LEGAL NOTICE    PRIVACY STATEMENT

Service Philosophy

The life insurance and annuity industry today is tough, demanding and fast-paced. An attorney must be able to see, foresee, understand and solve problems for her clients, based on the client’s needs and expectations, in an efficient manner.

Cailie A. Currin provides the quality of service one hopes to find at a large law firm, together with a level of personal attention, flexibility and fee structure that larger firms cannot easily match. Cailie has extensive experience handling compliance matters for life insurance and annuity companies doing business in New York and that is reflected in every interaction she has with clients and regulators.

Cailie believes that her clients are entitled to the very highest level of service, including:

  • Responsiveness. Cailie believes in being there for her clients. She returns phone calls and e-mails as quickly as possible, usually in the same business day. She uses technology to stay in touch with her clients and to increase her availability.

  • Substantive Knowledge and Expertise. Cailie’s has been practicing in the insurance regulatory field for over 12 years, first at the New York State Insurance Department, at law firms, and in-house at a large life insurance company. While a principal at her previous law firms, she was a valued resource for her product, market and general compliance knowledge, which were often sought out by clients and members of the firms alike. Cailie’s practice is focused exclusively on the areas of her expertise.

  • A Client-First Attitude. Cailie is a strong believer that the client should determine the legal services to be provided. An attorney needs to listen to the client, really understand what the client wants and needs, and work within that framework. Cailie strives to ensure that the scope of her legal work stays consistent with the client’s expectations and budget.

  • Technological Proficiency. The business and insurance world demands it. An attorney who cannot work in the real-time, fast-paced world driven in part by technology, is not going to be of much use to her clients. Cailie has a wide variety of technological tools available and she knows how to use technology to benefit her clients. She is proficient in a number of office products and often exchanges documents with clients on a very rapid turnaround basis.

  • About fees. Many clients have particular concerns about fees and their budget constraints. Cailie is more than happy to discuss the subject up front. She wants to be sure that the client understands and is comfortable with the fee structure she and the client settle upon in advance. Fees can be billed on an hourly basis, as a pre-determined charge for the entire matter or on some other basis which makes sense for the project.

As in any service business, you can find lawyers with lower rates than Cailie’s and lawyers with higher rates than Cailie’s. One of the major advantages to Cailie’s move to solo practice is that, by keeping overhead down, she can bill at rates which clients find more budget-friendly, while still giving the excellent service and providing the experience they seek. She also has the flexibility to work with clients to fit needed services within their budget. Cailie is certain that the value and efficiency she provides her clients support her reasonable fees, and that her fees reflect what clients should expect to pay for the services of a lawyer with her experience and knowledge in the field.

 


The Currin Law Office, LLC is Your Life and Annuity Compliance Resource.

The Currin Law Office, LLC, 14 Main Street, Suite 200, P.O. Box 90, Greenwich, New York, 12834
Tel: 1-518-692-2494—Fax: 1-866-549-2059
ccurrin@currinlawoffice.com

 

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