Next video:
Loading the player...

Given the traumatic national disasters that occur across the globe, insurance is becoming evermore critical to cover potential losses. This CE credit webinar will focus on the importance of life, auto, and homeowner’s insurance in the context of emergencies, weather events, and other catastrophes. By providing specific details on lesser-known aspects of insurance policies as they relate to uncommon events, advisors will learn the tactics needed to help keep client assets safe and aid clients with the selection of appropriate insurance policies.

After completing this webinar, CFP® professionals should be able to:

Successful completion of this webinar before December 31, 2017 will count for 1 credit hour of CFP Board-approved General CE.

  1. Explain the risk management process for normal operations as well as weather and other emergencies.

  2. Provide examples of risk management techniques available to clients.

  3. Identify and measure liability, automobile, homeowner’s, flood, earthquake, health, disability, long-term care, and life risks.

  4. Categorize maximum possible and maximum probable loss amount to a client.

  5. Identify the primary components of property and casualty and auto insurance.

  6. Differentiate among the basic homeowner’s insurance (HO) forms and features and explain how to evaluate and compare policies.

  7. Recognize the role of umbrella insurance.

Related Articles
  1. Insurance

    How To Invest In Insurance Companies

    Knowing the special circumstances that insurance companies operate under helps in evaluating whether or not a listed insurance company is a good investment and whether the economic environment ...
  2. Insurance

    What Is and Isn't Covered by Homeowner's Insurance

    Understanding what your insurance covers can be confusing. Learn what almost all insurance policies have in common so you're prepared if disaster strikes.
  3. Insurance

    12 Insurance Questions for High Net Worth Families

    High net worth families should ask themselves these 12 questions regarding comprehensive insurance.
  4. Insurance

    How Umbrella Insurance Works

    At low cost, you can buy significant extra liability coverage in case you're sued due to an accident or other legal issue.
  5. Insurance

    Insurance Coverage: A Business Necessity

    Don't go to work without this policy in place - especially if your work is in your home.
  6. Insurance

    Life Insurance

    Life insurance is an important component of basic financial planning. Find out how life insurance works and how insurance companies are able to profit through providing financial security to ...
  7. Insurance

    Insurance, Excess Insurance and Reinsurance: What's the Difference? (ALL)

    Understanding the differences might help you avoid being overinsured or underinsured.
  8. Insurance

    15 Insurance Policies You Don't Need

    Learn how to save money by saying "no" to unnecessary coverage.
  9. Insurance

    Which States Have the Cheapest Home Insurance?

    You can't choose where you live by its insurance rates. But if you did, these are the states to pick.
Trading Center