As a trusted financial advisor, you are sought out for your expertise and advice on how to maximize and protect your clients' wealth. Your goal is to plan and develop strategies for the accumulation and distribution of funds that yield the best possible outcome. All of these plans can be impacted if the client is not properly insured.
As your clients' wealth changes, insurance protection needs to change with it. However, having an insurance strategy as part of their financial planning is often overlooked. This course provides a high-level overview of personal insurance. It also examines the importance of an insurance audit and how preparing this analysis strengthens the relationship between client and trusted financial advisor.