[Easemakers Podcast E74] The value of personalized insurance coverage for high net worth clients
What is personalized insurance, and who should consider working with a specialized high net worth insurance advisor? PRMA CEO & Executive Director Diane Delaney shares how a consultative approach to insurance can help families prevent risk in the latest episode of the Easemakers Podcast.
What’s the difference between mass market insurance and personalized insurance coverage? How do you decide on the best fit, and how do you find a broker that’s right for you?
In a new episode of the Easemakers Podcast, Diane Delaney digs into today’s hard insurance market and why taking a tailored approach can help families better protect and preserve their assets.
Diane is the CEO and Executive Director of the Private Risk Management Association (PRMA), a nonprofit organization that is focused on bringing together and educating insurance industry service providers who focus on HNW clients. Their goal is to empower insurance experts with the advice and insights they need to bring the best solutions to their clients.
Tune in to our conversation to hear:
- Tips for being proactive in preventing the most common losses
- Why Diane starts conversations by focusing on the passions (like collections)
- What estate managers and other advisors should be aware of to best protect a client’s home and lifestyle
- An understanding of personalized insurance and what to look for in a private insurance advisor
The Easemakers Podcast is available on Apple Podcasts, Spotify, and anywhere you listen to your favorite shows.
Catch up on past episodes of the Easemakers Podcast to hear from more experts in the private service industry, and don’t forget to subscribe on Apple Podcasts to get notified about future episodes. Follow along with @easemakers on social media, and of course, be sure to join the conversation in the Easemakers community after you listen!
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