Life Insurance Essentials
SKU: 02-098-01-CPE
Credit Hours: 2
Level: Basic
CPE Category: Financial Planning
Requires Prerequisites or Advanced Preparation: No
Delivery Method: PDF
Instructor: Walter G. Austin, Ph.D., CPA
Course Description:
This course describes the variables that need to be used in calculating the need, if any, for sharing the financial risk of death.
After completing this course, participants should be able to:
- To understand the different life insurance vehicles that may be used.
- To understand the circumstances when it would be appropriate to use each of these vehicles.
- To understand many of the special contracts and clauses that may be available in a policy.