Media Coverage

May 23, 2018

Corporate Benefit Audits (CBA) acquired by Risk Strategies

Reinsurance News

The privately held national insurance brokerage and risk management firm Risk Strategies has announced the acquisition of Massachusetts-based Corporate Benefit Audits (CBA).

CBA has operated since its founding in 1992 and provides outsourced claim auditing services to clients including stop loss carriers, managing general underwriters, reinsurance companies and self-funded employers.

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May 23, 2018

Risk Strategies Acquires Massachusetts’ Corporate Benefit Audits

Insurance Journal

Risk Strategies, a privately held, national insurance brokerage and risk management firm, has announced the acquisition of Corporate Benefit Audits (CBA), a firm providing claim outsourcing and audit services to the medical stop loss, managed care and self-funded industries.

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May 22, 2018

Why is social engineering the biggest threat to your personal assets and security?

Worth Magazine

Every day we hear of new cyber risks and data breaches. While these issues might seem to be purely a technology problem, a closer look is warranted.

What that look will reveal is that the risks faced by high net worth individuals, their families and their businesses demonstrate a broad threat landscape. What’s more, that landscape incorporates not just cyber entities but people and processes as well.

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May 22, 2018

Risk Strategies Broadens Employee Benefits Capabilities with Addition of Corporate Benefit Audits

Risk Strategies, announced the acquisition of Corporate Benefit Audits (CBA), a firm providing claim outsourcing and audit services to the medical stop loss, managed care and self-funded industries.

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May 22, 2018

Risk Strategies Expansion Continues With Addition Of Another Massachusetts Employee Benefits Practice

Risk Strategies continues to grow its employee benefits practice at a brisk pace with the announcement of its third agency acquisition in the past year. The Boston-based firm’s latest addition to its roster is the Costello Benefits Group, Inc. also known as CBG Benefits Group, Inc.

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May 17, 2018

Risk Strategies Acquires Massachusetts’ Costello Benefits Group

Insurance Journal

Risk Strategies, a privately held, national insurance brokerage and risk management firm, has acquired Costello Benefits Group (CBG Benefits Inc.), a full-service employee benefits brokerage firm headquartered in Woburn, Mass. This acquisition is part of a broader strategy for Risk Strategies in the last year, in which it has brought three separate, independent specialty agencies and brokerages into its operations that are focused exclusively on employee health and welfare program challenges.

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May 17, 2018

Risk Strategies acquires Massachusetts employee benefits firm

Insurance Business 

National insurance brokerage and risk management firm Risk Strategies has announced the acquisition of Costello Benefits Group (CBG Benefits), a full-service employee benefits brokerage firm headquartered in Woburn, Massachusetts. CBG Benefits serves human resources and corporate finance departments, developing and implementing health and welfare benefits programs and workplace wellness programs, as well as assisting with regulatory compliance, employee communication and benefits technology.

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May 16, 2018

Risk Strategies Adds to Leading National Employee Benefits Practice with Acquisition of CBG Benefits, Inc.

Risk Strategies today announced the acquisition of Costello Benefits Group (CBG Benefits, Inc.), a full-service employee benefits brokerage firm headquartered in Woburn, Massachusetts

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Apr 23, 2018

Reputation and litigation at stake after millions of fitness enthusiasts get hacked

Insurance Business America

Reputation and litigation at stake after millions of fitness enthusiasts get hacked on Under Armour's popular app MyFitnessPal. 

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Apr 23, 2018

Inventory Check Shows Over 300 Books Stolen

Risk & Insurance

With global internet sales of stolen books changing the risk management equation, book dealers look for solutions to protect these antique treasures. Margaret Bussiere, vice president, DeWitt Stern, the fine-arts division of specialty brokerage Risk Strategies shares her input.

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Mar 22, 2018

Rising prices for some rare books make them a target for thieves who quickly sell them online

Pittsburgh Post-Gazette

“Awareness of rare books as having a high value has increased, not the actual value of the books themselves. The book market, like the antiques market, is actually depreciating as the buyers are aging out,” said Margaret Bussiere, vice president at DeWitt Stern Group, an insurance brokerage and risk management firm in New York City.

