Familiarizing Yourself with M&A Terminology
04/29/2016
There are many articles, seminars and blogs available on the internet addressing the developments and mechanics of R&W insurance. Familiarity with the insurance product (terms and conditions, pricing and retentions and the marketplace) is only half of the picture. An understanding of the underlying M&A process and the documents is critical to understanding how the insurance works.
Read Full PostRelated Insights
Mitchell K. Smith, President of Life & Executive Benefits, has been named one of the top Financial Security Professionals in New York-NYC on Forbes’ fourth annual Best-in-State list!
Posted on 08/01/2024
With a proven track record of preserving clients’ wealth over the long term, Mitch exemplifies excellence in the insurance industry and has truly earned this recognition. Forbe...
Read Post
Managing Principal Mitchell K. Smith shares his insight in Aspire magazine on working with high-net-worth clients, meeting their expectations, and making conversations more effective.
Posted on 05/20/2024
With so many insurance products and financial services in the market, advisors specializing in a “niche” can have many meanings. The latest issue of Aspire Magazine looks insid...
Read Post