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Lunch & Learn with Advisor Insurance Resource - Part 1: Enhancing the Fee-Only Advisors Value through Home & Auto Insurance Reviews, Part 2: Dramatic Changes to Disability Insurance Guaranteed Increase Options
Saturday August 10, 2024 12:30pm - 1:30pm MDT
Interlocken B
Grab your lunch and head to one of the concurrent sponsor educational sessions.
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This presentation will be discussion on what today’s fee-only financial advisor needs to know when it comes to their clients' home, auto and liability insurance policies in the modern era. We will touch on current premium increases, carriers withdrawing from the market and coverage pitfalls most commonly seen. We will also discuss a significant recent change in disability insurance that is transitioning power from the insured to the insurer and what to do about it.
Speakers
avatar for Bob Gertie

Bob Gertie

CEO, Advisor Insurance Resource
Bob Gertie is the CEO of Advisor Insurance Resource® and has been in the financial services industry since 1996. He is an independent insurance broker nationally licensed and has clients throughout the United States. In 2008, Bob founded Advisor Insurance Resource® to meet the... Read More →
avatar for Debbie Gertie

Debbie Gertie

Advisor Insurance Resource
Debbie Gertie is an independent property and casualty insurance broker who is licensed across the majority of the United States. Her expertise is evident from the placement of some of the most difficult home, auto and liability insurance cases with several of today’s top carriers... Read More →
Saturday August 10, 2024 12:30pm - 1:30pm MDT
Interlocken B
  Sponsor Educational Session

Attendees (8)


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