Financial Planning: Auto & Homeowners Insurance

Overview

While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs - yet they are also complex products. This complexity raises questions in clients’ minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners’ policies. We will touch on these questions, explore basic coverages, and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.

Highlights

The major topics that will be covered in this course include:

• Overview of Insurance types
• Overview of Insurance policies and contract sections
• Examples of types of policies and coverages

Prerequisites

None

Designed For

Financial services professionals who want to gain a better understanding of auto and homeowners’ insurance, so that they can better address client questions.

Objectives

After attending this presentation, you will be able to...

• Recognize the major sections of an insurance policy.
• Recall the sections of the personal auto insurance policy.
• Identify key provisions in homeowners' insurance policies.

Preparation

None