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Cradle to Grave, Monitoring Insurance Needs 103486-4-IA

Cradle to Grave, Monitoring Insurance Needs 103486-4-IA

3 CE credits • James (Jim) Pearson, ACS, CLU, LUTCF

Location Course

  • 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 Details

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