Anyone know of any successful asset management company that also provides insurance services?
Anyone know of any successful asset management company that also provides insurance services?
Anyone know of any successful asset management company that also provides insurance services to it’s clients? Formed either by merger or acquisition or by the set up of a new business entirely?
Tags: also, anyone, asset, company, Insurance, know, Management, provides, services, successful
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3 Comments for Anyone know of any successful asset management company that also provides insurance services?
1. Tom Z | February 15th, 2011 at 8:47 am
Asset management companies often provide insurance services where they negotiate the terms of the insurance and pay the premiums on your behalf. Can’t answer your question because you don’t mention what State your in and don’t specify what type of assets you need managed.
Try the search engine of your choice and type in “asset managers association”. An association can put you in touch with one of its members.
2. rcdrury | February 15th, 2011 at 9:08 am
What type of insurance services were you needing? Almost all asset managers offer insurance services including life, disability, and annuities. Not many of them will offer property & casualty products.
3. mbrcatz | February 15th, 2011 at 10:04 am
Depending exactly on what you mean by asset management, you could be looking at a conflict of interest, which wouldn’t be allowed in some states.
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