At Mockingbird Financial, our insurance solutions are tailored specifically for high net worth individuals and families. We have experience working with clients with:

• Multi-million dollar investment portfolios

• Luxury homes and properties

• Exotic vehicles such as yachts, planes, antique cars

• Complex estate plans

• Family owned businesses

• Executive compensation packages

Types of customized insurance we can provide:

• Umbrella liability insurance - Additional liability coverage above home and auto policies to protect against lawsuits or unforeseen incidents. Ideal for high profile individuals.

• Life insurance - Sufficient death benefit to pay estate taxes, continue family lifestyle, donate to charity. Includes universal, whole, and term life insurance options.

• Long-term care insurance - Covers in-home care, assisted living, and nursing home costs to prevent depletion of assets later in life.

• Disability insurance - Replaces income in case of illness/injury preventing you from working. Essential for high earners.

• Homeowners/auto insurance - Higher liability limits and coverage for luxury homes and exotic vehicles. Can include umbrella policies.

• Business/executive insurance - Protects against loss of key personnel, revenue disruptions, lawsuits. Useful for successful family businesses.

• Specialty insurance - Covers expensive jewelry, artwork, musical instruments, wine collections, etc.

In addition to comprehensive insurance reviews, we assist with claims processing and ongoing policy management. Our goal is to provide complete risk management so you can rest assured your assets are protected.

Contact us today to discuss your unique insurance needs.