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