The Role of Insurance in Estate Planning

Version française

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
Become an ILScorp group member to save even more.
Included as part of the ILScorp CSF CE Subscription.

Access Duration from the Date of Purchase: 6 months
Credit Hours: 5
Credit Type: Insurance of persons
Credit #: CSF17-07-39874
Accrediting Provinces: QC
Get Instant Access(Fast, easy, done)
Tudor styled ranch house with orange-brown roof, white facades, and two garages. It has a bushy tree on each side of the door.

Pin It on Pinterest

Share This