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:
- Assist younger generation clients with insurance needs specific to their life stage, including life, auto and home/renter's insurance
- Help clients understand when they should purchasing a personal umbrella policy
- 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