The 3 Biggest Insurance Mistakes Investors Make

May 21, 2025

Are you sure you’re not underinsured? In the wake of disasters like the California wildfires and increasing market uncertainty, many investors are either underinsured or unsure whether they have the right coverage in place.

In this session, insurance experts Lia Van Eyk and Lyndsey Ortiz will walk you through the three biggest risk factors that commonly leave investors exposed. They’ll help you avoid costly insurance mistakes and show you how to protect your portfolio with the right strategy. You’ll learn how to structure your coverage to support long-term growth without taking on unnecessary risk. They’ll also explain the cost versus coverage equation, so you can understand where to invest more and where it’s safe to save.

You’ll walk away with a clear action plan to evaluate your current policies, minimize your risk, and confidently protect your investments.

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The 3 Biggest Insurance Mistakes Investors Make

Take your business to the next level without losing your sanity!

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