High Net Worth Insurance Needs Calculator

Age

Marital Status

Number of Dependents

Property and Real Estate Assets

Primary Residence Value ($)

Secondary Residences Value ($)

Rental Properties Value ($)

Personal Property and Valuables

Collectibles and Art Collections Value ($)

Jewelry and Watches Value ($)

Luxury Vehicles Value ($)

Financial Assets

Investment Portfolio Value ($)

Business Interests Value ($)

Cash and Equivalents Value ($)

Liability Exposure

Public Exposure Level

Number of Employees/Domestic Staff

Serve on Boards or Volunteer Positions?

Lifestyle Factors

Travel Frequency

Number of Large Events Hosted Annually

Risk Management Preferences

Risk Tolerance Level

Preference for Self-Insurance

Recommended Insurance Coverage

AI Suggestions

Disclaimer: This calculator provides estimates for informational purposes only and does not constitute insurance advice. Please consult a qualified insurance professional to obtain personalized recommendations and quotes.

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