We want to make it easier than ever to have conversations with your clients about the protection they may need. With our new Protection Outlook, you can help your clients get a full picture of how they’re protected today, so they can avoid the unexpected and benefit from comprehensive protection that’s right for them. Take the assessment
Please answer “yes” or “no” to the following questions.
Is the current limit of your clients’ liability policy less than 100% of their net worth?
Has your client had any major changes in their life in the past year such as a birth, death, inheritance, acquisition of a high valued asset or a liquidity event?
Do your clients own a secondary residence?
Is any of your clients’ property held in a trust or a limited liability corporation?
Do your clients have teenage children?
Do your clients currently sit on any not-for-profit boards?
Do your clients employ domestic staff such as a nanny or housekeeper?
Do your clients or their family members travel regularly for business or pleasure?
Do your clients or their family members collect art, jewelry, or wine?
Do your clients have a swimming pool, hot tub or trampoline at their home?
Do your clients own or operate recreational vehicles, jet skis, jet boats or other mechanized watercraft?