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Live Webcast

Estate Planning Techniques: Gifts, Trusts and Life Insurance


Credits: 2 CE Credit

Categories:
Commercial Lines |  Commercial Lines - Advanced |  Life
Duration:
2 Hours
License:
Access for 30 days after program date.


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

 

Jerry Rhinehart, CIC, CLU, ChFC, RHU 6 other products available from Jerry.


Wed, Sep 09, 2015 - 10:00a to 12:00p EST
Wed, Nov 11, 2015 - 01:00p to 03:00p EST
State Approval Information Details

SC-This course is approved for 2 hours CE-L&H (Intermediate level) Course # 125325
SC:  This course is approved in SC but please complete the required affidavit in the materials section (zip file - IMPORTANT CE INFORMATION & STATE REQUIRED FORMS)

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 - This course approved under the title Estate Planning Techniques

OK - This course is approved for 2 hours CE - Course#1020292 (Agent)

 

KS - This course is approved for 2 hrs CE - Course # 989081 LHV-2

KS Agents- KAIA will email the agent a certificate within 10 business days-THE AGENT IS RESPONSIBLE FOR FILING THIS FORM WITH THE STATE OF KANSAS.