Insurance in the RIA World

Topic I - Instroduction Topic II - RIA Business Insurance Topic III - Review your business needs Topic IV - Common Mistakes that are seen be insurance brokers Topic V - Outro

Guest Speaker Info:

Chad Ramberg, President Box Professional Insurance, LLC Phone: 817-865-1519 Email: [email protected] Website: www.boxproinsurance.com Chad's LinkedIn: https://www.linkedin.com/in/chad-ramberg-71278533/

Other Links: S&P 500 vs. Claims Chart https://go.pardot.com/l/741133/2019-11-01/2smyd

RIA Compliance Concepts Website: www.riacc.io Email: [email protected] Phone: - 1-833-RIACCIO Linkedin: https://www.linkedin.com/company/25040493/ Facebook: https://www.facebook.com/RIAComplianceConcepts/ Twitter: https://twitter.com/RIAComplyCEP Instagram: https://www.instagram.com/riacomplianceconcepts/ Pinterest: https://www.pinterest.com/ivanbarretto/pins/

Ivan Barretto, Managing Director LinkedIn: https://www.linkedin.com/in/ivanbarretto30/

Megan Campbell, Managing Director LinkedIn: https://www.linkedin.com/in/megan-campbell-5016a442/

Collin O’Bryant, Senior Consultant LinkedIn: https://www.linkedin.com/in/collin-o-bryant-485416a1/