10 Luxury Items the Super-Wealthy Must Have (and Insure)
Watch out: the cost of these high-end goods goes well beyond the sticker price.
Clients Moving to the City, Pt. 2: Changing Addresses, Changing Risks
It’s not that living in a beautiful condo or co-op apartment is riskier than a fine home in the suburbs—the risks are merely different.
FPA, CalSurance Partner to Offer RIAs Discounted E&O Insurance
“FPA members seeking E&O coverage will save hundreds — potentially thousands — through this new partnership,” FPA says.
Top 9 Biggest Tax Scams of 2013
In 2013, the IRS mailed out fraudulent tax refunds worth $3.6 billion, and these nine were among the worst tax defrauders.
The Business of Running a Home: Why Employment Practices Liability Insurance Matters
High-net-worth business owners and executives protect their companies but often fail to adequately protect their homes and their families.
Ask the Advisor: How to Build Trust With Clients
Scott Hanson, a CFP with Hanson McClain Advisors in Sacramento, shares his thoughts on how advisors can build solid client relationships.
10 Questions on Risk to Ask HNW Clients
Ensure wealthy clients have comprehensive coverage by discussing these crucial questions.
Recreational Vehicles: Fast, Furious—and Dangerous
The danger is not just to a HNW family’s teenage ATV or Jet Ski drivers; make sure those families have proper and sufficient liability insurance.
Caution: Clients Who Volunteer Unknowingly Put Assets at Risk
Umbrella and charitable directors and officers’ insurance can provide affordable protection for boomers who want to give back to the community, but also want to protect themselves and their assets.
Matching HNW Clients’ Coverage With Their Risk Profile
Even, and especially, for the high net worth, make sure those clients’ insurance coverage matches their risk profile. Ask probing questions to determine their real, if often overlooked, risks.