Property & Casualty Exam Prep 50, Umbrella and Excess Liability
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The key difference between umbrella (broader coverage) and excess (higher limits only) policies. - How a Self-Insured Retention (SIR) functions like a deductible for claims not covered by underlying insurance. - What "drop-down" coverage means in the context of…
The skinny
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