Where Wealth Meets Risk:
Financial Intelligence for Personal Insurance Advisors
Take your expertise beyond the insurance policy!
Today's private client advisors need to understand more than insurance. They need to understand the financial world surrounding their clients.
This six-module, on-demand course explores the intersection of wealth management and personal risk management, helping advisors ask more sophisticated questions, collaborate with wealth professionals, and align insurance recommendations with their clients' broader financial goals.
Ready to expand your perspective? Click here to explore the course curriculum and learn more before registering.
Your Course at a Glance
Format: 100% On-Demand
Course Length: Approximately 6 Hours
Curriculum: 6 Self-Paced Modules
Access: 30 Days from Purchase
Registration Fee: $195
What You'll Explore
- Understanding the wealth management environment
- The wealth manager's business model
- Financial and economic principles in insurance planning
- Trusts, LLCs, and their insurance implications
- Estate planning fundamentals
- Applying financial intelligence to client conversations
Important Registration Information
This course is available on-demand. Learn on your schedule! Register any time and begin once your course access is activated. Please allow up to 48 hours for access.
Please note: Your course access will expire 30 days after activation. We encourage you to ensure your schedule allows sufficient time to complete the course before registering.
Cancellation Policy
All cancellation requests must be received in writing before the registrant begins the course.
- Requests received within 0-5 business days of registration will receive a full refund.
- Requests received 6 or more days after registration are nonrefundable and nontransferable.
This curriculum is offered by PRMA in collaboration with New Level Partners.