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Mar 15, 2018

Averting the regulatory roadblocks of insurance’s hot new product

Insurance Business America

Wondering how to avert the regulatory roadblocks of insurance's hot new product – cannabis? Our own Peter Schlactus shared his expertise with Insurance Business. 

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Mar 13, 2018

Five Risk Strategies’ Experts Named 2018 Power Brokers by Risk & Insurance

Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, and its subsidiary DeWitt Stern, have been recognized for excellence in its fine arts, entertainment and private client insurance and risk management practices by Risk & Insurance.

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Feb 28, 2018

Who needs an art collection appraisal, anyway?

Worth Magazine

Great personal art collections can kind of sneak up on you. The thrill of finding and adding new pieces can easily overshadow an equally important, but seemingly tedious, aspect of art ownership: ensuring that your collection is fully inventoried, currently valued and adequately covered.

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Feb 22, 2018

Risk Strategies acquires specialty brokerage

Insurance Business

Risk Strategies has acquired Prosurance Redeker Group, a specialty brokerage serving architects and engineers by providing risk-management consultation and the placement of professional liability and other business insurance coverages.

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Feb 22, 2018

Risk Strategies Acquires New York City’s Prosurance Redeker Group

Insurance Journal

Risk Strategies, a privately held national insurance brokerage and risk management firm, has acquired New York City-based Prosurance Redeker Group LTD., a specialty brokerage serving architects and engineers.

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Feb 20, 2018

Risk Strategies Celebrates 20th Year with Rebrand

 Risk Strategies, formerly Risk Strategies Company, is celebrating a successful 20th year in business with the launch of its updated website and corporate rebrand. The new look and feel is designed to reflect the clear, direct and accessible experience clients have working with the national insurance brokerage.

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Feb 20, 2018

2018 Power Broker- Fine Arts

Risk & Insurance

A great broker is not only well-versed in finding the right insurance but can also eloquently explain various coverages and solutions to clients outside the field — no easy task, to be sure. Mary Pontillo, DeWitt Stern’s national fine art practice leader, places value in educating her clients on the different types of insurance coverages available to them.

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Feb 20, 2018

Risk Strategies Acquires New York City-Based Specialty Brokerage, Prosurance Redeker Group

Risk Strategies today announced the acquisition of Prosurance Redeker Group LTD., a specialty brokerage serving architects and engineers by providing risk management consultation and placement of professional liability and other key business insurance coverages. 

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Feb 16, 2018

Risk Strategies appoints managing director for marine division

Insurance Business 

Stamper has been with Atlass for 17 years. He began his brokerage career in 1986 with World Marine Underwriters in Fort Lauderdale. He joined the Risk Strategies family of companies in May 2016.

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Feb 14, 2018

Risk Strategies names Scott Stamper MD of Atlass Insurance Group

Reinsurance News

Insurance brokerage and risk management firm, Risk Strategies has announced the appointment of Scott Stamper as Managing Director (MD), tasked with running the daily operations of the firm as well as assisting with the growth of its recreational and commercial marine unit, Atlass Insurance Group.

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Feb 14, 2018

Stamper Appointed Managing Director of Risk Strategies in Florida

Insurance Journal

Risk Strategies, a privately held, national insurance brokerage and risk management firm, has appointed Scott Stamper as managing director to run day-to-day operations and help guide the growth of Atlass Insurance Group, the company’s recreational and commercial marine division.

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Feb 14, 2018

Risk Strategies Agent Among a Select Group to Be Named a Certified Advisor of Personal Insurance By Wharton and Chubb

Stephanie Wright of Risk Strategies in Burlingame, CA has been awarded a Certified Advisor of Personal Insurance (CAPI) designation from the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania and Chubb.

