Property & Casualty Insurance: What Financial Advisors Should Actually Look For with Holistiplan

Many financial advisors were never formally trained to review property and casualty insurance, yet questions about coverage, risk exposure, and policy details frequently come up in the planning process. This session takes a candid look at the questions advisors often have but don’t always feel comfortable asking.

We will walk through how rebuild costs are determined, how to think about appropriate umbrella coverage levels, and the types of exposures advisors should consider when reviewing client policies. We will also highlight policy details that are easy to overlook and discuss how advisors can approach these conversations from a planning perspective without needing to become insurance experts.

The goal of this session is to make property and casualty insurance concepts more approachable and practical.

This webinar has been accepted by CFP Board for 1 CFP CE credit. To receive CFP CE credit, you must meet the CFP attendance threshold of 50 min and provide your CFP ID either through initial registration or at the end of the webinar through a brief survey. This session will not be available for self study.