TRUST... but VERIFY

INSURANCE FOR THE AFFLUENT

For those individuals and families that have been fortunate to create and build wealth, the “new-age” means of purchasing personal insurance through the web is NOT an option. As wealth grows, the breadth and complexity of risks also tend to increase. Properly addressing these risks requires an insurance broker with specialized expertise, capable of handling clients possessing:

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• Higher asset value

• Greater concentration of assets

• Multiple locations

• More frequent and "Global" travel schedules

• More "Toys"

• Greater liability exposure

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An insurance brokerage catering to affluent clientele must also have access to the few companies that focus on serving high-net-worth families or individuals. IAG understands the unique risk exposures the affluent have and the special needs created by wealth.

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We build long term relationships with our clients by providing advice on which personal lines plans & product are best suited for their specific individual needs. Our commitment to service extends beyond the sale of the policy; we also serve as your advocate when a claim has been filed.

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