Category: Family Office

  1. Insurance 101 for Nonprofits

Amalgamated Bank and G2 teamed up for a webinar titled “Insurance 101 for Nonprofits” aimed at demystifying insurance concepts, purpose and terminology for nonprofit organizations. Maura Keaney, VP of Commercial Banking at Amalgamated Bank, hosted the session. The presenters included: Lauren Erickson, VP, Nonprofit Practice, G2 Mark Battat, VP, Personal Risk Management, G2 Cynthia Jenkins, VP, Family Office Executive, G2 This webinar provided guidance and practical takeaways, including how to better: Understand insurance vs. risk management Identify what a modern, […]

  1. Why it’s time to review your Life Insurance

Winged Keel is a highly specialized partner that G2 engages for advice and client assistance in this important wealth planning area. G2’s Personal Risk Management team provides comprehensive property and liability solutions for risks at every stage of life. In helping our clients anticipate risk changes, it is important to review life insurance plans at key intervals. Given the profound impact of low interest rates on traditional life insurance policies, now is a perfect time.