Certificate & Specialized Programs

Insurance Planning Specialist Program

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, financial advisors can assist clients in both preserving accumulated wealth and assuring future financial solvency for themselves, their families, and their business enterprises. This advanced Insurance Planning Specialist Program, consisting of six courses that qualify for numerous hours of continuing education credit, provides financial professionals with the technical and application skills to help clients address these needs. The Insurance Planning Specialist Program accomplishes this by addressing the risks associated with disability & long-term care, executive compensation & retirement, business continuation & succession, and death.