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Value Added Services
Personal Risk Analysis
- Perform Lyons' Personal Lines Audit to evaluate the current insurance program in the context of other information and documents that affect it
- Review the personal insurance exposures to determine safety and/or protection issues
- Identify any potential uninsured exposures, coverage gaps and/or coverage duplications based on current program
- Discuss the current coverage in the context of our assessment of the exposures and issues
Insurance Program Design
- Based on the results of the Personal Lines Audit, develop adequate insurance-to-value for all exposures.
- Arrange for appraisal pre-inspections of residential properties, if warranted.
- Make changes to the expiring insurance program to address the exposures identified during the Audit process.
Personal Lines Insurance Markets
- Discuss the insurance markets with the financial strength, service capabilities and underwriting appetite to suit the customer needs
Personal Solutions Summary
- Provide a Personal Solutions Summary that highlights program coverage, limits and pricing
- Present a comprehensive summary of the terms and conditions of the program
Servicing of the Program
- Manage the program from a team concept to maximize access to Lyons' staff
- Provide binders, invoices, evidence of insurance, and automobile identification cards and respond to all service requests in a timely and effective fashion.
- Thoroughly check all insurance contracts to ensure their accuracy
- Perform annual meetings to review the program and meet customer needs
Insurance and Estate Planning
Insurance protects not only your assets but also the well-being and peace of mind of those you care about. Lyons Executive Personal provides counseling on appropriate insurance vehicles, including Life, Disability and Annuities.
Asset Management
We believe that protecting your assets through insurance is not enough. Just as important is protection and growth of principal through appropriate asset management. We have established a strategic partnership with Montchanin Asset Management, a Delaware-based, employee-owned wealth management firm that serves clients with the highest level of integrity, accountability and professionalism, consistent with our own standards. Montchanin offers unbiased, professional portfolio management customized to meet the financial and lifestyle objectives of each client family.
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