September is Life Insurance Awareness Month
Each year in September, the insurance industry spotlights the importance of life insurance in the financial planning process. It is certainly a good thing to bring awareness to the subject for clients. However, it is a conversation to have year-round. A life insurance review is an important component to an overall solid financial plan and should be done on a regular basis and when certain life events happen. Today’s economic environment may cause some to need more coverage or need it longer than they initially thought.
IIC can help you audit existing insurance and price additional coverage options as needed. Our Life Insurance Review Kit can help you gather the right information for a policy audit. It includes our Key Questions™ resource to help you when discussing life insurance with your client.
IIC is unveiling three NEW CFP® CE courses for the fourth quarter:
10/05/2022 – Long-Term Care: Client Concerns & Solutions
11/02/2022 – Top Life Insurance Planning Mistakes & Best Practices
12/07/2022 – Anatomy of an Annuity
For webinar details & registration: 4Q 2022 IIC Webinars
If you, your firm or study group are looking for additional CFP® CE, launch the following link to learn about our other programs available: CFP® CE programs .
Client LTC Educational Webinars
Next month, we are hosting two educational events for your clients on the topic of Long-Term Care. Please launch the below link to download and share our invitation with your clients.
Long-Term Care Educational Webinar Invitation (10/25 & 10/27)
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