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Feb 12, 2018

Risk Strategies Appoints Scott Stamper Managing Director of Subsidiary Atlass Insurance Group

Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced the appointment of Scott Stamper as managing director to run day-to-day operations and help guide the growth of Atlass Insurance Group, the company’s recreational and commercial marine division.

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Feb 6, 2018

What is driving strong M&A activity in the benefit brokerage market?

Employee Benefit Advisor

Risk Strategies has been on a tear buying firms at the rate of roughly one a month in 2017. In addition to BNIA, Risk Strategies recently bought three brokerages with benefit focuses: Boston-based Mosse & Mosse, Tikia Consulting, based near New Orleans; and TSG Financial on Long Island, N.Y.

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Feb 2, 2018

Risk Strategies to Offer DirectPath’s Advocacy and Transparency Service

Life Insurance International

Risk Strategies Company, an insurance brokerage and risk management firm in the US, has signed an agreement to offer DirectPath’s Advocacy and Transparency Service to its clients.

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Jan 31, 2018

Three Large Companies Take Employee Health Benefits Into Their Own Hands

Plansponsor.com

John Greenbaum, national employee benefits practice leader at Risk Strategies Company, says the news is unsurprising to him. “For some time now, employers of all sizes have been struggling on behalf of their employees to deal with a system completely out of alignment with their needs. Costs rise, even as covered services fall, affecting wage growth, worker well-being and business productivity,” he says.

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Jan 25, 2018

Risk Strategies Acquires Benefits Network Insurance Agency

Intelligent Insurer

Risk Strategies Company, a privately broker and risk management firm, has acquired Benefits Network Insurance Agency (BNIA), a specialist broker focused on the development of employee benefits plans.

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Jan 25, 2018

Risk Strategies Company Acquires Ohio Specialist Brokerage

Insurance Business

Risk Strategies Company, a privately held national insurance and risk-management firm, has acquired Benefits Network Insurance Agency (BNIA), a specialist brokerage with a focus on developing employee benefits plans. Terms of the acquisition were not disclosed.

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Jan 24, 2018

Risk Strategies Acquires Ohio’s Benefits Network Insurance Agency

Insurance Journal

Risk Strategies Co., a privately held national insurance brokerage and risk management firm, has acquired Benefits Network Insurance Agency (BNIA), a specialist brokerage focused on the development of employee benefits plans. Terms of the deal were not disclosed.

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Jan 23, 2018

Risk Strategies Company acquires Benefits Network Insurance Agency, adds wholesale expertise to national employee benefits practice

Risk Strategies Company, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced the acquisition of Benefits Network Insurance Agency (BNIA), a specialist brokerage focused on the development of employee benefits plans. Terms of the deal were not disclosed.

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Dec 21, 2017

Risk Strategies Company acquires Tikia Consulting, expands employee benefits practice expertise

Risk Strategies Company today announced the acquisition of Tikia Consulting, an employee benefits brokerage and consultancy based in Metairie, LA. Terms of the deal remain undisclosed.

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Dec 18, 2017

Splurged on an Expensive Gift? Don’t Forget to Insure It

Nerdwallett.com 

If you’re ordering something expensive online, make sure it won’t sit on a front porch unattended. “Porch theft is a hot new cottage industry,” says Bob Courtemanche, a senior director at Risk Strategies Company, a national insurance brokerage firm.

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Dec 13, 2017

Around the P&C insurance industry: Dec. 13, 2017

PropertyCasualty360.com

Risk Strategies Company, a privately held, national insurance brokerage and risk management firm,has acquired Delmarva Surety.

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Dec 8, 2017

Wealthy Face Extra Holiday Season Risks

Financial Advisor Magazine

Although laws vary by state, the host is usually responsible for damages caused by guests who leave the premises drunk and then get in an accident, warned Bob Courtemanche, national private client practice leader for Risk Strategies Company, an insurance brokerage based in Boston.

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Dec 5, 2017

Risk Strategies Company Acquires Delmarva Surety, Adds Deep Surety Bond Expertise

Risk Strategies Company today announced the acquisition of Delmarva Surety in a move that extends the specialty brokerages Mid-Atlantic footprint while adding specialized contract surety expertise.

