When thinking about your most valuable assets, affluent individuals and families expect more than “one size fits all” insurance products and services. Property and casualty insurance is a critical wealth preservation and personal risk management tool, but it can easily be overlooked. The CCFN Private Client staff offers solutions by assessing a client’s life situation, risk tolerance levels and recommending loss prevention measures. We tailor a private insurance program which meets your needs. Once we have determined a proper insurance plan, we continue to handle all related issues and confirm all changes in writing. We are available every day of the week and each hour of the day to assist with your claim emergencies, act as your claims advocate and oversee the claim through final and accepted settlement.

We build strong relationships with clients by building trust through open and honest communication. As an advocate we maintain strict confidentiality concerning all of your personal and financial matters. We offer personal annual reviews, periodic stewardship and educational seminars.so that you are properly informed to make the best possible insurance choices.

We partner with companies which specialize in catering to high net worth individuals such as Chubb, Chartis (formerly AIG Private Client Group) and PURE (Privilege Underwriters Reciprocal Exchange). We partner with them because they share our philosopy in offering a customized, comprehensive approach to managing life’s risks. We also have access to the additional personal insurance markets such as Auto-Owners, Safeco, Traveler’s, Progressive, American Strategic, St. Johns, RLI, etc. We also have strong relationships with wholesale brokers to access Fireman’s Fund, ACE and excess and surplus lines carriers such as Lexington, Iron Shore, Beazley, Scottsdale and Lloyd’s of London. Our network allows us to craft an insurance program that provides high value insurance products and services which are flexible enough to meet the unique assets, complex needs and lifestyles of high net worth clients.

Private Client Services

• Homeowners Insurance
• Flood Insurance
• Automobile Insurance
• valuable Collections Insurance
• Personal Umbrella Liability Insurance
• Watercraft Insurance
• Group Personal Excess Liability Insurance
• Travel & Private Event Insurance
• Equine Mortality & Liability Insurance
• Life Insurance

Private Client Additional Services

• Comprehensive analysis & recommendations concerning lifestyle and insurance risks
• Annual Program comparison analysis
• Extended claim advocacy and monitoring with 24/7 emergency contact
• Flash drive access for your entire insurance program
• Preferred vendor lists for appraisers, shutter contractors, wind inspectors, etc.
• Complementary consultation prior to construction and planning of new home.
• Severe weather plan assistance from our marine expert
• Seminars & CE credits regarding pertinent new insurance matters and coverages