Curi

50 Things You May Have Missed from Our 50th Year (Part 2)

Written by Curi Editorial Team | Dec 18, 2025 2:00:00 PM

Our big year-end review continues. Explore the final entry in our roundup of 50 not-to-miss educational resources + exciting announcements from 2025. 

Curi’s 50th anniversary year was a great one for us and we hope for all of you, our clients and friends, as well. We reached incredible milestones together; launched new offerings and improved services; produced a wealth of educational content on the topics you shared were important to you; and the list goes on—literally!

Keep reading for 25 things you may have missed but will want to know about and discover before 2025 is through, in Part 2 of our year-in-review. Find Part 1 here.

26. Curi Became a Wellbeing First Champion

In November, we had the honor of being recognized as a 2025 Wellbeing First Champion—and being the very first Medical Professional Liability Insurer (MPL) to receive the distinction. The recognition comes from ALL IN: Wellbeing First for Healthcare, a coalition of national organizations led by the Dr. Lorna Breen Heroes’ Foundation. As a Wellbeing First Champion, Curi has verified that our MPL insurance applications are now free from intrusive or stigmatizing language related to mental health.

27. You Helped Us Donate to the Dr. Lorna Breen Heroes’ Foundation

For every gift claimed by Curi members during our anniversary THX campaign, we donated $10 to the foundation. And your engagement helped us meet our goal of $10,000! Curi fully supports the organization’s fight for the professional well-being and mental health of health workers. Learn more about their efforts.

28. Everyone Paused to Remember Physicians Affected by Suicide

Even with the amazing efforts of organizations like the Dr. Lorna Breen Heroes’ Foundation, physician suicide is still an unfortunate reality of the profession. On this year’s National Physician Suicide Awareness Day, we shared the people and orgs working to combat the stigma around seeking help and what you can do to help meaningfully reduce these tragedies.

29. Curi OneConnect Connected with You  

This year, OneConnect went live—a centralized way for you to easily connect with Curi Insurance. With just one call or email, you can now reach a specialist ready to assist with your needs, from policy guidance to technical support and beyond. How can we help?

30. Now With More Staff + Expanded Hours

After launching OneConnect, we saw quickly that many of you prefer to call us before your busy day begins or once your work has concluded. So, this year we also doubled the staff of our OneConnect team and expanded phone line hours to make it even easier for you to reach a team member. Just call 800-328-5532 between 8 am and 7 pm ET and you’ll speak directly to a specialist ready to provide solutions.

31. Our Client Services Team Broadened Their Reach

That means if you became a Curi Insurance client when we completed our merger with Constellation, you now have go-to client service representatives. They’re there for things like answering your policy and coverage-related questions, sharing how to access our risk resources, and requesting COIs. If you haven’t had the opportunity to talk with them yet, you can meet your local team here.

32. We Introduced the Curi Broker Services Team

You’re an essential partner in our journey, brokers. Our new broker services team is here to help you manage the renewal process; facilitate customer onboarding; provide training on our products, benefits, website, and policy portal; assist with Legacy Fund inquires; and more. Use OneConnect to contact your Curi representative and connect with the team: 800-328-5532.

33. Curi Capital Made Barron’s Top 100 RIA Firms

This fall, Barron’s once again included Curi Capital on its list of the Top 100 RIA Firms in the nation, maintaining our position at #55. The ranking highlights firms that demonstrate excellence in service, client retention, growth, and innovation in an evolving wealth management landscape. Curi Capital was also recognized in 2025 by Financial Advisor Magazine and InvestmentNews. A big thanks to our clients, partners, and team; your trust and dedication are the foundation of these achievements.

34. Capital’s Advisors Talked Asset Protection for Physicians

The team at Curi Capital knows that physicians are targets for litigation—and is here to help. If you missed our webinar outlining how to protect your livelihood and your wealth, be sure to give it a watch and start the new year with the knowledge you need.

35. Early Retirement as a Physician

Whether motivated by burnout, a desire for flexibility, or the pursuit of something beyond clinical work, stepping away from medicine in your 40s or 50s is an increasingly realistic ambition. But turning that goal into reality requires a disciplined approach to finances and lifestyle planning. Here’s what to consider if you’re thinking of retiring early.

36. And Estate Planning for Physicians

Estate planning is a crucial yet often overlooked aspect of financial health. Given the complexities of your profession—including high earnings, liability risks, and demanding schedules—having a well-structured estate plan can help ensure your wealth is preserved, your family is protected, and your wishes are honored.

