Covers the various life insurance solutions, including term life, permanent life, and group life.
NASBA Field of Study
The construction of a proposed life insurance solution in a personal financial plan is complex on several levels. As a personal financial planner, you must possess a broad range of knowledge of the various insurance solutions available to have a reasoned dialogue with your clients.
In this audiovisual CPE course, Tom Tillery will describe three different types of life insurance contracts: term life insurance, permanent life insurance, and group life insurance (group life insurance is covered in greater depth in the Group Insurance and Employee Benefits course).
This course covers:
Finally, taxation and tax planning topics will be addressed, including:
Group ordering for your team
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