Planning Considerations for Life Insurance

$135.00

SKU: 12099-2-3 Category: Tag:

Description

Describes key planning considerations for life insurance, including amount, type and length of policy, funding levels, and policy features. Walks through the process for conducting a life insurance financial gap analysis to determine the amount of life insurance needed to meet client needs. Explains life insurance tax considerations, including tax deferral, tax basis, and investment amount limitations.

What You’ll Learn:

  • Identify key planning considerations for life insurance
  • Analyze a client’s life insurance needs and identify gaps in existing coverage 
  • Describe life insurance tax considerations

Additional information

Audience

A new or experienced supervisor, a first-line manager, or anyone preparing for such a role will find that this supervisor course to be very beneficial.

Length

37 minutes

Member Price

135.00

Non-Member Price

185.00

Course Code

ABA

Course Number

ABA

Location

Onine Self-Paced

Vendor

ABA

Day

Online

Credits

0.75 CRSP, CTFA

0
    0
    Your Cart
    Your cart is emptyReturn to Shop