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A client’s property and casualty insurance policies are a key part of their overall financial plan. It’s important to review these policies each year to ensure that your client has the coverage they need. If there are gaps, you can work with your client to implement proper coverage
In this checklist we focus on issues to consider when reviewing your client’s policies, including:
Real Estate/Property Insurance
Personal Property and Umbrella Insurance
This is a comprehensive checklist of the types of issues that advisors should be discussing with their clients when reviewing their property and casualty insurance policies. These types of policies play a key part in their overall financial planning and in protecting their family’s assets from losses of all magnitudes.
Click here for a client-facing email template.