The Role of Insurance in Estate Planning

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This course is included as part of your ILS CSF Course Subscription


  • 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

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Tudor styled ranch house with orange-brown roof, white facades, and two garages. It has a bushy tree on each side of the door.

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