Personal Insurance

Why “Affluent” Consumers Need an Independent Insurance Agency

By Mark Gilman / September 15, 2021 /

Firmly wedged between high-net-worth individuals and the mass market lies the affluent market.  There are a lot of misnomers about people labeled “affluent.” For some, it means a multimillion-dollar net worth and a palatial mansion and covers a broad spectrum of clients. We’re talking basically about the upper-middle class.  They represent our community’s established professionals…

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The Pandemic has Made Personal Travel Insurance a Necessity, Not an Option

By Mark Gilman / July 28, 2021 /

The global pandemic has caused chaos in the travel industry.  Travel for a time ground to a halt and people scrambled to get refunds from canceled flights, hotels, and cruise lines. The hardest part was filing for claims from travel insurance. But beyond those lost costs, there has been a lot of lessons learned from…

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