As HNW clients use their wealth to create wonderful homes and rewarding lives, they often create gaps in coverage without realizing it.
As a trusted advisor, you have a unique opportunity to protect your clients. Don’t allow your clients to overlook risks they are creating.
A comprehensive analysis is the only way to know.Learn More
Brian Trouette presents to financial advisors, CPAs and attorneys on the unique challenges of insuring high-net-worth clients. He is a four-time speaker at the FPA NorCal Conference. Topics include:
Have your clients outgrown their insurance?
How to protect client assets should misfortune strike
Understanding Insurance sublimits
Why your Insurance carrier may not be obligated to pay