Have you had a chance to review the new course now available in your subscription to our Life insurance continuing education bundle? We’ve recently added the following new course: Comprehensive Estate Planning with Life Insurance, to the subscription bundle.
Life insurance is not easy to sell and while many try, few succeed in growing healthy, profitable careers. There is often a trade-off between people skills and technical skills. You may notice that successful fellow agents weak in technical skills probably have strong people skills and vice versa. Certainly there is a required combination of human and technical aptitudes to manage an estate-planning file.
This course will assist with the basic estate planning skills by covering the following modules:
- The role of the Life Insurance Agent;
- The Estate Planning players;
- Other common strategies with Life Insurance;
- Death & Taxes; Tax considerations;
- Estate Planning Topics;
- Corporate Estate Planning strategies;
- Charitable Giving and Bequest Planning;
- Trusts.
This course will explain the technical and people skills needed for successful career in Life Insurance.
The course includes nine lessons with interactive videos, downloadable texts, chapter quizzes and a final exam. The Comprehensive Estate Planning With Life Insurance course is accredited in AB, MB, SK, BC for 2 CE hours. It is included in our Life & AS subscription and available f0r individual purchase for $159.
