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Insuring high-net-worth individuals is a terrific business, with strong long-term financial performance and interesting, rewarding work. If you’re succeeding in this business, your network of referral sources includes members of the wealth management community, including registered investment advisors (RIAs), family office advisors and private bankers. Referrals from this community are coveted. I’ve met dozens of them, and they describe how the best agents and brokers differentiate themselves.

Consider estates and asset protection“

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