Ensuring clients’ financial independence and security in retirement is a central function of financial planning. Understanding the best products and strategies for your individual client needs, helps you to give expert advice to your clients and helps them meet their future financial needs. In today’s complicated world of family dynamics, your knowledge must be current to assist your clients in making the best decisions for them and their loved ones. This course adopts an in-depth approach to insurance, retirement and estate planning so you can fulfill this vital responsibility.
You should enrol in the Insurance and Retirement course if you