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July Highlight Reel

July 1, 2016ScottCash Management, Financial News, Insurance, Lending

LOANS CLOSED

$3,500,000: 351 Marine Ave – New York, NY

$2,500,000: 825 West End Condominium – New York, NY

$1,900,000: 720 Owners Corp. – New York, NY

$1,500,000: Grande at Riverview Condominium – Conshohocken, PA

$1,050,000: 950 W Huron – Chicago, IL

$800,000: The A Condominium – Jersey City, NJ

 

CASH MANAGEMENT

Harveston Community Association – Temecula, CA: Reallocated reserve fund portfolio to increase annual interest income by $5,290

Pacific Knolls HOA – Mission Viejo, CA: Increased interest income by $7,659 annually

Shipley Square HOA – San Francisco, CA: Doubled portfolio interest to 0.47% for client by reallocating funds to partner banks

Corona Ranch Properties HOA – Corona, CA: Increased annual interest income to $6,122

Coronado HOA – Las Vegas, NV: Reallocated funds for client to increase annual interest income by $3,105

Clearwater Cove HOA– Las Vegas, NV: Tripled annual interest income on client’s portfolio

Bentwater Property HOA – Houston, TX: Increased yearly interest income to $3,907 by shifting funds to higher-yielding accounts

Roseheart HOA – San Antonio, TX: Doubled annual interest income and alleviated uninsured balances

Wyckford Mews – Sellersville, PA: Rellocated reserve funds to increase interest income by 100% annually

Brewerytown Square – Philadelphia, PA: Increased interest income by $1,000 per year

360 Riverside – New York, NY: Reallocated reserve portfolio to increase annual interest income by $1,700

Harbor View Condo Association – Chicago, IL: Moved $400,000 into partner banks to earn client additional $2,400 in annual interest

1240 N Lake Shore Dr. – Chicago, IL: Reallocated $300,000 to help client increase annual interest income by $1,000

Franklin Building Condominium Association – Chicago, IL: Shifted $550,000 into partner banks to add $2,000 in annual interest

The Carlyle – Minneapolis, MN: Earned client an additional $800 annually by reallocating $246,000 into partner banks

Summerfield Master – Tampa, FL: Netted additional $6,000 in annual interest income by moving balances to partner banks

 

INSURANCE PLACEMENTS

Timberton Condominium – Plymouth, MN: New client saved $16,000 in annual premiums by placing insurance with broker partner

Bronzeville Lofts – Chicago, IL: Improved coverages and decreased premiums by $7,000 by renewing with broker partner

Windsor Way – Wellington, FL: Obtained renewal proposal, saving client $11,000 while also improving coverages

The Warwick Condominium – Atlantic City, NJ: Saved client over $30,000 and enhanced coverage compared to expiring program

One Spring Street Condominium – New Brunswick, NJ: FS Insurance Brokers’ involvement influenced competing agent to improve deductible and terms compared to initial proposal, ultimately saving client on premiums and lowering the deductible by $25,000

Fleur de Lis – Reno, NV: New client saved $20,000 annually on premiums while increasing coverages and lowering deductibles

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