Insurance Planning Specialist
Wealthy clients face numerous insurable risks that, if left unaddressed, can adversely impact the financial well-being of themselves, their families, and any businesses they may own. Whether it is the lost earnings associated with death or disability, estate settlement costs, the expense of protracted medical care, outliving one's assets, or the disruption in the operations or solvency of a business enterprise, the failure to plan for such events can have devastating repercussions.
Through proper risk planning, clients can both preserve accumulated wealth and assure future financial solvency for themselves, their families, and their business enterprises. This program, consisting of six courses and from 26 to 40 hours of continuing education credit, provides financial planners with the technical and application skills to help clients address these needs. The program accomplishes this by addressing the risks associated with four key events or needs:
This program consists of the following online courses:
Target Audience
Financial services professionals seeking in-depth knowledge of how to work with clients on retirement planning issues.
Structure
This program is delivered entirely online and is structured to address the majority of risk management needs faced by wealthy clients.