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ExperienceKnowledgeAccess
A team of dedicated professional insurance consultants, all demonstrating their passion for serving the unique needs of financial institutions.

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Based on our extensive knowledge of financial institutions, as consultants, we bring to the leadership team an awareness of exposures and subsequent risk transfer solutions through a strategy session.

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Based on our longstanding direct access to the underwriters within the specialty financial institution insurance divisions, as consultants, we are able to provide extensive insight to the leadership team during the strategy session.

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CDF & M Insurance Consulting Services is the choice when selecting an insurance consultant for your financial institution because we have the experience, knowledge, and access. We bring a unique understanding of both the external and internal risk environment of financial institutions.

We work for your financial institution to identify the coverages and limits you want through the consultation process. We expressly meet with the leadership team (generally the President, Chairman of the Board, and CFO). We believe that this initial strategy session will be the first step in determining what type of executive insurance program you are interested in obtaining for the institution and your Directors and Officers.

Experience. Knowledge. Access.

For example, while your CPA firm expresses an opinion of your financial strength, they cannot advise on the potential devastation of an unforeseen professional liability loss that was not properly addressed with a risk transfer mechanism.

Our focus is on financial institutions and we bring the very best to you. While you manage your financial institution, we provide risk transfer solutions to address the executive risk exposures resulting from the very nature of the regulatory environment inherent in your business. We are the consultant that will properly scrutinize your program because we have the knowledge, experience and access.

CDF & M Insurance Consulting Services is led by Frank J. Rebholz III, CPCU with more than 29 years in the industry, Frank leads a team of dedicated professionals, all demonstrating their passion for serving their client’s needs with the priority of the client coming first. Frank has a bachelor’s degree from Drake University with majors in accounting and insurance. He also has a Master of Strategic Studies from the United States Army War College.

We have direct contracts with all the major insurance carriers that specifically write financial institutions and we provide that access to your leadership team in order to bring a broad range of creative solutions to your executive insurance program.

Call to inquire about a strategy session at 636-537-5641 or email at frank@cdfmconsulting.com.