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Oct 20, 2017

Check Your Insurance Policy for Fire Coverage

The Wall Street Journal

“So many clients don’t properly insure the replacement value for their homes, and they don’t understand what it would cost to rebuild their home today,” said Bob Courtemanche, private client practice leader at insurance brokerage Risk Strategies Co.

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Oct 11, 2017

Risk Strategies Company Appoints John Scroope as Managing Director, Northeast Regional

Risk Strategies Company today announced it has hired John Scroope to manage its New England regional operations. Scroope will also lead the company’s corporate headquarters office in Boston.

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Oct 4, 2017

Insurance Industry Veteran Scott Popilek joins Risk Strategies Company

Risk Strategies Company today announced the hiring of industry veteran, Scott Popilek, to oversee regional operations in its Florida market, one of the company’s fastest-growing geographies.

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Sep 20, 2017

Short-term Ramifications for the Cyber Marketplace after Equifax

Insurance Business

But what does the massive breach mean for the US cyber insurance market? Rob Rosenzweig, vice president and national cyber practice leader for insurance brokerage Risk Strategies Company, spoke to Insurance Business and shared some thoughts.

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Sep 19, 2017

Risk Strategies Company expands Florida presence with acquisition of Anderson & Jacoby Insurance Consultants

Building on a mainstay practice area in one of its fastest developing geographies, Risk Strategies Company today announced the acquisition of Anderson & Jacoby Insurance Consultants, a Miami-area firm focusing on property and casualty risk management services.

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Sep 18, 2017

One Point the Equifax Breach Drives Home

InformationWeek

"While there is significant upside to the utilization of outsourced vendors in managing expense, obtaining a higher level of security and realizing operational efficiencies; the flipside is that organizations lose control and still retain all of the risk."

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Sep 8, 2017

How the Hurricane Season Will Affect Our Wallets

U.S. News & World Report

Typically, premiums don't go up from one hurricane, even a devastating one, according to Mike Christian, CEO of Risk Strategies Company, a national insurance brokerage and risk management firm based out of Boston.

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Sep 7, 2017

Risk Strategies Acquires Pennsylvania’s Cornerstone

Insurance Journal

Based in Philadelphia, Penn., Cornerstone specializes in medical malpractice insurance for physicians and surgeons. Founded in 2002 and led by its current president, Chris Zuccarini, Cornerstone works with more than 3,000 physicians and surgeons in solo practice and large groups across a variety of specialties including radiology, orthopedics, anesthesia and neurosurgery.

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Sep 5, 2017

Risk Strategies Company Enhances National Health Care Practice Expertise with Acquisition of Cornerstone Professional Liability

Risk Strategies Company today announced the acquisition of Cornerstone Professional Liability Consultants. Based in Philadelphia, the insurance brokerage specializes in medical malpractice insurance for physicians and surgeons.

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Sep 4, 2017

Market Ready to Offer Flood Coverage as NFIP Awaits Reauthorization

Business Insurance

“That clarification needs to happen so people aren’t hurt by virtue of joining the private market,” said Janet Bordonaro, flood underwriting manager for Flood Advantage Partners, a member of managing general underwriter and wholesale broker Advanced E&S Group, based in Bonita Springs, Florida.

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Aug 30, 2017

Taxpayers Face Lion’s Share of $50bn Storm Harvey Bill

The Financial Times

Flood insurance is in many cases affordable, industry executives say. “People just don’t ever think it’s going to happen to them,” said Janet Bordonaro, flood underwriting manager at the insurer Flood Advantage Partners.

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Aug 16, 2017

What to Know About New York State Paid Family Leave

ThinkAdvisor.com

New York employers should by now be aware that the state passed paid family leave (PFL) legislation in April of 2016. Since then, a second set of draft PFL regulations were set forth and the notice and comment period closed on June 23, which means it’s time for local businesses to prepare.

