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Recent findings from our Assuris/IPSOS 2024 Financial Advisors Survey show that discussing Assuris with clients has a positive impact on their confidence in their financial future. Over 60% of advisors report that talking about Assuris helps clients understand the safety net protecting their investments and insurance products. And half of advisors say that talking about Assuris strengthens the advisor-client relationship1.
To support you in having these important conversations, Assuris offers a CE-accredited eLearning course: Understanding Assuris Protection (opens in new tab). This course is designed to deepen your knowledge and give you the tools to build client confidence and foster long-term relationships.
Why Take This Course?
- Strengthen your client relationships – Educating clients about Assuris protection reassures them that their financial plan is secure, and builds confidence in your expertise.
- Be the expert your clients trust – Understanding Assuris’ protection reinforces your ability to provide comprehensive financial advice.
- Earn a CE credit – This course is accredited, allowing you to earn a CE credit while expanding your expertise.
Your Clients Rely on You - Help Them Feel Secure
Providing clarity on financial protection strengthens your role as a trusted advisor. When clients understand that their life and health insurance benefits are automatically protected by Assuris if a member company fails, they gain confidence in the recommended solution and get peace of mind.
