Cradle to Grave, Monitoring Insurance Needs 103486-4-IA
3 CE credits • James (Jim) Pearson, ACS, CLU, LUTCF
- IA Course No. 103486 (General)
- CFP Board Program ID #256094
Meeting a client’s insurance needs can be as simple as a final expense plan for a newborn; a one page fact finder for a young single or newly married couple with or without children, or an extensive tool to help in making the decisions needed in an ever-evolving family financial environment. This course will help you determine the best approach to acquire the information a financial services professional needs to clarify and direct their clients.
NOTICE: The When and How of Pre-Retirement Planning (8:30-11:20am) and Ethical Dilemma - Meeting the Client's Expectations (12:00-2:50pm) are also offered on this date at this location.
|Event Name:||Cradle to Grave, Monitoring Insurance Needs 103486-4-IA|
|Show Event Date:||05 Dec, 2019|
|Individual Registration Rate:||$55.00|
|Address:||1055 SW Prairie Trail Parkway, Room Number Will Be Posted in Building, Ankeny, IA 50023|