Skip navigation

Practical Advice on the Insurance Mistakes You Don’t Know Your Client is Making

Now Available On Demand

The more your clients achieve, the more they have to protect. And while most high net worth individuals have the financial fortitude to pay out-of-pocket for an insurance claim, when it comes to a catastrophic claim it could mean digging into their investment portfolio, money set aside for retirement, or other assets they wanted to be able to pass on to the next generation.
Without the proper guidelines in place, your clients could be left exposed when they have entrusted you to protect the financial future. If you aren’t addressing insurance coverage nuances to protect their tangible assets, and their vulnerability to liability, they could have a chink in their armor.
This webinar will address potential areas of weakness and provide claims examples of what you will want to avoid with your HNW clients. Topics will include: personal fraud and cyber liability, properly insuring collectibles, determining sufficient umbrella limits, and securing add-on coverages such as Employment Practices Liability, Directors & Officers.

By attending this webinar, you will:

  • Learn to identify potential areas of weaknesses in your clients’ coverages
  • Understand claims examples and what you want to avoid with your clients
  • Gain insight to nuanced coverages for high net worth individuals

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Betsy Clement
Private Client Services


David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement