Comprehensive Estate Planning with Life Insurance

Learn the technical and people skills needed for a successful career in Life Insurance

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. The industry requires a combination of human and technical aptitudes to successfully manage an estate-planning file.

This course includes nine lessons with interactive videos, downloadable texts, chapter quizzes and a final exam.

With Comprehensive Estate Planning with Life Insurance you will learn:

the role of a life insurance agents and other estate planning players
common strategies with life insurance
tax considerations
corporate estate planning
charitable Giving
trusts

This course is also included in the ILScorp LIFE/A&S CE COURSE SUBSCRIPTION

Get Instant Access | $110 (Fast, easy, done)

More Info about the objectives of this course

The industry requires a combination of human and technical aptitudes to successfully manage an estate-planning file. This course will assist with the basic estate planning skills by covering the following:

Understanding the role of the life insurance agent and other professionals involved in estate planning
Understanding tax considerations
Understanding estate planning, including corporate planning, charitable giving and trusts
Learning the difference between hard and soft facts
Defining client objectives and providing analysis and recommendations
Working with executors, trustees, and financial professionals (accountants, lawyers, etc)
Understanding tax laws surrounding real estate, investments, capital gains and more
Understanding tax laws surrounding dividends, small businesses, policy ownership
Understanding wills vs trusts, estate equalization, life bonds and cash accumulation
Reviewing corporate estate planning and succession planning strategies
Tax mitigation and capital loss planning
Charitable foundations and gifting life policies and bonds