fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Reviewing Insurance Coverage (September and October)


How Advisors Use The Checklists and Flowcharts, Marketing

Part 6 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process.

This email invites the client to reach out to you to discuss insurance coverage and possible gaps. The “What Issues Should I Consider When Reviewing My Property & Casualty Insurance Policies?” checklist and the “What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?” checklist can show the client just how many planning issues there are to consider.

Email Subject Line: It’s time to review your insurance coverage

Dear [Client],

During September and October, we want to help you review your various insurance coverages to make sure you have the coverage you need.

Perhaps you…

  • Have new health care concerns or you are losing coverage and need to update your health insurance plan;
  • Have made improvements to your home and you need to increase your homeowners insurance coverage; or
  • Wish to review all policies and explore available discounts and bundling options to reduce premium costs.

Whatever the case may be, an annual insurance review is critical to ensure you are adequately protected well in advance of any future needs.

The terms and conditions of insurance contracts can be difficult to read and understand. Deductibles, limits, exclusions, and endorsements can be hidden in the fine print, making it hard to understand the true extent of your protection. To assist in reviewing your insurance coverage, we have two checklists that outline key considerations to guide your analysis (one covers Health and Life related issues [link to your white labeled version from your website or Google Doc], the other covers property and casualty related issues [link to your white labeled version from your website of Google Doc]).

While the checklists can help you spot good ways to identify all the different opportunities to consider, we are always available to meet with you to discuss your finances and goals, and to identify what the best opportunities are for you.

Please contact us today to schedule a time to discuss this further, or [schedule a time with us on our calendar here (insert your calendar link)].

 

Sincerely,

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
Become a Member

Recent Blog Posts

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.
Close