Personal Insurance Advisor, BA, Certified Money Coach (CMC)® & Partner
“Our business, our industry, and the world we live in are constantly evolving. How we adapt to change and use it to our advantage determines our success.”
Malcolm Ert has spent more than a decade educating clients on the often misunderstood world of insurance while building them impactful solutions that recognize their unique needs.
His firsthand experience as a second-generation insurance broker has shown him the significant benefits of customized insurance products and how they work in tandem with a cohesive estate and legacy plan.
He focuses his business on showing the next generation the advantages of locking in rates and protection at an early age when health and wellness are at a premium. He also helps his clients understand the limitations of their corporate health and insurance benefits.
Malcolm believes that when values are passed down along with wealth, it eliminates concern about what happens next with that wealth and instead empowers the next generation.