Bell Investment Advisors Offers Webinar, "Personal Umbrella Insurance: An Asset Preservation Tool"
OAKLAND, Calif., July 25, 2011 /PRNewswire/ -- Bell Investment Advisors, a Bay Area registered investment advisory firm, today announced they will be hosting a free webinar, "Personal Umbrella Insurance: An Asset Preservation Tool" on July 27, 2011, 2:00 to 2:30 PM PDT. The event is part of the firm's ongoing educational series providing informational webinars on Investment Management, Financial Planning, and Career and Life Coaching.
This webinar will bring forth the concept of personal umbrella insurance as an asset preservation tool and explain why it is well-worth consideration. Areas of discussion will include: 1) when an umbrella policy might be indicated, 2) what types of coverage are possible, 3) how much coverage is enough, 4) general guidelines, and 5) possible risk factors. Real life tales from the trenches will be shared to bring these topics to life. The webinar will conclude with a detailed To-Do list for anyone considering an umbrella insurance policy.
Registration for the event is now open at http://www.bellinvest.com/news-events/events/personal-umbrella-insurance. Space is limited.
John Tregenza, Director of Client Development for Bell Investment Advisors and guest speaker Daniel Glunt, Principal & CEO of Fort Point Insurance Inc. will host this July 27 event. All participants will have the opportunity to have their questions answered at the end of the presentation. Slides from the presentation will be available upon request.
"You don't have to be a billionaire to be sued like one," said Glunt. "Financial advisors often recommend that your umbrella policy be equivalent to your net worth, but you also need to consider potential risk factors that could leave you exposed."
An archive of past webinars presented by Bell's advisor team and guest experts can be found here http://www.bellinvest.com/resource-center/webinars. Past topics include information on a variety of themes relevant to "Making a Good Life Happen," the Bell philosophy.
Through Investment Management, Financial Planning, and Career & Life Coaching, Bell Investment Advisors (http://www.bellinvest.com/) helps people learn how to build positive momentum for life. Established in 1991, the firm has offices in Santa Rosa and Oakland, California.
SOURCE Bell Investment Advisors
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