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his 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.

Learning Objectives:

  • Identify automobile, homeowners and liability insurance coverages
  • Differentiate between different homeowners policies and features
  • Define and communicate key insurance policy terms, coverage, conditions and exclusions.

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A CFP ID number will be required in order to receive CE credit for this webinar.