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About Me

Each of you work with Highly Affluent and Ultra HNW Families to help them in choosing a very special house, a luxury house, a house with unique features and designs so they can truly call it Home. However they don’t often have an insurance product to truly protect that home nor their family and legacy, should a loss occur .

We’re here to guide them and help them to evaluate ways to best protect this new home and their family. Let us show you how having various options (insurance carriers who specialize in the HNW home) can be extremely beneficial for your client. As their Real Estate expert, you can bring this added value to your clients.

We offer a high-touch client experience, work with HNW insurance partners, aim to make the process simple, and offer a holistic approach in a consultative manner.

One of my life goals to help others to succeed, to provide guidance, bringing a genuine and honest culture to my work and my relationships. I hope we can work together soon.

All the best ~ Helen
Helen@CorePathRisk.com | m/t: 480.770.6622

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