For Trusted Advisors

As a trusted advisor to high net worth individuals, you work hard to protect, invest and grow your client's assets. As part of this process, it is important for you to advise your clients regarding insurance coverages. While it is easy to focus on asset growth, reducing the risk of asset depletion through adequate insurance coverages perhaps is even more important.

At SCM, we work closely with you to conduct a Personal Risk Analysis for your client. We then recommend and place the appropriate coverages to ensure your client has the protection they need to have peace of mind. The end result is that we:

  • Eliminate the gap between financial services and asset protection.
  • Provide necessary, non-traditional resources for your client.
  • Re-affirm you are "looking out" for your client's best interest in all areas.
  • Offer a complimentary Personal Risk Analysis.

Personal Risk Analysis

Our Personal Risk Analysis is a painless process that identifies misspent premium dollars and gaps in coverage. After conducting thorough due diligence, considering your client's unique risk preferences and needs, we provide a written personalized report that concisely identifies potential cost savings and/or assets that are unprotected or under protected

Your client benefits from a Personal Risk Analysis in multiple ways:

  • Saves your client money.
  • Prevents future headaches for your client in the event of a claim.
  • Compares programs and offers the latest customized insurance solutions.
  • Identifies the financial rating and stability of your client's current insurance company.
  • Accurately protects your client's present and future assets.

A Personal Risk Analysis not only benefits your client, it:

  • Gives you a distinct and competitive advantage.
  • Broadens your range of service.
  • Helps bring more value to your client.
  • Shows the client you are helping to protect all of their assets.
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