How can you understand the insurance needs of HNW clients? - Walter de Oude

Walter de Oude of Aviva Singlife

Apr 16, 2019

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1. How can you understand the insurance needs of HNW clients?

Video transcript

1. How can you understand the insurance needs of HNW clients?

The simplicity is that every high-net-worth client needs to look at his overall portfolio as a holistic set of compartments. Insurance always forms one of the verticals with any well managed portfolio, whether it's a universal life or a whole of life or whatever it is, there has to be a facility in place to maintain liquidity at the time that you really need liquidity and to make sure that the estate planning and legacy and provisions are part of the overall wealth management discussion.

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