We’re Here To Help You Meet Your Clients’ Insurance Needs And Exceed Their Expectations

You have the responsibility of advising your clients on strategic financial decisions that will preserve their wealth, not just for the immediate future, but also for generations to come. One critical component of securing your clients’ assets for the long-term is to ensure that they have a well-crafted personal insurance plan. The experienced Private Client Group at Fred C. Church would welcome the opportunity to collaborate with you and help your clients obtain the outstanding coverage they require and the superior service they deserve.

6.5M+
Annual Total Private Client Premiums Negotiated
500+
Number of Private Client Customers
98%
Client Retention Rate

For Your Accomplished Clientele

We combine concierge service with exceptional asset protection solutions.

From finding coverage for a client’s valuable wine collection to thoroughly assessing their level of cyber exposure, to advising them on the best insurance solutions for their frequent international travel, our responsibility is to serve your client’s personal goals, needs, and situation.

By partnering with our team, your clients will receive dedicated, responsive, and highly-personalized support and advice that may include:

  • Regularly Scheduled Consultations
  • Customized Insurance Solutions
  • Personal Claims Advocacy
  • Home and Personal Security Assessments
  • Human Resources Guidance, Background Checks, and Workers’ Compensation Coverage for Domestic Employees
  • Fine Art Appraisals
  • Catastrophe Planning
  • Personal Cyber Liability and Identity Theft Prevention Resources and Coverage Options
  • International Pre-Trip Planning Assistance
  • Emergency Medical Evacuation Coverage
  • Kidnap, Ransom, and Extortion Coverage
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Your clientele requires far more than just insurance solutions.

We believe that personalized insurance solutions and well-informed risk management guidance should go hand-in-hand. When you collaborate with our Private Client Group, you can count on us to provide your clientele with superior personal insurance products and to help them think through their specific exposures and the most effective ways to manage these risks. We also make sure they have risk management solutions in place that can continually adapt to their ever-changing protection needs. At Fred C. Church, we have the capabilities and knowledge to grow with your clients and their insurance requirements.

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More Details

Licensed in all 50 states, but our capabilities are worldwide.

Fred C. Church is truly a one-stop resource for all your clients’ insurance needs. As a founding partner of Assurex Global, a network of prominent, independent agents and brokers around the world, we offer a powerful combination of local expertise and global risk management solutions. To safeguard a client’s loved ones and assets, we offer access to exclusive products, programs, and services, including:

  • A+ rated carriers in all 50 U.S. states with capabilities and experience to insure the most complex risks
  • Insurance solutions in virtually all developed countries around the world
  • The Assurex Private Client Group Excess program with limits up to $50 million
  • Superior care and support in the event of a personal lawsuit, including exceptional claims professionals, coverage for defense costs beyond policy limits, and the ability to choose representation from a panel of preeminent litigation defense specialists

What Your Clients Will Experience

Safeguarding the life your clients have built for themselves is a responsibility that all of us at Fred C. Church take very seriously.

What Your Clients Will Experience

Safeguarding the life your clients have built for themselves is a responsibility that all of us at Fred C. Church take very seriously.

We Create A Plan Just For Them

Asking essential questions, and listening closely to clients’ answers, enables us to design a thoughtful and tailored strategy that fits their needs today and adapts to changes in the future.

We Stay Two Steps Ahead

Our team takes a proactive approach to protecting clients by thoroughly reviewing their insurance program, at least annually, to spot trends, increased coverage needs, and more.

We Are Always Here For Them

Clients can count on us as a resource in any situation. Most importantly, when they have a claim, our dedicated claims advocate will stand by them throughout the entire process.

Meet The Team

Our Private Client Group provides highly responsive and personalized support and advice for protecting and preserving what you care about most.

This separate, dedicated, and experienced team, which includes client executives, claims advocates, and risk management services, is solely focused on meeting the insurance and risk management needs of successful individuals and families.

BILL BURBINE

CLCS
Vice President, Personal Insurance

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ROBERTA COTE

CIC
Senior Private Client Executive

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MARC GILLETTE

Private Client Executive

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Local Expertise, Worldwide Capabilities

We have built strong relationships with leading national and global insurance carriers.

Client Success Stories

Here is how our people have helped other people achieve their goals.

5 stars

We’re committed to doing our very best for you.

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