Property and Casualty Insurance (2024)

Abstract

Property and casualty insurance planning is critical for clients, as it is relevant to many different client assets and situations. Planners must analyze client situations to identify areas of potential risk related to the property clients own and the personal and professional activities in which they, and their family members, take part. This chapter helps the students to identify the primary components of property and casualty insurance and how each component fits into a client’s comprehensive financial plan. It also helps them to differentiate among the basic homeowners insurance forms and features and explain how to evaluate and compare policies. The chapter further identifies the primary components of automobile insurance and assesses any potential property damage or liability exposures. It explains the role of personal and business liability insurance in comprehensive financial planning and how personal umbrella liability policy and business liability insurance interacts with other property and liability insurance products.

Original languageEnglish
Title of host publicationFinancial Planning Competency Handbook, Second Edition
PublisherBloomsbury Publishing Plc.
Pages263-274
Number of pages12
ISBN (Electronic)9781119642497
ISBN (Print)9781119094661
DOIs
StatePublished - Jan 1 2015

Keywords

  • automobile insurance
  • business liability insurance
  • financial planners
  • homeowners insurance
  • liability exposures
  • personal umbrella liability policy

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Lawson, D. R., Asebedo, S. D., & Seay, M. C. (2015). Property and Casualty Insurance. In Financial Planning Competency Handbook, Second Edition (pp. 263-274). Bloomsbury Publishing Plc.. https://doi.org/10.1002/9781119642497.ch30

Lawson, Derek R. ; Asebedo, Sarah D. ; Seay, Martin C. / Property and Casualty Insurance. Financial Planning Competency Handbook, Second Edition. Bloomsbury Publishing Plc., 2015. pp. 263-274

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Lawson, DR, Asebedo, SD & Seay, MC 2015, Property and Casualty Insurance. in Financial Planning Competency Handbook, Second Edition. Bloomsbury Publishing Plc., pp. 263-274. https://doi.org/10.1002/9781119642497.ch30

Property and Casualty Insurance. / Lawson, Derek R.; Asebedo, Sarah D.; Seay, Martin C.
Financial Planning Competency Handbook, Second Edition. Bloomsbury Publishing Plc., 2015. p. 263-274.

Research output: Chapter in Book/Report/Conference proceedingChapterpeer-review

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AB - Property and casualty insurance planning is critical for clients, as it is relevant to many different client assets and situations. Planners must analyze client situations to identify areas of potential risk related to the property clients own and the personal and professional activities in which they, and their family members, take part. This chapter helps the students to identify the primary components of property and casualty insurance and how each component fits into a client’s comprehensive financial plan. It also helps them to differentiate among the basic homeowners insurance forms and features and explain how to evaluate and compare policies. The chapter further identifies the primary components of automobile insurance and assesses any potential property damage or liability exposures. It explains the role of personal and business liability insurance in comprehensive financial planning and how personal umbrella liability policy and business liability insurance interacts with other property and liability insurance products.

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Lawson DR, Asebedo SD, Seay MC. Property and Casualty Insurance. In Financial Planning Competency Handbook, Second Edition. Bloomsbury Publishing Plc. 2015. p. 263-274 doi: 10.1002/9781119642497.ch30

Property and Casualty Insurance (2024)
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