Managing Life Insurance Policies

Course Number: ABA

Course Code: ABA

Describes the use of life insurance as a financial tool. It explains how to determine if a cash value policy is right for a client, and discusses the appropriate use of policy illustrations. This course also outlines how to manage the death benefit option in a universal life policy, and the type of expenses associated with variable universal life policies. This course describes how wealth accumulates in variable universal life policies. 

What You’ll Learn

After completing this course, students will be able to:

  • Explain the responsibilities a fiduciary needs to consider when managing life insurance
  • Describe the management of universal life policies including expenses and wealth accumulation
  • Explain the expenses associated with life insurance policies and how contracts are funded

Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

Prerequisites: None

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Member Price: $175.00
Non-Member Price: $225.00
Textbook Charge: $0.00

Credits: 1.0 CRSP, CTFA

Length:

ABA Training