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CFP® flashcards

CFP Risk Mgmt, Insurance & Employee Benefits

This class was created by Brainscape user Omen Quelvog. Visit their profile to learn more about the creator.

By: Omen Quelvog
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Decks in this class (6)

Principles of Insurance
What is a risk or what does risk ...,
What are risks that result from f...,
What are risks that result from c...
74  cards
Property and Casualty Insurance
Name the 12 perils covered by bas...,
Name the 6 perils covered by broa...,
What is open perils coverage and ...
33  cards
Life Insurance and Annuities
What are the client s key facts f...,
What is level term,
What is reentry term
83  cards
Health, Disability, and LTC
What are the 10 triggering events...,
In changing jobs what are the ben...,
What are the qualifying events an...
73  cards
Deferred Comp and Stock Plans
When can employers claim deductio...,
When are earnings taxed on non qu...,
What is the biggest advantage of ...
45  cards
Employee Group Benefits
What is a contributory plan,
What is a non contributory plan,
What are common formulas for calc...
49  cards

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CFP Risk Mgmt, Insurance & Employee Benefits

  • Class purpose General learning

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