November 20, 2013 - 8:30 am - 4:30 pm
Fred Giron, CPCU
Important Concepts in Property and Casualty Insurance
1 CFP CE & 1 CPA CPE
Catastrophe Planning: Lawsuits, Car Wrecks, & Earthquakes
It takes years to nurture client assets, but takes one unfortunate lawsuit or claim to take those assets away. Learn to identify common coverage gaps in umbrella, home, and auto policies. Listen to claim stories that can help illustrate to your clients, the importance of adequate liability and property protection. Gain a deeper understanding of your own policies while finding good questions your client can take to their existing P&C agent. Finally, we will review how an umbrella policy works and why your client should have one.
Fred Giron, CPCU is an account executive at PHD Insurance Brokers, Inc. in Garden Grove CA. He specializes in personal line P&C products using a variety of insurance carriers. Fred has spoken at Cal State Fullerton, FPA Study Groups, and various firms. He is vice president and co-founder of Emerging Insurance Professionals – Orange County, and member of the Orange County CPCU Society (Charted Property Casualty Underwriters).
Besides reading insurance contracts by the pool, Fred enjoys jogging, skydiving, and volunteering for both FPA of Orange County and the Insurance Industry Charitable Foundation.