As we approach Thanksgiving, we want to say thank you to the RIA community. We have been fortunate to work with hundreds of RIAs during a time of change within the industry as it relates to insurance requirements established by several major custodians. The RIA community has been patient, collaborative, and trusting of us and we sincerely appreciate the opportunities that have been afforded to us.

We strive to make doing business with The Uhl Agency as easy as possible and continuously work to ensure our insurance carrier lineup is comprehensive and competitive. To this end, we have placed insurance coverage for 79% of the firms we have quoted in 2023.

By now you're aware of the custodians' insurance requirements and have received dozens of emails, newsletters, and social media posts about them. You most likely have a policy in place that addresses these requirements, but if you are wondering if your current coverage meets your unique needs, please respond to this briefing or give us a call.