37. Dr. Kemp Revealed Why She Works with a Financial Planner

Kourtney Kemp, MD, FACS, wrote vulnerably about her decision to seek out a financial planner. “Physicians are private by nature,” she shared. “We don’t talk about our finances, our liabilities, or even our stress. But I believe that needs to change. The more we talk about this — openly and without judgment — the more empowered and financially healthy we become as a profession.”

38. Invested Magazine Hit the Digital Newsstand

For many more informative articles from Curi Capital, check out the 2025 online issue of INVESTED. In it, the Capital team reflects on 20 years of purpose-driven growth, examines the evolving role of ETFs, shares strategies for expanding access to financial advice through Wealth Builder, and more.

39. We Grew Our Team to Better Support You

Across Curi, 61 new team members joined us this year to elevate our service and expertise for you.

40. And Brought Our LinkedIn to Life

To help recruit top talent, we added a Life at Curi tab on the platform that shares our people, our culture, and our difference. It includes company spotlights, Curiversaries, and employee testimonials—and makes it easy for LinkedIn members to express interest in working with us in the future. Please share with anyone you’d recommend join Curi!

41. 150,000+ of You Saw Our Social Media Content

Across our social channels, you saw our content more than 152,000 times in 500 posts. Not to mention, more of you started following us on these channels—18% more, in fact. But if you don’t already, we hope you’ll follow us on LinkedIn, Facebook, and Vimeo so you can easily discover all the great resources and events we have planned for 2026.

42. Curi Risk On-Call Responded to 6,500+ Inquiries

Speaking of impressive numbers, our Risk Solutions team had a busy year: They responded to over 6,500 of your questions and service requests through phone consultations and Risk On-Call emails. We’re proud to deliver trusted expertise when it’s needed most.

43. 82% of Cases Were Won in Your Favor

At Curi, we stand with our 67,459 insureds and are ready to go court to fiercely defend your reputations. We’re proud of this year’s 82% trial win rate; our investment in defense goes beyond the industry standard, reflecting our deep belief in standing with physicians when it matters most. Hear what our happy clients are saying.

44. The Curi Giving Drive Donated $200,000+ to Community Organizations

This year, our annual Curi Giving Drive empowered team members to support the local communities we serve by nominating and voting for nonprofit organizations nationwide. Thanks to employee generosity and Curi’s matching contributions, we delivered an impressive $230,306 in support to deserving organizations.

45. Your Safety Was Top Priority  

Healthcare professionals are seeing an alarming rise in patient anger and aggression, a trend that worsened during and after the pandemic. We hosted the on-demand webinar Defusing the Angry Patient to help. In it, crisis response expert Bob VandePol offers communication strategies and real-world tactics to keep care environments safer.

46. As Was Safety in Senior Living Communities

A tragic assisted living fire this summer underscored the critical importance of preparedness in senior care settings. Our senior living risk team compiled key guidance in Emergency Preparedness in Senior Living: 4 Essentials, a must-read for building stronger response plans.

47. Our Experts Offered Advice for Effective Onboarding

We heard your concerns about staffing. Your people are your most valuable asset—and setting them up for success starts on day one. Welcome Aboard: How an Effective Onboarding Process Helps to Set Your Organization up for Success outlines how a structured onboarding process can reduce risk and strengthen retention.

48. And Explained Why Chaperones Are a Must in Sensitive Exams

In this important blog for clinicians and risk managers, Tamara Johnson, BSN, RN, CPHRM, RHIA, Managing Director of Risk Solutions, outlines why having a chaperone present enhances trust, preserves patient dignity, and supports both healthcare professionals and patients.

49. We Tackled the Healthcare Workforce Shortage Together

Healthcare labor shortages continue to intensify across the U.S., increasing operational pressures and risk. Our HR On-Call export broke down the latest trends—and shared practical risk mitigation strategies—in the on-demand webinar Staffing Shortages and Liability: Realities, Risks, and Mitigation Strategies. If you haven’t watched it yet, it’s worth your time.

50. You Shared Your Wishes for Our Next 50 Years

To end this epic anniversary year-end review, we’re closing out with your voices—your wishes for our next five decades. After all, you’re the reason Curi exists and persists. We want you to know we hear you and take your important directives to heart. And we thank you for being a part of our past and present. We hope you’ll continue to be part of our future, allowing us the privilege of helping to strengthen your care, mitigate your risk, and build your financial well-being. Watch more special anniversary videos and hear from your fellow clinicians and healthcare leaders.

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