Assets at Risk


Assets at Risk

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.


Learning Objectives:

  • 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.



Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content…right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: all designed to help you sharpen your skills and advance your career.

Meet the Presenter

Julia Singer

Julia Singer

Vice President, Business Development Executive

Contact Julia

Julia Singer is a trusted personal risk management advisor to clients with complex lifestyles and insurance needs. She is known for building strategic relationships and collaborating with financial advisors, accountants, attorneys, and other advisors acting as a critical member of her clients’ comprehensive wealth management teams in order to help ensure their personal insurance program is properly aligned with their financial plan.

Prior to joining Marsh in 2018, Julia has gained more than 25 years of personal insurance experience, holding leadership roles in sales and marketing as well as launching new initiatives and divisions at several personal insurance companies and agencies in the southwestern US.

Julia earned a bachelor’s degree in Latin American Studies from the University of Washington, Seattle and has utilized her education and experience to build a specialized expertise with the Hispanic client segment.

Connect with the Presenter: Website: | Email:  |  Phone: (602) 337-6222

For more than 35 years, Marsh Private Client Services (PCS), a division of Marsh USA Inc., has helped successful individuals and families by designing personal insurance solutions to protect our clients’ unique lifestyles and offer lasting peace of mind. As part of Marsh, we provide clients with worldwide resources and unparalleled claims advocacy. Marsh PCS strives to build long-lasting relationships with clients through attention to detail and commitment to superior service.

Marsh PCS is a team of more than 300 colleagues working together from 28 local offices, licensed in all 50 states.

Marsh is the world’s leading insurance broker and risk adviser. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue over US$15 billion and 75,000 colleagues worldwide, MMC helps clients navigate an increasingly dynamic and complex environment through four market-leading firms: Marsh, Guy Carpenter, Mercer, and Oliver Wyman.

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