Turn a topic or headline into a focused client conversation. Bring together the source, the planning questions, and the information you need before recommending a next step.
BUILD YOUR CONVERSATION AGENDA
A more useful client meeting starts here.
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THE PERIMETER / MEETING NOTES
Insurance & family resilience
A resilient wealth plan considers the events a portfolio alone may not absorb. Coverage should be reviewed in the context of income, dependents, property, business obligations and the household’s ability to self-fund a loss.
Discussion priority
Clarify the decision, time horizon and constraints.
Questions to explore
Which financial risk does this coverage actually transfer?
What conditions, exclusions and costs could change the expected result?
Which values are guaranteed and which depend on assumptions?
Does the policy’s ownership fit the estate and business plan?
Bring to the conversation
Inventory policies, owners, beneficiaries and renewal dates.
Identify uninsured or overlapping exposures.
Compare in-force contracts with any proposed replacement.
Coordinate coverage with the household and business plan.
An educational agenda. Review source material and adapt to the client’s circumstances. Professionals should follow their own compliance and recordkeeping procedures before sharing.
