What Advisors Need to Know About P&C and Commercial Insurance

Please join us for this two-part program that will help you understand why and how providing guidance on P&C and Commercial Insurance can help you and your clients.

Part I: Clients – especially affluent clients – of financial planners and advisors often have inadequate property and casualty (P&C) insurance, and frequently none at all in key areas. This exposes them to greater financial risk than they and often their advisors understand. This program addresses those risks and explains how financial advisors can provide P&C guidance and counseling, even if they are not insurance experts or sell such insurance. Several cases studies will be presented that illustrate how a P&C loss can derail a client’s financial plan. Part I presented by Aaron D. Hertsgaard, CAPI, Assistant Vice President, Strategic Partnerships Manager, New York and Northeast Regions, Chubb, and Michael W. Gardner, Personal Lines, Onecap Services, LLC. 

Part II: This program covers…