Life/Health and P&C agencies advise their clients and provide analysis for personal property, business and auto risks.Insurance agents and brokers provide financial expertise in Life/Health and P&C fields to their clients.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/Health Contract;
3.Comprehend different Annuities and Variable Insurance contracts;
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