With over 30 years working in the Professional Liability arena, as a litigator, claims director, underwriter and insurance broker, Lilian has unparalleled experience working with independent broker-dealers and registered investment advisors. Over the past 12 years, Lilian has created a unique industry driven organization committed to providing the best in class legal, compliance, regulatory, cyber security and insurance experts to this sector of financial institutions under the Independent Broker Dealer Consortium and Registered Investment Advisor Consortium. In addition to an annual risk management conference, which has been described as the best in the industry because we talk about and provide solutions to IBDs and RIAs for the issues that keep them up at night, Lilian has expanded her services to include professional liability insurance brokering and consulting. Whether you require an in-depth analysis of your current professional liability insurance policy or a broker who understands the nuances of broker-dealer and RIA professional liability insurance, Lilian is the consummate insurance professional to partner with.
Lilian, through her association with Jorgensen and Company, has access to several professional liability and cyber security markets specific to independent broker dealers and RIAs.
With over 17 years in the insurance industry in both claims and underwriting positions focusing on independent broker-dealer, RIA and life agent professional liability, Lilian knows what coverage gaps exist in the insurance policies and what it takes to close those gaps. So whether you are looking to replace your insurance broker, your insurance carrier or are just looking for sound insurance advice, contact Lilian to conduct a thorough analysis of your professional liability program.