Protecting Your Assets & Income

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

Audience
Recommended for those who want to better understand how to protect their assets and income.

Materials
Each participant will receive a 50-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use.

Duration
3 – 4 hours

Objectives

• Identify eight essential types of insurance including: Life, disability, health.
• 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.
• 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.

Fee includes

• 3 – 4 hour Interactive training session
• All training materials
• Glossary of related financial terms
• Lunch and refreshments

Enrollment is strictly limited and available space will be filled in the order registrations are received.