Protecting wealth: Guiding clients through
property & liability insurance needs

This 60-minute webinar is designed to equip CPAs and accountants with the knowledge and tools to guide high-net-worth clients and business owners in addressing often-overlooked property and casualty (P&C) and liability insurance needs.

• Financial advisors, insurance consultants, and accounting professionals frequently encounter clients with substantial assets but inadequate or misaligned insurance coverage.

• This session will explore the critical gaps in coverage that can expose clients to unnecessary risks, including umbrella liability protection, business insurance, and specialized policies for valuable assets.

• By understanding these areas, CPAs and accountants can add significant value to their client relationships, enhancing their role as trusted advisors.

The webinar will also focus on the challenges of securing proper insurance in hard markets, such as regions prone to wildfires, hurricanes, or other natural disasters.

• Participants will gain insights into how insurers assess risk in these areas and the strategies (including recent innovations in the insurance market) available to mitigate high premiums or coverage limitations.

• Through impactful hypotheticals and professional guidance, attendees will leave with actionable steps to start conversations with clients, identify potential exposures, and collaborate with insurance professionals to ensure comprehensive protection.

By proactively addressing these issues, CPAs and accountants can help clients safeguard their wealth and businesses against unexpected financial losses.