Why Strong Financial Plans Fail

This presentation discusses the importance of policy audits in financial planning. The presenter highlighted that 36% of audits reveal missing discounts, 30% show underinsured valuables, and 92% uncover three potential claim denied items. The presenter emphasized the need for proactive risk management, sharing examples like a $1.5 million pool injury settlement and a $2 million dog attack lawsuit. The presenter advocated for comprehensive policy reviews, noting that traditional advisors often neglect client needs. The presenter approach, which includes personalized service and detailed client engagement, contrasts with call center-based models, offering a more holistic and protective service.

Presentation Preview:

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How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 General credit * CIRO (MFD)- 1 Professional Development credit (in bundles) * CIRO (ID)- 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Larry Hoover

Larry lives in Newmarket, Ontario with his partner Cathy. He’s the proud father of two beautiful, independent daughters. After over 20 years as a successful corporate sales professional, he transitioned his career in 2013 to a P&C Insurance Broker. Now with Oracle Insurance Risk Management Services, he’s a fierce advocate for property owners. He helps protect their largest assets, as well as avoiding a potential financial disaster. Larry does this by offering a unique service called a Policy Audit that uncovers gaps that might lead to hearing “claim denied”. His Partners across Ontario share this with their clients.