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CPCU 553 – Survey of Personal Insurance and Financial Planning

Bottom-Line Benefits:

  • Strengthen customer satisfaction with an understanding of personal
    insurance coverages and approaches.
  • Improve effectiveness by relating personal insurance theory to practice.
  • Provide well-rounded customer support with knowledge of personal risk

Topics Covered:

  • Personal insurance overview
  • Automobile insurance and society
  • Personal auto policy: liability, med pay, and uninsured motorist coverage
  • Personal auto policy: physical damage, duties after an accident, endorsements
  • Homeowners property coverage
  • Homeowners liability, conditions, coverage forms and endorsements
  • Other personal property and liability insurance
  • Life insurance planning
  • Retirement planning
  • Disability and health insurance planning


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