At McLean Insurance, we know that financial planners and advisors have their hands full. The ever changing regulatory environment and constant educational requirements just to remain licensed present an incredible challenge to anyone in your profession. In addition, you have to offer sound advice on everything from investments to education to retirement planning to household budgeting. Many of your clients probably look to you for advice on how to handle millions of their hard earned dollars. You certainly don’t have time to become an insurance advisor as well!
To ensure client satisfaction and long term retention, you need an insurance professional you can trust to make sure your clients assets are thoroughly protected from financial loss.
Having assets and investments are great, but without adequate protection, they could be gone in an instant. One of the best pieces of advice you can offer your clients is to get the proper amount of insurance for their assets –this includes everything from Auto insurance for their Ferrari, personal property insurance for their estate and vacation home, corporate insurance, Umbrella liability insurance, cyber crime, and more. The last thing you want to hear from your client is, “I need a draw on my account to cover the $300,000 that wasn’t covered by my crappy homeowners policy when my house caught on fire last month.”
McLean Insurance’s team has been working with high net worth customers for over 45 years. We fully understand how to mitigate the hundreds of risks that go into covering a lifetime of assets for the ultra-wealthy.