Webinar - Risk Mitigation: A Case Study Approach to Insurance
Overview
Wednesday, Oct 17, 2012 - 10:00am
Wednesday, Oct 17, 2012 - 10:00am
The benefits of personal wealth come with complexity and heightened responsibility for the family and next generations. The risk management and insurance surrounding personally owned assets is every bit as important as is financial planning and wealth management. In this webinar, we will explore inadequate insurance, gaps and omissions of coverage can threaten the personal wealth of the family through uncovered exposures to risk and claims. Through this case study approach we will take you through the risk management surrounding a wealthy business owner and his family, identifies risk components and suggests solutions which can be put into place. Our speakers will also discuss the selection and role of the personal insurance advisor to the family. Takeaways will include helping to find a qualified personal insurance specialist, understanding the difference in insurance carriers and their capabilities, and identifying risk exposures and solutions.
In this program, participants will be able to:
•Describe a case study highlighting inadequate coverage and the effects on the family
•Identify common gaps in personal insurance
•Compare and contrast differences in insurance carriers and capabilities
*This webinar was rescheduled due to technical issues.
Recommended For
Family office executives and staff, advisors and family members
Mr. Hubbard is Vice President, Marketing for Chartis Private Client Group in Los Angeles. Private Client Group provides innovative insurance products and risk management services exclusively for high net worth and ultra high net worth individuals and family offices. His responsibilities include oversight of the Los Angeles Region, which involves daily interface with insurance brokers, underwriters, and trusted advisors to high net worth individuals and families.
Mr. Hubbard also manages the Family Office practice at Chartis Private Client Group, overseeing the national development, distribution and implementation of unique insurance products and personal risk management services for members of family offices, as well as their executive staff. Mr. Hubbard is a certified Continuing Education Trainer in California, where he presents on the subjects of risk management and personal insurance to property and casualty Insurance Brokers, Financial Planners, Certified Public Accountants, and other professional groups.
