Good Times? Then ‘Rebalance’ HNW Clients’ Insurance Coverage
In this period of relative calm, financially speaking, review clients’ insurance policy coverage terms, conditions and, especially, financial limits.
Making Sure Clients’ Umbrella Liability Insurance Keeps Them Dry
For some of your higher-net-worth clients, buying group personal excess liability insurance can be an economical way to protect their assets.
Managing Risk for the Wealth-Inheriting Younger Generation
While many young people are earnest in their quest to make a mark on the world, unless they are properly educated about the myriad exposures to their inherited wealth, they may inadvertently deplete it.