Chubb is the marketing name used to refer to subsidiaries of Chubb Limited providing insurance and related services. For a list of these subsidiaries, please visit our website at www.chubb.com. Insurance provided by Chubb American Insurance and its U.S. based Chubb underwriting company a�liates. All products may not be available in all states. Coverage is subject to the language of the policies as issued. Surplus lines insurance sold only through licensed surplus lines producers.

Taking a holistic approach will achieve the following:

Better protect your clients’ total wealth by:

How to Get Ahead

Financial Advisors Lacking Holistic Approach Risk Losing ClientsClients expect advisors to account for all facets of �nancial planning, including insurance coverage

of successful individuals would consider switching to an advisor who provided P&C support

Clients are expecting more from their advisors, but those needs are not being met:

85%

of successful families believe it is of signi�cant importance that their �nancial advisors help them navigate all of their �nancial matters

77%

of successful individuals want their advisors to provide P&C insurance support

Safeguard assets to drive better returns

Deepen client relationships

Access new networks of clients

Better di�erentiate their value proposition

Only

28%

of �nancial advisors address clients’ P&C needs

74%

40%

87% 28%have liability insurance, but many don’t have high enough limits

Researching and familiarizing yourself with common ways insurance may be inadequate for clients

use a standard carrier to protect against their unique risk exposures

did not know where to buy insurance

Clients lack entire insurance products or key coverages within existing products

Clients think one-size-insurance-�ts-all

Many don’t get the right advice from advisors

To learn more, visit www.chubb.com/�nancialadvisor

The Growth Opportunity

Reap The Bene�ts

Three Roadblocks to Covering All Financial Bases

Understanding the players in the P&C space

Making risk management a focal point of annual planning meetings

Seeking out and partnering with a broad variety of P&C contacts and evaluating which would best serve your clients

Regularly evaluating whether your clients �nancial picture has changed or evolved

nearly