Are You Considered High Net Worth? Let's Find Out. with Nadeen Vella, CEO of NaVella Insurance Artwork

Private Client Risk & Resilience

Join Kurt Thoennessen, CAPI to learn about the risks that successful individuals and families face today. He will discuss risk management strategies to prevent losses and ideas to help you be more resilient to losses when they occur. He will explore everything from the risks to property, such as homes, art and yachts, to how to become more resilient in the face of loss by having the right insurance coverage in place. Episodes will feature expert knowledge from subject matter experts and/or insights from Kurt's personal experience as a risk manager for successful individuals and families.

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Private Client Risk & Resilience

Are You Considered High Net Worth? Let's Find Out. with Nadeen Vella, CEO of NaVella Insurance

October 12, 2022 • Kurt Thoennessen, CAPI • Episode 19

Personal Risk Advisor and CEO of RiskRevu, Kurt Thoennessen, CAPI, and Nadeen Vella, CIC, LIA, CRM of Navella Insurance connected a short time ago to discuss RiskRevu and enjoyed talking about insurance so much they decided to do a podcast. This conversation covers many aspects of the independent insurance agent model. In this episode we discuss the nuances of the private client space and what High Net Worth means in this space. We also discuss how the definition of high net worth differs depending on the industry. This conversation will be helpful to anyone who is looking to learn more about the private client insurance space and better understand the benefits of placing coverage with premium insurance carriers. Enjoy!

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