When was the last time you sat down with your insurance agent to discuss your life, your belongings and your lifestyle?

Often the answer to that question is once a year or less. Frequently that’s because we are all busy and just don’t seem to find the time. We assume somehow that our agent or other provider knows what we are doing and changes to our life. Assumptions are typically not good for any of us now, are they?
In reality however,  even our friends can’t keep up with the Boards we sit on, the Organizations we volunteer for, and the houses, cars, boats or other items we acquire. High net worth insurance clients have unique and special needs due to these every changing circumstances and assets.
Does this sound like you? Well, if it does you aren’t alone. Knowing that you aren’t alone however isn’t enough. You also need to be proactive and contact your Agent. Tell them what’s going on in your life so that they can make the appropriate suggestions about coverage and other means of risk transfer.
We work with individuals who have homes of all sizes, volunteer for boards, own second and even third homes, among other things. We have experience with the  High net worth insurance marketplace.   Let us sit with you to determine if your needs are being met and exposures covered.