You invest and manage everything your client has worked hard to create – does your completion strategy include an insurance risk review to help protect those assets so they don’t unexpectedly disappear? Hear from Julia Singer, trusted personal risk management advisor, who will offer tips on how advisors can recognize significant gaps in insurance coverage during their review. Addressing that if these red flags and gaps in coverage are identified early on it can help to prevent financial ruin in the event of a serious loss.
Increase client retention by taking the extra step to refer the client to a trusted insurance advisor as part of their completion strategy.
- How to identify insurance red flags
- Don’t let a single serious loss undermine all the efforts of your counsel
- How much excess liability coverage should your client carry?
About the Exit Planning Education Series:
The EPI Educational Webinar Series is a FREE monthly web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation.