Non-FPA Members: Complimentary
1 CFP CE approved
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
Description: P&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 firstname.lastname@example.org.