Reap The Bene˜ts - chubb.com1].pdf · Chubb is the marketing name used to refer to subsidiaries of...
1
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 affiliates. 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 Clients Clients expect advisors to account for all facets of financial 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 significant importance that their financial advisors help them navigate all of their financial 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 differentiate their value proposition Only 28 % of financial 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-fits-all Many don’t get the right advice from advisors To learn more, visit www.chubb.com/financialadvisor The Growth Opportunity Reap The Benefits 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 financial picture has changed or evolved nearly
Transcript of Reap The Bene˜ts - chubb.com1].pdf · Chubb is the marketing name used to refer to subsidiaries of...
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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
