Personal Insurance

Personal Insurance

You’ve worked hard to earn everything you have. We work hard to give you the peace of mind that your assets are protected through customized insurance coverage.

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Protecting the Assets of Successful Families: Managing Risk with Personal Insurance

Risk management and insurance products include:

  • Appropriate replacement cost coverage for unique, higher valued homes
  • Additional living expense coverage for the time required to rebuild or replace the home
  • Replacement insurance for valuable artwork, jewelry, and other collections
  • Products and services that address the unique exposures of clients who frequently travel
  • Insurance protection for valuable, new, and historic automobiles
  • Specialized insurance for watercraft
  • Insurance protection for exposures arising from personal staff and contractors

Working with Wealth Advisory Partners

As a financial advisor, you naturally have a growth mindset. Apply that to your own business by taking the extra step to learn about Property and Casualty coverage for your clients.

A recent survey found that only 29% of financial advisors address the Property and Casualty Insurance needs of their clients, while that same survey found that 77% of successful individuals expect their financial advisors to understand and point out property and casualty risks they face, such as inadequate car, homeowner, or personal liability coverage.

Offering this represents adding value to your clients by making sure they get adequate advice from an insurance agent who specializes in sophisticated insurance and risk management products for successful families. If you need assistance assessing your clients’ insurance exposures, contact Trenda Green or Steve Schneider today.

Let us help you find the right insurance for your lifestyle.

Contact Us

Only a small number of top-performing agencies worldwide our given the Cornerstone Producer appointment from Chubb. For us, this designation represents our teams deep understanding  and knowledge of the industry and excellent customer service. For you, it means access to special coverage options, and a top of the line customer experience.