What is the BIGGEST RISK and EXPOSURE your client has? The FIRST and FOREMOST Asset Protection all of your clients MUST do and have!
What is the BIGGEST RISK and EXPOSURE your client has? Market risk? Political risk and tax law changes? Creditor risk? Well, as we often hear about asset protection, creditor protection, ownership arrangements, and trusts…the absolutely, positively, very first “asset protection” every client must have is properly structured Property/Casualty Insurance And Coverage. Any comprehensive planning process must begin with a “Protection” first approach. To gloss over or neglect this can be very damaging – decimating – to our clients.
Our clients have wealth, they are accumulating wealth. Yes, we address ownership of assets, we guide our clients through comprehensive estate and tax planning. However, the foundation of protecting our client's assets and wealth – is properly designed and structured property/casualty insurance. While it starts with auto and homeowners coverage, it should – and does – go far beyond that. This is not simply about “buying” auto and homeowners insurance. It is not about “product purchase” or “sale”. It starts with having an expert, the right expert, who is truly a specialist, who lives and breathes in this space, and has complete and total access to the marketplace.
Betsy Clement, CAPI, is the National Vice President, and leader in charge of the Private Client Group in the US, at Gallagher, who is one of the leading property/casualty insurance organizations in North America. Betsy is responsible for developing Private Client strategy nationally, but even more important, she heads up and designs creative property/casualty coverage and strategies for Private Clients across the United States. She holds the prestigious Certified Advisor of Personal Insurance designation from The Wharton School of Business, at the University of Pennsylvania. Betsy is recognized by Risk & Insurance as one of the six top Private Client Power Brokers nationwide. She is perhaps the leading expert in the country on property/casualty coverage for the private client type of client.
This is going to be a don’t miss event! Attend and hear one of the industry’s leading experts on how we should be working with our clients, and how you can differentiate yourself from your competition and other professionals!