private client services summary

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Page 1: Private Client Services Summary

SKCG Group is an insurance advisory firm serving commercial and private clients who require

sophisticated advice addressing multiple risk factors. Our technical expertise in identifying and

dissecting risk, coupled with our ingrained culture of senior‐level attention and client service,

results in high levels of customer trust and loyalty. From insurance and private client services

to group benefits and retirement planning services, SKCG’s marketplace success is due to

our industry knowledge, analysis, experience and unique carrier relationships.

Private Client Services

SKCG focuses on designing insurance and risk management programs for successful individuals and their families.

Protecting the assets of affluent clients requires experience, depth of knowledge and the ability to identify complex,

and often overlooked, exposures.

The firm conducts in‐depth interviews with the client and a thorough, technical evaluation of current coverages and

how they relate to actual exposures. We consider often‐overlooked risks such as domestic employees, youthful

drivers, unoccupied secondary homes, recreational vehicles and construction / renovation issues.

Additionally, SKCG’s preferred status with many leading insurance companies gives the firm more underwriting

influence and direct access to senior management. This enables us to negotiate a more favorable result for clients.

What We Do

Conduct a thorough review of a client’s exposure to loss.

Analyze the terms, conditions and pricing of current insurance program.

Compare existing coverage to actual exposure (identify gaps and deficiencies).

Design programs that meet exposure requirements.

Provide pricing and coverage options to clients.

Experienced in‐house Claims Staff to assist our clients

Summary of Services

For more information, contact Rich Baskind at [email protected]

(p) 914.761.9000 · 800.922.0666 · (f) 914.761.3749

123 Main Street 14th Floor · White Plains, New York 10601

Learn more by visiting www.skcg.com

Risk Management/Insurance

Private Client Services

Group Benefits

Retirement Planning Services

Primary and vacation

home insurance

Auto, recreational vehicle, aircraft and yacht coverages

Valuable articles

coverage

Life, Disability Income

and Long Term Care Insurance

Umbrella Liability

coverage Estate Planning