PRODENTIA
LIFESTYLE
Lloyd Sadd recognizes that there is a variety in lifestyle and personal insurance requirements for dentists and as such we provide a Personal Insurance offering tailored for dentists. Lifestyle clients will receive excellent service and preferred rates along with an extensive and robust solution for members with unique assets, collections or lifestyles.
tHE PRODENTIA LIFESTYLE DIFFERENCE:
The Lifestyle team is committed to helping our clients safeguard their personal achievements with customized insurance and risk management solutions. Leveraging our collective expertise, we will work with you to identify and mitigate risk exposures to your private assets, including your investment portfolio, properties, collectibles and vehicle.
ProDentia Lifestyle is the ideal choice for clients who value a high level of service, convenience and expertise.
Private Risk Review:
Our Private Risk Review is designed to address the unique needs of our clients and to determine the key areas their net-worth may be exposed prior to making coverage recommendations. The first step in this process is for the clients to conduct a Lifestyle Interview with a Lloyd Sadd advisor which will include areas such as:
• Domestic and International Assets
• International Travel
• Interest & Collections
• Domestic Staff Exposures
• Directors and Officers Exposures
Coverage Analysis and Recommendations:
Our objective following the Lifestyle Interview is to prepare the Private Risk Review report which will provide a transparent view and summary of your personal insurance program along with recommendations to ensure your lifestyle, assets and interests are properly protected.
Specialized Service:
Service tailored specific for our clients preferences (hands-free convenience or full hands-on involvement).
Claims Advocacy:
Access to specialized claims advocacy services for Lifestyle members to escalate complex claims.
Risk Services and Loss Control:
Access to Lloyd Sadd's in-house risk services to provide risk insights and recommendations with respect to property and asset protection.