10 Embarrassing
(And Dangerous) Mistakes
the Affluent Commonly Make About Their Insurance

  
 

ARE YOU ONE.

  
 

TAKE THE TEST!

  
     
     
  "The rich are different!"  
                     F. Scott Fitzgerald  
     
  A message from Leland J. Hendrie...  
  Your loving family needs, wants, and deserves your FULL ATTENTION to safe guarding the family assets.  Perhaps even more than you may realize.  
     
  Ask yourself these Questions...  
 

●

 If You drive a Lexus, Cadillac or some other luxury car, would you buy "Chevy insurance?"   Of course not!

●

 If you live in a multi-million dollar home, would you buy "starter home insurance?"   Of course not!
   
 
  As a specialist in Affluent Insurance, here's a small portion of what I find.  The Wealthy and Affluent are people who:  
 
● Are frighteningly under-insured for their home.
● Are frighteningly under-insured for their personal contents.
● Are frighteningly under-insured for their Valuables.  (Jewelry, art etc.)
● Are wide open to lawsuits with surprisingly low liability limits and/or no  high limit liability umbrella coverage.
● Have no identity fraud coverage included in their policy.
 

More...
 
     
     
     

 

View this special presentation

 
 

PHD Concierge Insurance Services

  
     
     
     
 

PHD Concierge Insurance Services
A division of PHD Insurance Brokers, Inc. License #0462338
714-705-0005
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