PFP2417. Understanding and Utilizing Insurance to Protect your Clients

Discover planning strategies to assist your clients with risk management techniques that are tailored to their specific needs. Areas to be discussed include the analysis of various insurance types and policies to protect your clients' assets, income and transition of their estate in a tax-effective manner. Participants will appreciate the process utilized in this course by engaging with presenters who will provide actual client scenarios to facilitate learning.

Learning Objectives:

• Identify ways to efficiently review and provide advice to clients on various insurance products.
• Determine strategies to lower costs of insurance and maximize coverage for your clients.
• Identify techniques for clarifying complex insurance products for clients.