This session addresses risk management. Various insurance products will
be reviewed, including life, disability and medical insurance, as well
as the types of contracts available; and how insurance is used in
financial planning to manage risk. Participants will also learn about
the many types of property and casualty insurance, including homeowners,
liability and auto insurance.
Learning Objectives
- Identify, assess and evaluate loss exposures - Select and propose risk management technique(s) - Articulate the legal elements and characteristics of insurance contracts - Compare and contrast types of life insurance -
Recognize the various types and uses of annuities - evaluate annuity distribution option based on clients goals - Differentiate and Compare the various types of disability insurance - Select disability benefits and riders based on client need - Select appropriate policy form for insured property based on covered perils - Choose liability limits based on clients financial statements - Distinguish differences between types of individual and group medical expense Plans - Analyze need for LTC insurance
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge and Applications*
3
Prerequisites
Basic knowledge in the area of insurance planning.
