Insurance Secrets
for High Net Worth Individuals

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As a leading team of insurance advisors, Macbeth work closely with our high net worth clients to bring them the right protection and insurance cover for their fast-changing needs. Drawing on our experience, we’ve identified the insurance behaviours shared by our most successful clients, ensuring they get the most from their insurance investment, protecting their wealth and their assets.

Click on the keys below to reveal the insurance secrets for high net worth individuals.

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HNWIs count their insurance advisor as a trusted partner
Financially successful people value the relationship they hold with their insurance and financial advisors. They foster the partnership through regular reviews, highlighting changes to their income, assets and personal circumstances to ensure their insurance captures these. They know this key relationship can help them navigate their way to long-term success.
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HNWIs take no risks with under-insurance; they have cover where others think they don't need it
Rapidly moving markets means under-insurance is a key issue impacting the ever-changing value of your assets. Successful clients are proactive about regular evaluations of their assets to ensure the right levels of protection are in place.
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Financially successful people treat insurance like an asset
HNWIs value their insurance, understanding, relying on and trusting their choices. They are prepared to invest the time and money into a quality product and service to enhance their assets, bringing them peace of mind to focus on other areas of their lives.
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They recognise the full range of protection it brings to their family, careers and wealth
From covering family income and school fees through to inheritance tax or even serious illness, the financially astute understand the protection options available to them, and how these fit in with their professional and personal lives.
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Insurance is a key part of financial planning for the future
HNWIs tie insurance into a regular review of life goals. Future plans, bucket lists and desires, the right insurance is vital to long-term objectives, protecting against potential rain clouds should financial, personal or family circumstances change.
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HNWIs count their insurance advisor as a trusted partner
Financially successful people value the relationship they hold with their insurance and financial advisors. They foster the partnership through regular reviews, highlighting changes to their income, assets and personal circumstances to ensure their insurance captures these. They know this key relationship can help them navigate their way to long-term success.
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Get in touch:   Reading: 0118 916 5480   London: 020 7036 8767   info@macbeths.co.uk