Protecting Your Assets & Income with Insurance

Protecting Your Assets & Income with Insurance

Audience:	Recommended for those who want to better understand how to protect their assets and income
Length:	2 hours
Materials:	Each participant will receive a 70-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use

Course Description:

Participants will learn how to assess their needs and risk in order to make wise insurance choices.

Course Objectives:

Identify eight essential types of insurance including: auto, disability, earthquake/flood, health, homeowners/renters, life, pet, travel, and umbrella liability insurance.
Apply important insurance terms using real-life illustrations.
Perform a thorough insurance review.
Analyze a policy’s limits for their adequacy.
Ask the right questions when choosing coverage.
Discover how to protect you and your family’s income.
Calculate how much, if any, life insurance is needed.
Review the differences between permanent and term life insurance.
Discover what renters insurance does and does not cover.
Compare replacement and actual cash value coverage.
Review insurance that is generally considered wasteful and unnecessary.
Uncover easy ways to reduce insurance expenses.
Avoid common insurance mistakes.
Learn when and how often to review coverage.