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Profiles Professional v9.3

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Profiles Professional Training & Support

Elective 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 Self-study Guide	FREE	Self-paced

Instructor Led Options	Cost	Time
Register for a Live, Web-based session Upcoming sessions Tuesday February 22 10:00 AM CT	$50 USD	90 minutes
Register for Classroom training	Contact us	1-2 days

 

Choose another module: -------------------------------- Start Planning : : Start Planning -------------------------------- Core Modules : : Incomes & Expenses : : Assets & Liabilities : : Retirement Accumulation Analysis : : Manage and Allocate Assets -------------------------------- Elective Modules : : Protection Planning : : Education and Accumulation Goal analysis : : Estate Planning : : Retirement Distribution