How do advisers address the complex needs of HNW clients?

Placing life insurance policies for HNW clients

clock • 4 min read

Holly Hill explore how advisers can best serve the high net worth community and deal with their complex needs

There are a number of additional things to consider when placing large life insurance policies for high net worth (HNW) individuals. These clients will typically be more challenging from both a financial and medical underwriting perspective given the atypical nature of their financial affairs and personal hobbies, and advisers must be prepared for this from a client handling and expectation management standpoint. Working with other advisers It is important to note that HNW clients typically have a wider advice team supporting them. This might include lawyers, accountants and trustee...

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