Tag: High-Net-Worth

  • January 22, 2024

    Insights and observations one year later.

    Our first year revealed several fascinating observations that surprised us. As we worked closely with our trusted partners and directly with successful individuals and families on their personal insurance programs, three common themes emerged. Read about our year and our mission as we look into 2024 and beyond.

  • October 21, 2023

    Why are we so optimistic about the current personal insurance market?

    It is the hardest personal insurance market in a generation. Unfortunately, that isn’t an opinion but indeed a fact. And as a result, the personal insurance industry is going through a rollercoaster of a ride. What's causing all this turbulence? And why are we so optimistic? Read about industry challenges and the opportunity.

  • June 21, 2023

    The phenomenon called the “Non-renewal.”

    Receiving a homeowner non-renewal letter may seem dramatic, but it is not at all uncommon. Learn how and why insurance companies do this and what you can do about it.

  • March 17, 2023

    Making The Leap From Corporate To Entrepreneur: Nadeen Vella On Building NaVella Insurance From Scratch

    An interview with Nadeen Vella, founder and CEO of NaVella Insurance. From overcoming obstacles to understanding client needs, read how NaVella Insurance provides a unique perspective on what it takes to build and grow a successful insurance agency.

  • February 17, 2023

    How much Umbrella insurance do you need?

    Choosing the right amount of umbrella insurance involves a mix of qualitative and quantitative factors. A fundamental guideline is to ensure your umbrella insurance exceeds your total net worth, while also factoring in several other elements.

  • December 17, 2022

    Personal Group Excess Insurance 101

    Learn how you can get more umbrella coverage for less dollars.