With affluent individuals and families under greater attack from our ever growing litigious society, it is increasingly more important to make sure your insurance program is set up properly. These 10 things are the most common Red Flags and Gaps in insurance we find on a routine basis.
Estate Attorneys, Wealth Managers, Financial Advisors
What you need to know to protect your clients
We provide guidance to American families who want to protect the assets they have
spent a lifetime accumulating. While proper estate planing is imperative, those plans
often create gaps in insurance most Insurance agents do not know to address.