Course Description:
Provides an in-depth look at penetrating the personal markets using the life-cycle marketing strategy and the Selling/Planning process. Learn to segment your market into four adult life-cycle categories and recognize the common insurance and financial needs members of these market segments have. Analyse and provide the various financial solutions for individuals and families to consider, in developing a personalized Risk/Financial management plan, which includes disability income, life, long-term care, Critical Illness and Medicare supplement insurance; overview of investment products; unique markets; Retirement Planning, Estate Planning and Distribution Planning.
Note: There is a fee of $900 to defer the course.
Note: There is a fee of $1,000 to cancel the course.