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Insurance Continuing Education - Online
Insurance Continuing Education - Seminar
Insurance Continuing Education - Classroom
Insurance Continuing Education - Textbook
Live (classroom) Insurance Continuing Education, CFP Continuing Education, CLU/ChFC, CIMA, CPA and MCLE Continuing Education approved for presentation by executive and wholesaling teams and individuals

Course Information

Title:

Life Insurance and Estate Planning

Description:

When planning for the eventual costs due from estates, there are different techniques to minimize or even eliminate estate taxes at death. Many of these techniques involve gifting and the replacement of the asset with a financial vehicle that can replace the asset or pay for the taxes on those remaining assets. That financial vehicle is life insurance. This course reviews how a properly designed and owned life insurance policy can greatly reduce the impact of taxes on the larger estate while making sure that the wishes of the decedent are carried out.  

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