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Risk Management and Insurance for the High Net Worth Client

Risk Management and Insurance for the High Net Worth Client

Quick Overview

It's more than just a platitude that "the rich have more money than us". They also might have a different manner of approaching risk. Join us as Casey Roberts brings us this perspective of risk management and insurance. We'll talk about some of the challenges we encounter when dealing with the High Net Worth (HNW) client, especially when it comes to assessing their needs from a Risk Management approach. One other challenge...the shrinking HNW marketplace.

$99.00

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Duration 1 hour
Location Online Webinar
Formats On-Demand
Instructor Casey RobertsCasey Roberts

For many clients, a homeowners' policy and auto policy meet most of their insurance needs. There are details, like limits, deductibles, past claims, and life situation that can affect the policy minutia, but for many clients, their needs aren't that complex. Now, consider the client whose net worth puts them considerably above middle class. They may have multiple homes, classic or exotic cars, and more. For them, an HO-3 is probably not going to cut it. Beyond their insurance needs, they are likely going to need someone to help them manage their unique risks. What does that look like? Join us as Casey Roberts helps us to understand these unique risk and insurance needs.

$99.00
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