Educational Program

The Missing Piece of Financial Planning – Property and Casualty

**Webinar Programs are available

Chubb’s recent research found that only 28% of advisors address their clients’ P&C insurance needs, even though 77% of successful individuals want their advisors to provide that support and nearly 40% would consider switching to an advisor who provided it.

Key Takeaways:

  • Specialized knowledge is not required to begin the conversation about property and casualty exposures.
  • The Top Ten discovery questions to uncover weaknesses in the client’s P&C coverage.
  • The most common P&C mistakes of the affluent

In The Missing Piece of Financial Planning – Property and Casualty™ , you will understand how property and casualty exposures relate to comprehensive wealth management and estate planning. What good is estate protecting trusts and LLC’s, perfect asset allocation, correctly structured life insurance and a perfectly set up estate plan, if an uncovered property or liability claim can wipe out several million dollars of assets under management. As clients grow, their risks get more complex and they could outgrow their coverage or their broker.

We will examine the Top Ten Risk Management Questions advisors should be asking their clients in reference to personal P&C and why they matter. Next, we review the most common P&C mistakes made by the affluent along with some of the specialty coverage they may need based on their lifestyle. We will finish with a Case Study of how wrong things can go when the personal P&C advisor is not brought into the wealth management/estate planning team.

Brian Boak has been in the insurance industry for over thirty years with the last twenty working with advisors of highly successful families on their clients personal property and casualty issues. Brian is on the Board and is the Membership Chair of the Estate Planning Council of New York City and is the Past President of the Estate Planning Council of Rockland County. Brian founded BOAKS Advisors, a Fee-Only Personal Property and Casualty Risk Management firm.

Program Length: 1 hour
Recommended Audience: Family Office, Wealth Advisors, CPA’s, T&E Lawyers and other Advisors of High Net Worth Families

Future Programs

1) Family Legacy Council
Date: August 13, 2020
Time: 4-5pm 
Location: Free Webinar Click here to Register
Speaker: Brian P. Boak
Webinar Subject: Do You Have Your Biggest Risk Covered? Most clients and advisors spend countless hours and dollars to guard against tax and investment risk. Very few give the same attention to liability risks, which may be even more significant, and can be resolved more efficiently. Please join us as we explore the largest risks faced by affluent families and how to protect against them.

Recent Programs

1) Law Easy
Date: March 4, 2020
Time: Six part Mini-Webinar Series to be Recorded
Location: Mini-Webinars to be released over time
Speaker: Brian P. Boak
Webinar Subjects: Trust Ownership of Home, Replacement Cost, Collectibles, Excess Liability, Charitable Board Exposure, Flood Insurance
2) 34th Annual Lurie-Todorovich Lecture
for the NYC Society of Financial Service Professionals
Date: March 6, 2020
Time: 8:30 to 4pm (10:40am – 11:30 Time Slot )
Location: Union League Club, 38 East 37th St (Park Ave) NY NY
Speaker: Brian P. Boak
Paid Reservations Required
3) Advanced Planning Education Group
Private Presentation on Flood Insurance 
Date: May 6, 2020
Time: 11:00am
Location: Webinar
Speaker: Brian P. Boak
Past Programs For: Financial Planning Association, Estate Planning Councils, Advanced Planning Educational Group,  National Association of Personal Financial Advisors, Society of Financial Service Professionals, Universities, CPA, Law and Wealth Management firms.
Book your event now by emailing and ask for your Missing Piece Presentation. Webinar programs available

BOAKS Advisors

Brian P. Boak, Private Client Risk Manager, P&C; Accredited Estate Planner®, Chartered Private Risk and Insurance Advisor, CLU®, LUTCF