Sunday, October 21, 2012

Educate the High Net Worth Customer

Helping affluent personal lines clients make smart insurance choices is smart business for independent agents.


Executives and other successful people typically accumulate their wealth over time and do not consider how their exposures have changed from year to year. When these individuals ultimately turn to independent agents and brokers for help, it’s often on the heels of an unpleasant situation—a mishandled claim or the inability to secure coverage on an important asset.  read more..

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