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Insurance Continuing Education - Online
Insurance Continuing Education - Seminar
Insurance Continuing Education - Classroom
Insurance Continuing Education - Textbook
Live (classroom) Insurance Continuing Education, CFP Continuing Education, CLU/ChFC, CIMA, CPA and MCLE Continuing Education approved for presentation by executive and wholesaling teams and individuals

Course Information


Leveraging Hidden Assets To Maximize Wealth Transfer


This Course is designed to educate the agent about the various ways to use life insurance to replace the shrinkage experienced by qualified retirement plans due to estate and income taxes. Estate planning techniques are explored to shelter tax free death benefits paid to heirs as an offsetting benefit to account for estate and income taxes levied against qualified retirement plans left to them by a benefactor.


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