FPA of Michigan Lunch & Learn Grand Rapids
Presentation:
Solving the Puzzle: Easily Integrate Insurance into Your Financial Planning Process
Speaker:
Rich Carrico, CIC, CAWC, President of Carrico Maldegen Insurance Agency
This presentation has been approved for 1 CFP CE.
About the Presentation: Most of us have enough insurance knowledge, as they say, to make us dangerous. We know insurance is critical to the financial planning process, but do we really know enough to help our clients? How do we integrate this into our practice without having to become an insurance professional? This presentation will clearly explain how insurance supports the financial planning process, address the risks your clients are facing, and provide immediate solutions you can implement to solve the insurance dilemma. Participants should be able to walk away with an understanding of . . .
- Understand how insurance supports the financial planning process
- Learn the types of risks that could derail your clients' plans
- Develop solutions for benchmarking a client's current coverage to account for the risks they face
About the Presenter: Rich Carrico, CIC, CAWC is the president of Carrico Maldegen Insurance Agency located in Northville, Michigan. He is a Certified Insurance Counselor and has been in the insurance business for over 30 years. Rich has been a speaker at several FPA, MICPA and other professional firm events. Carrico Maldegen is an independent insurance agency, whose roots go back over 90 years. Their firm specializes in asset and cash flow protection for wealth management and business clients. They assist financial planning firms by offering their complementary process, Net Worth 360, to help evaluate and protect against insurable risks their clients face.
Questions: Contact Mary at info@fpami.com or (248) 330-7757.