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Life Insurance... Benefits for the Living
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3 CE Credits

11/14/2018
When: Wednesday, November 14, 2018
12:00 PM - 3:00 PM
Where: IIAW Webinar
United States
Contact: Kerry Byron


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COURSE TOPICS

Most people purchase Life Insurance in an attempt to reduce the financial pressure on loved

ones and other beneficiaries when someone dies. However, many individuals fail to realize the Living Benefits found in Life Insurance contracts. Explore benefits the policy owner may take advantage of while still alive. Examine how Cash Values in policies are created, and how they can be extracted by a living policy owner in the most tax advantaged manner. Review the tax consequences of Qualified Retirement Plans. Discover how a business can use the Living Benefits of a Life policy to recruit, retain and reward key employees in a business, as well as to allow the business owner to move business dollars into their personal account for retirement. Briefly review various Life Insurance Riders to focus on their Living Benefits, Viatical Settlements (Life Settlements), and the Annuity side of life contracts.

 


CONTINUING EDUCATION

This webinar course is approved for 3 hours of Wisconsin continuing education credit. Attendees must be present during the webinar to receive CE credits.

 

REGISTRATION INFORMATION

Course fee is $39.00 for IIAW members, $57.00 for non-members. The IIAW will email a Webinar Invitation to you for the scheduled class approximately 24 hours before the webinar begins, along with any other required forms. 

Adobe Flash Player is required to view the webinar. A link for a free download will be included in the Webinar Invitation.

 

CANCELLATION POLICY

A written request for a one-time transfer of the full registration fee to another scheduled IIAW webinar or a refund less a $5 cancellation fee may be made up to 24 hours before the beginning of the webinar for which the individual is registered. Substitutions are welcome — please email notification of name, license number, and email address for receiving login information

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