EPISODE · Feb 5, 2025 · 39 MIN
Episode 20: Insuring High-Value Properties, Vacation Homes and More with Guest Hanna Puetter
from Wealth on Purpose · host Brian Diffily and Brian Hartmann
Hanna Puetter joins the Wealth On Purpose podcast to discuss her inside view and expertise around insuring high-end homes, portfolio properties and luxury cars. In this episode, you'll hear why it is so important to have the right coverage to protect these assets and your wealth. Key Topics: Hanna Puetter emphasizes empathy in client relationships. Hard market challenges with premiums and coverage. Premium increases caused by catastrophic events and inflation. Importance of updating policies after renovations. Role of umbrella policies in liability risk management. Example of a well-managed high-value claim. Benefits of specialty carriers for high-net-worth clients. Connect with us: Hanna Puetter Brian Diffily Brian Hartmann, CFP® Visit our website: Windermere Insurance Group Granite Bridge Wealth
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Episode 20: Insuring High-Value Properties, Vacation Homes and More with Guest Hanna Puetter
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