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Course Level :Basic
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Credits :1
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Instructional Method :Group Internet Based
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Pre-requisites :None
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Advance Preparation :None
Mention life insurance to individuals and
there is a shudder of concern. Life insurance to many becomes synonymous with
death or disability. Yet, insurance serves a practical purpose – even an asset.
According
to LIMRA, 59% of Americans have life insurance. With so many different types of
policies available, it’s often another misunderstood financial product. Life
insurance can be used as a death benefit, supplemental income in retirement,
and long-term care.
The
construction of a proposed life insurance solution in a personal financial plan
is complex on several levels. As a personal financial planner, you must possess
a broad range of knowledge of the various insurance solutions available to have
a reasoned dialogue with your clients.
There are many misunderstandings concerning
life insurance. The key is not to leave life insurance out of your budget
unless you have enough assets to cover your expenses after you're gone.
The amount
of life insurance needed depends on each person's specific situation. There are
many factors to consider. In addition to medical and funeral bills, you may
need to pay off debts—such as your mortgage—and provide for your family for
several years. A cash flow analysis is usually necessary to determine the true
amount of insurance that must be purchased.
In this Finance Continuing Professional Education
Course speaker,
Drew Stevens will explain life insurance types and applications and which of
them is best for the client.
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.
CEO and Leadership Change Expert, Stevens Performance
1 Credit
Subject Area
May 19, 2022 | 09:00 AM EDT
May 19, 2022 | 09:00 AM EDT
May 19, 2022 | 10:00 AM EDT
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