Certification Estate Planning Financial Planner Insurance Coverage 
eMoney Advisor
DECEMBER 6, 2022
Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason.
WiserAdvisor
MARCH 13, 2024
Health insurance can be instrumental in tackling the escalating costs of healthcare. Insurance serves as a crucial safety net and shields your retirement savings from being depleted by unforeseen medical expenses. It also provides peace of mind and financial security in times of medical crisis.
WiserAdvisor
DECEMBER 1, 2023
They are exposed to the potential threat of lawsuits from patients, which is why they need comprehensive insurance coverage. Physicians also require basic insurance plans like homeowners and auto insurance to protect their assets.
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