Personal Life Insurance Planning  #290424

CDFA®: 4.0

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Course Description
Course publication/revision date: This course was updated on 1/16/2024.
The purpose of this course is to provide information and guidance to both producers and advisors who sell life insurance products and who assess the appropriateness of life insurance recommendations for clients. 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 agent and advisor to better serve consumers and help ensure that appropriate life insurance amounts are recommended and purchased when they are suitable to meet client needs.

Course, Credit, Sponsor Information  
Open link (above): Course Details, Learning Objectives, and Table of Contents.
Author: Paul J. Winn, CLU, ChFC
Subject Area: CFP Board, IDFA, NAPFA: Financial Planning/Insurance; NASBA (CPA): Specialized Knowledge and Application

Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS a printed copy of the course-book sent via USPS.

How To Register Online
1. Enter Quantity 
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5. If prompted, login (or Create an Account).
6. After checking out, return to "My Account" to view your course and online exam.

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