Jami Ehring of Albany has been appointed as Training Director of Lee & Mason Financial Services.  Jami has been a professional development trainer in the credit insurance industry for the past 21 years.  She has held training positions with The AEGON Financial Group, AIG American General and US Life.

As a sales and product trainer, Jami uses her “high energy and motivating” style along with her wealth of knowledge in the financial institution industry to create a successful learning atmosphere. Her classes and on-line web-based training are extremely effective and have proven to promote sales growth in all areas in which she has trained.  Jami has developed numerous sales and product training manuals, newsletters and presentations throughout the years that have been instituted in over 2,000 financial institutions.  She is an accomplished motivational speaker and holds a professional designation in PSS, “Professional Selling Skills.”

Founded in 1954, Lee & Mason Financial Services is a Managing General Agent specializing in insurance products for financial institutions throughout the United States.  For more information, please contact Christopher Muller at 860-677-0500 ext. 401 or cmuller@leeandmason.com

Lee & Mason Financial Services Increases Limits to $10 Million on Insurance Agent and Broker Professional Liability Coverages

NEW YORK--(BUSINESS WIRE)--Lee & Mason Financial Services, Inc., provider of one of the most comprehensive programs for Insurance Agents Errors and Omissions in the marketplace, recently increased their E & O limits from $5 million to $10 million.

“The additional limits demonstrate our commitment to serving the Errors and Omissions insurance needs of Property and Casualty Agents, Wholesalers, MGA’s and Program Administrators,” said Lee & Mason Senior Vice President Ray Wahl. “It also allows us to better meet the needs of our clients and brokers by supporting more of their business.”

Insurance Agents E&O, with limits of up to $10 million, are available on either a primary or an excess basis, and minimum premiums generally start around $4,000 ($7,500 in CA and TX). Coverage is available on an admitted basis in most states.

For further information about Insurance Agents and Brokers Professional Liability coverages, call Linda Blechman at Lee & Mason at 860-677-0500 ext. 404, email lindab@leeandmason.com or visit www.leeandmason.com.
Lee & Mason Partners with Freedom Specialty Insurance Company on their Agents E & O programs. Freedom Specialty is an A+XV rated premier New York-based operation providing superior risk management solutions and personalized service in specialty liability insurance.

About Freedom Specialty
Freedom Specialty Insurance Company is owned by Scottsdale Insurance Company, a wholly owned subsidiary of Nationwide Mutual Insurance Company, headquartered in Columbus, Ohio. Visit www.freedomspecialtyins.com to learn more about Freedom Specialty, or call Craig Landi at 212-329-6901.

About Lee & Mason
Lee & Mason Financial Services, Inc. is a leading provider of Insurance Agents Errors & Omissions coverage. With more than 90 years of combined underwriting experience, they have the expertise to offer coverage customized to the individual needs of each insured.

Lee & Mason operates as a full-service program administrator, handling underwriting, quoting and binding, policy issuance, premium collection and complete claim reporting.

CUNA Mutual Insurance Agency has partnered with Lee and Mason Financial Services, Inc. to offer a stand-alone Commercial Foreclosure policy for credit unions" member business loans. Under this program, credit unions can choose to cover the property (building, contents including equipment) and/or business liability. Information and an online application are available below. 

Link for Information and Application

For more info, contact Paul Baker
888-685-8442 x15
pbaker@leeandmason.com

SCOTTSDALE, Ariz. - Freedom Specialty, a Scottsdale Insurance Company operation, is partnering with Lee & Mason Financial Services, Inc. to offer one of the most comprehensive programs for Insurance Agents Errors and Omissions in the marketplace.  

"We are delighted to partner with an organization of the quality and strength of Freedom Specialty,” Lee & Mason Financial Services Senior Vice President Ray Wahl said. “Having the support of this program-oriented operation that also brings the customer focus and A+XV rating of Scottsdale Insurance is a tremendous opportunity for us.” 

Craig Landi, Freedom Specialty Senior Vice President added, “We look forward to combining our financial strength with Lee & Mason’s underwriting expertise to effectively address the E&O needs of Property and Casualty Agents, Life/Health Agents, Wholesalers, MGA’s and Program Administrators.” 

Insurance Agents E&O with limits of up to $5 million are available on either a primary or an excess basis and minimum premiums generally start around $4,000 ($7,500 in CA and TX). Coverage will be available on an admitted basis in most states. 

For further information about Insurance Agents and Brokers Professional Liability coverages, contact Linda Blechman at Lee & Mason at 860-677-0500 ext 404 or visit www.leeandmason.com. 

About Freedom Specialty

Freedom Specialty is a premier New York based Scottsdale Insurance operation providing superior risk management solutions and personalized service in specialty liability insurance.

Freedom Specialty benefits from Scottsdale’s A+XV rating to provide the financial strength and stability their customers expect and deserve. Scottsdale Insurance Company is a wholly owned subsidiary of Nationwide Mutual Insurance Company, headquartered in Columbus, Ohio.

Visit www.freedomspecialtyins.com to learn more about Freedom Specialty, or call John Lopes at 212-329-6925

About Lee & Mason

Lee & Mason Financial Services, Inc. is a leading provider of both Insurance Agents Errors & Omissions and Miscellaneous Professional Liability coverages. With more than 90 years of combined underwriting experience, they have the expertise to offer coverage customized to the individual needs of each insured.

Lee & Mason operates as a full-service program administrator, handling underwriting, quoting and binding, policy issuance, premium collection and complete claim reporting.

Lee & Mason announces launch of PDSpeedy.com Lee & Mason announces the launch of PDSpeedy.com: A web-based enrollment system that makes it easy to write physical damage coverage as part of the auto loan when the loan is made.

The system is ideal for non-prime auto finance companies that have many loan applicants who, due to impaired credit, may have trouble getting physical damage coverage as required by the loan agreement. The borrower can purchase liability only coverage in order to get the vehicle titled and registered, while the lender simply adds the physical damage coverage into his/her monthly loan payments.

Since premiums are paid for on a monthly basis, if the loan goes into default, the lender can quickly cancel coverage on the vehicle loan.  There are no large annual premium amounts to pay for upfront or to await partial refunds of when cancelled.

This coverage can be used together with Blanket Single Interest coverage to provide extra coverage, like Skip, for the entire loan portfolio, and to catch uninsured damage to vehicle loans when the borrower declined to purchase the physical damage coverage or let his/her primary insurance lapse or cancel.

With more vehicle loans carrying physical damage coverage at loan inception and for many months thereafter, the Blanket Single Interest policy will remain more stable from a standpoint of coverage and rate per loan charged.

For more info, contact Jim Finnegan 877-562-4311 x402 jim@leeandmason.com