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:
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Become familiar with the Insurance contract
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Understand the difference between P & C Insurance contract and Life Insurance contract
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Comprehend different Annuities and Variable Life Insurance contracts
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Evaluate financial goals of P & C clients
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Introduce various Pension plans for clients
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Create an investment plan and manage investment risks
Course Information
Approval Number: NYCR-213634
Approved Credits: 8.00
Price: $95.00
Who is eligible for Credit for this Approved Course?
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LA (Life/Accident and Health Agents)
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C1 (Life Consultants)
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LB (Life/Accident and Health Brokers)
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BR (Brokers)
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C3 (General Consultants)
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PC (Property/Casualty Agents)
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PA (Public Adjuster)
Schedule
Please call: (718) 621-7000