Saturday, February 04, 2012

Request a Consultation

Marsh Private Client Solutions is happy to talk with you about your personal risk management needs. To help get started, please submit the form below.

Please answer as many of the optional questions as you feel comfortable with. Remember, the consultation is complimentary, your personal information is secure, and you are under no obligation.

Items marked with * are required.

Step 1. Tell us About Yourself

The first step is to provide us with your contact information. Rest assured that your privacy is of utmost importance to us. We do not sell, share or exchange any of your data. Refer to our Online Privacy Policy for more information on how we protect your privacy.

First Name*

M.I.

Last Name*

Suffix

Address 1*

Address 2 (Apt., Suite, etc.)

City*

State*

Zip Code*

Telephone*

Email address*

Check this box if you are an advisor submitting this form on behalf of your client.

Step 2. Tell us About your Priorities

Our goal is to provide risk management advice and consultation around asset protection, estate plans, and liability concerns. The following Risk Assessment Questionnaire will help us understand and evalulate your unique needs.

Please rank the following statements in order of importance to you: *

1.	I want to help ensure my high-value assets are protected against financial loss.

2.	I want to help protect my lifestyle from financial loss due to liability.

3.	I'm concerned that half of my estate will be payable in taxes upon my death.

4.	I want to help preserve my wealth by planning for long-term health care needs.

Step 3. Tell us About your Planning Needs

The last step is to tell us a bit about your assets and planning needs. Remember, all information you provide is help in complete confidence, and is used only to help us evaluate your needs.

In what state is your primary residence?

What is the value of your primary residence?

Do you currently have a life insurance policy in force?

YesNo

Do you have a need to protect collections such as art, jewelry, wine or other valuables?

YesNo

Do you own a yacht or personal aircraft?

YesNo

Do you or your family have assets managed by a Family Office?

YesNo

Please enter any comments or special requests:

How did you hear about us?

* Required

All information you enter on this page is transmitted over a secure internet connection. We do not sell, share or exchange any of your data. Refer to our Online Privacy Policy for more information on how we protect your privacy.

Experts at Marsh Private Client Solutions provide complimentary personal risk management consultations to prospective high net worth private clients. Our recommendations will include customized solutions and services to address the broad spectrum of risk concerns unique to each client.

Privacy Statement

AR Ins. Lic. #245544
CA Ins. Lic. #0633005
d/b/a in CA Seabury & Smith Insurance Program Management