Wealth Preservation through Personal Risk Management

As a trusted advisor to your clients, you have a unique opportunity to present them with a customized property and casualty insurance program for protecting their wealth and lifestyle.  Contact us to learn more.

We know that as your clients’ wealth grows, the risks that can threaten their family and lifestyle grow increasingly complex – often to the point where they are overlooked by the wealthiest families and most seasoned advisors.  We can help you understand those risks, and make it easy to confront them in a simple yet comprehensive program for personal risk management – the ACE Platinum Portfolio®.

Gain a Competitive Edge

Many wealth advisors hesitate to raise the topic of property and casualty insurance because they aren’t experts.  Make their reluctance your competitive edge.  We can help you enhance your range of offerings by connecting you to an independent and objective insurance advisor who can help you retain clients and win them as well, by becoming part of your referral network.

Recent Articles by ACE for Wealth Advisors

• "Clients at Risk: Confusing Home Market Values with Rebuilding Costs," Advisor One, August 15, 2011
• "How to Guard Your HNW Clients from Others," AdvisorOne, July 12, 2011
• "Artistry at Risk," Private Wealth, July 2011
• "Geography of Risk: Helping HNW Families Trim Costs, Boost Protection," AdvisorOne, June 17, 2011

Useful Links

• Top Reasons to Choose ACE for Your Clients
• Ten Questions That Help Reveal If Your Clients Are Over-Paying To Be Under-Insured
• Client Case Studies
• White Papers