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Celedinas Insurance Group Blog

Insurance industry leaders discuss the evolving high net worth marketplace in Palm Beach

By Host on 6/4/2014

 

Last week we brought together the leaders of the five premier high-net worth insurance carriers to discuss the role of the trusted advisor in the evolving insurance marketplace. Over 125 of Palm Beach’s most influential attorneys, CPAs, realtors and wealth managers gained insight as to how the most progressive advisors have differentiated their practices and successfully added value by offering complimentary personal risk management and insurance reviews. Read more on gaining the competitive advantage in the high-net worth marketplace in the

Palm Beach Daily News’ coverage of the event.

 

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