March 22, 2018
Join us for a conversation with Diane Beatty of CAL Insurance. Diane is risk management expert who helps affluent individuals and families structure personal insurance programs to protect their assets. With a background working for carriers Progressive, Fireman’s Fund, and Chubb she leads CAL’s Private Client Services Department with a solid and vast understanding of insurance coverages. With her wealth of knowledge, Diane has a keen eye for pinpointing gaps within an insurance program and eliminating them before a loss occurs. Diane has always been generous with her time in answering questions and helping educate clients as well as their advisors. We think it will be a very informative and useful program for anyone who wants to know more about how to create a solid personal risk management program.