Protect the Wealth and Assets You’ve Worked So Hard to Obtain

Individuals and families with significant assets often struggle to secure the appropriate insurance protection. Many providers lack the experience or knowledge needed to adequately protect high-value assets or liquid wealth. Others push unnecessary coverage products to pad their bottom line.

At Watkins Insurance Group, we understand the challenges associated with protecting wealth in the US. Our agents possess extensive experience creating and managing customized insurance solutions for individuals and couples with significant wealth.

Comprehensive Insurance Services for Affluent Individuals & Families

The most effective insurance protection blends several products and policies. To help you create the optimal protection solution for your unique situation, we offer advice on a number of policies and coverage products, including:

  • Personal insurance
  • Life insurance
  • Long-term care insurance
  • Wealth protection
  • Estate planning and estate tax payment strategies
  • Business succession/transition strategies

Combining each of these protection strategies into a cohesive insurance solution allows us to provide the optimal protection for your wealth and assets, both today and well into the future.

We Take a Concierge-Style Approach to Your Insurance Needs

Unlike other agencies or online providers who focus on selling you a policy or coverage product, our commitment lies in delivering truly concierge-like service. To meet that goal, our agents provide:

  • Customized service and guidance: We offer a level of customized service and guidance that many other agencies or online providers simply cannot match. This includes a thorough, in-person review of your situation, thorough explanations of your unique risks and coverage options, and detailed advice on each product’s benefits and limits. By offering this truly tailored service, we provide you with the information and confidence you need to protect your wealth and future.
  • Routine policy reviews: A truly effective insurance solution evolves with your changing needs as your wealth, risks and family grows. With that in mind, we conduct regular reviews of your policies and overall protection plan to identify any areas of concern. In some cases, we may need to add or increase coverage options, while in others we may be able to eliminate redundant or unnecessary policies.
  • Billing and account assistance: For many individuals with high net worth, managing insurance policies and accounts is often an annoying or uncomfortable process. Whether you are focused on your business or career or feel uncomfortable paying bills online or over the phone, our agents are here to help. We take the stress and frustration out of managing insurance accounts by creating automatic payments or handling your monthly account management on your behalf.

Whatever your insurance concerns may be, and whenever they may arise, we are there to provide the assistance and answers you require

Contact the Skilled Agents at Watkins to Protect Your Wealth

At Watkins Insurance Group, our agents have the knowledge and experience needed to help individuals and families with high-net value protect their wealth. Contact us online or call 800-460-5932 to learn more.