Wealth Advisor Solutions
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.
Complimentary White Papers to Download
Tangible assets, such as fine art, wine, and jewelry, have finally been recognized as an asset class in their own right. But poor documentation and valuation often create insurance, tax, and estate planning issues.
By failing to update their personal insurance program to reflect the wealth they have built, many high net worth families have insurance policies full of wasteful spending and dangerous gaps in coverage.
Many wealthy families are increasingly concerned about being the target of a costly lawsuit but remain poorly prepared for such an occurrence, according to research commissioned by ACE.
Financially successful couples and individuals in or near retirement face complex decisions about insurance. This white paper presents 13 steps to strengthen wealth protection and reduce expenses when building a personal insurance program.
Valuable collections are increasingly seen as a means of investment diversification as well as aesthetic enjoyment by many wealthy families, but the collections are not always adequately protected.
Select Articles by ACE for Wealth Advisors
- "Insuring Retirement," Private Wealth, January 4, 2013
- "Devil Is in Insurance Policy Details When HNW Clients Are Sued," AdvisorOne, December 20, 2012
- "Treasure Hunting," Private Wealth, November 14, 2012
- "5 Big Security Risks for HNW Families," AdvisorOne, September 18, 2012
- 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