insurance program

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  Trusts and LLCs: Smart Ways to Transfer Wealth and Risk, but Mind the Details

  By Kathleen Tierney, Chubb  |  February 21, 2013

  There are many intelligent reasons to transfer high-value assets to a trust or LLC, but there’s a devil lurking in the details, specifically the insurance considerations.

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  13 Vital Steps to Insure HNW Clients’ Retirement Wealth

  By Michael S. Fischer  |  October 19, 2012

  Are your wealthy clients leaving personal insurance policies largely untouched for years on end? They could face lifestyle-changing losses and unnecessarily high annual expenses, according to ACE Private Risk Services.

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  Five Surprising Insurance Benefits for HNW Families

  By David Spencer, ACE Private Risk Services  |  October 12, 2012

  Insurers specializing in high-net-worth coverage offer complimentary services to prevent, minimize and recover from loss. Here are five such coverages your clients may be overlooking.

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  5 Big Security Risks for HNW Families

  By Gary Raphael, ACE Private Risk Services  |  September 18, 2012

  Shady characters are finding an increasing number of ways to get at HNW families’ money, thanks in many cases to rapidly changing technology. Here's how to protect those clients.

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  Want to Save on HNW Clients’ Home Insurance? Raise the Deductible

  By David Spencer, ACE Private Risk Services  |  August 14, 2012

  Big premium savings can far outweigh the added risk when your wealthy clients raise their deductibles.

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  How Green Was My Policy

  By Marlene Y. Satter, AdvisorOne  |  March 1, 2012

  As the headlines over extreme weather conditions and the cost of natural disasters swell, some insurance companies are rising to the challenge.

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  4 Top Issues to Address in a HNW Client New Year Insurance Checkup

  By David Spencer, ACE Private Risk Services  |  January 17, 2012

  Neglecting to adjust your HNW client’s insurance program each year can lead to an unacceptable level of risk.