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Personal Life Insurance Planning#290418

This course has been archived and cannot be purchased.

Credit
Amount
CPA
4
CFP®
2

Course Description

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Course publication/revision date: This course was updated on 1/17/2018.

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.