Are Your Clients Working with the Right Insurance Resource?


Insurance advisors, like financial advisors, are not created equal. Effectively managing high-value assets and elevated personal liability exposure requires specialized expertise. Most, if not all, clients with high-value assets who are seeking insurance coverage will have a preexisting relationship for their property and casualty insurance that they have outgrown and may be severely under-protected. To help assess the insurance choices available, there are factors to consider when evaluating an insurance advisor.

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