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Course Overview

This course focuses on identifying, analyzing, and managing client risk exposures through appropriate insurance and risk management strategies. Learners evaluate insurance products and develop recommendations aligned with client needs, goals, and financial constraints.


 

Course Outline

  • Identify and evaluate client risk exposures using a structured risk management framework.
  • Perform insurance needs analyses across life, health, disability, and long-term care planning.
  • Compare insurance policy structures, costs, and coverage features to select appropriate solutions.
  • Communicate risk management recommendations in clear, client-centered language.
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