FIN 3726 - Insurance Planning
Fall 2026 Syllabus, Section 01, CRN 43120,
Credit hours: 3
Course Meeting Times
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Instructor
Trent Cailor
Email: thcailor@ysu.edu
Course Description
3726. Insurance Planning. Risk Management. Introduces students to risk management and insurance decisions in personal and business financial planning. Topics include insurance for life, health, disability, property and liability risks as well as annuities, group insurance, long-term care insurance and social security. Prereq.: "C" or better in FIN 3720 and 2.5 overall GPA. 3 s.h.
Course Readings
| Group | Title | Author | ISBN |
|---|---|---|---|
| Required | Introduction to Risk Management and Insurance | Dorfman & Cather | 9780133255409 |
The course readings are subject to change in the event of extenuating circumstances, research developments, current events, and/or to ensure better learning.
Assignments/Assessments
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Schedule of Topics and Assignments
| Day | Date | Proposed Topic | Due/To Prepare for Class |
|---|---|---|---|
| Wed | 9/2 | Due 9/2 at 2pm: lms_1789219_1 |
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| Mon | 9/14 | Due 9/14 at 2pm: lms_1789220_1 |
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| Mon | 9/21 | Due 9/21 at 2pm: lms_1789221_1 |
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| Mon | 9/28 | Due 9/28 at 2pm: lms_1789222_1 |
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| Mon | 10/5 | Due 10/5 at 2pm: lms_1789223_1 |
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| Mon | 10/12 | Due 10/12 at 2pm: lms_1789224_1 |
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| Mon | 10/19 | Due 10/19 at 11:59pm: lms_1789227_1 |
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| Mon | 10/26 | Due 10/26 at 11:59pm: lms_1789228_1 |
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| Mon | 11/2 | Due 11/2 at 2pm: lms_1789225_1 |
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| Mon | 11/9 | Due 11/9 at 2pm: lms_1789226_1 |
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| Mon | 11/16 | Due 11/16 at 2pm: lms_1789229_1 |
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| Mon | 11/23 | Due 11/23 at 2pm: lms_1789216_1 |
The course schedule, policies, procedures, and assignments in this course are subject to change in the event of extenuating circumstances, by mutual agreement, and/or to ensure better learning.