Hotline Support

Member Firm Profile

Lilian has over 25 years of legal, insurance and risk management experience in the professional liability arena, with a specific focus on Independent Broker Dealer and Registered Investment Advisor Errors and Omissions insurance. As an attorney with extensive experience as a litigator, claims director and underwriter, Lilian has developed a deep understanding of both the insurance and investment industries, which provides her with a unique perspective of the professional liability issues broker dealers and RIAs face. Her services include:

Professional Liability Insurance Consulting

An in-depth review and analysis of your current Professional Liability (E & O) insurance policy will determine whether it is providing the scope of coverage necessary to adequately protect yourself and your business. As an independent professional without ties to any insurance companies, Lilian offers a truly unbiased assessment of your coverage that can save you thousands of dollars in uncovered claims. She will uncover any gaps that exist in your E & O policy.

Property and Casualty Insurance Brokerage Services

As a licensed P & C insurance broker in the State of New York, she can not only review your coverage but also offer placement of any additional insurance lines you need to protect yourself and your business.

Expert Witness Testimony

When a case goes to trial, jurors often need help understanding aspects of the case that fall outside areas of general knowledge. As a professional liability litigator, underwriter and claims director with more than 25 years of experience, Lilian has given several depositions and testified at a federal trial, resulting in a victory for the insurance company. She may be retained as a consultant/expert through Bates Group as an expert witness in the field of Professional Liability.