37 min listen
11. Dorene Stockman on business insurance for independent professionals
FromUnleashed - How to Thrive as an Independent Professional
11. Dorene Stockman on business insurance for independent professionals
FromUnleashed - How to Thrive as an Independent Professional
ratings:
Length:
50 minutes
Released:
May 22, 2017
Format:
Podcast episode
Description
Our guest today is Dorene Stockman, an insurance agent with the Owens Group, an independent agency. Dorene helped me get my own insurance policy, and I thought she was very knowledgeable and a helpful advisor on that process, so I asked her to be on the show to share her advice for independent professionals on the types of coverage we need to consider getting. In our conversation we discuss the types of coverage that are applicable to most independent professionals, namely: Business owners insurance – closely related to General Liability policy Umbrella policy Professional liability policy Privacy / cyber policy We discuss policies that independent professionals should consider getting if you hire an employee or engage a subcontractor, including Workers comp Disability Unemployment insurance For those independt professionals that serve on the board of a non-profit or for-profit, we discuss directors & officers insurance Dorene also shares tips on how to select a broker, how often you should re-quote your policy, and how to work most effectively with a broker. Dorene prepared a much more exhaustive list of policy types that are applicable to narrower groups of independent professionals – if you email me at unleashed@umbrex.com I’ll send you a copy You can find Dorene’s firm at owensgroup.com Reach Dorene at: dstockman@owensgroup.com
Released:
May 22, 2017
Format:
Podcast episode
Titles in the series (100)
17. David Burnie on building a boutique firm: David Burnie is a McKinsey alum and the founder of The Burnie Group, a boutique consulting firm based in Toronto. We discuss how we started as an independent professional and then proceeded to build a firm and how he has partnered with software firms... by Unleashed - How to Thrive as an Independent Professional