Insurance Matters: The Case for Strategic Insurance Planning

Explore the role insurance plays in family office risk management and how the actions taken by executives and clients can create a more holistic approach to insurance planning.

This program is based on research by FOX and content partner Frank Crystal & Company.  Learn about actions that can be taken to improve overall family protection with insurance, such as utilizing a comprehensive insurance risk assessment process, obtaining the benefits of insurance purchasing power, engaging the next generation to ensure seamless family protection, and making sure your insurance advisor provides the most value to your insurance planning and servicing process.