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Personal Liability Lawsuits and the Threat to Families with Emerging and Established Wealth 

Holistiplan
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WEBINAR REPLAY
As a financial advisor, understanding personal liability is essential to protecting your clients' financial well-being. In this webinar, we’ll cover how personal liability impacts financial planning and offer strategies to reduce risks.
What You'll Learn:
-Personal Liability Essentials: Understand common scenarios where personal liability risks arise and how they affect your clients’ finances.
-Real-Life Case Studies: Learn from actual claims and see how personal liability can lead to complex financial challenges.
-Insurance Solutions: Explore the role of personal liability insurance, including umbrella policies, in protecting your clients' assets.
-Actionable Client Advice: Discover best practices for assessing liability risks and recommending suitable insurance coverage.

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18 сен 2024

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