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The CFP® (CERTIFIED FINANCIAL PLANNER™) designation is one of the most respected credentials in the financial services industry. Two of the newest members of the Conrey team, Mike Lambrakis, CFP® and Michael Hu, CFP®, exemplify the benefits this certification offers to our clients by expressing the Conrey Difference in all areas of financial planning and […]
As her website profile reveals, Personal Lines Account Manager Courtney Rader credits her lifelong passion for dance, launched by her early aspirations of Broadway stardom, with keeping her on her toes. Now Courtney’s talent for helping her clients make all the right moves with their insurance decisions has put her in the spotlight as the […]
We at Conrey Insurance Brokers and Risk Managers want to continue supporting our community during these trying times. One of our favorite causes, South County Outreach, needs your help. Although most of us are “Safe at Home”, many in our community were already struggling with a lack of food, housing and more. These individuals and […]
Companies of all sizes are at risk for cyber attacks – doxxing is no exception. Read this article to learn more about doxxing and how to protect your employee’s sensitive information from being exposed. If you have any questions regarding cyber liability or want to check your liability coverage feel free to contact us. We […]
In an era of constantly evolving cyber threats and advancing technology, no organization is immune to the risk of a cyber attack. According to recent survey data, 53% of businesses in the United States reported being the victim of a cyber attack in 2019. Read our newsletter to learn more about what you can do […]
No one likes uncertainty, especially the financial markets. If you are wondering how recent disruptive events can potentially affect your investments, read this informational point of view, courtesy of Conrey Financial Services team members Mike Lambrakis, CFP and Michael Hu, CFP. To discuss this information in further detail, or to revisit your investments in the […]
The Holidays are a time to give back and to be thankful for what you have. During this time South County Outreach does just that with their Festival of Trees. Join South County Outreach at their 6th annual celebration of this event, which raises both awareness and funds to help those individuals and families who […]
Throughout the year your company might hold different events for various reasons. In the Winter Companies big and small host Holiday parties for their hard-working employees. These guidelines will help make sure that your company and its employees have both a fun and safe holiday event. At Conrey Insurance we want to ensure that you […]
To assist with the financial burden of a claim, many business owners are electing to purchase commercial umbrella insurance on top of their standard commercial general liability (CGL) Insurance policies. An aggregate limit is established on most CGL policies that, once exhausted, will not cover any other excess claims. When this limit is reached umbrella […]
Did you know that flood damage typically isn’t covered by your homeowners policy? As with most insurance policies not every protection is added on in the basic policy and you might not have the coverage if a flood were to occur. This document helps you learn more about how flood insurance can help protect your […]
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