Insurance Planning school training courses in Austin, TX (public, in-house or online)

Explores personal risk analysis and insurance planning in the context of personal financial planning. Topics include career issues; contractual and agency legal issues; insurance distribution systems (including Internet); evaluating insurers; personal risk assessment; risk strategies; alternative risk transfer approaches; life insurance programming and product analysis; key-person insurance; business continuation applications; life insurance use in income & estate tax planning; applicability of ...

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Students learn the type of client data needed and how to build client rapport and create trust. The various lump-sum cash needs at the death of a breadwinner are identified, and guidelines are provided that enable students to recommend life insurance in amounts that fully protect their clients. The surviving family’s income needs are examined, and the students learn how to calculate adequate survivor income and the life insurance needed to provide that income. Social Security survivor benef...

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Covers topics #15 - #26 of CFP Board’s Job Knowledge Requirements. Additionally, Employee Benefits Topics #27 - #30 are covered in this course (Employee Benefits #31 - #33 are covered in Retirement Planning).

This Insurance Planning course explores the fundamentals of risk management as an important element of individual and corporate financial plans. Insurance topics including life, annuities, health, disability, long-term care, homeowners, auto, and social insurance are discussed i...

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