PRACTICAL INSURANCE PLANNING – MODULE 1 (PIP1) CLASSROOM TRAINING TGS-2022601448
Introduction
Highlights
Course outline
Instructors
Learn intermediate insurance planning techniques that look into family situations and appropriate distribution options to consider.
What will you learn?
KEY CONCEPTS
PLANNING SITUATIONS
DISTRIBUTION OPTIONS
- Review insurable interest and ownership concepts, and learn how families can regenerate trust funds for future generations and charitable giving.
- Proceeds may be distributed in a lump through estate, nomination or assignment. Use a trust to stagger proceeds and withhold in negative situations.
- Various family planning situations are examined to see which distribution option is suitable. Such as planning for blended families, special needs, divorce, forever singles and others.
Course Content
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Introduction
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Part A - Review of Insurance Concepts
Insurable Interest
11 Topics
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PART B - Distribute Options
Using Estate
7 Topics
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Using Nomination
8 Topics
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Using Assignment
6 Topics
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Using Trust
6 Topics
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Part C - Planning Situation
Case Study
2 Topics
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