Financial Intelligence for Personal Insurance Advisors
Personal insurance advisors play an important role in protecting a client’s financial future. This six-module course helps advisors better understand how wealth-management strategies intersect with risk-management decisions so they can ask more sophisticated questions, collaborate more effectively with wealth professionals and align insurance recommendations with a client’s broader financial goals.
About the Course
Where Wealth Meets Risk: Financial Intelligence for Personal Insurance Advisors gives personal insurance professionals a practical understanding of the financial world surrounding high-net-worth clients.
Through six self-paced modules, learners explore wealth management, financial concepts, trusts and LLCs, estate planning and how to apply that knowledge in more sophisticated client and advisor conversations.
Learning Modules
1. Introduction to the Wealth Management Business EnvironmentUnderstand how wealth management works and how financial priorities influence risk decisions.
2. The Wealth Manager’s Business Model
Explore how wealth professionals serve clients and how their advisory role intersects with insurance.
3. Financial and Economic Principles in Insurance Planning
Build confidence interpreting financial information and connecting client goals to insurance strategies.
4. Trusts and LLCs Explained
Learn how common ownership structures can affect property protection, liability and coverage.
5. Estate Planning Basics for the Personal Insurance Advisor
Understand how estate-planning strategies influence risk, ownership and insurance decisions.
6. Integrating Financial Intelligence into the Advisor Role
Apply financial insight to discovery, recommendations and collaboration with a client’s broader advisory team.
Education Sponsors
Our programming would not be possible without our passionate Education Sponsors. Thank you! Contact us to learn how to secure your sponsorship today.
 |
 |
 |
 |
