Insurance Solutions

Personal Lines

For successful individuals with valuable assets and established or growing wealth to protect, Moreton & Company has a dedicated and experienced personal insurance team of advisers to match you with coverage that’s right for you.

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What We Do

Protecting your lifestyle

Protecting your wealth and high-value assets can be complex and confusing, and you may benefit from an adviser who understands how to manage the unique risks that are inherent to success. Our personal insurance team’s experience and our partnership with the best carriers, can give you confidence and peace of mind that you and your valuables are covered.

As your wealth grows and your needs become more complex, you may find that you’ve outgrown the capabilities of the solutions provided by the standard insurance companies and brokers. Contact us today to evaluate your insurance needs, including more extensive protection for items like luxury homes, high performance, classic or collector automobiles, private collections, or multi-state residences.

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How Moreton & Company Can Help

Creating custom-fit, comprehensive solutions

No matter how unique your asset protection needs are, we work to ensure that your coverage is appropriate and encompasses all aspects of your exposures. And as your life and wealth evolves, we proactively suggest modifications to your plans, ensuring you have the best protection available. Here are a few examples of the insurance solutions we broker for our personal insurance clients.

Your questions answered

Personal Lines FAQs

Here are some commonly asked questions about this solution from our clients. If you have additional questions or want to learn more, reach out to us.

How do I pay my bill?

If you need to pay your bill, you can contact us by clicking here or calling your advisor. Your insurance carrier may also offer online invoice payment options directly through their website. Click here to visit our carrier link page.

How do I manage my policy?

If you need to make changes or view your policy documents, you can contact us by clicking here or calling your advisor. Your insurance carrier may also offer account management options directly through their website. Click here to visit our carrier link page.

Will Moreton & Company work with my other wealth advisors?

Yes! Our Personal Lines insurance team at Moreton & Company can collaborate with your team of financial advisers to ensure that your coverage is appropriate and encompasses all aspects of your exposures, without wasting money on policies that are underserving you.

Recent News & Events

Stay Up to Date

Client Alerts

August 8, 2022 Client Alert

Client Alert Applies To: Self-Funded, Fully-Funded, Large Group, and Small Group The IRS has announced 2023 indexing adjustments for important…
Events

July 21, 2022 Hybrid Event

Dobbs v. Jackson Women’s Health Organization: Implications For Employer Group Health Plans Or click here to view and download a…
Client Alerts

June 30, 2022 Client Alert: Group Health Plans and The Dobbs Abortion Decision – Implications for Plan Sponsors

Client Alert Applies To: Self-Funded, Fully-Funded, Large Group, and Small Group In light of the U.S. Supreme Court’s ruling in…

Talk to an Expert Today

If you have questions or want more information, give us a call and we will put you in touch with the right person to get answers.