The COVID-19 pandemic has affected every industry, from small retail businesses to enterprise organizations. The insurance industry is not immune to these effects, and business, auto and life insurance policies are likely to undergo significant changes as a result. 

 

 

On Thursday, April 30th at 12:30 PM ET, we held a webinar to discuss how coronavirus has impacted insurance policies — and what changes we might see once the worst of the pandemic has passed. Specifically, we covered:

  • How to interpret business policy terms and coverages in a post-COVID reality
  • Forthcoming changes to personal and commercial insurance policies
  • Strategies that can help you be better prepared to manage your insurance coverage

ABOUT THE PRESENTER — ARI FISCHMAN, CFP®
Ari Fischman is the principal of Fischman Insurance Group and a financial adviser with Eagle Strategies LLC, specializing in holistic and comprehensive wealth management services. He works with clients to identify their goals and help them with portfolio management on a individualized basis. He also works with businesses to develop objective, risk-based financial plans.

Ari has held his Certified Financial Planner (CFP®) designation since 2014.

ABOUT THE PRESENTER — PHIL KLEIN
Phil is the President and CEO of Phil Klein Insurance Group, one of Michigan’s fastest-growing insurance agencies. Phil began his career in the mortgage industry, where he quickly rose to the position of Executive Vice President of John Adams Mortgage, the largest real estate affiliated mortgage company in Michigan. In 2006, Phil moved to the insurance industry in 2006, starting as an agent with State Farm Insurance before opening his own independent agency in 2011.

Phil holds a BS from the University of Michigan, where he also lettered in Wrestling.

ABOUT THE PRESENTER — CHRISTINA WELCH
Christina is the Executive Risk Manager at Phil Klein Insurance Group in Michigan. After graduating from Eastern Michigan University in 2014, Christina began her insurance career at Allstate in Royal Oak before moving to PKIG in 2015. Christina started as an Account Executive at PKIG before quickly moving up the ranks, first to the role of Commercial Lines Coverage Specialist, then to Executive Risk Manager for Commercial Lines.

Christina holds a BA from Eastern Michigan University, is an active member of the Royal Oak Chamber of Commerce, and has a brindle boxer named Bruce Wayne.

 

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. This commentary is a matter of opinion and is for informational purposes only. It is not intended as investment advice and does not address or account for individual investor circumstances. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. The statements contained herein are based solely upon the opinions of Telemus Capital, LLC. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Information was obtained from third party sources, which we believe to be reliable, but not guaranteed.

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