This course teaches multiline insurance professionals to use the periodic financial review to help their property and liability customers obtain the various insurance and other financial products they need to achieve their dreams and protect their income and assets. The course provides an overview for how to establish need, gather and analyze information, and develop recommendations for products in the various levels of the revised financial planning pyramid. Products discussed include: disability income insurance, life insurance, long-term care insurance, mutual funds and annuities. Retirement and estate planning are also covered. 000129 FSCP^® Single Course 4 1.00 Practice Management Professional Designations & Certifications Early Career Professional Yes Yes 0001291 AL AL AR AR CO CO DE DE GA GA HI HI KS KS KY KY MA MA ME ME MI MI MN MN MS MS NC NC NE NE NH NH NJ NJ NM NM NV NV NY NY OR OR PR PR SC SC SD SD TN TN UT UT VT VT WV WV AZ CA CT IA ID IN LA MD MO MT PA RI TX VA WI FL IL OH WY ND WA OK 5G