When Bob Smith (not his real name) entered the workforce, married and bought his first home, he opted for the cheapest insurance he could find. Bob has built a successful career, makes a pretty substantial income and is living in his third home—a splendid abode on the shore of a lake with his sailboat moored nearby.
One thing has not changed, however—Bob still has the same insurance policies he had when he was cutting his teeth in life and business.
What's wrong with this scenario? Bob Smith needs a specialized insurance agent, someone like Steve Peck. Steve's 8-year-old independent agency focuses on high net worth people like Bob, who require more than a commodity approach to risk.
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