Description
Life insurance is a crucial part of any financial plan, but it can be a confusing landscape to navigate. From term policies to whole life and permanent insurance, the options can seem overwhelming.
People acquire life insurance all the time but many do not understand the inner workings. For example, many people know about terms while others understand whole life or permanent insurance. Most individuals who buy life insurance get an individual policy that pays out only if the insured person dies. A couple has another alternative: instead of buying many separate individual policies, they may invest in joint life insurance.
Are you and your spouse considering life insurance policies but feeling overwhelmed by the options?
This CPE Finance Webinar will take a deep dive into the world of joint life insurance policies and explore why this type of policy may serve a better purpose for you and your partner. Don't miss this opportunity to demystify the world of life insurance and take control of your financial future.
Key Topics discussed in this webinar:
Important Reasons for Life Insurance, and 8 Essential Planning Pillars
Myths About Life Insurance
What is Life Insurance, Asset Classes, What Counts as An Asset, and if Life Insurance is an Asset
Life Insurance Types, Business Insurance funded with Life Insurance
When You Buy Life Insurance and Types of Life Insurance Settlements
Benefits and Disadvantages of Joint Life Policy
Learning Objectives
To explain the variety of insurance available for most individuals and businesses.
To discuss 7 Rumors and Myths of Insurance and How to Debunk Them.
To analyze why insurance is an asset similar to stocks and bonds.
To explain why insurance should be used for family businesses.