The Risk Management Process:  What’s Your Role and Why Should You Care?

The Risk Management Process: What’s Your Role and Why Should You Care? 


Whether it is an individual or business client, virtually every business professional has a role on their clients’ risk management team. As wealth increases, businesses grow, and the world becomes more complex, the need to manage risk becomes more evident. Your commitment to proactive planning can equate to asset preservation and loss prevention for your clients. We will discuss why asking your clients the right questions about their personal and commercial insurance can help further solidly your relationship and more importantly, protect what means the most to them.

 

Learning Objectives:

  • Why Property and Casualty Insurance
  • Insurance: Commodity vs. Consultation
  • The Risk Management Process
  • Emerging Risks

 

About the Presenters:

Learn from Janice Fleming, an Account Executive with Cragin and Pike Insurance Agency, and Vance Jolley of Distinctive Insurance about the Risk Management Process and how to protect your client.

Meet the Presenters

 

 

Thank you to our Sponsor:

 

This meeting is sponsored by Fair, Anderson & Langerman.

This meeting will be held at Cili Restaurant at the Bali Hai Golf Club.

Address: 5160 S. Las Vegas Blvd. Las Vegas, NV 89119

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPINevada.org.

About the Presenters


Janice Fleming

Janice Fleming

Account Executive with Cragin and Pike Insurance Agency

View Bio

Vance Jolley

Vance Jolley

Distinctive Insurance

View Bio


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® Credit (pending approval)

 

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.