Details
September 13, 2022
8:00-9:15AM
FPA Central Ohio presents Insurance Evolution in an Advisory Environment
Fawcett Center
Insurance Evolution in an Advisory Environment
Tuesday, September 13, 2022
presented by
We’ve seen a shift in the way insurance companies are developing advisory-based insurance products that are more aligned with the approach of registered investment advisors to better serve the fee-based and fee-only space. This presentation looks at the fees and expenses involved in an insurance policy, how underwriting plays a major role in product selection, and why you should review and manage your clients’ policies on an ongoing basis.
Learning Objectives:
- Learn to align the ever-changing insurance industry and market with your clients’ needs.
- Learn to differentiate between appropriate product type, compensation structures, and strategy—depending on clients’ goals.
- Learn to differentiate between appropriate product type, compensation structures, and strategy—depending on clients’ goals.
Tuesday, September 13, 2022, The Fawcett Center, 2400 Olentangy River Road - Clinton Room
7:45am - 8:00am - Registration/Breakfast served
8:00am - 8:15am - FPA Business/featured Sponsor
Featured Platinum Partner:
8:15am - 9:15am - Program (complete attendance for CE credit is required)
Click Here to Register Today!
Fawcett Center Parking Pass September 2022 (be sure to click on the pass and print to bring to meeting)
FPA Members - $25
Student Members - No charge!
Season Pass Holders - No charge!
Non-members/Guests* - $50
Student Non-members** - $25
*First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50.
**Student Nonmembers - May attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact admin@fpacentralohio.org to complete a comp registration. Once paid, you cannot be refunded. Please bring valid student ID to meeting.
We have been granted 1 hour of CFP CE from the CFP Board. Please arrive prior to 8:15am to ensure that you can sign in for CE credits - No Exceptions!
Please register by NOON on September 7, we cannot guarantee availability after that date. Cancellations accepted up until NOON on September 7, after that no refunds or credits will be given.
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09/13/2022 08:00 AM
09/13/2022 09:15 AM
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America/Detroit
FPA Central Ohio presents Insurance Evolution in an Advisory Environment
Insurance Evolution in an Advisory Environment
Tuesday, September 13, 2022
presented by
Jeff Hess
We’ve seen a shift in the way insurance companies are developing advisory-based insurance products that are more aligned with the approach of registered investment advisors to better serve the fee-based and fee-only space. This presentation looks at the fees and expenses involved in an insurance policy, how underwriting plays a major role in product selection, and why you should review and manage your clients’ policies on an ongoing basis.
Learning Objectives:
Learn to align the ever-changing insurance industry and market with your clients’ needs.
Learn to differentiate between appropriate product type, compensation structures, and strategy—depending on clients’ goals.
Learn to differentiate between appropriate product type, compensation structures, and strategy—depending on clients’ goals.
Tuesday, September 13, 2022, The Fawcett Center, 2400 Olentangy River Road - Clinton Room
7:45am - 8:00am - Registration/Breakfast served8:00am - 8:15am - FPA Business/featured SponsorFeatured Platinum Partner:
8:15am - 9:15am - Program (complete attendance for CE credit is required)
Click Here to Register Today!
Fawcett Center Parking Pass September 2022 (be sure to click on the pass and print to bring to meeting)
FPA Members - $25Student Members - No charge!Season Pass Holders - No charge!Non-members/Guests* - $50Student Non-members** - $25
*First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50.
**Student Nonmembers - May attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact admin@fpacentralohio.org to complete a comp registration. Once paid, you cannot be refunded. Please bring valid student ID to meeting.
We have been granted 1 hour of CFP CE from the CFP Board. Please arrive prior to 8:15am to ensure that you can sign in for CE credits - No Exceptions!
Please register by NOON on September 7, we cannot guarantee availability after that date. Cancellations accepted up until NOON on September 7, after that no refunds or credits will be given.
See Who's Coming
Fawcett Center
