We had a great response to our July Lunch & Learn CFP CE class, so we’ve scheduled three more opportunities for the remainder of 2017.
The course is titled: Why Financial Planners Should Care about Their Clients’ Home and Auto Insurance Needs, and is approved for one hour CE credit for the CFP Designation.
I work closely with Financial Planners to protect their clients’ personal assets from losses, while leaving you to protect and grow their financial assets.
Details on the class are below. You can view the available dates and register online by clicking on the REGISTER button below.
Why should you get involved with insurance?
• It is a value add to your clients
• Implied review when collecting documents
• Ensure that their assets are properly protected
• Helps to manage their risk of potential exposures
• Makes sure that they are spending their insurance dollars wisely
We look forward to seeing you, and hope this will be the start of a close partnership with you and your firm, for the benefit of our mutual clients.
If you’ve already attended this course, please share this information with other CFPs in your office.
About Overmyer Hall Associates
Overmyer Hall Associates is one of the fastest growing agencies in the country, quickly becoming one of the largest property and casualty insurance agencies in Central Ohio. Recently awarded Columbus Business First "Fast 50" and "Best Places to Work" awards and Columbus CEO Magazine recognized it as the “Best Insurance Broker” in Columbus, Ohio. Overmyer Hall Associates provides clients with insurance and risk management, specializing in Commercial Insurance, Surety Bonds, and Home & Auto Insurance. www.oh-ins.com