While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs - yet they are also complex products.
DESIGNED FOR
Financial services professionals who want to gain a better understanding of auto and homeowners' insurance, so that they can better address client questions.
BENEFITS
After attending this presentation, you will be able to...
- Recognize the major sections of an insurance policy.
- Recall the sections of the personal auto insurance policy.
- Identify key provisions in homeowners' insurance policies.
HIGHLIGHTS
The major topics that will be covered in this course include:
- Overview of Insurance types
- Overview of Insurance policies and contract sections
- Examples of types of policies and coverages
PREREQUISITES
None
ADVANCE PREPARATION
None