Date(s) - Tuesday, July 14, 2020
4:00 pm - 5:00 pm
CE APPROVED WEBINAR
Tuesday, July 14th 4pm-5pm
Personal Insurance: What Financial Planners Should Know
Join Aryn Bates, CAPI, CPRIA, Personal Lines Advisor, for a monthly CE Course Webinar Series
This webinar features “Personal Insurance: What Financial Planners Should Know.” During the webinar we will review:
- Industry Updates and Why You Should Care
- Claims Examples and How to Best Handle Them
- How to Properly Protect Assets for Your Clients with their Auto, Home, Umbrella, and Collections Policies
- Affluent Clients and Why Their Needs are Different
This webinar is approved for 1 CFP or CPE credit for attending!*
There will be time at the end of the webinar for open discussion, allowing questions for scenarios we are all facing right now.
Don’t miss out on this valuable resource and knowledge for both you and your client.
This will be an online Zoom meeting. You will need to register in advance for this webinar. Once you have registered, you will receive an email with the details and login information for the webinar.
*Webinar is 1 hour. Registrant must attend the whole duration to receive credit.