Life Insurance in a Nutshell
Presented by Jason Van Zante, CLU, ChFC
IA Course #105765
TX Course #124872
CFP Course #276888
Most people only think of life insurance as a way of protecting and providing for their families in case of death. They can be unaware of the many additional benefits of life insurance and the different types of products available.
We will discuss some other uses of life insurance that may not be as familiar. These include Long Term Care Planning, Retirement Planning, Business Planning, Wealth Transfer and Charitable Planning. We will go over some case studies and show how life insurance can be a useful tool in a variety of situations.
The class will also provide an overview of the different types of life insurance products available in the marketplace. We will discuss the features of each type, and what product may be suitable for different situations.