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Chubb ranked #1 for Homeowners Insurance Customer Satisfaction.
Chubb ranked #1 for Homeowners Insurance Customer Satisfaction.
Chubb ranked #1 for Homeowners Insurance Customer Satisfaction.
Chubb ranked #1 for Homeowners Insurance Customer Satisfaction.
Because pets are family, Chubb now offers pet insurance with top-rated coverage from Healthy Paws.
Chubb offers the insurance protection you need for travel’s many “what ifs”.
Chubb protects small businesses at every stage – from newly formed start-ups to long-time anchors of the community.
Learn more about our dedicated learning paths, Online Learning Center, and more.
Many digital-savvy consumers look for it as a core or add-on option.
Many digital-savvy consumers look for it as a core or add-on option.
Many digital-savvy consumers look for it as a core or add-on option.
Chubb’s in-house technology makes it easy to integrate what we do into your customer experience.
The Overlook Gap in Financial Advice
Identify, address, and revisit your clients’ P&C risks
Identify
Educate yourself about P&C coverage so you can spot gaps in your clients’ protection.
Revisit
Follow up with your clients each year to ensure that they stay protected, even if their lives change.
Address
Develop a network of P&C partners who routinely work with successful families and individuals, and can help your clients as well.
Successful individuals want P&C support
In a recent survey, we found that 77% of successful individuals expected their financial advisors to understand and point out property and casualty (P&C) risks they faced, such as inadequate car, homeowner’s, or personal liability coverage. However, only 28% of financial advisors provide that service. By supporting your clients’ P&C needs, you and your clients can both benefit.
Many successful individuals are not fully protected
If something happens and your clients don’t have adequate P&C protection, their financial goals could be at risk. Those are the goals you helped them set.
*Source: 2018 Oliver Wyman Research."The Overlooked Gap in Financial Advice: How financial advisors can protect clients whose wealth may be at risk due to gaps in Property and Casualty coverage."
**Source: Insurance Research Council
See the Difference
- Mid 50s living in Weston, MA
- Collectors of post-war and contemporary art
- Mid-40's currently live in Englewood, CO
- Planning to build a guest house on the property to take care of Vanessa’s aging mom
- Working with a financial planner on goal of having enough money saved to care for aging parent and paying for their children’s college and graduate school
Did you know?
Since financial advisors typically only manage about two-thirds of their clients’ total wealth, there is a clear opportunity for you to deepen your client relationships. Adding P&C support can do that.
Resources
An expanded network
of financial advisors surveyed currently have relationships with realtors
of financial advisors have a relationship with art advisors
Help isolate the gaps in property and casualty insurance
Help isolate the gaps in property and casualty insurance with our easy-to-use checklists. Perhaps your clients only need to review information for specific areas. We have you covered. Review with them or share to let them assess.