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On-Site Group
Individual Viewer
Estate Planning Techniques: Gifts, Trusts and Life Insurance
Length: 2 hours
Course Description:
The term “Estate Planning” has numerous meanings. To some it may mean having a written will. For others, it may be the formation and use of one or more Trusts. For still others, it may be implementing various techniques for the reduction or elimination of estate taxes. This two hour webcast will focus on these items and various areas that individuals can consider for their estate planning needs. In addition to specific planning techniques – that will probably require the use of a competent attorney – the proper issuance of life insurance (ownership, beneficiary, etc.) will also be discussed.
Instructor: Jerry Rhinehart, CIC, CLU, ChFC, RHU
State Specific Details:
SC-This course is approved for 2 hours CE-L&H (Intermediate level) Course # 125325
NC - This course is approved for 2 hours CE - Course#C98246
NJ - This course is approved for 2 hours CE - Course # 88892508
TX - This coures is apprived for 2 hours CE - Course #90558
OH - This course is approved in OH for 2 CE - Course #38022
Produced By:
Faculty
- Jerry Rhinehart, CIC, CLU, ChFC, RHU
Course Materials
- Important CE Credit Information

- MS VIEWERS ONLY-Group Viewing Course Roster

- SC VIEWERS ONLY - CE Statement

- TX VIEWERS ONLY-Group Viewing Course Roster

- Estate Planning Techniques Course Materials

- FAIA_Webinar-Webcast Affidavit

1 User Review
"Very good class."
— Pamela K.


High quality continuing education for independent insurance agents,
brought to you via live streaming video.