Personal Life Insurance Planning#290417
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Course Description
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Course publication/revision date: This course was updated on 2/9/2017.
NOTE REGARDING CFP® CREDIT FOR THIS COURSE: On January 1, 2018, the CFP® credit for this course will be reduced to 2.5 hours. If you wish to receive the current 4 CFP® hours, you will need to complete the course by December 31, 2017. If you will not be able to complete the course by December 31, please give us a call to discuss alternative options. CPA credit hours will remain the same as in 2017.
This course covers important information for advisers assessing the appropriateness of a life insurance recommendation for a client. An understanding of the methods used to determine suitable life insurance amounts to meet survivors’ lump-sum cash needs and income needs will assist the adviser to better serve consumers and help ensure that appropriate life insurance amounts are recommended and purchased when they are suitable to meet client needs.