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Mar 18, 2026
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2025-2026 Academic Catalog
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FP 350 - Prospecting and Meeting Client Needs
3 Credit Hour(s)
This course offers an introduction to the life insurance sales career and the sales/planning process in the personal market. This course also examines industry proven methods for successfully identifying, selecting, and approaching prospects for financial products and services. The course will conclude with a simulated client presentation judged by professional financial planners.
Prerequisite(s): 3.0 or higher GPA, FP 200 , FP 323 , and IRM 221
Offered: Spring
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