Risk Management and Insurance Planning Overview
Risk management and insurance play crucial roles in creating a comprehensive financial plan. While we all hope not to face major tragedies – the death of a spouse, an injury that prevents working, or a major health crisis – planning for them helps best protect the interests of the client, their family, and any business interests they may have.
Risk Management and Insurance Planning Learning Objectives
Upon completing this course, you will be able to:
- Develop a comprehensive risk management strategy using insurance products in three key categories: life, disability, and health.
- Conduct a needs-based analysis and create a recommendation of insurance products based on a client’s goals.
- Understand and be able to speak to the benefits and drawbacks of the main types of insurance products: life, disability, and health.
Who Should Take This FPWM® Course?
This course is essential for anyone looking to pursue a role as a financial planner.