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Left to right: Brett Woodward, member; Kelley Danis, assistant vice president; Anthony Rosania, associate manager.

When F. Scott Fitzgerald wrote, “The rich aren’t like you or me,” he probably wasn’t thinking about insurance–but he could have been. Many agencies and brokerages treat high-end personal lines insurance as account rounding, cross-selling, or as “accommodation business” for a commercial client’s CEO. Unfortunately, none of these approaches truly meets the buyer’s need for products, service and expertise.

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