Stroll Magazine featured our very own Simpson | McCrady team for their February edition. Hear from Partners Chris & Clay, and Director of Private Client Services, Jess DeFelice, on the founding of Simpson & McCrady, our strategy, and how we can help you identify and protect what is most important.
Private Client Services Archives - Simpson | McCrady
09 Aug. 2021
News You Can Use: Trends 2021
We’ve seen quite a few things trending in 2021 from the pandemic and we’re here to help you through those transitions. Whether you’re moving, buying a secondary home, undergoing home renovations, have children moving across the country, or thinking of planning that family vacation (finally!), we’re here to help. Service Line Coverage Service line coverage is available through some of
08 Apr. 2020
Why you deserve more than a 1-800 number
Why successful and high net worth individuals and families deserve more than a 1-800 Number You’re busy. You juggle multiple calendars. You run a business (or two). You travel (a lot). You have a booked schedule with patients in your waiting room. You have your wealth manager, estate planning attorney, and/or your accountant all in
05 Sep. 2019
Why high net worth and successful clients need more than just an agent
Our clients come to us because we are able to provide valuable insight from our experience over the years in tackling complex risk management and insurance issues. We provide guidance, expertise, and access to specialty insurance companies that they would not have access to in the direct market. It’s not about saving 15%. It’s about
11 Sep. 2018
Hurricane Preparedness – Storm Florence and Storm Olivia
To our valued clients, In preparation for Storm Florence and Storm Olivia, please check out the following helpful tips on hurricane preparedness and how to minimize damage: 10 Steps to Prepare for a Hurricane 10 Steps to Prepare Your Boat for a Hurricane 8 Ways to Minimize Damage After a Hurricane Chubb Catastrophe Center Not
09 May. 2018
There’s an app for that!
Agency contact information and Chubb advice at your fingertips when you need it. Click here.
23 Apr. 2018
Simpson|McCrady’s Private Client Services Team Receives Hands-On Claims Handling Education with a Visit to Local Auto Body Shops
In an effort to better serve our clients during the claims handling process after an automobile accident, our team took time away from our desks to see vehicle damage examples first hand. We heard directly from the auto body shop specialists to help us better understand the complexities of newer vehicles in the marketplace.
27 Oct. 2017
Protecting Your Personal Information
Easy steps to help protect your identity and personal information in your day to day activities. Read more.
19 May. 2016
Your Public Life | Chubb
In a digital world of social media and online transactions, how do you protect your private information? Read More