This is the in - class course format

Course Overview

This course will prepare agents and brokers to assist clients to get the financial services. They will able to assist Life /Health and Property and Casualty (P &C) clients to choose strategies to get their financial security during their life time.

Life/Health and Property and Casualty agencies advise their clients and provide analysis for property, business and auto risks. Insurance agents and brokers provide financial expertise in Life/Health and P & C field to their clients.

Agents will learn different programs and products concerning P & C and Life Insurance and Variable Annuities.

Course Objectives

Upon completion this course, you should be able:

1. Become familiar with the Insurance contract;

2. Understand clients expectations.

3. Financial Planning & Investment Principals of Life/Health and P&C Clients

4. Evaluate financial goals of Life/Health and P & C clients;

5. Introduce various Pension plans for clients;

6. Create an Investment plan and manage Investment Risks.

7. Handling  Investment Risk