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Sca jmp profile - 2011

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Sca jmp profile - 2011

  1. 1. Personal Risk Management Insurance Programs for High Net-Worth Individuals and Families Freedom to fully enjoy life is a luxury acquired with success and by attaining peace of mind knowing that your family and personal belongings are well protected. Swingle Collins & Associates’ Personal Risk Management program can help. My team will provide your familywith holistic, objective insurance programs and risk management principles that will be tailor fit for your individual needs. Swingle Collins & Associates offer you local representation with worldwide insuring capabilities. We are licensed in every U.S. State and we have international markets to assistour clients, globally. Our team personally markets and manages every client portfolio, and we remain dedicated to the ongoing changes in our clients’ insurance program. Our team hasdeveloped specific programs that are inherently unique in the insurance industry specifically designed for high net-worth & emerging affluent families.Swingle Collins & Associates represents only the best upscale and financially stable insurance companies such as Chubb, Fireman’s Fund, ACE Private Risk Services, Safeco Insurance, The Hartford, Republic Group, and a direct programs managed through Lloyds of London.Property Risk: 1. Primary/Secondary/Seasonal/Investment Properties – Single Family Homes, Condominiums and Apartments 2. Personal Automobiles – Including Exotic Autos, Collectible Cars, and Recreational Vehicles 3. Personal Aviation – Airplanes, Helicopters and Hobbycraft 4. Personal Watercraft – Private Boats, Yachts and Jet-Skis 5. Valuable Articles – Jewelry, Fine Art, Antiquities, Valuable Collections, Silver and Furs 6. Wine Collections 7. Mechanical Breakdown - Computers, Cameras and Audio-Visual/Media EquipmentLiability Risk: 1. Personal Liability -Third Party Litigation 2. Individual Directorship Liability 3. Family Security - Kidnap & Ransom, Personal Security Services, Identity Theft 4. Workers Compensation 5. Employment Practices Liability 6. Cyber Liability 7. Personal Injury
  2. 2. About our agency Swingle Collins & Associates was founded in 1982 by Frank Swingle Swingle Collins & Associates is the largest property and casualty only insurance agency in Dallas, and one of the largest Independent insurance service firms in Texas. Swingle Collins & Associates developed an in-house personal lines insurance division, as an accommodation to existing commercial clients who requested our services, but as our commercial business grew, so did our need for a newly defined personal insurance business model. Swingle Collins & Associates officially launched their Personal Risk Management & Private Client Practice to appropriately address the ongoing need for executive level insurance and risk management services specifically servicing affluent individuals and families, business executives, small business owners and entrepreneurs. Swingle Collins & Associates has been recognized nationally by our industry peers as the Best Independent Insurance Agency in the Country (IIABA and Reagan Consulting) and the Best Insurance Agency to Work for in the Southwest (Insurance Journal magazine). Our leadership team believes in generously giving back through individual and group philanthropies, service project groups and our industry associations. Some of our many recognition and awards include: 2009 & 2010 Dallas Best Places to Work – Dallas Business Journal 2009 & 2010 Best Practices – National award for best practices operationally 2008 Best Practices Agencies (Dallas Business Journal Article) Premier Platinum Corner Stone Agency Status – Chubb Insurance Flagship Agency Appointment (Texas) – ACE Private Risk Services H.K. Dent Agency Status – Safeco Insurance Jason M. Pond Personal Risk Management972-715-8703 – Direct / 972-387-3808 – Fax / 972-342-8645 – 24 Hour Mobile jason.pond@swinglecollins.comSwingle Collins & Associates 13760 Noel Road, Suite 600 Dallas, Texas 75240, USA www.swinglecollins.com
  3. 3. About your Agent:Jason M. PondPersonal Risk Management - Swingle Collins & AssociatesJason M. Pond, is an licensed property & casualty Insurance agent with Swingle Collins &Associates’ Personal Risk Management team. Pond has specialized in risk management andpersonal insurance programs for affluent individuals and families for over ten years.Swingle Collins & Associates is a nationally recognized, independent, property & casualtyinsurance agency located in Dallas, Texas. Swingle Collins offers business property andliability programs and specialty programs such as Pond’s concentration in personal riskmanagement for affluent individuals and families.Jason graduated from the Rawls College of Business at Texas Tech University in 1997 with aBachelor’s degree in Marketing with an emphasis on Political Science and Management. Anative ‘Dallasite’, Pond has remained active in the Dallas community with severalOrganizations, Associations, Philanthropies and Political Action Committees. 2011/2012 Chairman - Independent Insurance Agents of Texas Young Agents Advisory Council 2011 Charlie Sammons Service Award / Young Agent of the Year - Presented by the Independent Insurance Agents of Dallas Independent Insurance Agents of Dallas – Board of Directors, Young Agents Executive Committee Chairman Emeritus / Past Chairman Independent Insurance Agents of Texas - Young Agents Advisory Council Communities in Schools, Dallas Region - Government Affairs Committee, Board of Directors, Member at Large Texas Tech Alumni Association of Dallas – Advisory Committee Chairman / Past President Dallas Regional Chamber of Commerce – Young Professionals Program / Past Chairman Dallas Regional Chamber of Commerce – Experience Greater Dallas – Task Force Member Financial Planners Association of Dallas – Committee Member, Affiliates Council & Programming Highland Park United Methodist Church – Member, Volunteer Kappa Sigma Fraternity – Victory Campaign Committee, Epsilon Phi Chapter Alumni, Past Executive Committee

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