PRACTICAL INSURANCE PLANNING – MODULE 1 (PIP1) CLASSROOM TRAINING TGS-2023040565

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?

KEY CONCEPTS

PLANNING SITUATIONS

DISTRIBUTION OPTIONS

HNW INSURANCE

Course Description

This course covers:
  1. .KEY CONCEPTS – Insurable interest and ownership. Regenerate funds for future generations.
  2. DISTRIBUTION OPTIONS – Comparing estate, nomination and assignment versus staggering proceeds.
  3. PLANNING SITUATIONS – Blended families, special needs, divorce, forever singles and many case studies.
  4. HNW INSURANCE – Variable Universal Life (VUL), Private Placement Life Insurance (PPLI).

PRACTICAL INSURANCE PLANNING – MODULE 1 (PIP1) CLASSROOM TRAINING TGS-2023040565

Course Date

24-07-2024

21-08-2024

25-09-2024

23-10-2024

28-11-2024

Durations

8 Hours

Lessons

3

Price

$ 300

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