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Posts Tagged ‘wealth management’

Filling the P&C Insurance Gap

Wealth managers should consider adding a property and casualty insurance specialist to their consulting teams. By Joseph Weiss   It’s standard practice for wealth managers to seek help from accountants and attorneys to meet the needs of their high-net-worth client. But it may be time for advisors to consider using another outside expert: a property…

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Misunderstood Liabilty

Many wealth individuals are underinsured because they mistakenly believe it will make them less vulnerable in liability cases. By Joseph Weiss   “Liability” — The responsibility for injury, death or damages to another — is a word that sends chills down people’s spines. Anyone who owns a home, drives a vehicle, operate a business or…

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Hidden Risks

orchestra

Property and casualty insurance is often neglected by wealth managers and their clients. By Joseph Weiss   A wealth manager is like an orchestra conductor. While he does not play each instrument required for a symphony, he knows how to bring them all together to produce a beautiful piece of music. Similarly, advisors need to…

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