Many clients spend years faithfully paying insurance premiums without ever stopping to ask a simple question: “Does this coverage still fit my life?”
The answer may surprise them. In a recent real-world example, a family saved more than $2,000 annually simply by conducting a comprehensive review of their insurance policies. Yet the greatest risk isn’t overpaying—it’s discovering after a claim that critical coverage gaps exist. (Source: NerdWallet)
Join insurance expert Aryn Johnson for an eye-opening webinar that will help financial advisors understand why an annual insurance review should be a key part of every client’s financial planning process.
During this session, you’ll learn:
• Why insurance should never be treated as a “set it and forget it” purchase
• The life changes that often trigger the need for coverage updates, including marriage, divorce, retirement, home renovations, business ownership, and growing family responsibilities
• How outdated policies can leave clients exposed to significant financial risk
• Common opportunities to reduce premiums through discounts, bundling strategies, deductible adjustments, and policy restructuring
• Important coverage gaps that are frequently overlooked in home, auto, life, umbrella, and health insurance policies
• Questions every advisor should encourage clients to ask during an annual insurance review
• How advisors can identify insurance planning opportunities without selling insurance products
Whether your clients are concerned about rising premiums, protecting newly acquired assets, or ensuring their family’s financial security, this webinar will provide practical strategies to help them optimize coverage, reduce unnecessary costs, and strengthen their overall financial plan.
A simple annual insurance checkup could save clients thousands of dollars—or prevent a costly mistake when they need protection most.