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:
1. Become familiar with the Insurance contract
2. Understand the difference between P & C Insurance contract and Life Insurance contract;
3. Comprehend different Annuities and Variable Life Insurance contracts;
4. Evaluate financial goals of P & C clients;
5. Introduce various Pension plans for clients;
6. Create an Investment plan and manage Investment Risks. |
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