The R.I.P. Roadmap 103434-4-IA
3 CE credits • Tracy Freese, MA, CTEP®
- IA Course No. 103434 (General)
- CFP Board Program ID #256082
This class is where the estate planning rubber meets the road, in the insurance world especially. In this course you will learn what it takes to put an effective estate plan in writing and make it legal. Life insurance provides a solid foundation for any estate plan as a way to pay end-of-life expenses, taxes, and purchase businesses. We will discuss pitfalls to avoid with realistic examples. Taught by an insurance professional, material is not legal advice, but rather, offers general guidance to point insurance producers and their clients in the right direction on conversations to have with their attorneys and how and when insurance can be used as part of these solutions.
NOTICE: Physical and Digital Probate (12:00-2:50pm) and Ethics & The Afterlife (3:00-5:50pm) are also offered on this date at this location.
|Event Name:||The R.I.P. Roadmap 103434-4-IA|
|Show Event Date:||18 Sep, 2019|
|Individual Registration Rate:||$55.00|
|Address:||500 College DriveActivity Center, Room 101, Mason City, IA 50401|