Top 10 Insurance Red Flags
Your clients have worked hard to get to where they are, and…
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VIDEO: A recent survey by Oliver Wyman, a global management consulting firm, found that only 28% of financial advisors take the time to address their clients’ insurance needs. On the other hand, 77% of successful individuals said they want their advisors to provide that sort of support. Financial advisors who take the extra steps to learn about P&C coverage can deepen their client relationships and broaden their market differentiation.
You don’t need to be a P&C expert. As a financial planner and wealth advisor, you can add value by making sure your clients get the right advice from a trusted P&C partner.
Download the summary: Oliver Wyman overview
Download the full report: Research report
You don’t have to be a millionaire to be sued like one. That point, more than any other, is all anyone really needs to know when they’re deciding whether to buy excess liability, or as it’s more commonly known, umbrella insurance.
Your clients have worked hard to get to where they are, and…
...A slip-and-fall during the backyard barbecue and pool party for your favorite…
...The Fourmile Canyon wildfire outside of Boulder in 2010 burned 6,181 acres…
...It’s undoubtedly a good way to generate extra income, but renting out…
...Splurging on your loved ones. It’s as much of a holiday tradition…
...This one’s for the financial advisors in our lives. Assume you’ve been…
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