How A Joint Life Policy May Be a Better Option for Retirement 1 Credit
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Nov 07, 01:00 PM
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Life insurance is a crucial part of any financial plan, but it can be a confusing landscape to navigate. From term policies to whole life and permanent insurance, the options can seem overwhelming.
People acquire life insurance all the time but many do not understand the inner workings. For example, many people know about terms while others understand whole life or permanent insurance. Most individuals who buy life insurance get an individual policy that pays out only if the insured person dies. A couple has another alternative: instead of buying many separate individual policies, they may invest in joint life insurance.
Are you and your spouse considering life insurance policies but feeling overwhelmed by the options?
This CPE Finance Webinar will take a deep dive into the world of joint life insurance policies and explore why this type of policy may serve a better purpose for you and your partner. Don't miss this opportunity to demystify the world of life insurance and take control of your financial future.
Key Topics discussed in this webinar:
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Valid upto : Dec 31, 2024
Valid upto : Dec 31, 2024
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Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
DW
Information was good. Presenter appears very knowledgeable about the subject. Slides were good. My complaints are very picky but…. Presenter must have had a cold because he cleared his throat every few minutes which drove me nuts!! I found myself clearing my own throat every time he did. Poll questions said you had 1 minute to answer; it was closer to 20 - 30 seconds. The AI generated moderator voice sounds like Mr. Magoo. I grow weary of the same narrative at the beginning and end of each session. I’ve come to mute that horrible voice. The sentence at the end about paucity of time grates on my nerves. Very picky, picky critiques. Information and format are great; attempt to make it seem like “real time” gets a C grade.
GM
Excellent presentation on pros (and cons) of joint life insurance policies, with a good refresher on basic life insurance concepts.
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