The Scrambled Nest Egg: How to identify and address the “Knowledge Gap” in Personal Insurance
According to a recent Oliver Wyman survey, 88% of your current and target clientele seek specific solutions to their personal insurance from their Financial Planners. Using several case studies, this course will showcase the problems that exist, and advise how to address them- before they do irreparable harm.
Specifics:
1. Why do 2/3 of affluent people not have nearly enough Homeowners insurance? How do carriers like Chubb verify the proper amount and save lives in the process?
2. Homeowners: why is the pricing and availability of Homeowners insurance so complicated and expensive these days? (CA, CO in particular)”
3. Liability insurance: “Why do so many people have 10M in assets, but only 1M in protection?”
This session will not be recorded.
Specifics:
1. Why do 2/3 of affluent people not have nearly enough Homeowners insurance? How do carriers like Chubb verify the proper amount and save lives in the process?
2. Homeowners: why is the pricing and availability of Homeowners insurance so complicated and expensive these days? (CA, CO in particular)”
3. Liability insurance: “Why do so many people have 10M in assets, but only 1M in protection?”
This session will not be recorded.
