Description
Life insurance is a powerful and commonly used tool in both estate planning and employee benefits planning, and its flexibility can help clients achieve a number of important objectives. Obtaining the expected results often requires complying with specific, sometimes complex and confusing requirements. In this course, you will learn how to avoid 25 common mistakes and how to fix them when they occur. Topics covered will include:
·Life insurance when used in personal or estate planning transactions
·Life insurance when used in business and employee benefit transactions
·Life insurance when used in business and employee benefit transactions with estate planning implications
Your certificate will be awarded upon your successful completion of the course requirements comprised of two comprehensive video lectures, which will be followed by a 15 question multiple choice test.
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