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Jul 25, 2017

Risk Strategies Company acquires Anderson Corporate Solutions

Risk Strategies Company has acquired life and health benefits specialist firm, Anderson Corporate Solutions, enhancing its leadership in employee benefits consulting.

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Jul 13, 2017

Risk Strategies Snaps Up Employee Benefits Duo

Captive Insurance Times

Sobelman joins as senior vice president, while Genovese will serve as senior strategic consultant. Both will be based in the company’s New York offices.

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Jul 11, 2017

Risk Strategies Company Bolsters Employee Benefits Expertise with New Hires

Risk Strategies Company, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced the arrival of Kate Genovese and Pauline Sobelman to its industry-leading employee benefits practice group

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Jun 27, 2017

Ransomware Attack on DLA Piper Serves as a Warning Sign for Law Firms

The American Lawyer

The best-case scenario in some ransomware attacks would be having an incident response plan in place that involves an off-site server back-up that could potentially restore the systems’ computers, said Robert Rosenzweig, another cybersecurity expert and national leader of the cyber practice at insurance brokerage Risk Strategies Co.

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Jun 14, 2017

From “Just Needing a Job” to Being an Insurance CEO

Insurance Business

Having worked for some large corporations and been on the end of a number of acquisitions as an employee, Christian decided to start his own firm, setting up Risk Strategies as a risk management consulting firm initially, not a brokerage. That set the tone for what the company has since become –  one that takes a “thoughtful, consultative, advisory” approach with its clients, according to its leader.

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Jun 7, 2017

157: Follow the Talent | Mike Christian, CEO, Risk Strategies Company

Middle Market Executive

Having grown to 38 offices and more than 900 employees, Risk Strategies Company has entered the ranks of leading national insurance brokers with a strut that signals an appetite for M&A. Join us when the firm’s founder and CEO Mike Christian explains how acquiring companies in key markets, with key business practice areas has made the firm a discriminating buyer inside an industry known for its frequent waves of consolidation.

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Jun 6, 2017

Commercial Auto Carriers in Exit “Stampede”

Insurance Business

Peter Schlactus, managing director of New York-based courier insurance brokerage Brightstone Insurance Services, which was recently acquired by Risk Strategies Company, said the market for commercial auto policies for couriers is getting squeezed.

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Jun 5, 2017

Agency Owner Tells of Difficult Decision to Sell Up

Insurance Business

“Despite the fact that intellectually I never doubted this – at the end I was 100% sure this was the right move – it really was emotionally difficult, it was kind of draining,” Schlactus said. “It was tough emotionally, despite the confidence that we were doing the right thing.”

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May 25, 2017

Risk Strategies Continues Build-out with Brightstone Deal

The Insurance Insider

Private equity-backed US broker Risk Strategies has continued its run of acquisitions with an agreement to buy Brightstone Insurance Services.

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May 24, 2017

Risk Strategies Company acquires Brightstone Insurance Services, specialist broker serving same-day transportation and logistics

In a move that marks its first foray into the market, Risk Strategies Company today announced it has acquired Brightstone Insurance Services, a specialty broker focused on the needs of same-day transportation and logistics companies.

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May 2, 2017

The New England Journal of Higher Education

Retirement Plan Lawsuits: Preparing for the Storm

As the lawyers are deployed and the billable hours accrue, it's timely to examine how those who have responsibility for retirement plan oversight—directors, officers, trustees, plan administrators and human resources personnel—might be surprised to find their personal assets are exposed for investment decisions made by others.

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Apr 26, 2017

Why Passing on Cyber-risk Insurance Could be a Big Mistake

SearchManufacturingERP

"If there's internet connectivity, and a hacker's only goal [is] system manipulation to cause injury or damage infrastructure, that type of loss would be focused on with cyberinsurance," said Rob Rosenzweig, a vice president and the national cyber-risk practice leader at Risk Strategies Company.

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Apr 18, 2017

Risk Strategies Company expands Long Island, NY presence with acquisition of Friedman & Freidman

Risk Strategies Company expands Long Island, NY presence with acquisition of Friedman & Freidman Agency. Company's focus on personal lines seen as excellent fit for growing national practice group.

