The PRMA Insurance Thought Leaders Insight Series with Spencer Houldin, alongside leading thought leaders in the industry, aims to examine the insurance terrain, identify solutions to navigating the bumpy roads, and provide a roadmap that guides risk management professionals in the right direction.
In this episode join Spencer Houldin and Lacey Garrison Strom, the Executive Vice President, and Director of Family Office at Heffernan Insurance Brokers, as they explore a number of interesting topics. From discussing how a California native like Lacey successfully navigates the market, to emphasizing the significance of maintain your relationships with carriers and underwriters. Discover Lacey's go-to resources, including articles and podcasts, that help her stay on top of latest industry trends and developments.
Lacey Garrison Strom is Heffernan’s Executive Vice President, and Director of Family Office. With close to two decades of experience and a dedicated Private Client team, Lacey specializes in personal insurance risk management consulting for successful individuals and family offices both domestically & internationally. Lacey educates families & wealth managers on the complexities that come with their unique affairs, Trust/LLC ownership structures, domestic and foreign assets, public profiles, and hobbies..
Podcasts mentioned:
Risk Ready- Presented by The Private Risk Management Association