Risk Management: A Case Study Approach to Insurance

The benefits of personal wealth come with complexity and heightened responsibility for the family and next generations.  The risk management and insurance surrounding personally owned assets is every bit as important as is financial planning and wealth management.  In this webinar, we will explore inadequate insurance, gaps and omissions of coverage can threaten the personal wealth of the family through uncovered exposures to risk and claims.  Through this case study approach we will take you through the risk management surrounding a wealthy business owner and his family, identifies risk components and suggests solutions which can be put into place.  Our speakers will also discuss the selection and role of the personal insurance advisor to the family. Takeaways will include helping to find a qualified personal insurance specialist, understanding the difference in insurance carriers and their capabilities, and identifying risk exposures and solutions.