Private Client Risk & Resilience

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

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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