet_webCUSP_8_5_x_11_booklet_web
CUSP_8_5_x_11_booklet_web
 
Arent loss adjusters and loss assessors the same thing
Arent loss adjusters and loss assessors the same thingArent loss adjusters and loss assessors the same thing
Arent loss adjusters and loss assessors the same thing
 
Protect Your Clients' Lifestyles
Protect Your Clients' LifestylesProtect Your Clients' Lifestyles
Protect Your Clients' Lifestyles
 
Triton Insurance Agency Homeowners Florida
Triton Insurance Agency Homeowners FloridaTriton Insurance Agency Homeowners Florida
Triton Insurance Agency Homeowners Florida
 
Crystal & Company - Hedge Funds Sector Overview FINAL 10.9.14
Crystal & Company - Hedge Funds Sector Overview FINAL 10.9.14Crystal & Company - Hedge Funds Sector Overview FINAL 10.9.14
Crystal & Company - Hedge Funds Sector Overview FINAL 10.9.14
 
Auto Insurance for Mexico
Auto Insurance for MexicoAuto Insurance for Mexico
Auto Insurance for Mexico
 
Luxe Living Business Plan (Brown) Short
Luxe Living Business Plan (Brown) ShortLuxe Living Business Plan (Brown) Short
Luxe Living Business Plan (Brown) Short
 
BGIC Presentation by MOEZ
BGIC Presentation by MOEZBGIC Presentation by MOEZ
BGIC Presentation by MOEZ
 

Similar to Personal Insurance Resource

Sca Financial Planner Benchmark Study 2010
Sca   Financial Planner Benchmark Study 2010Sca   Financial Planner Benchmark Study 2010
Sca Financial Planner Benchmark Study 2010
Jason Pond
 
Bridging The P & C Gap
Bridging The P & C GapBridging The P & C Gap
Bridging The P & C Gap
amie2007
 
Shipping insurance seminar 25th jan at mumbai are we really insured ck
Shipping  insurance seminar 25th jan at mumbai   are we really insured ckShipping  insurance seminar 25th jan at mumbai   are we really insured ck
Shipping insurance seminar 25th jan at mumbai are we really insured ck
shirishkirtane
 
CC010404_UK Casualty brochure_25-08-16
CC010404_UK Casualty brochure_25-08-16CC010404_UK Casualty brochure_25-08-16
CC010404_UK Casualty brochure_25-08-16
Chris Morrison
 
Matheson Insurance Group Brochure
Matheson Insurance Group BrochureMatheson Insurance Group Brochure
Matheson Insurance Group Brochure
Darren Maher
 
Group excess homesale
Group excess   homesaleGroup excess   homesale
Group excess homesale
Tom Wilson
 
Wealthy And Wise Winter 2009
Wealthy And Wise Winter 2009Wealthy And Wise Winter 2009
Wealthy And Wise Winter 2009
marnieeverline
 
Private lending 5-15-11
Private lending 5-15-11Private lending 5-15-11
Private lending 5-15-11
davidstuard
 

Similar to Personal Insurance Resource (20)

Sca Financial Planner Benchmark Study 2010
Sca   Financial Planner Benchmark Study 2010Sca   Financial Planner Benchmark Study 2010
Sca Financial Planner Benchmark Study 2010
 
The insurance teacher sales presentation
The insurance teacher sales presentationThe insurance teacher sales presentation
The insurance teacher sales presentation
 
Protecting and Transferring Wealth With Captive Insurance
Protecting and Transferring Wealth With Captive InsuranceProtecting and Transferring Wealth With Captive Insurance
Protecting and Transferring Wealth With Captive Insurance
 
Insurance Innovation Award-Secure Now Insurance Broker
Insurance Innovation Award-Secure Now Insurance BrokerInsurance Innovation Award-Secure Now Insurance Broker
Insurance Innovation Award-Secure Now Insurance Broker
 
Bridging The P & C Gap
Bridging The P & C GapBridging The P & C Gap
Bridging The P & C Gap
 
Shipping insurance seminar 25th jan at mumbai are we really insured ck
Shipping  insurance seminar 25th jan at mumbai   are we really insured ckShipping  insurance seminar 25th jan at mumbai   are we really insured ck
Shipping insurance seminar 25th jan at mumbai are we really insured ck
 
Hub International Insurance
Hub International InsuranceHub International Insurance
Hub International Insurance
 
HUB International Insurance
HUB International InsuranceHUB International Insurance
HUB International Insurance
 
HUB International Insurance
HUB International InsuranceHUB International Insurance
HUB International Insurance
 
Bollington Insurance | Corporate Brochure
Bollington Insurance | Corporate BrochureBollington Insurance | Corporate Brochure
Bollington Insurance | Corporate Brochure
 
CC010404_UK Casualty brochure_25-08-16
CC010404_UK Casualty brochure_25-08-16CC010404_UK Casualty brochure_25-08-16
CC010404_UK Casualty brochure_25-08-16
 
Matheson Insurance Group Brochure
Matheson Insurance Group BrochureMatheson Insurance Group Brochure
Matheson Insurance Group Brochure
 
Group excess homesale
Group excess   homesaleGroup excess   homesale
Group excess homesale
 
Credentials Presentation
Credentials PresentationCredentials Presentation
Credentials Presentation
 
A detailed guide to UK contractor insurance
A detailed guide to UK contractor insuranceA detailed guide to UK contractor insurance
A detailed guide to UK contractor insurance
 
A guide to contractor insurance
A guide to contractor insuranceA guide to contractor insurance
A guide to contractor insurance
 
Wealthy And Wise Winter 2009
Wealthy And Wise Winter 2009Wealthy And Wise Winter 2009
Wealthy And Wise Winter 2009
 
CV Lee Stevenson
CV Lee StevensonCV Lee Stevenson
CV Lee Stevenson
 
SIC PP Final
SIC PP FinalSIC PP Final
SIC PP Final
 
Private lending 5-15-11
Private lending 5-15-11Private lending 5-15-11
Private lending 5-15-11
 

Personal Insurance Resource