6. Personal Security, Life Safety, and Protection

Every high net worth client has a unique situation and specific insurance need.  In this segment, you will take a deep dive into specialty solutions and coverage for various insurance types such as life, long-term care, concierge medical and even travel.  With a heightened awareness of personal security practices, you can inform your clients on how to keep themselves and their property safe.


Course Details

Complete the following in addition to the final assessment to receive a certificate of completion:
 

Learning Modules

  • Online Learning Course: Personal Security 
  • Online Learning Course: Crisis Management 
  • Online Learning Course: Medical Care Management 
  • Online Learning Course: Estate Planning 
  • Online Learning Course: Life Insurance and Long Term Care 
  • Expert's Corner:  “The Downside of Not Having an Estate Plan” Webinar
  • Case Study Assignment:  Creating a Personal Preparedness Plan
  • Expert's Corner:  "Personal Preparedness Plans Create The Peace of Mind Every Family Should Enjoy” Webinar
Estimated Learning Commitment 
8 Hours

Continuing Education Credits for P&C Producer Approved States shown below
State Specific CE Requirements
4 Credits 5 Credits
FL, NE, WA OK
 
7 Credits
AZ, CO, CT, DE, GA, IA, ID, IL, IN, KS, KY, LA,  MA, ME, MI, MN, MO, MS, MT, NC,
NH, NJ, NM, NV, NY, OH, OR,  PA, RI, SC, TN, TX, VA, WI, WY