Helps client-focused advisors and planners establish risk management and insurance planning techniques

Combines an exploration of risk analysis and risk mitigation techniques with a comprehensive overview of insurance planning strategies

Focused on individual and small business clients

Instructor materials including PowerPoints, learning objectives, and more

New in the 5th Edition:

• Updated Cyber Insurance for Business and Personal risk exposures
• The sharing economy and its impact on Business and Personal risk exposures
• Updated content on personal and business auto policies, including coverage for ride-sharing activities
• Updated coverage information for managing healthcare cost risks for individuals and businesses, including ACA mandates, disability, and long-term care policies
• All new Instructor Material: test banks, PowerPoints, learning objectives, and more.

Topics Covered:

• Different types of insurance (such as Homeowners or Auto Insurance [Personal or Business])
• Health insurance options
• Commercial property and liability
• Coverage information including ACA mandates, disability, and long-term care policies
• Cyber Insurance for Business and Personal use