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Suggest who benefitsEP10 - Fiduciary Insurance for ESOPs - discussion with Jeff Gelburd with Murray Insurance
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Suggest questionThis episode is dedicated to better understanding insurance for ESOPs. Jeff Gelburd with Murray Insurance is a pioneer in getting insurance policies to mitigate fiduciary risk set up way back when things were just getting started in ESOPs. He explains the bundling of Fiduciary, DNO and Employee Liability as well as the trends for insurance relative to transaction trustees for ESOPs.
About Journey to an ESOP & Beyond
ESOPs are gaining traction. In the "Journey to an ESOP & Beyond” podcast, Phillip Hayes explains the process of the ESOP transaction and addresses ESOPs from a business owner’s perspective. The "ESOP Guy" illuminates the simplicity of ESOPs as he debunks common misconceptions that ESOPs are immensely costly and complicated.