P&C INSURANCE AGENT PRIMARY REFERRAL TARGETS

Property and Casualty Insurance agent Next, we have the property and casualty insurance agent whose primary referral targets are the Real estate agent and the financial advisor.,

These strategies are also very similar to the estate planning attorney and the Financial advisor when it comes to introducing the realtor. We dig deeper into this key handoff in the primary referral targets module.

Now, the property and casualty insurance agent can be very valuable in generating referrals for the financial advisor when discussing an umbrella policy with the client. Asset Protection is something that a financial advisor and a property and casualty insurance agent should review together with the client. It's really easy for the P&C agent to make this introduction to the financial advisor using the referral generator by simply asking "How is your relationship with your financial advisor who specializes in asset protection?"
I feel as a core 7 Professional that you have an obligation to at least suggest that your clients find out more information about something that can benefit them financially. The worst that can happen is they refuse.