president and ceo, brian yacktman joins us now. how can you make me feel more secure? tell me what you feel needs to be added to a port for that security? >> we like the two largest insurance brokerage firms, aon, marsh mac. we view them all weather stocks regardless of the outcome you pick. they seem to be fairly robust. we view them as global champions have pricing power and long runway for growth because they act as a toll taker for global insurance gdp. liz: mother nature, trauma aside, businesses shuttered are filing file lawsuits by droves, saying you have to cover this. they say it wasn't in the fine print. are you worried that may affect the bottom line of these names? >> these are just insurance brokerage firms. they are not insuring anything. they're acting as middleman, the broker that clips, take as percentage of the earning, insurance activity. as long as you believe there will be insurance activity in the world, it is mission critical with business going on, then these guys due to their pricing power that comes from basically their relationships, their ne