Stay at your workstation and experience a virtual presentation!
Presentation:
Not All Cyber Insurance Is Created Equal
Presenters:
Rich Carrico, CIC, CAWC | President of Carrico Maldegen Insurance Agency
James Warren | Managing Director at Travelers Companies, Inc.
Jaelin Ali, Esq. | Cyber Claim Counsel at Travelers Companies, Inc.
Date/Time:
Tuesday, April 30th
12:00 pm to 1:00 pm
Location:
Virtual through Zoom
This presentation is approved for 1 CFP CE!
About the Presentation: Most of us know by now that cyberattacks are a real threat to our financial planning practices. So, what are some cyber claim themes that we should be aware of?
But what if the worst happens and we suffer a cyberattack, what should we do next from an insurance perspective? Do we need to contact our clients? What if we lose business from it? We will discuss some of the services that may be available to your firm to deal with the uncertainty of what to do next.
To help you gain some confidence in deciding what coverages are best for your firm, we will explore four areas of coverage to consider: Liability, Business Loss, Breach Response and Cyber Crime.
About the Presenters:
Rich Carrico, CIC, CAWC is the president of Carrico Maldegen Insurance Agency located in Northville, Michigan. He is a Certified Insurance Counselor and has been in the insurance business for over 30 years. Rich has been a speaker at several FPA, MICPA and other professional firm events.
Carrico Maldegen is an independent insurance agency, whose roots go back over 90 years. Their firm specializes in asset and cash flow protection for wealth management and business clients. They assist financial planning firms by offering their complementary process, Net Worth 360, to help evaluate and protect against insurable risks their clients face.
James Warren is a Managing Director at Travelers Companies, Inc. (“Travelers”) based out of Hartford, CT. At Travelers he manages a team of underwriters that are dedicated to underwriting executive and professional liability insurance coverages for clients in the asset management space, including investment advisers, hedge funds, private equity funds, and mutual funds. He received his B.S. in Finance summa cum laude from The University of Connecticut and his M.B.A. with distinction from New York University (NYU).
Jaelin Ali, Esq. is a Cyber Claim Counsel at Travelers, focusing on guiding clients through the complexities of cyber insurance claims with a unique blend of legal and technological expertise. With a track record of handling a diverse array of cyber claims, Jaelin is dedicated to assisting Travelers' insureds in navigating cyber risk management effectively, offering timely solutions to mitigate losses and safeguard their interests.
