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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


Wealth Transfer Planning Strategies


This is a comprehensive course covering many areas of estate planning. The end result of this course is a good understanding of estate planning concepts and specific understanding of how and when a 2nd to dies life policy implemented in an estate plan. Topics include: wills, trusts (AB & ILIT), estate taxes, probate and the uncertainty of the future of estate taxation due to the sunset provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001.


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