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Overlooked Gaps in Financial Advice

Most successful families and individuals want a holistic approach to financial management. They want their financial advisors to act as the main point of contact for all financial matters and overall asset protection.                                 

An easy place for financial advisors to demonstrate additional value is by providing guidance and support for their clients’ property and casualty (P&C) insurance needs. As a financial advisor, you stand in a unique position to recognize potential red flags that create risks due to gaps in P&C coverage and can make appropriate recommendations to mitigate that risk. 

You don’t need to know all the nuances of P&C insurance. That’s where Avery comes in.

Partnering with an experienced property and casualty insurance agent can help you close the gaps in coverage and incorporate better risk management strategies into your clients’ balance sheets. Ultimately, this will help you better safeguard your clients’ assets, deepen your client relationships, grow your networks, and differentiate yourself from your competition.

We can help educate you about P&C risks, and types of available coverage, and help you ensure your clients remain protected, especially when their financial situation grows or they have significant life changes such as the birth of a child, marriage, or retirement.

In our experience, many successful families and individuals are not adequately protected against risks, either because they lack the correct insurance products for their unique situation, purchased policies with the wrong features, or simply didn’t purchase enough protection.                                 

Proactively identifying gaps in your clients’ P&C program and connecting them to the right partners that can assist with the details will allow you to stand out as a trusted advisor. You could also see your relationships with successful families improve, providing greater satisfaction and more referrals.

In addition, you also have an opportunity to develop a productive and reciprocal referral relationship that could drive new business.

Contact our office and we will connect you with one of our Risk Specialists to ensure your clients have the comprehensive protection they need to meet their unique needs.




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Avery Insurance Agency
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