An Essential Team Member

Along with a financial advisor, attorney, and accountant, an expert insurance advisor is a critical component of a client’s wealth management team.

You work hard to earn your clients’ trust by helping them manage their assets, wealth, and reputation, and your clients value your advice and counsel. Providing your client with a resource that can help protect their legacy will add value to your relationship and remind them that you have their best interests in mind.

A personal insurance program is a key component of a client’s financial plan and overall wealth strategy. For more than four decades, Marsh McLennan Agency Private Client Services has focused on working with advisors to provide comprehensive personal insurance solutions and risk management consultation to financially successful individuals and families.