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URL:https://www.learndesk.us/class/6247818232594432/lesson/73c4c81f58e0192a103b520b66783ecd?ref=outlook-calendar
SUMMARY:Unit 1A - Managing the Risks
DTSTART;TZID=America/Los_Angeles:20260405T190000
DTEND;TZID=America/Los_Angeles:20260405T200000
LOCATION:https://www.learndesk.us/class/6247818232594432/lesson/73c4c81f58e0192a103b520b66783ecd?ref=outlook-calendar
DESCRIPTION: 
Tax, Legal, Asset Allocation

Regular Review
Have there been changes?

In the law?
In your family?
In your income or circumstances?



Insurances

Property and Casualty – Home (Renters), Auto, Umbrella (Liability)
 Life

Survivor support and can be used to preserve an estate.
Did liabilities leave behind?
The economic impact to my family is not here?
Would goals be accomplished?
How long is the period of risk, that life insurance would cover?
Who will be the beneficiaries?


Disability

Replaces income or a portion of income
How to continue with business obligations?
How to keep lights on?



Cyber Hygiene

2 Credit cards: one for recurring charges that are only at home. Another for purchase in public.
Identity theft. Monitoring online via subscription
Electronic data backup
Password list

Credit

Monitoring your credit for fraud

 


https://www.learndesk.us/class/6247818232594432/lesson/73c4c81f58e0192a103b520b66783ecd?ref=outlook-calendar
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