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Apr 10, 2017

Risk Strategies Company adds to Employee Benefits Practice with Acquisition of Mosse & Mosse Associates

At a time of great uncertainty for employers amid looming federal policy changes, Risk Strategies Company, a privately held, rapidly growing national insurance brokerage and risk management firm, has added to its employee benefits practice and expertise with the acquisition of Mosse & Mosse Associates, LLC's commercial benefits and consulting operations.

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Apr 7, 2017

Be Wary of ‘Bear Raiders’

Risk & Insurance

Allegations of short-selling based on cyber security rumors create a new vulnerability for risk managers.

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Apr 6, 2017

Risk Strategies Company Appoints John Mina President

Risk Strategies Company announced it has named John Mina as President to help guide the company across its expanding footprint of offices and run the day-to-day business operations.

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Mar 28, 2017

Risk Strategies Co. Acquires Dallas-Based Terrell Insurance Services

Insurance Journal

Boston-based Risk Strategies Co. has acquired Terrell Insurance Services, an independent insurance agency headquartered in Dallas.

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Mar 28, 2017

Risk Strategies acquires Terrell Insurance

Intelligent Insurer


US insurance broker Risk Strategies has acquired Terrell Insurance to expand its Dallas operations, less than a year after entering the Texas market.

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Mar 27, 2017

Risk Strategies Company Acquires Terrell Insurance Services Inc.

Risk Strategies Company Acquires Terrell Insurance Services Inc., adds Private Client Personal Lines Capabilities to Dallas Operations 

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Mar 27, 2017

Risk Strategies buys Terrell agency in Dallas

The Insurance Insider

Risk Strategies acquired Terrell Insurance to expand its Dallas operations, less than a year after entering the Texas market.

 

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Mar 3, 2017

The Threat from Within

Risk & Insurance

Rob Rosenzweig, vice president and national cyber risk practice leader at Risk Strategies Company, said risk managers must take ownership of cyber security.

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Feb 22, 2017

Eight Questions for Mary Pontillo

Risk & Insurance

Intrigued by the unique world of risk she handles, Risk & Insurance® asked (Risk Strategies Company subsidiary) DeWitt Stern Vice President and 2017 Power Broker® winner Mary Pontillo to tell us more about her love for fine art and why helping to cover risk in the art world means so much to her.

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Jan 24, 2017

Becker’s ACA Review

14 healthcare thought leaders on President Trump's executive order on the ACA

John Greenbaum. National Practice Leader of Employee Benefits of Risk Strategies Company (Boston). "The executive order's references to 'makers of medical devices, products or medications' could lead to the suspension of the medical device tax and the tax on the pharmaceutical industry.

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Jan 23, 2017

Risk Strategies Company Acquires Massachusetts’ University Health Plans

Insurance Journal

Risk Strategies Company, a privately held national insurance brokerage and risk management firm, has acquired University Health Plans (UHP), a Quincy, Mass., based brokerage firm specializing in student health insurance programs.

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Jan 19, 2017

Healthcare Risk Management Review

Risk Strategies acquires rival broker University Health Plans

The company said the move adds significantly to the company's leading Higher Education Practice group. Terms of the deal were not announced.

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Jan 18, 2017

Risk Strategies Company Acquires University Health Plans

Risk Strategies Company announces acquisition of University Health Plans (UHP), a brokerage firm specializing in student health insurance programs.

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Jan 5, 2017

Appointing a Cyber Point Person to Minimize Impact of the Inevitable

New York Law Journal

Rob Rosenzweig and Uri Gutfreund, of Risk Strategies Company, offer strategies for minimizing the impact of data breaches.

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Dec 20, 2016

Hollywood-based Insurance Agency Acquired

Sun Sentinel

Hollywood-based Advanced Insurance Underwriters has been acquired by Risk Strategies Company, a privately held national insurance brokerage and risk management firm, the companies announced  Tuesday.

