Partner Webinar: Protecting the Portfolio: Smart Personal Insurance Moves for High-Net-Worth Households

​When you’ve built a meaningful portfolio of assets, traditional insurance advice just doesn’t cut it. In this Long Angle member-exclusive session, Mike Lloyd, a fellow member and founding partner at Pine View Insurance Group, shares the key insurance principles that every high-net-worth household should revisit.

​Mike’s philosophy is blunt but earned: smart people shouldn’t make dumb insurance decisions. After years of watching friends and peers fall into the same avoidable traps (not choosing high value carriers, not having the right umbrella coverage, and not reviewing your insurance program frequently enough), he founded Pine View to create the kind of insurance experience he always wished existed: responsive, strategic, and confidence-building. 

​This session will cover the most common mistakes even sophisticated people make, how to self-insure wisely, and how to structure your insurance like the financial tool it actually is.