Details
September 13, 2022
8:00AM - 9:15AM
FPA Central Ohio presents Insurance Evolution in an Advisory Environment
Fawcett Center
Insurance Evolution in an Advisory Environment
Tuesday, September 13, 2022
presented by
Jeff Hess
FPA Of Central Ohio Insurance Evolution In An Advisory Environment Presentation
We’ve seen a shift in the way insurance companies are developing advisory-based insurance products that are more aligned with the approach of registered investment advisors to better serve the fee-based and fee-only space. This presentation looks at the fees and expenses involved in an insurance policy, how underwriting plays a major role in product selection, and why you should review and manage your clients’ policies on an ongoing basis.
Learning Objectives:
- Learn to align the ever-changing insurance industry and market with your clients’ needs.
- Learn to differentiate between appropriate product type, compensation structures, and strategy—depending on clients’ goals.
- Learn to differentiate between appropriate product type, compensation structures, and strategy—depending on clients’ goals.
Featured Platinum Partner:
We have been granted 1 hour of CFP CE from the CFP Board. Please arrive prior to 8:15am to ensure that you can sign in for CE credits - No Exceptions!
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aCLuDhaqizCaPxAftmqF167204
09/13/2022 08:00 AM
09/13/2022 09:15 AM
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FPA Central Ohio presents Insurance Evolution in an Advisory Environment
Insurance Evolution in an Advisory Environment
Tuesday, September 13, 2022
presented by
Jeff Hess
FPA Of Central Ohio Insurance Evolution In An Advisory Environment Presentation
We’ve seen a shift in the way insurance companies are developing advisory-based insurance products that are more aligned with the approach of registered investment advisors to better serve the fee-based and fee-only space. This presentation looks at the fees and expenses involved in an insurance policy, how underwriting plays a major role in product selection, and why you should review and manage your clients’ policies on an ongoing basis.
Learning Objectives:
Learn to align the ever-changing insurance industry and market with your clients’ needs.
Learn to differentiate between appropriate product type, compensation structures, and strategy—depending on clients’ goals.
Learn to differentiate between appropriate product type, compensation structures, and strategy—depending on clients’ goals.
Featured Platinum Partner:
We have been granted 1 hour of CFP CE from the CFP Board. Please arrive prior to 8:15am to ensure that you can sign in for CE credits - No Exceptions!
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Fawcett Center
