Is your clients’ insurance as carefully selected as their investments?
Increased wealth means new spending, new risks
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.
Have your clients outgrown their insurance?
A comprehensive analysis is the only way to know.
Learn MoreEducating Trusted Advisors
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