David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA, and is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He has over twenty years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for Surgent and Don Farmer Tax Seminars. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He holds four master's degrees and contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. He was also a co-author of the Virginia CPA Ethics course in 2018, 2019 and 2020 – a required course for all CPAs licensed in the Commonwealth of Virginia.
While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs
yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions, explore basic coverages, and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning Objectives
After attending this presentation, you will be able to...
Recognize the major sections of an insurance policy.
Recall the sections of the personal auto insurance policy.
Identify key provisions in homeowners' insurance policies.
Major Topics
The major topics that will be covered in this course include:
Overview of Insurance types
Overview of Insurance policies and contract sections
Examples of types of policies and coverages
CPE Credits Available
1 CPE Credit
1
Finance
Things to Know About This Course
Course Level
Overview
Professional Area of Focus
Finance
Intended Audience
Financial services professionals who want to gain a better understanding of auto and homeowners' insurance, so that they can better address client questions.
