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Financial Planning August 1, 2007 Jeanne Lee |
High Net Worth: Shelter From the Storm Although affluent clients may not realize it, their complex insurance needs go far beyond a rider to cover great-grand-mother's silver. Here's how to help your clients the full-service homeowners policies they don't know they need. |
Financial Advisor September 2007 David J. Drucker |
Your Client's Hidden Risk Not only are "sophisticated" consumers unfamiliar with the shortcomings of their homeowners insurance, many financial advisors need to get a clue as well. |
Financial Planning August 1, 2008 Charles Williamson |
Risky Business When working with high-net-worth clients, it is of paramount importance to discuss property and casualty insurance. |
Registered Rep. March 13, 2013 Alan Lavine |
Old Money For advisors, it pays to insure a client's valuable collectibles, like antiques, rare toys, ceramics or wine; but it's crucial to find reputable appraisers and carriers. |
Financial Advisor July 2008 Eric Rasmussen |
Taking Cover You can make life easier for clients later if you push them to get excess liability insurance now. |
Financial Planning December 1, 2009 Donald Jay Korn |
Prudent Policy Agents should help their clients reevaluate their insurance policies at the end of every year. |
The Motley Fool November 27, 2006 Tim Beyers |
Foolish Advice on Homeowner's Insurance As with life and auto policies, homeowner's insurance is essential protection. |
The Motley Fool July 20, 2005 Selena Maranjian |
Guess What You're Not Insured Against Don't assume that your home is protected against some not-so-uncommon disasters. |
Registered Rep. December 14, 2012 Mark Miller |
How Much Insurance Do Retirees Need? Usually more than they have now. Under-insurance is an especially acute problem with retired and pre-retirement clients. |
Commercial Investment Real Estate Jul/Aug 2015 Mary Stark-Hood |
Property Casualty Insurance As a business owner, you know the importance of protecting your real estate business from financial loss. Some risks may be acceptable, but many are not. |
Financial Advisor October 2005 Karen DeMasters |
Rethinking That Beachfront Property Every financial advisor needs to ask clients if they have the energy to deal with coastal property. There are more than strict financial considerations to look at when contemplating investing in an oceanfront property. |
This Old House Caitlin O'Neil |
Homeowners Insurance 101 Take this crash course to find out if you have the coverage you need before you need it. |
This Old House Jeffrey Rothfeder |
Beef Up Your Insurance If you haven't checked your homeowner's policy in a while, you may be in for some nasty surprises. |
Investment Advisor July 2006 Marlene Y. Satter |
Insurance Update: Reviewing the Situation When advisors devise financial plans for their clients, there's plenty of work done on the asset management side. When it comes to asset protection, however, there can be a big gap if advisors don't thoroughly review all the types and levels of coverage their clients have. |
Financial Planning April 1, 2012 Nancy R. Mandell |
Covering Up Without appropriate liability coverage - which most experts place at 100% of net worth - a single incident could destroy an entire portfolio. |
The Motley Fool January 15, 2008 Dayana Yochim |
8 Ways to Insure Your Home Insurance Stop paying a bucketful of cash for a thimble's worth of coverage. Read on for ways to get the most from your home insurance. |
The Motley Fool October 18, 2004 Selena Maranjian |
Is Your House Underinsured? The majority of homes out there couldn't be rebuilt via insurance. |
Entrepreneur December 2005 Scott Bernard Nelson |
A Rising Tide Though costs will likely go up in the wake of the recent hurricanes, flood insurance is still a life preserver worth considering. |
Investment Advisor May 2007 Marlene Y. Satter |
Swept Away? Congressional action could mean major changes ahead for the insurance industry. |
Financial Advisor June 2008 Bruce W. Fraser |
Who's On Your Client's Payroll? Advisors are discovering that it can be difficult to educate the affluent community about the importance of protecting their identity in the process of hiring domestic staff. |
Financial Planning December 1, 2011 Nancy R. Mandell |
Peace of Mind Chartis is one of a handful of insurance companies focused on the special needs of the very wealthy - the top 1% to 2% of the nation's population. Establishing ties to financial planners has become increasingly important for these insurers. |
Inc. September 2008 |
Insuring Your Business A closer look at the insurance coverage businesses should have includes consideration of growing companies and special circumstances. |
The Motley Fool October 19, 2010 Selena Maranjian |
You're Not Insured for These Calamities Don't assume your home insurance protects against these disasters. |
Registered Rep. September 1, 2004 Jason Van Steenwyk |
E & O and U Since 2001, advisors nationwide have been rocked with increases in professional liability insurance premiums. |
This Old House Sarah Max |
How to Review and Update Your Homeowner's Insurance Reassess your home owner's policy on an annual basis with these five steps |
CFO April 1, 2003 David M. Katz |
Holes in the Net? Insurers' woes are mounting -- and your company's coverage may be at risk. |
