INSURING SUCCESSFUL FAMILIES AND INDIVIDUALS

Protecting all the details that made your house your home is our priority. Families like yours often have complex financial planning, asset management and legacy concerns. Our premium insurers focus on wealth preservation and risk management. Your family deserves the same insurance attention as your business. We get that.

LEARN MORE

WE LOOK FOR WAYS TO DO MORE

You deserve someone who will treat you with empathy and compassion. You need someone responsive. We add value by monitoring market conditions and continuously seeking ways to provide cost-effective solutions. This includes arranging meaningful services like video recording of your primary assets and procuring background checks on domestic staff.

COMPARE THE EXPERIENCE

MORE PROTECTION, LESS EXPENSES. REALLY…

Even the most successful individuals can be underinsured, and most insurance carriers aren't equipped to address complex personal risk management needs. If something happens, we’ll identify the circumstances that put your wealth at risk and provide tailored insurance solutions. Many times, believe it or not, it’ll be cheaper than your standard insurance.

MEET OUR PRACTICE LEADER

YOU’LL NEVER HAVE TO SUBSTITUTE INFERIOR QUALITY FOR YOUR HOME’S MOST DISTINCTIVE FEATURES.

Get a tailored comprehensive plan that prioritizes your needs and someone who will advocate on your behalf. See the difference between standard and premium private insurance providers with this 2-page comparison chart.

DOWNLOAD COMPARISON CHART

Because of your success, your needs may have changed.

Understand how standard private insurance providers such as Allstate, State Farm, and Progressive compare to premium private insurance markets such as Chubb, Nationwide Private Client and Pure.

Access your chart now!

.

Related News

View All

Thinking About Engaging the 'A' Team?

First, we want to learn more about you. Tell us about your insurance experience by filling out the form below, and we'll be in touch.

Business Insurance

Yes
No
Yes
No
0.7
1.0
2.0
Yes
No

Employee Benefits

0%
25%
50%
100%
Yes
No
Bad
Okay
Great
Not at all
Keeps me up at night

Private Insurance

$500k-$1M
$1M-$2M
$2M+
0
1
2
3
4
4+
$1M
$5M
$10M
Direct Carrier
Carrier
Independent Broker
Unsure

Contact Information

Try One of our Calculators

  • Total Cost of Employee Benefits Calculator | Assurance

    What does it really cost you to offer an employee benefits? Let’s add up all the costs associated with medical, dental, income protection, retirements plans as well as mandatory programs such as Medicare, social security and unemployment. How much life insurance coverage do you need? Find out what you’ll need to plan for in order to provide income and debt protection for your family members.

  • Life Insurance Calculator | Assurance

    How much life insurance coverage do you need? Find out what you’ll need to plan for in order to provide income and debt protection for your family members.