Helena B. Lankton
Senior Vice President and Wealth Management Committee Chair
Ferguson Wellman occasionally invites industry professionals to address our firm on topics beyond investment management that are important to our clients.
On March 13, our firm’s Wealth Management Committee met with Candace Jennings of Jennings Insurance Agency to discuss some of the unique insurance needs our clients have.
Candace shared a useful worksheet with the firm to help us better serve our clients in this area. Called the Risk Analyzer, this resource helps clients better understand their risk and where they might require additional insurance.
You can find the Risk Analyzer here.