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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

Course Information
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)


Please call: (718) 621-7000

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