Bridging The P & C Gap

Bridging the Property and Casualty Gap Presented by:Amie Cherry HUB International Personal Insurance 2009

Topics ,[object Object],[object Object],[object Object],[object Object],[object Object]

Reasons to Bridge ,[object Object],[object Object],[object Object],[object Object],[object Object]

Does advising on Property and Casualty (P&C) issues increase Professional Liability? ,[object Object]

CFP Board Standards ,[object Object],[object Object]

7/1/08 CFP Board Standards ,[object Object],[object Object]

Does advising on Property and Casualty (P&C) issues increase Professional Liability? ,[object Object],[object Object]

What are some of the recognizable signs that your client needs a P&C review? ,[object Object]

Trigger Circumstances ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Trigger Circumstances ,[object Object],[object Object],[object Object],[object Object],[object Object]

Trigger Circumstances ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Trigger Circumstances ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Trigger Circumstances ,[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],Employee Practices Liability Insurance (EPLI)

Employee Practices Liability Insurance (EPLI) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Texas Homeowner’s Insurance Policies are not Created Equal ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Texas Homeowner’s Insurance Policies are not Created Equal ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Umbrella Policies…How Much is Enough? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Umbrella Policies…How Much is Enough? ,[object Object],[object Object],[object Object],[object Object]

Umbrella Policies…How Much is Enough? ,[object Object],[object Object]

Contact Information for Amie Alexander ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Bridging The P & C Gap

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