The Importance of Insurance in a Well Balanced Financial Plan

Presenter: Michael Scherr, CLU, ChFC
Vice President & Insurance Advisor - Wealth Advisory Division, First Hawaiian Bank


Lesson Objectives:

  • Increase your knowledge about financial planning
  • Understand the role of insurance in a plan
  • Improve your ability to make informed insurance decisions



Video PPT Slides




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The videos were filmed between 2014-2015. Viewers need to be aware that after the recording dates, the presentations may not be current and the content can not be guaranteed for accuracy, timeliness, or completeness due to revisions of existing laws, products, or organizations.


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