Financial Goals & Strategies of Life Health and P&C Clients
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 Life/Health and P & C and Life Insurance and Variable Annuities.
Upon completion of this course, you should be able to:
- Become familiar with the Insurance contract
- Understand the difference between P & C Insurance contract and Life Insurance contract
- Comprehend different Annuities and Variable Life Insurance contracts
- Evaluate financial goals of P & C clients
- Introduce various Pension plans for clients
- Create an investment plan and manage investment risks
| Approval Number | NYCR-213634 |
|---|---|
| Approved Credits | 8.00 |
| Price | $95.00 |
Who is eligible for Credit for this Approved Course?
- LA (Life/Accident and Health Agents)
- C1 (Life Consultants)
- LB (Life/Accident and Health Brokers)
- BR (Brokers)
- C3 (General Consultants)
- PC (Property/Casualty Agents)
- PA (Public Adjuster)
Schedule
Course will take place on September 12, 2010.
Please pick up your self-study materials 7-14 days prior to the course test date.