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Dec 20, 2016

Risk Strategies Bolsters Real Estate Expertise, Growing Florida Presence with Acquisition of Advanced Insurance Underwriters

Risk Strategies Company today boosted both its real estate expertise, one of its core practice areas, and growing presence in Florida with the acquisition of business insurance specialist Advanced Insurance Underwriters (AIU), headquartered in Hollywood, FL.

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Dec 13, 2016

Gazing Ahead: Security Predictions, Part 5

SC Magazine

Rob Rosenzweig, vice president and national cyber risk practice lead, Risk Strategies Company
Because they've been slower to adopt appropriate safeguards and policies, we will see significantly more breaches impacting middle-market companies.

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Nov 18, 2016

How to Manage Data Risk

Providence Business News

According to a poll of business owners and risk managers, cybersecurity and data privacy are the most concerning business risks, over natural disasters, corporate liability and changing legislation or regulation.

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Oct 29, 2016

Antique Teddy Bears and an Artist’s Trash: An ‘Art Dork’ in Her Element

The New York Times

Q. What type of company is DeWitt Stern, and what do you do there?

A. We’re a subsidiary of the Risk Strategies Company in Boston. I insure artwork, mostly for galleries, private collections and individual artists.

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Oct 14, 2016

Risk Strategies Company Acquires New York Based TSG Financial

Insurance Journal

Risk Strategies Company, a privately held, national insurance brokerage and risk management firm, has strengthened its employee benefits practice and made its first move to offer wealth management and retirement plan services with the acquisition of Garden City, New York, based TSG Financial. Terms of the deal were not disclosed.

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Oct 14, 2016

Risk Strategies Acquires TSG Financial

Plan Adviser

Risk Strategies, a privately-held national insurance brokerage and risk management firm, has announced the acquisition of TSG Financial. The move marks the firm’s first venture into offering wealth management and retirement plan services as part of its employee benefits practice.

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Oct 13, 2016

Risk Strategies acquires Long Island-Based TSG Financial

Insurance Business Review 

Insurance brokerage and risk management firm Risk Strategies Company acquired Long Island based TSG Financial to strengthen its growing employee benefits practice

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Oct 11, 2016

Risk Strategies Company Acquires Long Island-Based TSG Financial Bolstering Expertise in Employee Benefits Practice

Risk Strategies Company today announced it has strengthened its growing employee benefits practice and made its first foray into offering wealth management and retirement plan services with the acquisition of Long Island-based TSG Financial. 

Sep 20, 2016

Risk Strategies Company Builds out Presence in Florida With Acquisition of Miami-Based Kahn-Carlin

Risk Strategies Company today announced it has Miami-based acquired Kahn-Carlin Insurance, marking a dramatic expansion of its Florida operations three months after it entered the state with the acquisition of leading yacht and boat insurance specialist, Atlass Insurance. Terms of the deal were not announced.

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Sep 9, 2016

Leon and Bonk Join Risk Strategies’ Midwest Private Client Practice Team

Insurance Journal

Insurance and risk management firm, Risk Strategies Co., has expanded its Chicago staff with the addition of two experienced practitioners, Sandy Leon and Andrew Bonk, to the company’s Private Client Group.

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Sep 8, 2016

Risk Strategies Company Expands Midwest Private Client Practice Team

Risk Strategies Company has expanded its Chicago staff with the addition of two experienced practitioners, Sandy Leon and Andrew Bonk, to the company's highly regarded Private Client Group.

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Jul 27, 2016

Are Insurers Ditching PPOs?

Healthcare Drive

“In the large group market, traditional PPO offerings have been on the decline for the last several years as Consumer Driven Health Plans have gained popularity,” says John Greenbaum, senior vice president and employee benefits practice leader at national insurance brokerage Risk Strategies Company. “In the group market, the move has largely been driven by market concern over the now-delayed Cadillac tax.”

