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Wealth Management: Insurance Matters

Topic

Risk Management and Insurance Planning

Program ID

264042

Hours

1

Format

Live / Stand-alone Workshop or Seminar

Complexity

Intermediate

Description

The course focuses on the increased risks advisors must consider for the wealthy, as well as possible solutions to mitigate their risks.

Learning Objectives

*To understand the need and importance of insurance protection for wealthy individuals *To understand the different risks and exposures wealthy individuals face *To understand the risk management process *To understand how to recommend appropriate solutions for risks and exposures wealthy individuals face