Ensuring Comprehensive Coverage for Closely-Held Businesses and Their Owners
Insuring the needs of a small business owner can be difficult. Even when one is operating primarily from their own house, personal insurance policies often exclude business activities. Therefore, the business owner will often find themselves needing a combination of both commercial and personal insurance policies. However, which policies will the client need on the commercial side? Is underwriting difficult? And perhaps most importantly, are there any tips to helping the client save money on their premiums? In this course, we will explore these questions and many others, so that advisors can be a better resource for their small business clients.
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
