PRACTICAL INSURANCE PLANNING – MODULE 1 (PIP1) CLASSROOM TRAINING TGS-2024046846
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?
KEY CONCEPTS
PLANNING SITUATIONS
DISTRIBUTION OPTIONS
HNW INSURANCE
Course Description
This course covers:
- .KEY CONCEPTS – Insurable interest and ownership. Regenerate funds for future generations.
- DISTRIBUTION OPTIONS – Comparing estate, nomination and assignment versus staggering proceeds.
- PLANNING SITUATIONS – Blended families, special needs, divorce, forever singles and many case studies.
- HNW INSURANCE – Variable Universal Life (VUL), Private Placement Life Insurance (PPLI).
PRACTICAL INSURANCE PLANNING – MODULE 1 (PIP1) CLASSROOM TRAINING TGS-2024046846
Course Date
19-12-2024
23-01-2025
27-02-2025
27-03-2025
24-04-2025
Durations
8 Hours
Lessons
3
Price
$ 300
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