About Private Client Select

Our Producer Experience


Invaluable Protection for Your Most Valued Customers

Successful individuals and families have complex financial planning, asset management, and legacy concerns. And most insurance products and providers are not designed for the ground up for customers with stratospheric value and complexities.

The more your customers have, the more they have to protect. So that means the more you can offer them in policies, protection, and proactive service from a global leader in high-net-worth insurance. 

Add Our Capabilities to Yours

Access to expert insurance and risk management advice allows you to diversify and expand your range of offerings, amplifying the value you provide to new and longtime customers. Benefits include:

  • Objective, independent insurance advisors: On-call professionals who can offer choice and solutions for those with complex needs—to support the consultative nature of your business.
  • New business support:  Product and service recommendations specific to your customer’s needs and exposures that can be submitted easily and can include co-branded policy documentation.
  • On-going service: Our team is there for your growth -- every step of the way. From coordinating endorsement change requests to billing assistance to risk management service coordination, our business is supporting your business. 
  • Continuing education: Every year thousands of producers come through our exclusive University program. This complimentary resource was built to help you build your business.  

Is It Time to Reassess Your Customers' Needs?

Have your customers recently completed a lifestyle and insurance portfolio review? Do your customers purchase liability coverage limits that measure up to their growing net worth?  Do your customers, or anyone in their immediate family, serve on the board of a not-for-profit organization?  Coverage needs change over time, and we can help you ensure that your customers are protected.

LEARN ABOUT YOUR GATEWAY TO GROWTH



We work with a select network of independent insurance advisors. Interested in working with us? 

Contact Us Today

 

Experience Elevated Excellence At Every Step.