Start Date: 4/7/2026 11:00 AM MST
End Date: 4/7/2026 12:00 PM MST
Location:
United States
Organization Name:
PRMA
Contact:
Wealth Management: Insurance Matters
CE eligible in CO, MT, UT and WY
This session will explore key insurance considerations within the wealth management landscape, focusing on the unique needs and complexities associated with high-net-worth clients. The discussion will highlight the important role insurance plays in protecting wealth, mitigating risk, and supporting long-term financial planning.
Topics will include:
Benefits – How specialized insurance solutions can help protect high-value assets, support estate planning, and provide financial security.
Risks – Common exposures and gaps that can arise when managing complex portfolios and high-value lifestyles.
Availability – An overview of the types of coverage and solutions available for affluent clients and their unique assets.
Recommendations – Best practices for advisors and professionals when evaluating insurance needs within a broader wealth management strategy.
How Cincinnati Can Help – Insights into how Cincinnati supports advisors and clients with tailored insurance solutions and expertise.
This discussion is designed to provide practical insight for professionals working with high-net-worth individuals and families.
Our esteemed speaker will be , Dustin Weinberger who is Field Director, The Cincinnati Insurance Company.
Dustin brings almost 2 decades of private client insurance experience to his role at Cincinnati Insurance, overseeing personal insurance operations for Colorado, Utah, Montana and Wyoming. Prior to Cincinnati, Dustin held Senior Risk Management positions at AIG Private Client Group in California and worked on some of the company’s largest and most complex accounts across the country. Dustin’s brings an understanding of high value properties, wildfire mitigation, underwriting and loss prevention to his agency partners to help drive profitable growth in his territory and beyond.
