PRACTICAL INSURANCE PLANNING – MODULE 1 (PIP1) CLASSROOM TRAINING TGS-2023040565
Introduction
Highlights
Course outline
Instructors
PIP1 is the first of two modules that deal with insurance planning for families of various wealth levels and planning situations.
What will you learn?
Understand key insurance concepts like insurable interest and types of ownership
Study various planning situations and evaluate what is the most suitable distribution option
Examine the different distribution options of insurance proceeds
Course Description
This module reviews and reinforces the key concepts of insurable interest and ownership, and the various distribution options available for the proceeds of insurance policies.
Trainees are then shown the many diverse family situations they are likely to encounter among their clients from blended families and families with special needs members to LGBT couples and families concerned about divorce, among others.
PRACTICAL INSURANCE PLANNING – MODULE 1 (PIP1) CLASSROOM TRAINING TGS-2023040565
Durations
8 Hours
Lessons
3
Price
$ 300
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