CPCU553 – Survey of Personal Insurance and Financial Planning


CPCU 553  SURVEY OF PERSONAL INSURANCE AND FINANCIAL PLANNING


PROPERTY & CASUALTY

Learn the basics of the property and liability loss exposures faced by most individuals and families.

Topics

  • Personal insurance overview
  • Automobile insurance and society
  • Personal auto policy-liability, med pay, and uninsured motorist coverage
  • Personal auto policy-physical damage, duties after an accident and endorsements
  • Homeowners property coverage
  • Homeowners liability, conditions, coverage forms and endorsements
  • Other personal property and liability insurance
  • Life insurance planning
  • Retirement planning
  • Disability and health insurance planning

Key Takeaways:

  • Effectively apply personal insurance theory to your everyday work.
    Relate complex personal insurance theory to the loss exposures your customers face.
  • Enhance your effectiveness.
    Confidently understand personal insurance coverages and approaches to addressing property and liability loss exposures.
  • Demonstrate your value to your customers.
    Provide well-rounded customer support with a strong understanding of personal risk management.

Who should attend:

  • Agents and Brokers
  • Agency principals
  • Claims representatives
  • Line of business managers and executives
  • Insurance litigators
  • Risk managers
  • Underwriters

Sorry, this course is not currently available for enrollment. Please check back soon.

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