Unlock the Family Office

Nearly every commercial insurance agent has them. Often, they’re hiding in plain sight, right inside a business operation. Their structures may vary, but the ingredients are often similar: family members, a business, money — and plenty of risk.

How to Win High Net Worth Clients

This September, investment manager Jeffrey Gundlach had $10 million worth of art stolen from his Santa Monica (CA) home. Gundlach’s collection was eventually recovered. Nonetheless, this incident brings to light an unwavering truth about high-net-worth clients: They...

Floatation Devices

It’s been said that boaters make the most loyal clients, that they will readily refer their friends to professionals they trust. If you want to be the broker or agent who secures insurance coverage for your nautical customers, there’s reason to get to know producers...