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.
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING”
— An advisor in Kentucky
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
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