A2C-client-friendly-logo-248x186

You’ve got clients covered when it comes to run-of-the-mill insurance needs. But chances are they have other, less obvious, liabilities that should be protected.

Maybe one client’s home is in a flood plain, another likes to go mountain climbing, or perhaps someone inherited a valuable piece of jewelry. They may never have mentioned these to you, so it’s your job to raise the topic.

Here are some articles that can prompt client conversations:

Companies must protect key people

Insure your stay-at-home spouse

Disclose risky leisure activities

Plan for natural disaster

Protect your valuables

Art insurance: an ounce of protection

There are lots of insurance-related tools on AdvisorToClient, including Action Ideas, Conversation Starters and ready-to-go client Worksheets and Presentations.

And you can print, email or share these articles on LinkedIn or Twitter—so you can reach your clients wherever they may go.


Originally published on Advisor.ca

Add a comment

You must be logged in to comment.

Register on Advisor.ca