Meeting Details

Tuesday, April 22, 2014
11:30 am - 1:30 pm

Topic:
Personal Umbrella Liability: Incorporating Personal Risk Management Into a Financial Plan

Speaker:
Daniel Glunt, Senior Vice President
Fort Point Insurance, a division of HUB International Insurance Services

Thank You to Our Meeting Sponsor:



                                     

Program Description:
As individuals accumulate wealth, their insurance profile inherently becomes more complex. Financial planners and wealth managers are in a unique position to recognize potential red flags that create risk and recommend an appropriate course of action.
 
Attendees will learn about insurance as a method of risk transfer. Topics will include personal umbrella coverage, identifying problems with your client’s insurance programs, asking the right questions, and making the right recommendations.

The speaker, Dan Glunt of Fort Point Insurance, will present several real life scenarios that could potentially create a liability loss for your clients and explain how personal umbrella liability coverage could protect them from such a loss. He will explain the various risk factors that could expose your clients to liability and how to use these risk factors as a measurement of exposure in selecting an appropriate coverage limit.

Speaker Bio:
Fort Point Insurance Services, Inc. was founded by Daniel Glunt in 2003. Mr. Glunt started his insurance career with the Chubb Group of Insurance Companies in 1993. Mr. Glunt spent seven years with Chubb in five different offices where he served as an underwriter, marketing representative and regional manager. From 1999 to 2002 Mr. Glunt was a Vice President for InsWeb Corporation, a leading online insurance provider. Mr. Glunt is the principal shareholder of Fort Point Insurance. Additionally, Mr. Glunt serves as a board member for the San Francisco non-profit organization, Family House. Mr. Glunt lives in San Francisco with his wife, Kristin, and two daughters, Madeleine and Grace.

Meeting Agenda:
11:30 am -12:00 pm - Registration & Networking
12:00 pm - 12:15 pm - Chapter Announcements, Sponsor & Lunch
12:15 pm - 1:30 pm - Speaker Presentation and Q & A
1:30 pm - Program Closes

You may register online after April 18, 2014, however, you will be charged the Regular Registration price. Online registration closes at midnight, April 20, 2014.

*This topic has been approved for 1.5 hours of CFP® CE credit from the CFP Board.