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Jul 14, 2016

Workers Comp Cycle Poised to Tighten for Insurers, Buyers

Business Insurance

Workers compensation buyers have benefited from increased competition in recent years, but some companies could find it difficult to secure coverage as early as 2017 if underwriting loss predictions are realized

"Many clients didn't necessarily feel the need to shop their business in 2015," Boston-based vice president of Risk Strategies Co. Inc. Mike Vitulli said in an email

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Jun 28, 2016

Risk Strategies Company’s New Qualification Program for HR and Benefits Technology Demystifies Market Clutter

Rapid Growth in Market Offerings, Interest in Use for ACA Compliance Efforts, Drives Process to Simplify Technology Alignment for Specific Client Types and Needs

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Jun 23, 2016

Broker Acquires Professional Liability Agency

Business Insurance

Risk Strategies Co. has acquired Dallas-based McLaughlin Brunson Insurance Agency L.L.P., Risk Strategies said in a Monday statement.

The terms of the deal were not disclosed. McLaughlin Brunson Insurance Agency is a provider of professional liability, property/ casualty and health insurance.

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Jun 21, 2016

Risk Strategies Acquires Dallas-Based McLaughlin Brunson Agency

Insurance Journal

National insurance brokerage and risk management firm, Risk Strategies Company, has acquired Dallas-based McLaughlin Brunson Insurance Agency.

McLaughlin Brunson provides insurance products and services to architects, engineers and certified professional accountants in Texas and Oklahoma.

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Jun 21, 2016

Risk Strategies Buys McLaughlin Brunson Insurance Agency in US

Insurance Business Review

The new unit will be provided access to more than 200 commercial lines markets, additional employee benefits capabilities and private client personal line expertise.

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Jun 20, 2016

Risk Strategies Company Expands Into Texas, Acquires Dallas-Based McLaughlin Brunson

Risk Strategies Company announced its entry into Texas with the acquisition of Dallas-based McLaughlin Brunson Insurance Agency, a prominent provider of professional liability, property and casualty and health insurance serving architects, engineers and certified professional accountant.

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Jun 6, 2016

Risk Strategies Acquires OakBridge Advisors in California

Insurance Journal

Risk Strategies Co. has acquired employee benefits firm OakBridge Advisors in Newport Beach, Calif.

Founders Edward Kirkwood and Lawrence Hartley their staff will continue serving their current client base.

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Jun 2, 2016

Marine Insurance Group Scooped up by Boston Firm

South Florida Business Journal

Fort Lauderdale-based Atlass Insurance, a brokerage and risk management firm for the marine industry, has been acquired by Boston-based Risk Strategies Company.

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Jun 2, 2016

Advisers, Brokers Looking to Strengthen Critical Partnership with Insurance Carriers

Employee Benefits Advisers

It is important to have meetings with high-level contacts from across the country, believes Chris Powers of Risk Strategies Group. With his firm’s 23 locations across the country from Boston to Los Angeles, “it is important to be in a location where you can get to high-end decision-makers” at carriers, he explains. “As we continue to increase our profile as a company, we have a lot of carrier meetings and other contacts to make.”

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Jun 2, 2016

Risk Strategies Company Acquires Atlass Insurance Brokerage

Boating Industry

Founded in 1981, Atlass Insurance is an insurance brokerage and risk management firm focused on owners and operators of boats, yachts and commercial vessels worldwide. The acquisition of Atlass, headquartered in Fort Lauderdale with a second location in Cocoa, Fla., marks the first entry into Florida for Risk Strategies Company as it continues to build out its national presence and capabilities in its specialty practice areas.

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Jun 2, 2016

Risk Strategies Company Acquires OakBridge Advisors, Broadens National Employee Benefits Practice in California

Risk Strategies Company has added to its industry-leading Employee Benefits practice and its presence in California with the acquisition of OakBridge Advisors. 

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Jun 1, 2016

Risk Strategies Establishes Florida Footprint With Acquisition of Atlass Insurance

Insurance Journal

Risk Strategies Company, a privately held, national insurance brokerage and risk management firm, has acquired Florida-Based Atlass Insurance Group, significantly adding to the resources of its Private Client practice.

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