PROTECT YOUR SUCCESS WITH ASSURANCE PRIVATE INSURANCE MANAGEMENT.

Successful individuals and their families often have complex financial planning, asset management and legacy concerns. Private insurance, a critical wealth preservation and risk management tool, is easily overlooked. Your family deserves the same insurance attention as your business. We get that.

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HIGH NET WORTH INSURANCE REQUIRES SPECIALIZED ATTENTION.

Even the most sophisticated high net worth individuals can be underinsured, and most insurance carriers aren't equipped to address their complex personal risk management needs. We work with affluent clients to identify the circumstances that put wealth at risk and provide tailored insurance solutions.

ACCESS TO PREMIERE PRIVATE INSURANCE PLANS.

Assurance has access to the premiere carriers that specialize in protecting wealthy individuals and their families. This includes, Chubb, PURE and Nationwide Private Client. Our coverage solutions complement one another, eliminate gaps or overlaps in coverage and are easy to manage and update.

CUSTOMIZED PRIVATE INSURANCE PLANS TO MEET YOUR NEEDS.

Our 'A' Team provides the white glove care and service you deserve. 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.

PRIVATE INSURANCE MANAGEMENT BY ASSURANCE.

Protecting your personal insurance needs through your business insurance broker just makes sense. As with business insurance, having options gets you the right carrier, coverage and price. Think about it. If your business insurance broker brought you only one insurance carrier option year after year, you’d likely never work with them again. Yet, that’s exactly what many business executives do when it comes to their personal insurance.

At Assurance, we have a Private Insurance Management division that regularly communicates with our business insurance brokers to protect you from all angles. Having a partner that looks after both sides of your insurance equation is essential, as we’re able to forecast personal coverage needs based on business growth. We seek to not only understand your insurable assets, but also what they mean to you. 

Where we can help you.

We offer Assurance clients an array of options to protect their growing portfolios, including:

  • Homeowners
  • Renters/tenants
  • Excess/personal umbrella liability
  • Fine art, jewelry and collectibles
  • Automobile
  • Personal watercraft
  • Health, life, long-term care and disability
  • Kidnap and ransom
  • Identity theft protection
  • And more

What sets us apart from other private insurance brokerages?

Assurance specializes in creating personalized client relationships that allow us to deliver exceptional insurance services and solutions for both business and personal needs. With that comes a passion for measuring the efficiency and effectiveness of the solutions we bring to the table. Our long-term vision doesn’t stop at business insurance or employee benefits. It stems all the way through to private insurance. It’s this unique ability to quantify value and track results that enables us to keep insurance costs down and service offerings high.

Just like the business insurance side, you’ll have access to a personal claims advocate, as well as ongoing proactive account management. We’re continually monitoring market conditions and providing meaningful services like video recording of your primary assets in order to minimize risk and maximize your financial health.

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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

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No
Yes
No
0.7
1.0
2.0
Yes
No

Employee Benefits

0%
25%
50%
100%
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Great
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Keeps me up at night

Private Insurance

$500k-$1M
$1M-$2M
$2M+
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1
2
3
4
4+
$1M
$5M
$10M
Direct Carrier
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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.