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  • Who should own a Capital Shield policy?

    Anyone with invested assets over $1,000,000 looking for “peace of mind” knowing their finances are protected for themselves and their family for years to come.
  • In the event a high net worth (HNW) investor’s assets are embezzled by their asset manager, what would they do to recover their money?

    Hire a lawyer? Sue the asset manager and the firm they work for? These are commitments the investor would have to deal with, and the process could be lengthy and expensive. This risk is currently assumed (likely unknowingly) by the high net-worth HNW individual. What if you could transfer part or all of this risk through an insurance product? How much would that piece of mind be worth to you and your family?
  • Could a HNW individual afford to continue living the lifestyle they are accustomed to if a portion or all of their invested assets were embezzled?

    According to the Federal Reserve, Bureau of Labor Statistics and Census Bureau, the share of retirees who are millionaires doubled over the last three decades, now accounting for 1 in 6 retirees. Most are past their peak earning years and rely on their investments to live their lifestyle in retirement.
  • Don’t I already have embezzlement insurance through my Homeowners or Umbrella Liability policy?

    No you don’t. All criminal acts are excluded from most standard insurance policies. For many years this has been a large gap in completing an individual’s comprehensive insurance program. Capital Shield is the first and only insurance product of its kind covering embezzlement by an investment advisor/asset manager.

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