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AICPA ENGAGE 2019


PFP1910 - P&C Insurance Review for the Financial Planner


Jun 10, 2019 11:15am ‐ Jun 10, 2019 12:05pm

Standard: $49.00

Description

As a financial planner, one of the many important aspects of a portfolio that needs to be addressed with care is making sure clients and their families are properly insured to protect their homes, cars, most prized possessions, and overall current lifestyle. During this session, Patti Clement, Senior Vice President of leading global insurance brokerage, HUB International, will review the latest trends in the personal insurance property and casualty market; how to work with your clients to ensure they have the right coverage to fit their unique needs; uncovering any hidden or commonly overlooked exposures; adapting to today‚Äôs current landscape including erratic weather patterns, the Me Too movement and much more. 

Learning Objectives:

1. A detailed overview of commonly purchased lines of insurance coverage for individuals.

2. Current state of the insurance marketplace for personal lines.

3. Insight on commonly overlooked exposures. - Case study examples of how working with the right insurance broker can greatly benefit a financial planner and in turn their clients.

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