Private Client GroupPrivate Client Group

What We Do

Bollinger Private Client Group provides affluentindividuals and families with complex personalexposures superior insurance and risk managementadvice, high quality insurance products, and ongoingproactive and professional service.

Our Clients Successful business owners and entrepreneurs

Multigenerational families of wealth

Senior executives, partners, and principals

High profile individuals in all areas of entertainment, arts, politics, and sports

Our Target Market Individuals and families with complex exposures who need

risk management services and sophisticated insurance products

Groups of executives, partners or principals with needs for personal risk management services and sophisticated insurance products

Exposures typically include multi-million dollar home, vacation home, investment property, luxury automobiles, art, jewelry, watercraft, domestic help, multi-million dollar net worth, family security concerns, and estate planning

Our Geography Manage clients throughout the United States and in

most countries of the world

Offices in New Jersey, New York, and Pennsylvania

Insurance Products High Valued Homes

Vacation and Resort Homes

Flood & Excess Flood

Jewelry, Fine Art, Wine, and Other Valuable Collections

Personal Excess Liability

Luxury, Classic, and High Performance Automobiles

Watercraft and Yachts

Insurance Products (Continued)

Farm, Ranch, & Equine

Personal Safety and Protection (Identity Theft, Abduction, Kidnap)

Workers’ Compensation for Domestic Employees

Domestic Employee Health & Disability

Employment Practices Liability

Non-Profit Directors & Officers Liability

Life Insurance and Estate Planning

Risk Management Services Valuation for distinctive homes Disaster planning and mitigation Art and jewelry collection management Personal safety & security services

Insurance Carriers Chubb Group

ACE Private Risk Services

Fireman’s Fund

AIG Private Client Group

Travelers

Lloyd’s of London

Prospective Client Review

Comprehensive review of an individual’s personalproperty and liability insurance program designed to:

Identify exposures Analyze existing insurance coverages Consider non-insurance risk management options Make recommendations and offer alternative

insurance solutions that are broader in coverageand better in value

Client Account ManagementA dedicated Bollinger Private Client Group clientexecutive is responsible for the service of our clientsoffering:

Professional and responsive day to day account management

Scheduled service meetings including an annual renewal review meeting

Updated summaries of insurance and proposals and an annual survey of the insurance marketplace

Coordination and implementation of specialized risk management services

Annual Client ReviewOne of the most important parts of our serviceplatform is our annual client review where we will: Contact the client in advance of their anniversary

date by invitation to offer to review their personal insurance program

Hold a review meeting to discuss their current program offering them recommendations and alternatives that bring value

Provide them with an annual summary of insurance

Claims Service In the event of a loss, a Bollinger Private Client

Group claims advisor will work on behalf of our clients to help coordinate, manage, and settle any claim that arises throughout the year

The insurance carriers represented by Bollinger Private Client Group offer some of the highest standards in claim settlement with over 95% of claims settled to the insured’s satisfaction

Case StudyOwner of a multigenerational family business is building his vacation home in Maine. Decides to buya Range Rover to keep on location to let the housekeeper use while he is out of town. Decides to jointhe local heritage society board in the quaint Mainefishing village nearby. While returning from vacationlosses his gold watch at the airport.

Case Study (continued)

Exposure Analysis High profile family-liability, safety & security Home under construction in Maine Out of state automobile Domestic help Not for profit board of directors Travel-life, health Valuable items

Case Study (continued)

Actions Taken by Bollinger Developed group personal liability insurance policy for family

members at lower cost and higher limits Did background check on house keeper then set up employment

practices liability, workers compensation, disability, health, life insurance coverage

Developed package property program covering primary New Jersey home and secondary vacation home in Maine while under construction

Initiated valuation of all properties owned by business owner Developed valuable articles world-wide coverage for art and

jewelry to include mysterious disappearance and cash settlement option

Case Study (continued)

Actions Taken by Bollinger (continued)

Developed life insurance and estate planning option for business owner relative to his family and business needs

Set up out of state policy for vehicle in Maine and coordinated similar program for his cars in New Jersey with matching deductibles and agreed value coverage on vehicles

Help settle watch lost claim with prior carrier and broker Evaluate Directors and Officers exposure for local heritage

society, obtain copy of D & O policy from board for review, recommend excess limits

Success Stories Forbes 400 member family Music industry producer High profile news journalist Hedge fund principal CEO of large science research firm Local business owner Partners of a regional law firm

Contact Information

Bollinger Private Client Group

www.bollingerpcg.com Rhonda Linnett Graber, Managing Director

Rob Leonard, Executive Vice President

Victoria Boone, Private Client Advisor

215-351-4766 • 302-740-2574 (cell)

Carol Santos, Client Service Advisor

Kristin Webb, Client Service Advisor

Biography – Victoria L. Boone

Victoria began her career in the insurance industry in 1993 with a large local agency, eventually running the agency for 10 years as office manager. Victoria attended law school in the evenings during this time period.

After graduating, Victoria moved into the high net worth niche’ of the insurance industry with a position at Marsh of Philadelphia. She then moved to the JPMorgan Insurance Agency until it was sold in 2007.

Victoria has since worked with Bollinger Insurance in their Private Client Group Division. Her focus continues to be identifying potential exposures for the complex insurance needs of families in this market and providing risk management solutions.

Thank YouThank You

Private Client GroupPrivate Client Group