FinTech CEO Killed in California Car Accident
|FinTech CEO, Judson Bergman Killed in Car Accident|
Earlier this month, Judson Bergman, the 62-year-old Founder & CEO of Envestnet, who revolutionized the financial services technology sector, died tragically in a motor vehicle accident along with his wife in San Francisco. Envestnet, a Chicago based firm, provides unified wealth management technology and products to financial advisors and institutions. Founded in 1999 by Judson Bergman and Bill Crager, as of 2018, Envestnet has $1.2 trillion of assets under management.
Read the full story here.
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Mr. Bergman's death is a regrettable reminder to advisors with key clients who travel for business or pleasure. Accidental Death & Dismemberment protection is most commonly known for insuring individuals who partake in avocations such as race car driving, scuba diving, mountain climbing, etc... However, it can be used to bridge the gap of life insurance coverage for your high earning clients while they wait for traditional coverage to be put into place.
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Small Forward NBA Player
With the start of basketball season days away, it's only fitting we share a case study of a small forward NBA player. As a second round pick during the draft, the player blossomed into a super-star athlete with a 5-year-$190-million contract in his immediate future. Check out the case study to read about the insurance solution that was developed.
Please feel welcome to share this case study with colleagues and your centers of influence.
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Upcoming DI Webinar
We are closing out our webinar series next month and the topic discussed will be...drum roll please...disability insurance! CEO and founder of Exceptional Risk Advisors, Ted Tafaro along with VP of Business Development, Sean McNiff will discuss how to access DI programs for your exceptional clients and prospects, our unique sales solutions, and successful case studies.
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