This case study explores a potential solution to a high cost insurance situation for a hypothetical client.

  • The client suspected that his insurance carrier had unjustly placed him in a “high risk pool” with equally high premiums to match.
  • A thorough due diligence review revealed that the client did not merit the high risk status.
  • The review also revealed several coverage omissions/gaps in his current policy.

Because of the strong and trusted relationship the client had with his wealth advisory team, he was able to immediately address his concerns within the scope of his complete financial situation and find better, more cost-effective solutions to his insurance needs.

Please see important disclosures at the end of the article.

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