Insurance Insights

Thanksgiving Lift was created to unite our community around a simple but powerful mission: helping local families experience the warmth and tradition of Thanksgiving.

Thanksgiving Lift: Giving Thanks, Giving Back Launches to Help Local Families This Thanksgiving

CT River Valley Chamber, Wheeler & Taylor Insurance and Connecticut Foodshare join forces for regional Thanksgiving food drive GLASTONBURY, CT — The CT River Valley Chamber, Wheeler &…

By: Alexis Prisendorf  •  September 11, 2026
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Private Client Insurance protecting high-net-worth families, luxury homes, valuable assets, and lifestyle needs

Since 1871: Experience That Protects What You’ve Built

For more than 150 years, Wheeler & Taylor Insurance has helped individuals, families and businesses protect what they have built. Founded in 1871, Wheeler & Taylor has grown…

By: Alexis Prisendorf  •  August 31, 2026
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Luxury estate representing ultra high net worth insurance

Ultra High Net Worth Insurance: A Complete Guide to Protecting $30M+ in Wealth

Ultra high net worth insurance is designed for families with $30 million or more in wealth and complex assets, including luxury estates, multiple residences, fine art, aircraft, yachts and significant liability exposures. Learn how a specialized insurance strategy can help protect wealth, lifestyle and legacy.

By: Alexis Prisendorf  •  August 28, 2026
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Private Client Insurance protecting high-net-worth families, luxury homes, valuable assets, and lifestyle needs

Private Client Insurance: The Complete Guide to Protecting Your Wealth, Lifestyle, and Legacy

Luxury homes. Multiple residences. Valuable collections. Complex assets. At a certain point, your insurance needs become more sophisticated than a standard homeowners or auto policy can reasonably address….

By: Alexis Prisendorf  •  July 30, 2026
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Wheeler & Taylor Producer Success Platform for experienced private client insurance producers

What Is the Wheeler & Taylor Producer Success Platform™?

A Growth Platform Built for Experienced Insurance Producers Who Want More The best insurance producers do not need another job. They need a better platform. After years of…

By: Alexis Prisendorf  •  July 20, 2026
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Professional workspace representing referral relationships between private client insurance producers and wealth advisors

Why Referral Relationships Matter in Private Client Insurance

The most successful private client insurance practices are rarely built through transactions. They are built through relationships. Affluent individuals and families often rely on a trusted network of…

By: Phil Moroch, CPRM  •  July 18, 2026
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Luxury executive workspace representing marketing support for private client insurance producers

The Role of Marketing in Growing a Private Client Insurance Practice

Building a successful private client insurance practice has always been relationship-driven. Trust, expertise, and personal connections remain the foundation of serving successful individuals and families. However, the way…

By: Phil Moroch, CPRM  •  July 18, 2026
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Luxury executive workspace representing high-net-worth insurance producer career opportunities

Building a Successful Private Client Practice Requires More Than Insurance Markets

For experienced insurance professionals, growth is rarely limited by ability. Many successful producers understand how to build relationships, identify opportunities, and serve clients effectively. The challenge often comes…

By: Phil Moroch, CPRM  •  July 18, 2026
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Luxury Beverly Hills estate interior representing high net worth private client insurance protection

Beverly Hills High-Net-Worth Insurance: Protecting Luxury Homes, Wealth & Complex Lifestyles

Beverly Hills is home to some of the most valuable residential real estate and sophisticated personal asset portfolios in the country. From gated estates in Trousdale Estates and…

By: Alexis Prisendorf  •  July 16, 2026
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