Understanding of Life Health and P&C Insurance Principals and Concepts
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 to:
- Become familiar with the insurance contract
- Understand the difference between P&C Insurance contract and Life/Health Contract
- Comprehend different Annuities and Variable Insurance contracts
- Evaluate financial goals of Life/Health and P&C clients
- Introduce various Pension plans for clients
- Create an investment plan and manage investment risks
| Approval Number | NYCS-213585 |
|---|---|
| Approved Credits | 10.00 |
| Price | $100.00 |
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.