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Tools & Techniques of Life Insurance Planning & Risk Management for Financial Planners Product Image

Tools & Techniques of Life Insurance Planning & Risk Management for Financial Planners

  • ID: 1515699
  • January 2007
  • Summit Professional Networks

When partnered together, Tools & Techniques of Life Insurance Planning and Risk Management for Financial Planners achieve 100% correlation with the CFP® Certification Examination Topics List for Insurance and Risk Management.

- New guidance on the valuation of life insurance
- How the new CSO mortality table affects life insurance guarantees
- Updated information on how to properly determine a client's life insurance needs
- Insurance company and policy selection
- Overviews of business liability and health-related insurance

Risk Management for Financial Planners is the first book to present the fundamentals of risk management as a means to complement, benefit, and promote all areas of financial planning. With its focus on the basics of risk management, you will learn how the art of financial planning involves more than the core activities of making and growing a client's money, but also involves uncovering the means to protect their wealth, including:

- Insurance company and policy selection
- Overviews of business liability and health-related insurance
- End of Chapter questions to reinforce key concepts
- Appendices that provide READ MORE >

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