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Personal Risk Management


         Insurance Programs for High Net-Worth Individuals and Families
 Freedom to fully enjoy life is a luxury acquired with success and by attaining peace of mind
   knowing that your family and personal belongings are well protected. Swingle Collins &
 Associates’ Personal Risk Management program can help. My team will provide your family
with holistic, objective insurance programs and risk management principles that will be tailor
                                   fit for your individual needs.

     Swingle Collins & Associates offer you local representation with worldwide insuring
 capabilities. We are licensed in every U.S. State and we have international markets to assist
our clients, globally. Our team personally markets and manages every client portfolio, and we
  remain dedicated to the ongoing changes in our clients’ insurance program. Our team has
developed specific programs that are inherently unique in the insurance industry specifically
                   designed for high net-worth & emerging affluent families.

 Swingle Collins & Associates represents upscale and financially stable insurance companies
such as Chubb, Fireman’s Fund, ACE Private Risk Services, Safeco, The Hartford, Republic, and
                    a direct program managed through Lloyds of London.

Property Risk:

    1. Primary/Secondary/Seasonal/Investment Properties – Single Family Homes,
         Condominiums and Apartments
    2.   Personal Automobiles – Including Exotic Autos, Collectible Cars, and Recreational
         Vehicles
    3.   Personal Aviation – Airplanes, Helicopters and Hobbycraft
    4.   Personal Watercraft – Private Boats, Yachts and Jet-Skis
    5.   Valuable Articles – Jewelry, Fine Art, Antiquities, Valuable Collections, Silver and Furs
    6.   Wine Collections
    7.   Mechanical Breakdown - Computers, Cameras and Audio-Visual/Media Equipment

Liability Risk:

    1. Personal Liability -Third Party Litigation
    2. Individual Directorship Liability
    3. Family Security - Kidnap & Ransom, Personal Security Services, Identity Theft
    4. Workers Compensation
    5. Employment Practices Liability
    6. Cyber Liability
    7. Personal Injury
About our agency


•     Swingle Collins & Associates was founded in 1982 by Frank Swingle
•     Swingle Collins & Associates is the largest property and casualty only insurance
      agency in Dallas, and one of the largest Independent insurance service firms in
      Texas.
•     Swingle Collins & Associates developed an in-house personal lines insurance
      division, as an accommodation to existing commercial clients who requested our
      services, but as our commercial business grew, so did our need for a newly defined
      personal insurance business model.
•     Swingle Collins & Associates officially launched their Personal Risk Management &
      Private Client Practice to appropriately address the ongoing need for executive level
      insurance and risk management services specifically servicing affluent individuals
      and families, business executives, small business owners and entrepreneurs.
•     Swingle Collins & Associates has been recognized nationally by our industry peers
      as the Best Independent Insurance Agency in the Country (IIABA and Reagan
      Consulting) and the Best Insurance Agency to Work for in the Southwest
      (Insurance Journal magazine).
•     Our leadership team believes in generously giving back through individual and
      group philanthropies, service project groups and our industry associations.



                   Some of our many recognition and awards include:

         2009 & 2010 Dallas Best Places to Work – Dallas Business Journal
     2009 & 2010 Best Practices – National award for best practices operationally
           2008 Best Practices Agencies (Dallas Business Journal Article)
         Premier Platinum Corner Stone Agency Status – Chubb Insurance
         Flagship Agency Appointment (Texas) – ACE Private Risk Services
                   H.K. Dent Agency Status – Safeco Insurance



                                    Jason M. Pond
                             Personal Risk Management
    972-715-8703 – Direct / 972-387-3808 – Fax / 972-342-8645 – 24 Hour Mobile
                            jason.pond@swinglecollins.com

    Swingle Collins & Associates 13760 Noel Road, Suite 600 Dallas, Texas 75240, USA
                                www.swinglecollins.com
About your Agent:




Jason M. Pond
Personal Risk Management - Swingle Collins & Associates


Jason M. Pond, is an licensed property & casualty Insurance agent with Swingle Collins &
Associates’ Personal Risk Management team. Pond has specialized in risk management and
personal insurance programs for affluent individuals and families for over ten years.

Swingle Collins & Associates is a nationally recognized, independent, property & casualty
insurance agency located in Dallas, Texas. Swingle Collins offers business property and
liability programs and specialty programs such as Pond’s concentration in personal risk
management for affluent individuals and families.

Jason graduated from the Rawls College of Business at Texas Tech University in 1997 with a
Bachelor’s degree in Marketing with an emphasis on Political Science and Management. A
native ‘Dallasite’, Pond has remained active in the Dallas community with several
Organizations, Associations, Philanthropies and Political Action Committees.

       2011 Charlie Sammons Service Award / Young Agent of the Year - Presented by the
       Independent Insurance Agents of Dallas

       Independent Insurance Agents of Dallas – Board of Directors, Young Agents Executive
       Committee Chairman Emeritus / Past Chairman

       Independent Insurance Agents of Texas - Young Agents Advisory Council

       Texas Tech Alumni Association of Dallas – Advisory Committee Chairman / Past President

       Dallas Regional Chamber of Commerce – Young Professionals Program / Past Chairman

       Dallas Regional Chamber of Commerce – Experience Greater Dallas – Task Force Member

       Financial Planners Association of Dallas – Committee Member, Affiliates Council &
       Programming

       Highland Park United Methodist Church – Member, Volunteer

       Kappa Sigma Fraternity – Victory Campaign Committee, Epsilon Phi Chapter Alumni, Past
       Executive Committee

 Jason and his Fiancé’ Kelly are set to be married in September of 2011, and live in the Oak
   Lawn and Preston area of Dallas. They are both active in their community and church.

