The Intelligent Insurance Solution

ACSR 11: Retirement Planning

Workers' Compensation Trust, 47 Barnes Industrial Road South, Wallingford, CT 06492 (203) 678-0174

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Topics covered are: Defining E&O basics, handling new business to minimize E&O, handling existing business to control E&O, and servicing business to avoid E&O losses.

This course will explain how customer service representatives can help their clients and prospects plan for retirement.  The producer will learn factors which influence the retirement loss exposures and the ways to invest to achieve financial goals.  This course is one of six needed to obtain the ACSR designation.  Please be sure to let us know if you are working towards your designation by contacting Ed Meaney directly at (203) 678-0174 or meaney@wctrust.com. 

Cost: $135 per Attendee includes books and exam fee
$110 includes books (no exam)

This course provides 3 LH CEUs