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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]
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]
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],[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],[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]

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Bridging The P & C Gap

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