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Overview / Abstract:

This section introduces the reader to what advanced markets are and compares the medical field, legal field, banking industry and the small business community as advanced markets.

It also offers the agent an introduction to needs analysis, including determining the client's needs through interviewing. Information regarding the life interview, the disability interview, the accumulation interview and the retirement interview is presented to the agent. Distinctions among the planning processes -- insurance planning for total needs, estate planning and financial planning -- are made, allowing the agent to gain a better understanding of these processes.


Sep 24, 2020


Financial Advisor CE, Insurance



Credits / Hours

9.0 Hours

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