Course Overview

Description: Adequate life and disability coverage are key components of sound financial planning. Yet not only are many consumers not adequately insured, many financial planners who do not actively market insurance to their clients feel underprepared to help their clients obtain coverage. In this two-part series, we review the most important concepts that non-insurance producing financial planners can use to bring value to their clients in the area of insurance planning. We discuss how to spot and quantify insurance needs, and discuss them with your client; then we review the insurance marketplace, and how to help your client get a good deal on a policy that’s right for them. 

This session covers: 

  • When your clients may need life insurance
  • How much life insurance your clients may need
  • The best places to obtain life insurance What types of life insurance are available 
  • Different plans for different situations


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

  • Determine when your clients may need life insurance
  • Accurately determine how much life insurance your clients may need
  • Identify the best places to obtain life insurance
  •  Understand what types of life insurance are available and the pros and cons of each 
  • Determine which type of plan is best for various client situations

 

Instructor: Jamal Mahmood

Principle Knowledge Topic: Risk Management and Insurance Planning

Credits: 1