Lutgert Insurance

Scott Newman, Director of Business Development

T: 239-280-3244

Michelle Andree, Account Executive

T: 239-948-3545

Connie Donnelly, Account Executive

T: 239-963-5622

Keith Klipstein, Account Executive

T: 239-394-7575

John Taylor, Account Executive

T: 941-366-6100

Location(s):

1395 Panther Ln
Suite 100
Naples, FL 34109
T: 239-262-7171

26811 South Bay Dr
Suite 220
Bonita Springs, FL 34134
T: 239-948-3545

5248 Red Cedar
Suite 103
Fort Myers, FL 33907
T: 239-936-5622

601 Elkman Cir
#C1
Marco Island, FL 34145
T: 239-394-7575

The Plaza at Five Points
50 Central Ave, Suite 110
Sarasota, FL 34236

Lutgert Insurance's Premier Client Group focuses exclusively on affluent individuals and families. They understand that people with significant assets have complex insurance needs. Multiple homes, international property, yachts, airplanes, exotic automobiles, valuable art, custom jewelry, personal liability and personal safety concerns require special attention and expertise. Their approach combines risk management and asset protection with professionalism and confidentiality to preserve personal wealth and safety.

Safeguarding the assets of high net worth clients requires more than standard products and services. Advisors develop customized programs designed to meet the particular needs of each individual client. If needed, they provide access to property appraisers, security consultants, travel safety consultants and loss mitigation specialists. The goal is to offer a comprehensive approach that blends many different types of coverages and outside resources into an overall risk management plan.