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An Advisor's Guide to Property and Casualty Insurance Reviews
Course Information
Content Level:  Intermediate
NAPFA Subject Area: B-Insurance & Risk Management
Course Description

Property/casualty insurance remains a "black box" to many financial planners, yet these policies play a pivotal role in the risk management process. With their knowledge of their clients' entire financial picture, financial planners have a unique opportunity to help guide their clients in making informed decisions related to appropriate coverage, starting with a review of their current policies. This session will help advisors construct a framework for what to look for when reviewing a client's P&C documents.

Holistiplan is a 2023 Strategic Partner of NAPFA, and this program will also be presented at the NAPFA Fall 2023 National Conference.

Learning Objectives
  1. Review common terminology in property/casualty insurance documents
  2. Describe key elements that advisors should look for when reviewing property/casualty insurance policies
  3. Discuss the importance of developing a systematic and consistent process for conducting P&C insurance policy reviews

Ben Birken, CFP® 

Birken is the Vice-President of Subscriber Success and Engagement at Holistiplan, a financial service software company that provides tax planning software for advisors. In this role, he helps users maximize the substantial role that Holistiplan can bring to their practices.

Birken is also the owner and founder of Pisces Financial Advisors, where he continues to work with clients. He has served in many volunteer roles with NAPFA, including as the president and chair of the South Region Board, multiple national conference planning committees, and the Leadership Development Committee.

Availability: On-Demand
Expires on 12/31/2024
Initial Cost: Member: $0.00
Non-Member: $39.00
Additional Cost: CFP® CE Quiz: $0.00 - $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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