Skip to Content


Private Client Group

Defining Producer, Agent, and Broker

Most people use producer, agent, and broker interchangeably when they talk about insurance. However, there are significant differences, and understanding the terms can help you determine which is best for your insurance needs.

Read more

Nancy Tribolet – CAPI Designation

Nancy Tribolet, Private Client Group Account Executive, has been awarded the Certified Advisor of Personal Insurance (CAPI) designation from the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania. She is among a group of only 38 producers to receive the certification after completing a one-year intensive educational program on […]

Read more