We offer a comprehensive Personal Insurance Audit designed specifically for high-net-worth individuals and families with complex coverage needs. Unlike a traditional review, our audit goes beyond surface-level premiums to assess the true adequacy, efficiency, and alignment of your existing insurance portfolio.
Sometimes families are unknowingly underinsured or overexposed. Standard policies often fail to keep pace with growing or diversified assets. Our audit provides clarity and confidence that your coverage is not only adequate but strategically structured to reduce the total cost of risk.
We begin with a private 30-minute conversation to understand your current policies and goals.
You provide current policies, asset lists, and any supporting documentation. We’ll handle the rest.
We evaluate your entire risk profile across all major coverage categories.
We present detailed, actionable insights — including where to enhance, consolidate, or restructure coverage.
We manage the transition to a fully optimized, consolidated insurance program on your behalf.
Aidan Sonnen Team
aidan@aidan-sonnen.com/ (651) 414-1503
Serving MN, WI, ND: Edina, Fargo, Madison
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