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Sca Jmp Profile 2011

  • 1. Personal Risk Management Insurance Programs for High Net-Worth Individuals and Families Freedom to fully enjoy life is a luxury acquired with success and by attaining peace of mind knowing that your family and personal belongings are well protected. Swingle Collins & Associates’ Personal Risk Management program can help. My team will provide your family with holistic, objective insurance programs and risk management principles that will be tailor fit for your individual needs. Swingle Collins & Associates offer you local representation with worldwide insuring capabilities. We are licensed in every U.S. State and we have international markets to assist our clients, globally. Our team personally markets and manages every client portfolio, and we remain dedicated to the ongoing changes in our clients’ insurance program. Our team has developed specific programs that are inherently unique in the insurance industry specifically designed for high net-worth & emerging affluent families. Swingle Collins & Associates represents upscale and financially stable insurance companies such as Chubb, Fireman’s Fund, ACE Private Risk Services, Safeco, The Hartford, Republic, and a direct program managed through Lloyds of London. Property Risk: 1. Primary/Secondary/Seasonal/Investment Properties – Single Family Homes, Condominiums and Apartments 2. Personal Automobiles – Including Exotic Autos, Collectible Cars, and Recreational Vehicles 3. Personal Aviation – Airplanes, Helicopters and Hobbycraft 4. Personal Watercraft – Private Boats, Yachts and Jet-Skis 5. Valuable Articles – Jewelry, Fine Art, Antiquities, Valuable Collections, Silver and Furs 6. Wine Collections 7. Mechanical Breakdown - Computers, Cameras and Audio-Visual/Media Equipment Liability Risk: 1. Personal Liability -Third Party Litigation 2. Individual Directorship Liability 3. Family Security - Kidnap & Ransom, Personal Security Services, Identity Theft 4. Workers Compensation 5. Employment Practices Liability 6. Cyber Liability 7. Personal Injury
  • 2. About our agency • Swingle Collins & Associates was founded in 1982 by Frank Swingle • Swingle Collins & Associates is the largest property and casualty only insurance agency in Dallas, and one of the largest Independent insurance service firms in Texas. • Swingle Collins & Associates developed an in-house personal lines insurance division, as an accommodation to existing commercial clients who requested our services, but as our commercial business grew, so did our need for a newly defined personal insurance business model. • Swingle Collins & Associates officially launched their Personal Risk Management & Private Client Practice to appropriately address the ongoing need for executive level insurance and risk management services specifically servicing affluent individuals and families, business executives, small business owners and entrepreneurs. • Swingle Collins & Associates has been recognized nationally by our industry peers as the Best Independent Insurance Agency in the Country (IIABA and Reagan Consulting) and the Best Insurance Agency to Work for in the Southwest (Insurance Journal magazine). • Our leadership team believes in generously giving back through individual and group philanthropies, service project groups and our industry associations. Some of our many recognition and awards include: 2009 & 2010 Dallas Best Places to Work – Dallas Business Journal 2009 & 2010 Best Practices – National award for best practices operationally 2008 Best Practices Agencies (Dallas Business Journal Article) Premier Platinum Corner Stone Agency Status – Chubb Insurance Flagship Agency Appointment (Texas) – ACE Private Risk Services H.K. Dent Agency Status – Safeco Insurance Jason M. Pond Personal Risk Management 972-715-8703 – Direct / 972-387-3808 – Fax / 972-342-8645 – 24 Hour Mobile jason.pond@swinglecollins.com Swingle Collins & Associates 13760 Noel Road, Suite 600 Dallas, Texas 75240, USA www.swinglecollins.com
  • 3. About your Agent: Jason M. Pond Personal Risk Management - Swingle Collins & Associates Jason M. Pond, is an licensed property & casualty Insurance agent with Swingle Collins & Associates’ Personal Risk Management team. Pond has specialized in risk management and personal insurance programs for affluent individuals and families for over ten years. Swingle Collins & Associates is a nationally recognized, independent, property & casualty insurance agency located in Dallas, Texas. Swingle Collins offers business property and liability programs and specialty programs such as Pond’s concentration in personal risk management for affluent individuals and families. Jason graduated from the Rawls College of Business at Texas Tech University in 1997 with a Bachelor’s degree in Marketing with an emphasis on Political Science and Management. A native ‘Dallasite’, Pond has remained active in the Dallas community with several Organizations, Associations, Philanthropies and Political Action Committees. 2011 Charlie Sammons Service Award / Young Agent of the Year - Presented by the Independent Insurance Agents of Dallas Independent Insurance Agents of Dallas – Board of Directors, Young Agents Executive Committee Chairman Emeritus / Past Chairman Independent Insurance Agents of Texas - Young Agents Advisory Council Texas Tech Alumni Association of Dallas – Advisory Committee Chairman / Past President Dallas Regional Chamber of Commerce – Young Professionals Program / Past Chairman Dallas Regional Chamber of Commerce – Experience Greater Dallas – Task Force Member Financial Planners Association of Dallas – Committee Member, Affiliates Council & Programming Highland Park United Methodist Church – Member, Volunteer Kappa Sigma Fraternity – Victory Campaign Committee, Epsilon Phi Chapter Alumni, Past Executive Committee Jason and his Fiancé’ Kelly are set to be married in September of 2011, and live in the Oak Lawn and Preston area of Dallas. They are both active in their community and church.