Ogilvy-Hill Insurance

Personal Risk Management

Insurance has become just a commodity in the minds of many people. Since it's hard to evaluate quality differences, buying decisions are often made mostly on price. At least 5% of the public have special needs which require the services of a professional, trusted advisor. Take the quiz below to see if you are in need of a personal lines trusted advisor:

Trusted Advisor Quiz    Yes or No
Do you have your taxes prepared by a tax specialist?    yes    no

Have you worked with (or should you) an attorney or bank trust department to setup a will, trust(s), or other estate plans?     yes    no

Is your net worth and/or yearly income significantly higher than average? yes no

Do you get investment advice from a professional? yes no

Do you have a well-established banking relationship with people who know you on a first name basis? yes no

If you answered yes to all or most of the above questions, you are a person who uses and needs Trusted Advisors for financial matters. This certainly should include your personal lines insurance program.

At Ogilvy-Hill Insurance we have a unique process for your personal lines insurance program and we refer to that program as our Personal Risk Management Approach.
The purpose of the Personal Risk Management Approach is twofold:

• Provide you with a Personal Risk Management Plan - not only does it consolidate all of your personal insurance coverages into a formal program, it reduces your overall exposure to risk.

• Make your personal risk transfer plans more attractive to the insurance marketplace. This results in your being placed with the best possible insurance carriers.

©2007 Ogilvy-Hill • All rights reserved


		Personal Risk Management
		Insurance has become just a commodity in the minds of many people. Since it's hard to evaluate quality differences, buying decisions are often made mostly on price. At least 5% of the public have special needs which require the services of a professional, trusted advisor. Take the quiz below to see if you are in need of a personal lines trusted advisor: Trusted Advisor Quiz Yes or No Do you have your taxes prepared by a tax specialist? yes no Have you worked with (or should you) an attorney or bank trust department to setup a will, trust(s), or other estate plans? yes no Is your net worth and/or yearly income significantly higher than average? yes no Do you get investment advice from a professional? yes no Do you have a well-established banking relationship with people who know you on a first name basis? yes no If you answered yes to all or most of the above questions, you are a person who uses and needs Trusted Advisors for financial matters. This certainly should include your personal lines insurance program. At Ogilvy-Hill Insurance we have a unique process for your personal lines insurance program and we refer to that program as our Personal Risk Management Approach. The purpose of the Personal Risk Management Approach is twofold: • Provide you with a Personal Risk Management Plan - not only does it consolidate all of your personal insurance coverages into a formal program, it reduces your overall exposure to risk. • Make your personal risk transfer plans more attractive to the insurance marketplace. This results in your being placed with the best possible insurance carriers.
©2007 Ogilvy-Hill • All rights reserved