Financial advisors play a key role in ensuring that their clients wealth is protected. Property and casualty insurance- protection for homes, jewelry, cars, fine art, liability and yachts- is a critical part of personal wealth management. If your client has net worth in excess of $2 million, they need an insurance agent and insurance carrier equipped to address the clients complex risk management needs. It is important to enlist a knowledgeable insurance agent with access to private client and specialty insurance markets.
Here are some important considerations to keep in mind to protect successful individuals and families:
Offering complete solutions for successful individuals and families can be ensured with a well-informed insurance agent with access to private client markets. Our agency www.agordon.com and I can assist clients with a complete review of their account and risk management solution recommendations for clients.
We are local insurance experts serving the South Shore for over 70 years.
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