Protecting your Clients from Financial Disaster

The entire reason for the Financial Planning industry is to help your clients with the "What if's". What if there was a common problem that could easily derail a clients future, and all you had to do to prevent a financial disaster was to send an email to schedule a check up with the expert? This presentation reviews some of the greatest disasters waiting to happen in a clients P&C Insurance program, and how easy it is to fix the problem. Just remember, anytime that a P&C claim is denied, your client has to take investment dollars from you to repair their property! Full presentation time: 1h 0m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * MFDA - 1 Professional Development credit (in MFDA bundle) * CSI - 1 Professional Development credit (in MFDA bundle) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Protecting your Clients from Financial Disaster
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Larry Hoover

Larry lives in Newmarket, Ontario with his partner Cathy. He’s the proud father of two beautiful, independent daughters. After over 20 years as a successful corporate sales professional and team builder, he transitioned his career in 2013 to a P&C Insurance Broker. Now with Louis Meier Insurance, he’s a fierce advocate for Homeowners to help protect their largest assets. He does this by offering a unique service called a Policy Audit that uncovers weaknesses that might lead to hearing “claim denied”. His Marketing Partners share this with their clients.