Home Inventory
Creating a comprehensive home inventory isn't just smart planning – it's essential protection for your clients' wealth. Let's be honest: you've probably advised clients to update their insurance coverage or review their investment portfolios. But when did you last discuss the valuable assets sitting in their homes every day? Here's what most asset managers don't realize: a proper home inventory can be the difference between a manageable insurance claim and a financial nightmare. More importantly, it often reveals hidden wealth that significantly impacts overall portfolio allocation. Why Your Clients Need Documentation Now You know this scenario: a client calls after a house fire, burglary, or natural disaster, frantically trying to remember what they owned for the insurance claim. Without proper documentation, they're essentially negotiating blind with adjusters who have every incentive to minimize payouts. But…