Money and Financial Data - Finance Concept

At POWERS Insurance, we believe partnering with financial professionals is crucial to properly address a family’s personal risk and protect their desired lifestyle. Learn more about our partnership philosophy from our President, JD Powers.

Financial Planning

Transactional insurance agencies often times overlook key facts or exposures for successful families. Our agency specializes in Property and Casualty (P&C) insurance planning for successful families, and thrive when working with financial professionals that provide likeminded holistic planning for their clients.

According to CHUBB
of successful individuals believe it's important for their financial advisor to act as a quarterback
Yet only
of financial advisors partner with an agency that specializes in working with accomplished individuals
would switch to a financial advisor who offered P&C support, the CHUBB study reveals
CHUBB's survey revealed
would switch, even if the advisor charged more

In fact, it's fairly common for us to identify a previously unknown exposure for a client. During our consultative risk review of a client's personal insurance program, we will not only address the obvious coverage needs but will also discuss some of the overlooked exposures such as worker's compensation, directors and officers coverage, excess umbrella liability, and excess uninsured and underinsured driver's coverage.

A successful risk management program is the process of planning, organizing, directing, and controlling resources and exposures to achieve given objectives regardless of the impact of a surprising success or large loss.

At POWERS Insurance, we follow the approved risk management process implemented by the International Risk Management Institute (IRMI):

We partner with financial planners because we know if something happens and a client doesn’t have adequate P&C protection, their financial goals could be at risk. It's crucial that the goals set with a financial planner align with the personal insurance program.

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Premiere coverage for your personal needs. Learn how we work with superior carriers to bring you the white glove quality and service you deserve. 

The Private Client Experience

wine collection

Are you sure your collections, valuables and hobbies are properly protected? 

Insure High-Value Items

Successful Family Home

Coverage you should consider for your high net worth lifestyle. 

High-Value Home Coverage

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