MONDAY, NOVEMBER 23, 2020
Risk management isn’t just about investment portfolios – 3 areas where HNW clients may be exposed.
This Special Guest post focuses on risk management through property and casualty insurance for high-net-worth families. Our guest blogger, Rebecca Woan, is a principal and founder of Chartwell Insurance Services. Rebecca joined us recently on an episode of The Flexible Advisor podcast and discussed areas where she sees clients at risk because they are under-insured or have assets improperly titled. In this blog she shares a few of those common oversights. Listen to the podcast episode for a more in-depth conversation on the topic.
Click here to go to the entire article.
Posted 2:00 AM
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NOTICE: This and all content is developed from sources believed to be providing accurate information.
The information in this material is not intended to be used as tax or legal advice. Please consult with a tax and/or legal professional
for detailed information regarding your individual situation. Some of this material was developed and shared by Chartwell Insurance Services to provide information
that may be of interest. Chartwell Insurance Services is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm.
The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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