Andrew Prince: The Keys to Insurance & Estate Planning for HNW Clients
INTERVIEW WITH ANDREW PRINCE, DIRECTOR, CONSULTANT AT CHARLES MONAT ASSOCIATES IN DUBAI DISCUSSING INSURANCE & ESTATE PLANNING FOR HNW CLIENTS
If you're a financial advisor looking for new information and guidance about insurance policies, products, and services to help your high net worth clients, then this is the perfect video for you.
Join us as we talk with Andrew Prince, Director at Charles Monat in #Dubai, to discuss the various products and services available to these kinds of clients in the insurance sector. He'll also provide an education piece on how these policies can be used, the types of policies business owners might use, geographic restrictions on who they can insure, whether they work with clients of the Islamic faith, investing in London for estate planning, how premium financing works, and how movements in global interest rates impact the insurance market.
Don't miss out on all this valuable advice – watch now!
If you're a financial advisor looking for new information and guidance about insurance policies, products, and services to help your high net worth clients, then this is the perfect video for you.
Join us as we talk with Andrew Prince, Director at Charles Monat in #Dubai, to discuss the various products and services available to these kinds of clients in the insurance sector. He'll also provide an education piece on how these policies can be used, the types of policies business owners might use, geographic restrictions on who they can insure, whether they work with clients of the Islamic faith, investing in London for estate planning, how premium financing works, and how movements in global interest rates impact the insurance market.
Don't miss out on all this valuable advice – watch now!
In November 2022, David enjoyed speaking with Andrew Prince in Dubai ahead of the PCD Club Networking Dinner.
Andrew Prince is a UK qualified wealth planner, Andrew has been advising HNW/UHNW clients and business owners for over 3 decades. For the past 13 years he has been based in the UAE, primarily covering the GCC and Africa region helping clients source solutions to solve their liquidity challenges.
In this interview they also cover:
- Background on Andrew Prince & Charles Monat
- What are the key products available to high net worth clients in the insurance sector?
- Is there an education piece for advisors on how insurance products can be used?
- How would you define the different options available?
- What kind of policies might business owners use?
- What is the age profile of those buying insurance?
- What are some of the practicalities of putting cover in place?
- Are there any geographic restrictions on clients you can insure?
- Do you have clients of the Islamic faith?
- How do you work with clients with investments in London for estate planning?
- What are the trends in new products?
- How does ‘premium financing’ on insurance contracts work?
- How do movements in global interest rates impact the insurance market?
#UAE #Dubai #PrivateWealth #EstatePlanning #Tax #Insurance