The Role of Insurance in Estate Planning
This course is included as part of your ILS CSF Course Subscription
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
