Insurance and Risk Management
The Broadridge Advisor Protection Planning page provides access to presentations, client alerts, calculators, and topic discussions that can be customized for use with your clients. Look for resources on risk, life, health, long-term care, disability, property and casualty, and business insurance needs.
Broadridge Advisor's Health-Care Reform Resource Center helps you effectively communicate potential changes to your clients.
Tools & Resources
- The CPA’s Guide to Financing Retirement Healthcare
- The CPA’s Guide to Financial & Estate Planning: provides guidance to CPAs advising clients in estate, tax, retirement, investment and risk management matters
- Long Term Care Insurance
- Upcoming Webcasts (PFP/PFS members receive 4 complimentary CPE accredited PFP Section-sponsored webcasts on an annual basis and discounts on all other CPE-accredited PFP Section-sponsored webcasts available for purchase)
- Risk Management Events Library (free to PFP/PFS members without CPE)
- PFP Boot Camp: Review the entire PFP Body of Knowledge in one course that is offered as an online class at least twice a year.
- Advanced Personal Financial Planning Conference: our top rated annual conference discounted for PFP/PFS members.