Courses
Capitalizing on the Insurance Opportunity
By changing the conversation from one around mortality and morbidity to one of economic impact around the issue, this course is about building conversational skills needed to introduce risk management and insurance discussions with clients. Advisors will outline the process necessary to address clients' often overlooked risk management and insurance needs, opportunities, and concerns and ingrain these routines into their practice.
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- Available settings
- On-Campus, Nashville, TN
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- School
- Relationship Management
This course focuses on building the comfort and confidence needed to discuss and solve your client's risk management and insurance needs.
Areas of Study Include: The Mindset of Advisors and Clients on Risk Management & Insurance Planning, Key Elements of Insurance Contracts (Understanding the Products and How They Work), How Risk Management and Insurance Achieve and Protect Wealth Management Goals (Retirement Income Planning, Education Planning, Income Replacement & Capital Preservation, Legacy Planning & Wealth Transfer, Business Owner Protection), Gaining the Appointment Through an Efficiency Review, The PERIL Discovery Conversation, Determining a Client’s Protection Gap (Insurance Needs/Gap Analysis), Presenting Insurance as a Solution, Addressing Client Concerns, and Creating Insurance Opportunities through the Annual Review Process
Upon successful completion of the program requirements, participants will be awarded a Certificate in Applied Behavioral Finance from the Certified Wealth Strategist® Board of Directors.
*May satisfy CE/CLE requirements
Related Courses
Certified Wealth Strategist® I Program (CWS® I)
Develop essential competencies for serving High-Net-Worth clients effectively and profitably. Enhance business routines, client interaction skills, and technical wealth management knowledge. First step towards the CWS® designation, focusing on mastery and business growth.
Certified Wealth Strategist® II (CWS® II)
Advance your High-Net-Worth client service skills. Refine clear, empathetic communication techniques to guide clients through complex decisions. Explore effective discussion strategies and real-world case studies. Build on CWS® I to further your progress towards the CWS® designation.
Sales and Practice Management
Elevate your client relationship skills and personal brand. Develop strategies to retain and expand client relationships while creating new opportunities. Gain key financial insights to serve high-value clients effectively. Ideal for advisors seeking to grow their practice and increase revenue.