7 Reasons to Work with an Independent Insurance Agent

Written By Charlotte Insurance on December 28, 2021. It has 0 comments.

people meeting with an independent insurance agent

You’ve seen the sleek and even silly insurance commercials. They’re fun to watch. The companies claim their sign-up and claims process is cheap and easy. But you’ve been there, done that, and nothing about it is easy. In fact, it’s an expensive hassle, and you’re not even sure you have good insurance coverage. Skip the […]

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More than an Insurance Agent – A Risk Manager

Written By Charlotte Insurance on February 23, 2016. It has 0 comments.

You’ve worked hard to build your net worth, and you still see more growth in sight. In the business world, you work with risk managers to make sure your business is protected and the risks associated with that business are minimized. As a high net worth individual you need something similar in your personal life.

Instead of the typical “insurance agent” to help you protect your personal assets and investments, you need someone to help you effectively manage all of the risks that come with your lifestyle. You need a risk manager.

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What is Risk Management for High Net Worth Individuals?

Written By Charlotte Insurance on May 12, 2015. It has 0 comments.

You’ve worked hard to build the life you’ve always wanted. A large home on a private estate, the collection of antique cars in a luxury garage, a private yacht – it’s all yours. You take pride in everything you’ve accomplished. Looking around, it’s satisfying to see the luxurious life you’ve built for you and your family.

But it can be threatened in an instant.

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