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Public Adjusters for Financial Planners

The connection as to why financial planners might wish to partner with a leading public adjuster firm, United Public Adjusters & Appraisers, may not be immediately apparent, but will shortly become crystal clear. Your primary function is to continue to conserve, protect, and grow the wealth of your high net worth clientele. Asset protection is a joint goal of both our companies. However, your Private Wealth Management clients’ assets are not limited to stock portfolios and/ financial accounts. Their residences, other real estate holdings, furnishings, vehicles, antiques, art, sport memorabilia and other collectibles, also contribute to their net worth. When these are damaged or lost due to fire, vandals, flooding or storms, it is important that they not only fully recoup their losses but also in as short a timeline as possible. Documenting, submitting, and overseeing the processing of a property claim is not generally within your area of expertise, nor likely, that of your clients. Instead, refer United Public Adjusters & Appraisers to your clients for our professional assistance in all aspects of their claim process. 

As public adjusters for financial planners, our firm can assist you and your clients in the following ways:

Tailored Service for Financial Planners’ Clients:

  • Dedicated Representation for Policyholders: United Public Adjusters & Appraisers exclusively represents the interests of policyholders, your clients, not their insurance carriers. We oversee every aspect of claim processing to ensure that your clients’ claims are managed with the utmost attention and advocacy, aiming for optimal outcomes.
  • Understanding the Difference: As public adjusters, we offer an independent evaluation and management of claims, whereas insurance company adjusters’ primary goal is to minimize the settlement offer on behalf of the carrier.

Why Partner with Us?

  • Expertise in High-Value Claims: Handling claims for high-net-worth individuals is our specialty, to make certain that every aspect of their luxury properties is meticulously evaluated and included in the claim.
  • Comprehensive Claim Management: From assessing and documenting damage/asset losses to negotiating with insurance companies, United Public Adjusters & Appraisers will handle all aspects of the claim process, for your peace of mind and that of your clients.
  • Strategic Support for Financial Planners: We work alongside you as your clients’ financial planners, by offering a service that complements your commitment to your clients’ financial well-being and asset management.

Contact Us for Expert Collaboration

If you are a financial planner seeking professional assistance with insurance claims for your clients, contact United Public Adjusters & Appraisers, Inc. at 1-800-718-5677 (LOSS). As public adjusters for financial planners, our team is ready to provide the expertise and advocacy necessary to navigate complex property claims, ensuring the satisfaction and trust of your esteemed clients.


Over 500 Million In Claim Settlements Across the USA!

See Our Complete State Coverage

When to call a Public Adjuster:

The claim is complex, and you just don’t have the knowledge/time to submit a claim.

The insurance company is not moving quickly to get you money for recovery.

Your business suffered building damage, business personal property damage, resulting in loss of income.

You need an advocate on your side to get you a fair and equitable settlement.

The insurance company denied your claim.

The insurance company unfairly underpaid your claim.

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