Our advisors have decades of experience tailoring risk protection portfolios for our successful clients. During our three-part service model approach, we will conduct a comprehensive risk assessment of your unique needs and make recommendations for a solid and well-rounded program. Then, we will partner directly with you, your family office, or your personal business manager for personalized service throughout the year.
Solutions
WORLD-CLASS SERVICE MODEL
Conduct Risk Evaluation
Together, we will review your current situation and discuss your concerns.
- Discuss risk evaluation questions and answers together
- Determine personal risk threshold
- Collect existing portfolio data
- Conduct analysis of existing program versus your risk appetite
- Review and discuss existing coverage gaps and potential solutions
Deliver Tailored Program
Based on our discussion, we will develop a new program that meets all your needs.
- Identify appropriate carriers and coverages
- Develop an insurance analysis review of existing and proposed coverages
- Review program design options and discuss pros and cons
- Confirm final program elements
- Handle application submissions and underwriting process with carriers
Provide Exceptional Service
Your dedicated and responsive account team is always available to support you.
- Bind coverage with carriers and deliver insurance contracts and summaries
- Provide ongoing world-class service and updates on industry trends and issues
- Conduct annual program analysis
- Discuss renewal recommendations
- Handle coverage changes and deliver policy endorsements
High-value protection for your high-valued world
Protect your personal and professional assets with the right level of coverage from premier carriers. Our advisors will craft a quality risk management portfolio customized to your unique lifestyle.

I have to admit I didn’t realize how important it was to have a great service team until I had a major homeowner insurance claim. The World team responded quickly and stayed by our side through the entire process. They handled everything so my husband and I wouldn’t have to deal with the added stress. I am extremely grateful and highly recommend them to anyone.
Boca Raton, Florida
World Client Since 2019