2026 PRMA Private Client Insurance Insights Survey
Risk Became Real
A closer look at how high-net-worth clients are experiencing losses and threats, taking action and navigating complex insurance decisions.
For many HNW households, concerns have become personal experiences. Last year, PRMA explored the gap between what high-net-worth clients worried about and how prepared they felt. In 2026, the conversation moves forward.
The latest PRMA Private Client Insurance Insights Survey examines the losses and threats clients have experienced, the steps they are taking to protect themselves and what these findings mean for the professionals advising them.
About the Research: The 2026 survey is based on a national study of 350 high-net-worth homeowners with $5 million or more in household investable assets.
Explore the full findings, data and practical implications for professionals serving high-net-worth clients.
Read the Full Report →
Risk Became Real
For many HNW households, the risks they once worried about have become personal experiences.
The Next Generation
Millennials were the most likely generation surveyed to report a serious loss or threat, yet they were the least likely to say they work with an insurance agent or broker.
Preparedness Is Evolving
Clients are taking action. The opportunity now is to connect those individual improvements to a broader risk strategy.
Value Is More Than Price
Clients are evaluating the full relationship. Coverage, expertise, service and price all matter.
Explore the 2026 findings with PRMA
Read the full report, then join PRMA for a deeper discussion of the findings and what they mean for professionals serving high-net-worth clients.
Continue the Conversation
Explore the 2026 Findings with PRMA
October 29, 2026 | 1:00 PM ET
Join PRMA for a webinar exploring the 2026 findings, what they reveal about the changing private client landscape and how professionals can apply the insights in their own client conversations.
Register for the WebinarFull Report
Now available. The complete 2026 PRMA Private Client Insurance Insights Survey includes the full findings, data and practical implications for professionals serving high-net-worth clients.
