Protecting client wealth through strategic insurance planning

How our insurance audits add value

You're not a P&C expert, nor should you be, but in today's complex financial landscape, your high-net-worth clients face unique risk exposures that standard insurance policies often fail to address. 85% of successful families want their financial advisors to quarterback all aspects of their financial well-being—including proper insurance protection.* The last thing you want is for a client to call you and request a transfer of assets because they didn't have proper insurance in place.

Our complimentary insurance audit helps you deliver on this expectation, identifying vulnerabilities in your clients' coverage before they impact the wealth you've worked so hard to help them build and preserve.

Download a client brochure (PDF)

Our audit process

We approach each insurance review with the same concierge service your clients expect from you:

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Personal consultation to understand your client's unique lifestyles, assets and risk tolerances

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Comprehensive analysis of current policies and coverage gaps to identify areas of concern and exposure risks

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Holistic recommendations for coverage optimization aligned with long-term wealth preservation and protection goals

What other financial advisors are saying

erica-bunnell

"The Brunswick team thoroughly analyzed existing coverages, identified gaps, and recommended tailored solutions that not only enhanced protection but also saved my clients money. Brunswick made what could have been a complex process feel seamless and straightforward.”

Erica Bunnell, CFP®

Cerity Partners

Mark-Feldman

“The Brunswick insurance audits have been an incredible resource. This area of planning is often overlooked, and it’s reassuring having such professionals at my disposal. The audits allow us to differentiate ourselves from the competition and provide tremendous value to our clients.”

Mark J. Feldman, CFP®

OnePoint BFG

albert-yambor

"As a fiduciary for clients,  it's critical to make sure their wealth is protected, that means their entire balance sheet. The Brunswick audit process has been instrumental in identifying gaps and risks in client P&C coverage."

Al Yambor, CFP®, CEPA®

Sequoia Financial

Our insurance partners

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Start the audit referral process

Whether you prefer to control the conversation or want to take a more hands-off approach, we can tailor our partnership to meet your style and comfort level while acting as an extension of your team.

Let’s connect

Want to learn more about partnering with Brunswick Private Client? Let's schedule a brief conversation about how our insurance audit process can strengthen your practice and deepen client relationships.

Schedule a consultation
Call 800-686-8080

About Brunswick Private Client

Since 1972, we've specialized in protecting the assets and legacies of successful individuals and families. Now in our third generation of family ownership, our partnerships with top-tier insurers allow us to offer:

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Coverage across all 50 states

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Discounted umbrella coverage up to $100 million

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 Specialized solutions for unique assets including: 

  • Fine Arts & Collections
  • Multiple Homes
  • Luxury Vehicles
  • Personal Liability Protection
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Let's chat
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*Source: Chubb & Oliver Wyman survey
**The comprehensive audit process takes about 10-12 business days.