Instructor
Thomas Tilery
Instructor
This session addresses risk management. Various insurance products will
be reviewed, including life, disability and medical insurance, as well
as the types of contracts available; and how insurance is used in
financial planning to manage risk. Participants will also learn about
the many types of property and casualty insurance, including homeowners,
liability and auto insurance.
Financial planners preparing for the PFS exam or who need a refresher on PFP skills