Insurance insights for the Financial Professionals - Free Lunch
Name:
Insurance insights for the Financial Professionals - Free Lunch
Date:
October 16, 2018
Time:
12:00 PM - 1:00 PM CDT
Event Description:
While attendees are usually Financial Planners, CPAs, Estate Attorneys and Mortgage Brokers, this free Lunch and Learn focuses on the unique exposures of the small business owner and entrprenuer.
Learn about common weak spots and mistakes we encounter when we first start working with a client that has had financial success. It is designed to expand on what you may already know but also to dig deeper into some of the common pitfalls, misconceptions, and myths. This includes some blind spots that most people don't see. Sadly, that even includes many P&C agents who are in a rush to compete in a "15 minutes or less" “cheap insurance” environment.
You do not have to be a financial professional to learn something valuable about your own insurance program.
Learn about common weak spots and mistakes we encounter when we first start working with a client that has had financial success. It is designed to expand on what you may already know but also to dig deeper into some of the common pitfalls, misconceptions, and myths. This includes some blind spots that most people don't see. Sadly, that even includes many P&C agents who are in a rush to compete in a "15 minutes or less" “cheap insurance” environment.
You do not have to be a financial professional to learn something valuable about your own insurance program.
