PFP2430. Life Insurance Planning - Basic and Advanced

Life insurance policy audit, products and suitability, impact of increasing interest rates on life insurance products, lifetime gifts to fund life insurance, buy-sell insurance planning, split dollar life insurance in estate planning, life insurance/long term care insurance hybrid products.

Learning Objectives:

• Determine whether a client's life insurance policies need updating
• Identify advanced life insurance planning strategies and recognize pitfalls in life insurance planning