Have clients whose assets exceed their liability coverage limits?
Watch to understand why umbrella insurance is critical and learn how to help clients properly protect their wealth from unexpected lawsuits.
Our experts cover:
- Understanding Umbrella Insurance – What it is and how it works as excess liability coverage
- Who Needs This Protection – Why it’s not just for the ultra-wealthy
- Determining Appropriate Coverage Limits – Based on net worth, lifestyle, and risk exposure
- Real Claims Examples – How ordinary incidents become multi-million dollar liabilities
- Asset Protection Misconceptions – Why LLCs and trusts may not provide the protection clients expect
