Life/Health and P&C agencies advise their clients and provide analysis for personal property, business and auto risks. Insurance agents and brokers provide financial expertise in Life/Health and P&C fields to their clients.

Upon completion of this course, you should be able to:

  • Become familiar with the insurance contract
  • Understand the difference between P&C Insurance contract and Life/Health Contract
  • Comprehend different Annuities and Variable Insurance contracts
  • Evaluate financial goals of Life/Health and P&C clients
  • Introduce various Pension plans for clients
  • Create an investment plan and manage investment risks

Course Information
Approval Number: NYCS-213585
Approved Credits: 10.00
Price: $100.00

Who is eligible for Credit for this Approved Course?

  • LA (Life/Accident and Health Agents)
  • C1 (Life Consultants)
  • LB (Life/Accident and Health Brokers)
  • BR (Brokers)
  • C3 (General Consultants)
  • PC (Property/Casualty Agents)
  • PA (Public Adjuster)


Please call: (718) 621-7000