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Beacon Hill Financial Educators: CFP, CPA Online Courses, CFP, CPA Self Study and Online Exams. CFP, CPA Certification, Financial Education
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Self-Study Continuing Education Courses
for Financial Professionals

Beacon Hill Financial Educators: CFP, CPA Online Courses, CFP, CPA Self Study and Online Exams. CFP, CPA Certification, Financial Education Personal Life Insurance Planning
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Credits:
CFP®: 3

Licenses:
CFP
PACE


Another title in our Advisor's Short Course® series.
This course was updated on 2/5/2008.

What's Covered

Personal Life Insurance Planning is divided into six lessons:

1.    An Introduction to Human Life Value and Needs Analysis

2.    Gathering Client Information

3.    Identifying & Calculating Lump-sum Needs at Death

4.    Social Security Survivor Benefits

5.    Identifying Survivor Income Needs at Death

6.    Calculating Survivor Income Needs at Death

Advisors learn the type of client data needed and how to build client rapport and create trust. The various lump-sum cash needs at the death of a breadwinner are identified, and guidelines are provided that enable advisors to recommend life insurance in amounts that fully protect their clients.

The surviving family’s income needs are examined, and advisors learn how to calculate adequate survivor income and the life insurance needed to provide that income. Social Security survivor benefits are discussed, including the Child’s benefit, the Mother’s or Father’s benefit, and Widow’s and Widower’s benefit.


Beacon Hill e-Exam
This course comes with our e-Exam electronic exam answer sheet. You complete your exam on your computer using an electronic PDF form and, with the click of a button, Email it in for grading and, in under thirty minutes, you will receive an Emailed response with your certificate attached.

The e-Exam electronic PDF form is included with the course file  on the downloadable PDF version of the course. You don't need to log-on to our Website – the form is attached directly to the course. ( If you prefer, you can print a blank answer sheet, complete it by hand, and fax it in.)

Author
Paul Winn, CLU, ChFC

What's Included
Course text (52 pages), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board.

Additional CE credit Information
CFP® and PACE credit available in all states.

Field(s) of Study: Insurance Planning (NAPFA members: Go to the Resources page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation).
Program delivery method: Self-study–print or download.



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  • Print Price:  $59.00
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    Beacon Hill Financial Educators is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417, Web site: www.nasba.org.
    CFP®, CERTIFIED FINANCIAL PLANNER®, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
    Beacon Hill Financial Educators is a qualified sponsor of continuing professional education required for individuals enrolled to practice before the Internal Revenue Service (enrolled agents) and are in compliance with the requirements of Treasury Department Circular No 230, section 10.6(g).

    We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.
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