As a Private Client Risk Advisor at Towne Insurance, Ben Wilda leverages his expertise to deliver tailored personal risk management strategies for high-net-worth and ultra-high-net-worth clients. With a deep understanding of the complexities surrounding wealth protection, Ben is dedicated to crafting comprehensive insurance programs that...
As a Private Client Risk Advisor at Towne Insurance, Ben Wilda leverages his expertise to deliver tailored personal risk management strategies for high-net-worth and ultra-high-net-worth clients. With a deep understanding of the complexities surrounding wealth protection, Ben is dedicated to crafting comprehensive insurance programs that address the unique needs of affluent individuals and families. His focus on high-value properties and the ownership of assets in various structures ensures that clients receive personalized solutions that safeguard their investments and lifestyle.
Ben's role involves not only assessing risk but also educating clients about the intricacies of personal property and casualty insurance. He is adept at navigating the nuances of coverage options, helping clients understand the importance of protecting their assets against unforeseen events. His proficiency in program management and leadership allows him to coordinate with various stakeholders, ensuring that each client receives a seamless experience from initial consultation to policy implementation.
In addition to his technical skills, Ben is proficient in utilizing tools such as Microsoft Office and Excel for data analysis and reporting, enhancing his ability to present complex information in an accessible manner. His marketing acumen and social media savvy enable him to stay connected with clients and industry trends, further enriching his advisory capabilities. Through his commitment to excellence and a client-centric approach, Ben Wilda is not just an insurance advisor; he is a trusted partner in wealth protection, dedicated to helping clients secure their legacies for generations to come.