Worth magazine | Momentous Insurance Brokerage Blog

Leading Wealth & Insurance Advisor from Momentous Insurance Brokerage Offers Advice on Domestic Employment Risks in Worth Magazine

Momentous Insurance Brokerage’s Vice President of Management Liability, Lilia Rocha, is featured as a leading wealth and insurance advisor to high net worth investors in the current issue of Worth magazine. Momentous has been selected to partake in six issues of Worth’s Leading Wealth and Insurance Advisors feature, a vetted venue in which top advisors nationwide offer expertise on a wide array of topics from investment strategies to succession planning. Lilia is the fourth expert from the company to be recognized in the feature as a leading wealth and insurance advisor.

In the article, she addresses whether a separate insurance policy for employment practices liability is needed for domestic staff (e.g. housekeepers, nannies, etc.). As a practice leader within the insurance industry, Lilia identified this topic due to a rising trend in the number of claims brought by household staff alleging wrongful termination, harassment, discrimination and other employment-related wrongful acts. 

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Senior Executives From Momentous Insurance Brokerage Lend Expertise as Worth Magazine’s "Leading Wealth Advisors"

Momentous Insurance Brokerage’s Senior Vice Presidents of Personal Risk Management, Greg DeFrancesco and Nancy Yoshida, and Vice President, Gilda Terry, are featured as leading wealth and insurance advisors to high net worth investors in the current issue of Worth magazine.

In the article, the team addresses whether valuable collections require a separate insurance policy. Many high net worth individuals have collections of wine, rare books, jewelry, antiques, and fine art that the standard coverage afforded by a homeowners policy may not be sufficient enough to address. The team explains why a separate policy is needed and what additional coverage features are available.

To ensure advisor quality all Leading Wealth Advisors’ credentials, ethics and business practices are thoroughly screened and evaluated by Worth magazine and experts at Paladin Registry.

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