Skip to main content
Personal Insurance: Asset Protection for Affluent Clients
92% Rating
Bookmark
Aryn BatesGuest Expert: 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...

Trusted by 1000+ Financial Advisors

Unlock Unlimited Expert Webinars

Get Full Access to 100+ Sessions at $19/month

Subscribe Now

Discussions & Comments

Missy Davis 3 years 3 months ago
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.

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.

Search Webinars, Sessions, and More

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.