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The Role of Insurance in Estate Planning (CSFHCOILSCTXT0817) $ 110.00

Objectives:

  • Explain, illustrate, and demonstrate to the participants/clients the major types of insurance products (structure, form, administration), as they relate to financial & retirement planning goals and objectives
  • Demonstrate how the participants/clients can 'prudently' purchase insurance products that will maximize their retirement-planning objectives
  • Explain, illustrate, and demonstrate how insurance products can positively affect the participants/clients estate planning objectives
  • Demonstrate how participants/clients can maximize 'wealth-accumulation' goals through prudent and judicious purchasing of insurance products

Access Duration from the Date of Purchase: 6 Month(s)

Credit Hours: 5

Credit Type: CSF - Insurance of Persons

Credit #: CSF17-07-39874

Accrediting Provinces: