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10 Questions to Discuss with HNW Clients

Ensure wealthy clients have comprehensive coverage by discussing these crucial questions

By David Spencer, ACE | Updated on September 19, 2013

Part of an agent’s job is to find the best solutions to protect a client’s assets, even in the worst-case scenario. For high net worth individuals, specialty carriers are often required for home, auto and personal liability insurance. Getting the right coverage for a client’s needs can help protect them against unexpected losses, and prevent clients from overpaying to be underinsured.

However, there are many basic questions that are often overlooked by clients to determine if high net worth-specific insurance is needed.  Looking out for a client’s best interests, agents should ensure that the following questions are addressed in order to find comprehensive coverage that protects clients against life’s unexpected risks.

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