Description
Summary
This course provides a comprehensive guide to business succession planning, helping professionals understand how to structure a smooth and effective transition of business ownership. Participants will explore succession strategies, tax implications, legal considerations, and risk management to ensure business continuity. The course also covers best practices for developing a solid exit strategy that aligns with financial and operational goals.
📌 Who Should Take This Course?
This course is accredited for Life Insurance Agents, Accident & Sickness (A&S) Agents, General Insurance Agents, and Adjusters seeking 5 CE credits while enhancing their knowledge of business succession planning strategies.
- CE Credits: 5
- Applicable Licenses: Life, A&S, General, Adjuster
- Enrollment Period: 1 year
- Study Time: Approximately 5 hours
- Practice Quizzes: Unlimited attempts
- Final Quiz: Multiple Choice (80% passing grade)
- Delivery: 100% online
- Language: English
Course Features
This course is designed for efficiency and real-world application, including:
✅ A comprehensive digital manual covering business succession strategies, legal considerations, and financial planning
✅ An interactive quiz to reinforce key concepts and ensure understanding
✅ An official certificate of completion, instantly available upon passing the quiz
Assessment & Completion
- Quiz Format: Online multiple-choice quiz
- Passing Grade: 80%
- Certificate of Completion: Instantly issued upon successful quiz completion
