Description
Summary
This course offers a comprehensive overview of estate and succession planning, giving professionals the tools to help clients preserve and transfer wealth effectively. Participants will explore wills, trusts, power of attorney, tax-efficient strategies, and succession planning for business owners to ensure client goals are protected and legacies maintained.
📌 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 understanding of estate and succession planning.
- CE Credits: 5
- Applicable Licenses: Life, A&S, General, Adjuster
- Enrollment Period: 1 year
- Study Time: Approximately 10 hours
- Practice Quizzes: Unlimited attempts
- Final Quiz: Multiple Choice (80% passing grade)
- Delivery: 100% online
- Language: English
Course Features
This course is designed for practical use and client-focused application, including:
✅ A comprehensive digital manual covering estate preservation, succession planning, tax minimization, and legal tools like wills and trusts
✅ 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
