15 General Classroom Equivalency Hours
This course is designed to provide the student with an overview of using selected insurance products regarding life and health needs of their clients. The course covers a general overview the use of pension planning, life and annuities insurance, long-term care, disability, and workers’ compensation in needs analysis. There is a portion of the course that reviews the regulation of insurance which will help the student better understand some of the ethics general issues involving the use of insurance. The student will gain a strong understanding of the insurance in planning for their client’s needs.