Do your clients have the knowledge they need to make reasoned decisions about the types and amount of insurance to purchase?

Updated for the Tax Cuts and Jobs Act, this narrated audiovisual CPE course covers important aspects of the risk management process and the professional environment. In the course, Tom Tillery helps you to educate your clients about the principles of risk and insurance.

Mirroring the personal financial planning process, this course covers the six-step risk management process as follows:
* Establish and define the client relationship.
* Gather pertinent client data to determine the risk exposure.
* Process and evaluate the client's status.
* Present financial planning recommendations.
* Implement personal financial planning recommendations.
* Monitor financial planning recommendations.