Clients who own personal and investment real estate need proper insurance.

You can personalize this email by copying our template into your email application, and then choosing which stories you’d like to pass along to particular clients. This lets you jump-start the conversation on topics about which they may want your guidance.

Hi XX,

As you’re generally a prudent saver, planner and investor, I’m confident you’ve thought about insuring your home. But not all policies offer equal protection from problems like unexpected property damage. Having the right property insurance will make sure you don’t suffer financially if there’s a disaster.

Here are some articles that explain how to best insure your property. We can discuss how to use them in our next meeting.

What’s your property risk exposure?

Tax tips for new homeowners

Plan for natural disaster

Insure your cottage properly

10 no-nonsense home insurance tips

Protect your valuables

Please let me know when you’re available for an appointment. I look forward to discussing your protection against property risk.



You can print these articles to pass along to clients, or share them using the site’s email button, or ready-to-share posts.

For more tools, visit AdvisorToClient for Action Steps and meeting-ready Checklists.

Originally published on Advisor.ca

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