8 Capabilities/Service Offerings Family Offices Should Evaluate When Reviewing Client Insurance Programs

by Kurt Thoennessen, CAPI There are many factors to consider when choosing an insurance advisor and insurance company to work with. Is the insurance advisor a specialist or general practitioner? …

Luxury Home Renovations Can Cause Major Homeowners Insurance Gaps

This article was first published on IRMI.com and is reproduced with permission. Copyright 2018, International Risk Management Institute, Inc.  By Kurt Thoennessen, CAPI Luxury homes under major renovation need special…

Luxury Homes Listed for Rent on Home Sharing Websites Need Specific Insurance Coverages To Ensure Proper Protection

By Kurt Thoennessen, CAPI July 23, 2018 Most people who rent their homes on websites like Airbnb.com and Homeaway.com are not in the hotel or real estate business. They simply…

New York City Flatiron District Steam Pipe Explosion – Personal Insurance Considerations for Owners of Luxury Property

By Kurt Thoennessen, CAPI July 19, 2018   Manhattan’s Flatiron District suffered a massive steam pipe explosion on Thursday July 19, at 6:39 AM that opened a large hole in…

Wire Transfer Fraud Prevention – 10 Best Practices for Family Offices and High Net Worth Individuals

By Kurt Thoennessen Wire fraud occurs when large sums of money are stolen from an individual or corporation using the telephone or electronic communications (i.e. internet and/or email) as the…

Personal Cyber-Security Planning Guide

This article was first published on IRMI.com and is reproduced with permission. Copyright 2018, International Risk Management Institute, Inc.  By Kurt Thoennessen, CAPI Everyone wants to feel safe and secure…

Two ways to protect the equipment in your home – Home Warranties and Mechanical Breakdown coverage

By Kurt Thoennessen, CAPI There are many differences between home warranties and mechanical breakdown coverage. There are also several different providers of these coverages, each with their own contracts and…

When is a diner not a diner?

By Kurt Thoennessen, CAPI Personal Insurance Specialty Case Study: Current Premium = $15,000 New Premium – $6,000 Advisor value = $9,000 per year savings and better coverage Summary: Joanne is…

A New Model for Managing Your Risk

By Kurt Thoennessen, CAPI High-performing, successful individuals want to protect their lifestyles and families from harm. They know they have a multitude of risks that need to be managed, but…

InsureScope.com Coverage Guide: Flood Insurance Road Map For High-End Homes

By Kurt Thoennessen, CAPI Most homeowners do not want to think about the devastation a flood could cause to their home. But the fact is that heavy rain, snow melt and…

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