Financial Services & Mortgage Banking

PARTNERSHIPS YOU CAN BANK ON

The financial services and mortgage banking industries face challenges on several fronts. This, combined with the uncertainty of economic recovery, means you need to be prepared for shifts in investment focus, increased exploration and market volatility. JMBI is your resource when you need help to identify risk and reduce your exposures.

With over 40 years of industry experience in both financial services and mortgage banking, we know how to structure and place coverage for private equity firms, asset managers, investment advisors, real estate investors and mortgage bankers. We build customized insurance plans to meet client needs and continually research the industry to ensure that business and individual exposures are covered. Our relationships with industry experts give us in-depth insights that we share with you – helping identify, mitigate and manage your risk. From property and casualty and mortgage impairment, to fidelity and E&O and state license bonds, JMBI is there to help protect your assets.

Experience the JMBI Difference

INSIGHT. ACTION. RESULTS.

We are committed to delivering the deepest industry insights to plan and execute powerful strategic solutions and risk management.

PARTNER WITH JMBI