Course Description - CFP Board Course #252288
Separation or divorce proceedings often involve issues greater than just property settlement. They often include alimony, child support, and financial protection obligations. This course is especially valuable for financial planners who want to strengthen their expertise in analyzing and deciding what should be done with existing coverage. This program will teach you how to properly structure new coverage and determine the adequate amount of coverage to meet the needs of both parties. This program benefits planners familiar with these forms of protection because it addresses commonly overlooked risks, as well as mistakes and adverse tax implications that should be avoided when implementing coverage.
Learning Objectives:
Assess and manage existing insurance contracts to ensure proper alignment with divorce agreements. Understand how current insurance products can help individuals going through a divorce.
Structure or restructure ownership of policies to avoid common pitfalls and adverse tax consequences.
Empower advisors with a more comprehensive understanding of what can be done with existing cash value policies with loans.
Primary Principle Knowledge Topic: Risk Management and Insurance Planning
Level of Complexity: Intermediate
Instructor Lee Conti Jr.
NEXT DATE
TBD
Location
Online