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Despite the growing complexity of risks affecting their investments, Chubb uncovered that a great number of wealthy people are relying on financial advisors/wealth managers (73%) or their own knowledge (71%) to manage their wealth and protect it from risk. Only 59% said they rely on an insurance agent or broker for these services. So, what can insurance agents and brokers do to draw in these wealthy clients and best serve them? In this slideshow, we'll look at what Chubb's Wealth Report identified as the top things wealthy clients want from their insurers.
Agent & Broker
January 08, 2024, 11:07 PM