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This course provides participants with a clear and accessible introduction to life insurance and the financial problems it is designed to solve. It begins by reviewing four common issues that many individuals face in planning for their financial future. Participants will then learn how to apply a simple needs analysis to help clients recognize and better understand these challenges.
The course also explores both temporary and permanent life insurance solutions, highlighting their appropriate uses in different client situations. By the end of the course, participants will be equipped with the foundational knowledge needed to guide clients through essential life insurance decisions with confidence and clarity.
This course includes: