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

    Homeowner's Insurance Guide: A Beginner's Overview

    Everything new homeowners need to know about homeowner's insurance to protect their residence.
  2. 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 ...
  3. Insurance

    Understanding your insurance contract

    Learn how to read one of the most important documents you own: your insurance contract.
  4. Insurance

    Do You Need Casualty Insurance?

    Find out how different types of coverages can protect you and which policy is right for you.
  5. Insurance

    6 Types Of Insurance Coverage You Didn't Think You Needed

    These different types of insurance coverage can be beneficial, but they're often overlooked and misunderstood.
  6. 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.
  7. Insurance

    Insurance Coverage: A Business Necessity

    Don't go to work without this policy in place - especially if your work is in your home.
  8. 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 ...
  9. Insurance

    4 Common Misconceptions About Homeowners Insurance

    There are many misconceptions about homeowners insurance. These are the most common.
  10. Insurance

    4 Types Of Insurance Everyone Needs

    Here are four forms of insurance that are vital to have.
Hot Definitions
  1. Leverage

    Leverage results from using borrowed capital as a source of funding when investing to expand the firm's asset base and generate ...
  2. Financial Risk

    Financial risk is the possibility that shareholders will lose money when investing in a company if its cash flow fails to ...
  3. Enterprise Value (EV)

    Enterprise Value (EV) is a measure of a company's total value, often used as a more comprehensive alternative to equity market ...
  4. Relative Strength Index - RSI

    Relative Strength Indicator (RSI) is a technical momentum indicator that compares the magnitude of recent gains to recent ...
  5. Dividend

    A dividend is a distribution of a portion of a company's earnings, decided by the board of directors, to a class of its shareholders.
  6. Inventory Turnover

    Inventory turnover is a ratio showing how many times a company has sold and replaces inventory over a period.
Trading Center