How A Joint Life Policy May Be a Better Option for Retirement

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How A Joint Life Policy May Be a Better Option for Retirement

Date

May 02, 01:30 PM ET

Drew Stevens

Learning Objectives

To explain the variety of insurance available for most individuals and businesses.
To discuss 7 Rumors and Myths of Insurance and How to Debunk Them.
To analyze why insurance is an asset similar to stocks and bonds.
To explain why insurance should be used for family businesses.

Course Description

This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.

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:

8 Essential Planning Pillars
Important Reasons for Life Insurance
Myths About Life Insurance
What is Life Insurance?
Asset Classes
What Counts as An Asset?
Is Life Insurance An Asset?
Life Insurance Types
Business Insurance funded with Life Insurance
When You Buy Life Insurance
Types of Life Insurance Settlements
Benefits of Joint Life Policy
Disadvantages

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1 CE Credit of Risk Management and Insurance Planning for Certified Financial Planner (CFP-US) (Approval No. 321319)
1 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
1 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
1 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
1 CPD Credit for Trust and Estate Practitioners (TEP)
1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
1 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
1 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
1 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1 PL Credit of Retirement Planning for CIPM
1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)
1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

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.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.5

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WDGI

William D Griffith Iii, CPA (US)

Loved the presentation. Showed diversity on purposes life insurance can be used for.

Julian Conner, IA LPA

Great class. Great instructor. Very important information about life insurance.

John Skouberdis, CPA (US)

Very informative and educational.

Morris Wilder, CPA (US), CPA/PFS, QB Pro Advisor

The course was very informative

Tammy Burton, CPA (US)

Good experience and learning.

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How A Joint Life Policy May Be a Better Option for Retirement

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Drew Stevens

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

William D Griffith Iii, CPA (US)

Julian Conner, IA LPA

John Skouberdis, CPA (US)

Morris Wilder, CPA (US), CPA/PFS, QB Pro Advisor

Tammy Burton, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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