Innovative Ways Life Insurance Can Minimize Risk - NAPFA and CFP® Credit

Innovative Ways Life Insurance Can Minimize Risk - NAPFA and CFP® Credit

B-Insurance & Risk Management

Brian Ciccarelli

Member: $49.00
Non-Member: $69.00Your price

Published: 03/17/2021

Life insurance can provide piece of mind, knowing that clients and their loved ones are protected. This session will explain the basic features of term policies and the features that they offer. Presenter Brian Ciccarelli will help fee-only financial advisors understand the benefits of term insurance in their clients’ planning solutions and explore the advantages of policy conversions and permanent life insurance.

Learning Objectives:
• Layering term insurance to provide coverage at different points in clients’ lives or to supplement their employer’s group coverage.
• How an existing permanent policy can be part of a 1035 exchange to a term-and-universal life (term-UL) insurance policy.
• How a policy’s conversion option could be used to secure coverage beyond a term insurance policy for their clients in deteriorating health.

1 NAPFA CE in B-Insurance & Risk Management will be posted in your NAPFA CE record after successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP Board of Standards within 2 weeks.

After purchase, you may access this recording under the My Webinars link on your My Account page of the NAPFA website for 90 days. The recording will expire and automatically be removed 90 days after the purchase date.

This is a recorded Genesis webinar from March 2021.