1. 2010 Company Overview

2. •We listen to our clients and always place their interests
first.
•We consistently provide our clients with ongoing,
distinctive advice and counsel.
•We believe in continuity of contact – our commitment to
our employees and our clients is absolute, personal and
long term.
•As expert advisors, our knowledge is always current and
topical.
•We are available and responsive to our clients whenever
and wherever they need us.
•We do the right thing for our clients because it is the only
thing.
Risk Management Insurance Services
BCU Risk Advisors is
wholly committed to
serving the insurance
and risk management
needs of the affluent.
Exclusively focusing on
high net worth
individuals, their
families, and their
related business
activities, we offer a
variety of specialized
insurance brokerage and
consulting services that
complement our total
commitment to
unmatched service,
expertise and value.

3. BCU exclusively
employs risk managers
who have demonstrated
a creative approach and
tenured success working
with high net worth, ultra-
high net worth and
Family Office clientele.
Risk Management Insurance Services
Jeffrey Cline, Principal
William Uniowski, Principal
Bruce Billmeyer, Principal

4. Risk Management Insurance Services
PRIMARY SERVICES
•Homeowner and Personal Property Insurance – including
multi-state, personal property portfolios as well as property
locations prone to catastrophic loss (e.g. Florida, Carolina,
California, etc.), also includes fine art and other collectibles.
•Auto and Personal Watercraft Insurance – including high-value
collector cars and private yachts.
•Liability Insurance – including personal liability, director’s and
officer’s liability (D&)), employment practices liability (EPL),
worker’s compensation and business owner’s liability.
•Aviation Insurance
•Earthquake, Windstorm and Flood Insurance
•Kidnap and Ransom Insurance

5. Risk Management Insurance Services
•Life, Health and other Welfare Benefits
•Appraisal Services for Fine Arts and other
Collectibles
•Commercial Property & General Liability
ADDITIONAL SERVICES

6. The BCU Process is:
•Comprehensive
•Personalized
•Disciplined
It begins with
understanding our
client’s needs and
goals…
Risk Management Insurance Services
PROCESS AND APPROACH
Relationship Milestones
22 weeks from
receipt of
necessary
underwriting
information
1 week from
client
authorization
90 days
subsequent
to the
placement of
all insurance
policies
Frequency
determined
on an as
needed basis
Preliminary
Risk
Assessment
Formal
Proposal
Insurance
Summary
Portfolio
Review

7. Risk Management Insurance Services
PRELIMINARY RISK ASSESSMENT
•Goals for the Client Relationship are defined
•Identification (mapping) of Client Exposures
•Collection of Underwriting Data
•Project Milestones and Timeline
•Provides quantitatively supported Summary of
Recommendations
•Provides Information on Optional Coverages
•Highlights BCU’s Concierge Service Package
•Provides complete “24/7” contact information
and biographies regarding the assigned Client
FORMAL PROPOSAL

8. Risk Management Insurance Services
INSURANCE SUMMARY
•Program summaries and policy binders provide organized
presentation of important insurance documents
•Required notifications provided to associated lien holders and
department of motor vehicles (where applicable) providing
proof of coverage
•BCU provides option or direct account invoicing and billing –
eliminating the hassle of confusing insurance company bills
Designed to capture any changes due to:
•Loss Exposure
•Policy Coverage or Pricing
•Risk Tolerance
•Market Conditions
All reviews are performed on an as needed
basis.
PORTFOLIO REVIEW

9. Risk Management Insurance Services
•Licensed Insurance Broker and Administrator in All 50
states
•Placement and service capabilities extend to properties
located outside of the United States
•Appointed with 21 Specialty Underwriters
BCU has experience
working with exposures
in all U.S. state and the
following foreign
territories:
•Canada
•U.K.
•France
•Germany
•Spain
•Italy
•Eastern Europe
•Mexico
•Caribbean Islands
•Bermuda
•Puerto Rico
=Current Concentration of U.S. Property Risks

10. Risk Management Insurance Services
CONCIERGE SERVICE PACKAGE
•Flexible Account Billing and ease of doing business
•Catastrophic Claims Response –
•We can be reached 24 hours a day, 365 days a year.
•In the event damage restoration services are required, we
have a preferred relationship with nationwide providers of fire
and water damage restoration services.
•In most situations, we can have a damage restoration team on
sight and beginning work the same day the loss is reported.
•Video Archiving of Personal Contents
•Personal Security Services
•Fine Art and Collectible Appraisal Service
•Worldwide Medical Evacuation
BCU also affiliates with
leading industry experts
and top specialized
service firms in support
of addressing our client’s
unique risk needs.
These services include:
•Asset Appraisal &
Inventory
•Personal Security
•Private Aviation
•Yachting
•Claims Resolution

11. BCU Risk Advisors, LLC
200 W. Monroe Street
Suite 1340
Chicago, IL 60606
312.795.0600
Risk Management Insurance Services
For More Information:
1-877-GET-BCU1
www.bcuriskadvisors.com
or
inquires@bcuriskadvisors.com