Learning Objectives:
• State the purpose and benefits of estate planning
• Describe the process of estate settlement
• State the 5 needs of estate planning
• Explain how to use insurance to meet the 5 needs of estate planning
Course Outline:
• Introduction to objectives of Estate Planning
• The benefits of estate planning
• The pitfalls of estate planning
• The estate planning process
• The 5 needs of estate planning
• Laws relevant to estate planning
• Will and Trust aspects of estate planning
• Estate Planner Fact Finder
LIA CPD Hour: 6 hours (50% Knowledge, 50% Skills)