Do you have sufficient property and casualty insurance coverage?

In our first video blog post, Lisa Fajgenbaum, Private Risk Advisor with USI Insurance Services, joins me to address a number of common questions I get asked when considering property and casualty (P & C) insurance.

Lisa has helped a number of families I serve over the years as they outgrow the everyday insurance providers and recently provided a thorough review of my own family’s P & C insurance coverage (which was incredibly helpful).

In this video, we discuss:

– Professional designations within the P & C insurance industry.
– What families should consider when choosing their auto and homeowner’s insurance.
– Commonly missed areas of risk that many families overlook as they accumulate assets.
– How to help determine an appropriate level of umbrella liability coverage.
– Considerations when choosing your deductibles.
– At what point do you “outgrow” the coverage everyday insurance carriers provide?
– How often should you review your P & C insurance policies?
– Best practices to follow in case you need to make future claims.
– Things to consider from a risk standpoint as we gather for the holiday season.

We hope you enjoy our conversation!

About the Author

Michael T. Powers, CPA, PFS, CFP® (Mike), is a flat fee-only financial planner based in Richmond, VA serving clients virtually nationwide.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of MF, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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Welcome to Manuka Musings where I share tips, news, and helpful information about all things finance.

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