Overview
It can be daunting to find a qualified, trustworthy property and casualty insurance advisor—who not only meets your family or office’s up-front needs, but also aligns with your sensibilities. The selection process can be further complicated without firsthand proficiency in insurance industry standards, trends, and best practices. Using case studies to anchor our discussion, we will illuminate the most pertinent considerations for safeguarding a family’s wealth and well-being. You will come away with tangible tools to help you evaluate existing insurance relationships (or guide your path toward new ones), and play a more proactive role in the creation of a rock-solid risk management program.
Date Published: Wednesday, April 22, 2020