$10.00 + your state filing fee
5 Credit Hours
This course favors L&H insurance agents but is applied as general credit for all agents.
This course covers the following topics:
- Review the benefits of estate planning in transferring wealth from one generation to another
- Discuss the process of wealth transfer
- Look closely at taxes involving in structured giving
Each of us has things of value that accumulate over our lifetime. These may be highly valued items such as homes or other real property, stock interests and company ownership, or more personal items like family heirlooms, jewelry or artwork. Beyond these tangible are the intangible ones – like our children and pets. It is critically important to have proper estate plans in place. Without one, there could be long-lasting impacts on the ones you love. With a carefully crafted estate plan, your assets and loved ones will be well protected after your death. The purpose of this course is to review benefits of estate planning in transferring wealth from one generation to another. The course covers topics ranging from the process of wealth transfer to the taxes involving in structured giving.
A: We use a unique system to help you learn the material easily. Our online courses present you with information in large type that is easy to read. We highlight key items in gray and quiz you after each chapter to make sure you are learning critical information. You may review the material as much as you want before taking your required online, multiple-choice exam. Passing the exam proves your proficiency in that subject to your state’s governing authority.
A: According to the state authority, it is not permissible to print or download any course material or exam questions. However, you are free to access all online courses from our website anytime.
A: The time required to complete an online course varies from student to student, but it roughly approximates the number of credit hours awarded for the course. You must pass an online, multiple-choice exam. Passing the exam proves your proficiency in that subject to your state’s governing authority.