Description
The primary objective of this course is to provide learners with a comprehensive understanding of the strategic role life insurance plays in estate planning. The course equips participants with the knowledge and practical skills required to design, implement, and optimize insurance-based solutions for diverse estate planning needs. By the end of the course, learners will be able to navigate complex legal, financial, and tax considerations, while tailoring insurance strategies to meet specific goals, such as wealth preservation, tax minimization, family legacy planning, and business succession.
Learning Objectives
Chapter 1: Introduction to Insurance in Estate Planning
Chapter 2: The Basics of Life Insurance
Chapter 3: Legal and Regulatory Framework
Chapter 4: Insurance for Estate Liquidity
Chapter 5: Using Insurance for Estate Equalization
Chapter 6: Gifting Strategies with Insurance
Chapter 7: Irrevocable Life Insurance Trusts (ILITs)
Chapter 8: Insurance and Business Succession Planning
Chapter 9: Estate Tax Planning with Insurance
Chapter 10: Long-Term Care Insurance in Estate Planning
Chapter 11: Disability Insurance in Estate Plans
Chapter 12: Insurance and Charitable Giving
Chapter 13: Insurance for Minor Beneficiaries
Chapter 14: Special Needs Planning with Insurance
Chapter 15: Asset Protection Through Insurance
Chapter 16: Policy Review and Maintenance
Chapter 17: Advanced Insurance Planning Techniques
Chapter 18: International Estate Planning and Insurance
Chapter 19: Ethical Considerations and Pitfalls
Chapter 20: Future Trends in Insurance and Estate Planning