An Advisor's Guide to Property and Casualty Insurance Reviews
Property/casualty insurance remains a "black box" to many financial planners, yet these policies play a pivotal role in the risk management process. With their knowledge of their clients' entire financial picture, financial planners have a unique opportunity to help guide their clients in making informed decisions related to appropriate coverage, starting with a review of their current policies. This session will help advisors construct a framework for what to look for when reviewing client's P&C documents.
Learning Objectives:
- Review common terminology in property/casualty insurance documents
- Describe key elements in what advisors should look for when reviewing property/casualty insurance policies
- Discuss the importance of developing a systematic and consistent process for conducting P&C insurance policy reviews
This session is sponsored by Holistiplan.
