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 insurance relationships, has access to several Professional Liability, Management Liability, Cybersecurity and Fidelity Bond markets specific to the Independent Broker Dealers, RIAs and Insurance Agencies. Her IBD and RIA underwriting and claims management experience enables Lilian to not only craft the right policy for your firm, but also to advocate on your firm's behalf in the event of carrier disputes. Lilian is licensed in all States and has authority to place these vital insurance policies on behalf of your firm. As an insurance client of Lilian's, your firm will be entitled to complimentary membership in IBDC-RIA.
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.
InterWeb, in coordination with IBDC-RIAC, offers a variety of Professional Liability ("E & O") Insurance Products to protect you and your businesses.
We have markets for E & O policies that provide protection for prior acts for individual registered representatives and IARs, as well as on a go-forward basis for life, health, annuities, or P & C agents, registered representatives, or investment advisors as well as a policy for life, health, annuities, and P & C agencies, and RIA firms.
Click on the link below for additional information about these insurance policies and for the applications to begin the process of obtaining these valuable insurance policies
Principal and Founder of Independent Broker Dealer Consortium, LLC (“IBDC”)