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Pacific Mountain Central Eastern

OVERVIEW AND TOPICS


Learn how the source of clients’ wealth, complex planning needs, and loss exposures created by family and lifestyle issues increase clients’ exposures to loss.
This section will explain the expectations and responsibilities of being a Personal Risk Manager as the client advocate. It will provide the steps in the risk management process. Participants will recognize the general classes of risk and explain the potential losses associated with each general class.
Apply the risk management steps of Identification and Analysis to a client’s residential property, collections, and liability exposures.
Apply the risk management steps of Identification and Analysis to a client’s domestic staff and lifestyle exposures.
Apply the risk management steps of Identification and Analysis to a client’s domestic staff and lifestyle exposures. Explore the risk control techniques used to reduce the frequency and/or severity of losses related to the employment of domestic staff and the client’s lifestyle.
Emergency preparedness as a strategic process and its goals as they pertain to affluent and high net-worth individuals and families.

COURSE DETAILS


DURATION
16 Hours

PRICE
$525

FORMAT
Webinar

CE CREDIT
Varies by State

INSTRUCTION LEVEL
Advanced

FINAL EXAM
Jun 17, 2024 - Jun 20, 2024

FACULTY BIO


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