YOU DESERVE BETTER THAN...

  • Feeling frustrated because your complex insurance is too confusing to know if you are properly protected.
  • Your agent not proactively reviewing your coverage annually.
  • A poor claims outcome with little to no support from your agent.
Private Client Insurance Review
High Net Worth Couple looks happy with their insurance plan
High Net Worth Client looks happy with their insurance plan

YOU KNOW THE VALUE OF BEING PREPARED.

Our Private Client Group Team ensures you have the protection you need without spending more than you have to.

As a high net-worth family with unique assets to protect, we believe you ought to have a tailored insurance experience.

That’s why our Private Client Group pairs you with a team of advocates who are constantly focused on your asset protection while delivering a high level of service.

Private Client Insurance Review

You want your insurance experience to be easy – and tailored to you.

We can help

Private Client Insurance Review

As a Choice Private Client Group client, you will receive:

  • A team of trusted insurance advisors, including a Claims Advocate to coordinate on your behalf when you have a claim
  • An annual review to ensure that you have the right coverage at the best price
  • A relationship with a trusted insurance agency that will grow with you

Here's How We Do It

1

Accept our invitation for your Private Client Insurance Review.

2

Receive a comprehensive analysis and our recommendations to protect your current assets.

3

Have a trusted advisor and specialized insurance team invested in your financial security – now and as your portfolio grows.

Private Client Group FAQs

Most people are frustrated to learn that their insurance agent doesn’t proactively review their account to protect their hard-earned assets. That’s why our proactive team of trusted advisors actively advocates for our clients, so you always have the right coverage at the best price – now, and as your portfolio grows.

Standard homeowners policies restrict the amount that will be paid for these types of items and collectables. A Valuables Policy is recommended and will allow you to declare the value of each piece on your policy.

As a wealthy individual, you may not think you need life insurance because you already have enough money and investments that secure you and your loved ones financially. However, a life insurance policy can be used as an investment tool or simply provide financial reassurance. Despite your high financial capability, it’s a great tax-free tool to protect your business and assets without tapping into your investments.

You’ve built your wealth with a great deal of time and attention, and as it grows your financial risks become more complex. You need concierge-level service and privacy. Having a custom insurance program that’s proactively created for your unique assets will ease any frustration and stress should a disaster occur, and give you the confidence that all you’ve worked so hard for is protected.

Definitely. You will not be automatically covered on the owner’s policy. A “Non-owned Aircraft” insurance policy will protect your personal assets, physical damage to the aircraft, third-party property damage, third-party bodily injury and legal defense costs.

Be confident you are working with trusted advisors

A team that brings you extensive private client group insurance knowledge at the best price. Specifically, you’ll have a dedicated personal insurance agent that respects your privacy that is ready.

We’re ready to assist you by phone at 757-961-0170 x 1611 or complete the form below to have a member of our team contact you to discuss your specific needs.

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