FINANCIAL INSTITUTIONS

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FINANCIAL INSTITUTIONS

Wine Sergi represents both regional and national insurance companies that are dedicated to financial institution coverage. No insurance program is more challenging than financial institutions and only certain insurers provide the needed coverages. A partial list of the specialized coverages we offer in addition to the Package, Auto, Workers Compensation and Umbrella are:

Wine Sergi represents both regional and national insurance companies that are dedicated to financial institution coverage. No insurance program is more challenging than financial institutions and only certain insurers provide the needed coverages. A partial list of the specialized coverages we offer in addition to the Package, Auto, Workers Compensation and Umbrella are:

  • Directors & Officers Liability (D&O)
  • Employment Practices Liability (EPL)
  • Trust Department Errors & Omissions
  • Fiduciary Liability
  • Financial Institution Bond
  • Safe Deposit
  • Mortgage Impairment
  • Lenders Single Interest
  • Mail Insurance
  • Stamp Bond
  • Managed Trust
  • Foreclosed Properties
  • Real Estate Owned
  • Repossessed Vehicles
  • E-Risk Coverage

In 2005 Mike Ochsenschlager completed a 20 hour advanced continuing education program devoted exclusively to insurance for financial institutions.

In addition to his financial institution specialty, he is board certified in both insurance (CPCU) and risk management (CRM, ARM). When a financial institution does not have a full time risk manager, it is critically important to have a broker who can serve in a dual capacity – broker and risk management consultant.

For more information please contact:

Mike Ochsenschlager
CPCU, CLU, CIC, CRM, ARM, CFP®
P: 630-513-6600 x 5859
F: 630-587-7759
E: mikeo@winesergi.com

Wine Sergi Insurance
225 Smith Road
St. Charles, IL 60174

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