Executive and High Net Worth Personal Risk Management
Innovative insurance solutions for unique needs.
High-Net-Worth Client Expertise
Be it insuring your second home, your plane, or your extensive wine collection, Optisure has unique experience in advising and protecting high-net-worth individuals.
Our staff understands the unique needs of our private clients like you:
- C-suite executives
- Celebrities
- Professional athletes
- Business owners
- National and International capabilities
- Professional investors
- Government officials and politians
High-Net-Worth Personal Insurance Marketplace Expertise
Our Executive and Private Client risk management services complement everything else that we do as your trusted adviser. We are experts in the Affluent & High Net Worth personal insurance marketplace. Our Private Client Team, has over 30 years of experience handling affluent clients with expertise in both the top carriers and coverages available to customize unique solutions to fit your needs.
Our approach is atypical in that we do not look to merely ‘quote a policy’. If the client authorizes us, we gather information through a risk assessment and then custom-fit solutions. If a client joins our program, similar to our corporate Managed Exposure Program™, the main component of our Personal Risk Management Program starts with an exposure audit.
In addition to our exposure audit, we offer the following menu of services:
- Specialty carriers for the Affluent/High Net Worth client
- Customized insurance solutions focused on asset and wealth preservation
- Group Personal Excess/Umbrella coverage as executive level benefit
- Expertise to underwrite policies properly and understand unique exposures
- National and International capabilities
- 24/7 Claims and Emergency Response Hotline
- Stewardship Reports
- Loss Control expert on staff with extensive additional resources
- HR Support – Domestic Employees and contractors
- Executive and Family Foreign Travel protection
Private Client Team
Wendy Pelczar Bagley, AAI-M, AIS, CPIW
Account Executive
Wendy has over 30 years of experience as a personal lines and private client account executive. She earned her AAI-M, AIS, and CPIW designations and was awarded 2020’s, 2021’s and 2022’s Best Insurance Agent in New Hampshire’s affluent Lakes Region.
Wendy has extensive experience insuring luxury homes, boats, and high-net-worth portfolios and leverages her close relationships with insurance carriers to customize risk management solutions for her clients.
Wendy was born and raised in Meredith, NH and is very active in the Lakes Region community. She is Board President of the Meredith Area Chamber of Commerce, President of the Meredith Rotary, and a member of the Granite State Insurance Professionals and NH CE Council. She loves the lakes, golf, reading, and baking.
Anna Buzinsky, PLCS
Personal Lines Account Executive
Anna has been in the insurance industry for 35 years, with 30 years dedicated to serving the clients of the Peter Bakker and legacy agency. She is a licensed agent and holds a PLCS designation and a Bachelor of Arts degree.
Anna is pivotal in the agency’s success, applying her solid underwriting and market knowledge in overseeing high-net-worth client portfolios, providing managerial support, and mentoring junior staff. She has a reputation for building long-term relationships with clients and carriers and providing strategic risk management solutions for high-net-worth individuals.
Anna has made Colebrook, CT her home for the last 27 years with her husband and three daughters. She is very active, enjoying swimming, hiking, reading, yoga, and gardening.
