01.05.2023 - Personal Insurance
Personal Insurance: Asset Protection for Affluent Clients
Presented by Aryn Bates, Overmyer Hall
This course will provide attendees with an overview of personal insurance—Home, Auto, and liability coverages, with a focus on the affluent client and their specific needs. Claims examples and case studies will be discussed, along with unusual assets and how best to protect them. Attendees will also learn risk mitigation strategies, best practices and most common coverage gaps and red flags.
Attendees Comments:
A few comments from listeners:
Great job! Very understandable for the topic! Thank you.
- Russell F.
Great material on the ins and outs of umbrella coverage. Will def address trust/LLC ownership with clients.
- John S.
One of the most practical helpful webinars I've been to.
- Kathryn P.
Well-prepared - Truly outstanding!
- Richard E.
There were definitely new things I learned from Aryn regarding home Owner's Insurance and Auto policies to consider. Aryn was fantastic and a wealth of knowledge.
- Thomas T.
Ms. Bates is knowledgeable, clear, and concise. Mr. Dickson is a helpful moderator. Thank you.
- Robert B.
Best commentary I have heard on personal insurance
- Jerry C.
Excellent use of my time. Terrific knowledge refresher.
- Anne O.
Great job! Very understandable for the topic! Thank you.
- Russell F.
Great material on the ins and outs of umbrella coverage. Will def address trust/LLC ownership with clients.
- John S.
One of the most practical helpful webinars I've been to.
- Kathryn P.
Well-prepared - Truly outstanding!
- Richard E.
There were definitely new things I learned from Aryn regarding home Owner's Insurance and Auto policies to consider. Aryn was fantastic and a wealth of knowledge.
- Thomas T.
Ms. Bates is knowledgeable, clear, and concise. Mr. Dickson is a helpful moderator. Thank you.
- Robert B.
Best commentary I have heard on personal insurance
- Jerry C.
Excellent use of my time. Terrific knowledge refresher.
- Anne O.
Great job! Very understandable for the topic! Thank you.
- Russell F.
Great material on the ins and outs of umbrella coverage. Will def address trust/LLC ownership with clients.
- John S.
One of the most practical helpful webinars I've been to.
- Kathryn P.
Well-prepared - Truly outstanding!
- Richard E.
There were definitely new things I learned from Aryn regarding home Owner's Insurance and Auto policies to consider. Aryn was fantastic and a wealth of knowledge.
- Thomas T.
Ms. Bates is knowledgeable, clear, and concise. Mr. Dickson is a helpful moderator. Thank you.
- Robert B.
Best commentary I have heard on personal insurance
- Jerry C.
Excellent use of my time. Terrific knowledge refresher.
- Anne O.