Demystifying Probate for Insurance Professionals
Instructor: Chris Weston
3 Hour CE Iowa General Education
As an insurance agent, understanding probate is essential to effectively assist clients during their time of need. Probate is the legal process that validates and distributes a deceased person’s assets and settles debts. Having a clear understanding of probate allows insurance agents to provide their clients with accurate information and guidance when it comes to handling their policies and beneficiaries.
During probate, insurance policies are examined to determine their validity, beneficiaries, and coverage. Insurance agents need to be aware of the intricacies involved in this process to ensure proper communication with their clients and the probate court. By understanding probate, agents can help clients navigate the complexities, ensuring their policies are handled correctly and their loved ones receive the benefits they are entitled to.
In this course, we will explore the key aspects of probate that insurance agents need to be knowledgeable about. From understanding the probate process to managing beneficiary designations, we will provide students with the information they need to better assist their clients. Stay tuned for valuable insights into how probate affects insurance policies and how you can best serve your clients during a crucial time.
Demystifying Probate for Insurance Professionals
Instructor: Chris Weston
3 Hour CE Iowa General Education
