Life Insurance: The Multi-Tool of Financial Products
6 hours General Insurance CE Credit
Instructor: Jason B. Van Zante, CLU, ChFC
- IA Course No. 104410
- NE Course No. 6000053871
- Texas Course No. 120861
- CFP Course No. 267515
Most people only think of life insurance as a way of protecting and providing for their family 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: Policy riders that can cover the risk of Long-Term Care. Life insurance cash values can also be used by businesses to cover risks. Life insurance can be used for estate planning. Life insurance even can be used for charitable estate goals. 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.