Online event

FPA Austin April 4 Partner Webinar

Virtual Event

Topic: Property & Casualty Insurance: Understanding the uses of Personal and Small Business Insurance and Current Industry Conditions. Be better positioned to advise your clients on protecting their hard-earned assets

Speaker: Kelly Conway, CIC, CRM Agency Owner The Conway Insurance Agency

DescriptionP&C insurance, often overlooked in financial planning, is an integral tool for managing a client’s risk. As an advisor, your clients are trusting you to help grow and protect their assets. We will do a brief overview of personal lines policies and recognize common mistakes and hidden exposures. In addition, we will cover basic concepts for small business insurance. Lastly, we will look at the changing P&C industry and impacts this may have on your client's management of risk.

Questions: Contact Sarah Frankenfeld at admin@austinfpa.org.

 

 

Topic
Risk Management & Insurance Planning