PFP2430. Life Insurance Planning - Basic and Advanced

This session will cover life insurance policy audit, products and suitability, the 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, and 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