Investment Advisor June 2009 Marlene Y. Satter |
Shelter from the Storm Advisors whose high-net-worth clients have trouble getting coverage for their homes in coastal and other hard-to-insure areas might want to take a look at Privilege Underwriters Reciprocal Exchange (PURE). |
Bank Director 1st Quarter 2009 Charles Keenan |
Sleep Insurance: How the Market is Affecting Your D&O Coverage Banks face a double whammy of sorts, since rockier times will make it almost necessary to raise coverage limits for directors in order to retain or lure them. |
Registered Rep. October 27, 2010 Charles Paikert |
Social Networking May Be Insurance Risk Social networking sites have become a new risk worry for high-net-worth clients, according to a new report from Chubb Group of Insurance Companies. |
The Motley Fool June 18, 2007 Rich Duprey |
The Finishing Coat of Homeowners Insurance Just as auto, life, and disability insurance provide protection in the event of a catastrophe, homeowner's insurance should be considered an integral part of your overall financial plan. |
The Motley Fool February 23, 2006 Selena Maranjian |
When a Tree Breaks Your Patio Is your home under-insured? Do you know what you're protected against? |
This Old House November 2007 Deena Bustillo |
Are You Sure You're Insured? Many people are shocked by the mishaps their insurance policies don't cover. |
This Old House Eileen Colkin Cuneo |
Fire Insurance: Are You Protected? You may never need to use the fire provisions of your homeowner's insurance. But if you do, you can avoid unpleasant policy surprises by reviewing your coverage today. |
The Motley Fool June 18, 2007 Emil Lee |
Disaster Preparedness: Are Insurers Ready for the Big One? With private insurers withdrawing from the coastal areas, leaving the taxpayers holding the bag, one wonders: What should investors do if the big one does hit? |
The Motley Fool August 13, 2004 Robert Brokamp |
Making Your Insurer Pay Even though you've paid premiums for years, your homeowner's insurance company may not be on your side when it comes time to pay a claim. |
This Old House |
Hurricane Insurance Update A natural disaster is bad enough without a insurance disaster on top of it. Here are seven suggestions for proper coverage. |
Registered Rep. January 18, 2011 Alan Lavine |
Insurers Raising Premiums, Changing Terms on Long-term Care Policies If you're selling long-term care insurance to clients, it's best to stay away from carriers with a history of raising premiums or discontinuing other types of insurance coverage. |
The Motley Fool August 18, 2006 Selena Maranjian |
Umbrella Insurance for Rainy Days Wherever your personal liability coverage ends, umbrella insurance coverage is designed to pick up the slack. |
The Motley Fool July 5, 2006 Dan Caplinger |
Get an Insurance Checkup: Part 2 Insurance is a tricky subject, rife with complexity and confusing language and concepts. If you remember that your main goal in buying insurance is to reduce your own risk, it's easier to evaluate exactly what risks you have and therefore what sort of insurance you really need. |
The Motley Fool January 13, 2006 Selena Maranjian |
Many Home Insurers Undercharging It's not a bargain when your insurance is too cheap. If you haven't examined how much your home is insured for lately, do so. And perhaps do a little research on the side, too. |
The Motley Fool June 7, 2007 Selena Maranjian |
Who Needs Umbrella Insurance? It might surprise you how handy -- and inexpensive -- this insurance can be. |
CFO December 1, 2002 David M. Katz |
Cover Me Anyone searching for D&O coverage will find it more expensive and less inclusive than ever before. |
The Motley Fool January 14, 2009 Dayana Yochim |
Fiscal Fitness '09: Trim $240 From Your Home Insurance Tab Pay a lot less in premiums instantly and still get the same coverage. |
The Motley Fool June 18, 2007 Emil Lee |
Quick Take: Prepare Yourself for Hurricane Season Things to do before the wind starts howling -- First things first: basic necessities... Economic precautions... |
Commercial Investment Real Estate Mar/Apr 2006 Jackson & Edwards |
It's A Wrap The increase in condominium construction in recent years likely will lead to an increase in construction litigation. To minimize risk associated with litigation and safeguard their projects, condominium development teams should purchase adequate insurance coverage. |
CFO Kris Frieswick |
Less for More Coping with the bear market in directors' and officers' liability insurance... |
The Motley Fool August 3, 2007 Dan Caplinger |
When to Buy Long-Term Care Insurance Long-term care insurance pays out financial benefits to help you pay the expenses of nursing homes and home health care. Should you buy now, wait, or just skip the whole thing? |
This Old House David Dobbs |
Weathering the Storm Ask these questions to choose the right catastrophe insurance. |
The Motley Fool December 29, 2006 |
"All Risks" Policies Be on top of your financial situation -- know what you are and aren't protected against on your homeowner's insurance, and make sure you have the coverage you want and need. |
Financial Advisor June 2004 Gregory Bresiger |
Advisors Are Living Dangerously Professionals continue to grapple with the question of errors and omissions insurance coverage. They believe that it is unnecessary. These uninsured advisors, one insurance executive says, run in the thousands. |