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WM CAP Workbook 5 - Insurance Opportunities

Topic

General Principles of Financial Planning

Program ID

217593

Hours

1

Format

Self-Study

Complexity

Intermediate

Description

This workbook reviews the various life insurance products and how life insurance can benefit our clients.

Learning Objectives

The Learning Objectives are to understand the various Types of Insurance, Life Insurance Terms, Purchasing & Existing Life Insurance, Referral Opportunities, Examples of Common Applications, Examples of Advanced Applications, and Annuities.