Course Overview

Description: This session discusses basic concepts of life, auto and home/renter's insurance targeted toward individuals in their 20's - 40's. Additionally, this course discusses when individuals may want to consider purchasing a personal umbrella policy. Individual, employer and social security disability are also covered. 

Learning Objectives/Outcomes: After taking this course, participants will be able to:

  1. Assist younger generation clients with insurance needs specific to their life stage, including life, auto and home/renter's insurance
  2. Help clients understand when they should purchasing a personal umbrella policy
  3. Generally understand other needs, including individual, employer and social security/ disability


 Instructor: Jeff Rattiner

 Principle Knowledge Topic: Risk Management and Insurance Planning

 CFP® Credits: 1