Part of an agent's job is to find the best solutions to protect a client's assets, even in the worst-case scenario. For high net worth individuals, specialty carriers are often required for home, auto and personal liability insurance. Getting the right coverage for a client's needs can help protect them against unexpected losses, and prevent clients from overpaying to be underinsured.
However, there are many basic questions that are often overlooked by clients to determine if high net worth-specific insurance is needed. Looking out for a client's best interests, agents should ensure that the following questions are addressed in order to find comprehensive coverage that protects clients against life's unexpected risks.
ACE Private Risk Services has compiled ten questions agents can use with HNW clients to educate them about the most likely areas where they are overpaying for coverage that still leaves them underinsured. Click through the following slides to learn more.
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