How Agents’ Roles Are Changing in the High Net-Worth Market
As the number of high net-worth individuals (HNW) grows and more are considering self-insuring, agents’ roles are transforming from policy placement to strategic risk advisor.
As the number of high net-worth individuals (HNW) grows and more are considering self-insuring, agents’ roles are transforming from policy placement to strategic risk advisor.
With rating climbing and coverage tightening, more high net-worth (HNW) clients are choosing to assume more risk themselves. Here’s how agents can help HNW clients evaluate their risk profile and tolerance.