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ABA: The American Bankers Association

CDF&M Insurance Consulting Services

Silver Associate Member Member Since April 2014

CDF&M CDF & M Insurance Consulting Services is led by Frank J. Rebholz III, CPCU with more than 29 years in the insurance industry and understands the unique needs of financial institutions. He 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. He retired as a COLONEL in June 2012.

Insurance Consulting Program:
As your insurance consultant, we facilitate a strategic discussion with the leadership team (generally the President, Chairman of the Board, and CFO) to determine what type of risk management program (Directors and Officers Liability, Bond and Cyber Liability) is appropriate, given the fiduciary responsibilities placed on the board based on various parameters and variables (specifically Enterprise Risk Management or ERM) that could possible affect profitability.

As your insurance consultants, our analysis will encompass the following:

  • Determine status of current insurance program versus your strategic vision.
  • Utilize benchmarking to validate coverages and limits.
  • Conduct a comparison of the existing program to determine if the coverages meet the requirements established by the leadership team.
  • Identify additional coverages based on the input from the leadership team.
  • Present the findings along with recommendations.
  • On-going consultation as negotiated for implementation and sustainment.

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