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Dissecting Your Clients' Insurance Policies

‐ Oct 22, 2013 1:15pm

Credits: None available.

Many financial advisors assist their clients with determining what coverage levels they should have in place for various lines of insurance. However, most advisors are not paying attention to the actual insurance contract and whether or not it has legal language that will protect their client in the best way possible. This session will cover some of the most important legal language clients should have in their insurance contracts. Automobile, homeowners, disability, life and long term care policies will all be discussed. This session can position you to potentially ensure that your clients have the most protective policies in place based on their needs and insurance premium budget.

This session is appropriate for those who provide insurance planning advice as well as advisors who would like to determine the appropriate referrals for their clients.


  • 0.00 - Specialized Knowledge & Application