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Navigating The Insurance Landscape: Ross & Yerger's Private Client Expertise in Wealth Protection

In the ever-changing world of insurance and wealth protection, having a dedicated team of experts by your side can make all the difference. At Ross & Yerger, our Private Client Practice Group, is setting the bar when it comes to how families safeguard their assets. Our team has actively been participating in various events and sharing valuable insights on wealth protection strategies. Let’s dive into some of their recent endeavors that showcase their dedication to helping families secure their legacies.

Jordan speaking at the symposium

Podcast Spotlight: "Family Owned: A Legacy Leadership Podcast"

Jordan Bryan and Dudley Wooley, recently had the honor of being featured on the “Family Owned: A Legacy Leadership Podcast.” This enlightening podcast series, brought to you by Ole Miss Center for Innovation and Entrepreneurship and Mississippi Public Broadcasting, dives deep into the world of family businesses and the challenges they face.

In Part 1, Jordan and Dudley discussed the diverse array of insurance options available to families seeking to protect their assets, including their businesses. This episode provides valuable insights into the crucial decisions families must make to ensure their financial security.

In Part 2, Jordan and Dudley decode confusing terminology and what they recommend as best business practices regarding covering all your employees. It is no secret that a well-protected workforce is a key component of a successful family business, and our experts shed light on how to achieve this.

"It's All Relative" Family Business Symposium: Sharing Knowledge, Building Success

Members of our Private Client Practice Group also actively participated in the 2nd annual Family Business Symposium hosted by the Ole Miss Center for Innovation and Entrepreneurship. This symposium served as an open forum for leaders, family members, and employees of family businesses from various industries to come together to share their concerns and questions. It was an opportunity to learn from seasoned professionals about the best practices for growing family businesses.

Our very own, Jordan Bryan was a panelist at this event, contributing valuable insights on the sponsor panel. Jordan discussed, “What family businesses should know about protecting their family’s wealth.” Her expertise in wealth protection strategies and insurance solutions for family businesses was brought to center stage as she shared advice to help families safeguard their legacies.

At Ross & Yerger, our Private Client Group is committed to assisting families protect their wealth and securing their futures. These recent events highlight our commitment to staying at the forefront of industry trends and sharing knowledge with the community. Your family’s wealth is worth safeguarding, and our Private Client team is here to guide you every step of the way, providing the expertise you need.

Stay tuned for more insightful content, events, and resources from our Private Client team as they continue to empower families and businesses to thrive and protect what matters most.

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ABOUT ROSS & YERGER Ross & Yerger – one of the largest independent, privately-held insurance agencies in the Southeast – was established in 1860 and is headquartered in Jackson, MS. The firm has 127 employees throughout their five offices in Jackson, Tupelo, Hattiesburg, New Orleans, and Memphis. Ross & Yerger is licensed in all 50 states and offers a full range of brokerage services, including insurance, employee benefits, bonds, financial services, and risk management consulting. For more about Ross & Yerger, visit www.rossandyerger.com.


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