The Secret Key to Protecting Your Client's Wealth

Overview

Ultra-high net worth clients are often more focused on asset preservation than accumulation. Yet while they commonly own multiple homes, automobiles, watercrafts, heirloom jewelry and other expensive collections like art and wine—all of which greatly increase their risk—few have the specialized coverage needed to adequately mitigate that risk. Personal Excess Liability coverage is a critical tool in protecting your clients’ wealth.

Advisor Thinking