Legal malpractice insurance is something you rarely have to use but when you do, it’s important to have coverage in place that protects your reputation and the law firm you have built. To ensure you have the right product in place, you need to take a holistic approach that considers more than just price. Tim Sifers, Managing Partner of The Potts Law Firm, LLP said, “When we engaged Brush Creek Partners to handle our legal malpractice needs, we didn’t know there were so many differences from one policy to the next. They made us aware of the different policy language, financial strength, and additional services provided by many different carriers. We had a very complex placement and were able to secure a comprehensive program with multiple carriers that provided broad policy language and financial stability at an extremely competitive price.” By doing a comprehensive review of your legal malpractice coverage, we can help you reduce the risk of a claim and be more prepared in the event of a claim.
With the rising cost of benefits, it is easy to understand why owners, CFOs and even HR directors are beginning to view benefits as just another expense. However, this loses sight of the importance of benefits in creating a productive and loyal workforce. Brush Creek Partners Employee Benefits Division can help employers strike a balance that accomplishes the employer’s objective and control cost by providing consultative support based on broad experience with what works. Creating an employee benefit program that is both affordable for the employer and perceived as valuable by the employees is not a simple task. We guide you through the process allowing you to develop and manage your benefit program to be cost effective while achieving optimum employee satisfaction.
We can help you find the best way to structure your settlement or attorneys fees. Whether you’re a plaintiff wanting to provide a predictive tax-free revenue stream for your family or an attorney wanting to defer income and reduce your current tax liability, we have products that can accomplish both while deliver a guaranteed rate of return.
Insurance protection for your auto, home, personal liability and other personal property is the cornerstone of any sound financial plan. Our personal lines team looks at your overall financial situation and finds you the best value from one of the 17 highly rated insurance carriers we utilize for placing personal insurance. We impartially shop the market after reviewing your unique situation and this results in superior value for you. Whether you live in a $200,000 home, or a $2,000,000 home, we have markets that deliver state of the industry products paired with our expert advice and service. Getting an initial policy review and quotes is fast and easy, and once you are our client, we shop the market each year and monitor your policies without you having to take the time to ask. In 2013, we were able to save 80% of the households quoted an average of $500 on their personal policies, all while increasing limits of coverage.
Proper family, estate, and business continuation planning requires sound preparation. We are experts in facilitating the smooth and equitable transition of your assets to your family or heirs. If you do not have a life insurance plan set up for your family or business key employees, or if you have a plan which hasn’t been reviewed frequently, then you do not have a plan. We will review current plans or implement new plans, and give you options about your family’s or business future.
Law Firms have become increasingly susceptible to cyber attacks and technology failures that can have a significant negative impact on the bottom line. We can help provide breach prevention and risk management services backed up by a cyber liability insurance policy in the event of an outage or loss of sensitive data.
A Business Owners Policy covers the property and general liability for a law firm. Many coverages like employment practices liability, business income, umbrella liability, and auto liability can be added to the business owners policy.
There are statutory requirements in many states to carry worker’s comp coverage. Worker’s comp coverage is rated off of your payroll and the states where you do business.
There’s More To Retirement Planning Than Just 401(k)s And IRAs. Many retirement savers are incorrectly using a popular investment options and are losing out on potential returns. Our advisors can assist in the best plan for you.
Rolling your Traditional IRAs from one financial institution to another can be confusing, maybe you changed jobs, you're looking for higher returns, more investment selections or better service. If you roll over your Traditional IRA, there are some common mistakes you must avoid. If you don't, you could face unnecessary taxes and penalties. We can help navigate you through the process.