Start Date: 10/4/2023 1:00 PM CDT
End Date: 10/4/2023 2:00 PM CDT
Organization Name:
PRMA
Contact:
The North Central chapter invites you to All Things Inventory: Be Prepared.
Join guest speaker Carol R. Kaufman from Pinventory for this exciting discussion.
Whether your clients live alone, have a family, or run a small business, knowing what they have by cataloging their assets (physical, digital, and critical documents) has become more important than ever.
It makes it easier to determine if they’re underinsured. (67% of people are!)
It makes it easier for trusted advisors to protect and plan for them
It makes it easier to find things they’ve stored or packed up during a move
It makes it easier to quickly and accurately prove what they have, in the event of any type of disruption, loss or disaster, including fraud
It makes it easier for a family to settle an estate
It makes it easier to reduce family conflict when distributing assets after a family member dies
Inventories are important to every type of insurance. We will be discussing what a home inventory is, why it is so important, the types of home inventories there are and how a very basic one can be done in less than 90 minutes!