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Course Description

This course provides a comprehensive overview of risk management within the financial planning process, with a focus on life, health, casualty, and liability insurance. Includes analysis of risk exposure, evaluation techniques for various insurance plans, and contract selection criteria from a cost-benefit standpoint. Income and estate taxation laws as related to insurance premiums and benefits; alternative methods of funding insurance premiums; and the role of insurance in retirement and estate planning will also be discussed.

Applies Towards the Following Certificates

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