Elephant in the Room: Big Risks From Overlooking Property & Casualty Insurance
When discussing the intertwined topics of trusts & estates and insurance, professionals’ focus is often on the life and health insurance space. In dealing with individuals and families that own significant tangible assets, this can be ignoring a substantial component of the risk profile. Sam’s presentation will examine some of the common errors found in property and casualty insurance programs via real life examples and where professionals can add value to their practice and reduce their own liability and that of clients’ by illuminating these issues for clients.
BIO: Sam Pugatch is an Assistant Vice President with NFP’s Private Client Group in Los Angeles. His practice focuses on personal insurance for High Net Worth/Ultra High Net Worth individuals with significant expertise and experience in the fine art, jewelry and valuable assets specialty.