Profiles Professional Training & Support
Core module:
Protection Planning
This module will enable you to
Assess and manage clients’ risk during survivorship, disability, and long-term care periods
- Identify the data required for each insurance analysis
- Enter existing insurance policies
- Define survivor and disability needs
- Review the preferences affecting the insurance analyses
- Generate output pages to analyze clients’ insurance situation
- Implement recommendations for additional insurance
| Self Study Options | Cost | Time |
View Disability Insurance Video Clip |
FREE | 7 minutes |
|
View Life Insurance Video Clip |
FREE | 7 minutes |
 Download Disability Insurance Self-study Guide |
FREE | Self-paced |
| Download Life Insurance Self-study Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session |
$50 USD | 90 minutes |
| Register for Classroom training |
Contact us | 1-2 days |
| Please note that self-study training materials are not updated with each new version release when the latest enhancements don't affect the material covered. All of the self-study training materials you see here provide accurate instruction for the current version of the software. For example, the Profiles Professional v8.0 training materials you see here are still relevant for v9.0. | ||
