Why Financial Advisors Should Integrate Property and Casualty Insurance

Most financial advisors overlook property and casualty (P&C) insurance, but according to Jeff Casey, that’s a critical gap in comprehensive financial planning.

Clients need more than just investment strategies—they need protection from the unexpected. By integrating P&C insurance, advisors can help clients mitigate risk and avoid financial devastation due to events like natural disasters, accidents, or liability claims. It’s not just about growing wealth—it’s about preserving it.

Benefits of Adding P&C Insurance to Your Advisory Firm

– Provide complete financial strategies that include risk management, not just asset growth

– Build deeper client relationships by addressing holistic financial needs

– Increase client retention and loyalty, as clients appreciate the added protection

– Create new revenue streams and business opportunities

– Boost referrals by offering a more robust, all-in-one advisory experience

As the wealth management industry evolves, the most successful firms will be the ones that offer true financial security—not just market performance. Integrating P&C insurance shows clients you’re thinking beyond returns and truly safeguarding their financial future.

Inspired by The Connected Advisor podcast featuring Jeff Casey, President and Partner at CG Financial Services, learn how wealth management firms can expand their services and future-proof their business using EOS for financial advisory firms. Listen to the full episode here and explore more articles in this series.