PRIVATE CLIENT GROUP

Dedicated advisory services for individuals and families with complex insurance and asset protection needs. Proactive, long-term strategies unique to your situation.

STEP 1: dISCOVERY

Personalized review of your current coverage, goals, and all valuable assets.

STEP 2: PLAN

Comprehensive analysis and tailored recommendations built around your needs.

step 3: implement

We bind your coverage and guide your program through underwriting seamlessly.

step 4: manage

Annual audits and proactive communication as your assets and life evolve.

speciality protection areas

· Umbrella & Excess Liability - up to $100M
· High-Value Homes
· Antique & Exotic Autos
· Valuables & Collections
· Cyber Liability
· Directors & Officers
· International Travel
· Household Employees
· Disaster Preparedness
· Dedicated Claims Adovcacy

Contact our private client group specialist today:

Katie Graves

Account Manager

563-206-7128

katie.graves@corevens.com

Private Client Group