From the course: Risk Management and Insurance Planning: Designing for Client Needs

Introduction

From the course: Risk Management and Insurance Planning: Designing for Client Needs

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Introduction

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Hi, and welcome to Risk Management and Insurance Planning. My name is Mion, and I'm a Director of Content Development here at CFI. This course has been designed by Chris Wyman, a former licensed insurance broker and financial planner. And today, it'll be voiced to you by our own Colby Evans. This course focuses on proactively managing the risks that may negatively impact a client's financial plan, and it's a fundamental step in the overall financial planning process. We're going to take a three pronged approach to this course and discuss the three key insurance products that are used to manage risk, life insurance, disability insurance and health insurance. As we go through each product, we will see how our familiar family, the Pritchett's are guided through their planning with Pre-TAM, their financial planner. As you see their consultation and learn about the products, you will concurrently develop what you think is the right recommendation for the pritchets, and then we'll see how your work lines up with our financial planners. We've got a lot of exciting material to cover, so let's get started.

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