Jan 29, 2021
Tom sits down with long time friend Matt Woodford to discuss overlooked insurance coverage options for all consumers, as well as why advisors who offer property & casualty insurance have collected more assets on average than those who haven't offered the service. Make sure you’re not missing out on the advantages of one of the most common asset protection strategies.
About Matt Woodford:
Matt is the the president of IPCG, a property and casualty Insurance Brokerage Firm, and member of the FIG family of companies.
1:50 - Matt provides background on how IPCG started and why partnering with FIG is so helpful to their clients.
5:38 - What factors went into Matt’s decision to leave a larger corporation like State Farm to work independently.
11:39 - Why offering P&C is beneficial for all parties involved as well as planning for the future.
15:37 - Highlighting some of the objections to offering P&C and how Matt counters those.
17:16 Commonly overlooked coverage options that people miss.
19:12 - The issue with getting an insurance plan without doing proper research as well as not going over your plan annually.
21:22 - Matt shares how you should be reviewing your plan annually and what you should be looking for during these reviews.
22:41 - How financial advisors can market IPCG to their clients successfully.
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