FFI_Logo
  • Home
  • About
    • Our Team
    • FirstService Corporate
  • Banking
    • Cash Management
    • Lending
  • Insurance
    • Distribution
    • Products & Programs
    • NY Brokerage
  • Blog
  • FAQ
  • Contact

February Highlight Reel

February 2, 2017ScottCash Management, Financial News, Insurance, Lending

LOANS CLOSED

$1,500,000: Huron Pointe Condominium Association – Chicago, IL

$60,000: Katy Oaks HOA – Katy, TX

 

CASH MANAGEMENT

Preserve Master Maintenance Corp – Chino, CA: Designated as agent to manage CD ladder for client’s $3,400,000 portfolio

Arrowood Master Association – San Diego, CA: Designated as agent to manage CD ladder for client’s $2,700,000 portfolio

Chateau Nouveau Condominium Unit OA – Las Vegas, NV: Fully insured client portfolio while increasing annual yield by 57%

Oakwell Farms HOA – San Antonio, TX: Designated as agent to manage CD ladder for client’s $1,050,000 portfolio

The Gates of Fair Lakes – Fairfax, VA: Reallocated $700,000 in reserve balances to help client earn additional income of $6,191 per year

Traditions of America at Hanover HOA – Bethlehem, PA: Increased client’s annual interest income by $1,100 by reallocating $600,000 in reserve balances

Ledgemere Country Condominium – Ashland, MA: Reallocated $1,400,000 in reserve funds to earn additional interest income of $12,447 per year

One Brooklyn Bridge Condominium – Brooklyn, NY: Reallocated $2,700,000 reserve fund portfolio to add $14,104 annual interest income

Croyden Apts, Inc – Queens, NY: Helped client earn $1,315 additional annual interest income by reallocating $400,000 of reserve funds

Solaire at the Plaza – Orlando, FL: Placed $900,000 of settlement funds under FDIC and Excess Deposit Coverage, earning $1,800 annual interest income

 

INSURANCE PLACEMENTS

Costa Brava Condominium – Miami Beach, FL: Partner agent delivered over $22,000 of savings on renewal while adding Wind Driven Rain coverage and increasing Ordinance or Law coverage to $2,500,000

200 East Palmetto Park – Boca Raton, FL: Decreased Hurricane deductible to 2% and delivered $52,000 in annual savings

Costa Bella Condominium – Miami Beach, FL: Saved client $27,000 and lowered Hurricane Deductible from 5% to 3%

Bella Plaza Condominium – Miami Beach, FL: Partner agent saved client over $40,000 in premiums

Sunrise Apartment – Calgary, AB: Incumbent broker increased deductibles and deleted flood coverage after prior year flood; partner broker saved client $1,200 on renewal including flood coverage and lower water deductibles

Meadow Wood Village – Edmonton, AB: Broker partner saved association $6,300 and added coverages previously not included for crime, legal expense, volunteer accident, pollution, and terrorism

Canyon Willow – Las Vegas, NV: Saved client $12,000 on annual premium with superior overall coverage; Guaranteed Replacement Cost coverage included back-up sewer and drain

Metropolis – Los Angeles, CA: Assisted developer team with placing General Liability and Umbrella coverage at best available rate

3701 Connecticut Ave Condo/Wilshire Park – Washington,DC: Broker partner increased property limits along with Flood and Earthquake coverage (previously excluded) while saving client $13,000

Pipers Glen at Prestwick HOA – Myrtle Beach, SC: Switched to broker partner and received 10% premium savings at renewal

Summerfield at Brambleton Condo – Ashburn, VA: Upon completing property inspection, broker partner added coverage for contents not included by previous agent while still saving client $6,000

Recent Posts

  • January 2020 Highlight Reel
  • December 2019 Highlight Reel
  • November 2019 Highlight Reel
  • October 2019 Highlight Reel
  • September 2019 Highlight Reel

Archives

  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016

Categories

  • Cash Management
  • Financial News
  • Highlights
  • Insurance
  • Insurance Distribution
  • Insurance Products
  • Insurance Programs
  • Lending
  • Risk Management
  • Uncategorized
HomeAboutBankingInsuranceBlogFAQContact
Copyright - FirstService Financial