Private Client Advisor
CHARTIS
December 2011 | Contact Us
Private Client Group is dedicated to bringing innovative products and services to you and your clients—and we don't want you to miss a beat.
In this issue
Helping your clients protect their property investments
Property often comprises a large portion of a client’s portfolio. Ensuring that investment is properly protected is a critical component of wealth management. However, most homeowners are unaware of the vast difference between a home’s replacement cost—the cost to rebuild the home if catastrophic damage occurs—and its market value.
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The holidays are here. Are your clients prepared?
Many of your clients may be vacationing, hosting gatherings at their homes or receiving valuable gifts. To ensure that they remain properly protected, we’ve compiled a list of timely risk management information. 
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In the news
Private Client Group expertise was featured in several leading financial planning news outlets, including:

Journal of Financial Planning
Help Your Clients with High-value Collections Embrace a Risk Management Approach
 

Financial Planning
Peace of Mind

Elite Advisor Forum
It Pays to Preserve. Three Ways to Grow Your Business Through Personal Risk Management.

Are Your Clients Working with the Right Insurance Resources? 


    

      

 

 

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 Contact us
 For more information, please visit:  
 www.chartisinsurance.com/pcg/advisor 

 Or, e-mail us at:  
 strategicsales.pcg@chartisinsurance.com
 


Copyright 2011 Chartis Inc. All rights reserved.

Private Client Group, 180 Maiden Lane, New York, NY 10038