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Posts in Thought Leadership

The Right Advice to Protect Your Lifestyle

The Right Advice to Protect Your Lifestyle

Kelly Klee specializes in advising and finding the right insurance coverage for high net-worth individuals and families. Following is an interview with General Manager John Smith about some of the ... Read More
What Makes Private Client Insurance Different?

What Makes Private Client Insurance Different?

Once you’ve flown first class, you realize just how cramped it is in economy, with food that is either nonexistent or unappetizing, and no guarantee that you’ll have room for ... Read More
3 Ways To Invest In Alternative Platforms Like A Pro

3 Ways To Invest In Alternative Platforms Like A Pro

With savings accounts and bonds paying historically low yields, savvy investors are increasingly following Wall Street into alternative assets. Whether it’s Lending Club and Prosper in consumer lending, Realty Mogul ... Read More
How is Private Client Insurance Sold?

How is Private Client Insurance Sold?

Related: What is Private Client Insurance? (And Why Might You Need It?) What Makes Private Client Insurance Different? Properly insuring a high net-worth individual requires more knowledge than a typical ... Read More
Cyber Security Risks: Yes They're Real

Cyber Security Risks: Yes They’re Real

As the world becomes increasingly connected and cyber threats grow in size and complexity, personal insurance professionals have a tremendous opportunity to help our clients protect their identities, financial assets, ... Read More
Why Bundling Your Insurance Is More Than Just Saving Money

Why Bundling Your Insurance Is More Than Just Saving Money

It’s now well known that bundling insurance—using one company for multiple types of policies—can often mean your total paid in premiums is lower than it would be if you chose ... Read More
Cyrus Rajabi: Success Through Service

Cyrus Rajabi: Success Through Service

When Cyrus Rajabi was a teen, he watched as his mother had a severe allergic reaction. “As she struggled to breathe and turned blue, I felt powerless—so profoundly afraid. All ... Read More
Business Risk:Don't Make It Personal

Business Risk:Don’t Make It Personal

You’re setting up a new business. You’ve established your LLC and diligently shopped for and purchased insurance to cover everything from a customer falling in your store to paying for ... Read More
The Best of the Best:Beaches

The Best of the Best:Beaches

We had so much fun with our skiing-related Best of the Best-of Lists last month that we decided to make it a semi-regular feature. This month, we chose a warmer ... Read More