Personal Insurance: Protecting Your Client's Lifestyle

This program will cover how to add value to your client relationships through insurance, including a discussion of property, casualty and liability insurance coverages, with a focus on common gaps in coverage that could affect your client. Claims examples and case studies will be reviewed to help apply this knowledge in a practical way.

Learning Objectives:
• Learn how to have the insurance discussion with your clients as part of their financial planning needs
• Discover how to identify common coverage gaps and liability red flags
• Understand how to make sure your clients’ assets and lifestyle are properly protected