What You’ll Learn

1. Identify, assess, and manage various risks (e.g., health, life, property, liability) to minimize their potential risks on one’s financial stability.
2. Explore framework for selecting insurance products that protect assets, income and other dependents against unexpected events
3. Compare insurance products to manage cash flow, meeting financial obligations in the event of unforeseen circumstances
4. Protecting assets from potential losses or depletion caused by various risks (e.g., accidents, medical emergencies)
5. Implement strategies to ensure wealth accumulation, leaving a lasting legacies, providing for loved ones, or fulfilling charitable goals

Who should attend (roles)

• entry-level financial professionals: wealth managers, financial advisers, insurance advisers, estate planners, relationship managers
• enthusiastic learners in the field of personal finance and insurance

Learning Outcome

• identify various types of insurance products: life, health, property, and liability insurance, and their key features.
• assess personal and business risks, determining suitable insurance coverage needed to mitigate those risks effectively.
• compare insurance policies and options based on individual circumstances and financial goals.
• Understand the insurance claims process: how to file a claim and the documentation required, and advocate when necessary.
• Integrate insurance into comprehensive financial planning: protect assets and contribute to overall financial results