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

This self-study course will prepare agents and brokers to assist clients to get the insurance and financial services. They will be able to assist Life/Health and Property & Casualty (P &C) clients to get their financial security during their life time. This is a bridge course for Life/Health and P&C licensees.