Estate Planning Basics
Total Credits: 2 including 2 CE Credit
- Average Rating:
- 30
- Categories:
- Life
- Faculty:
- Mark Ricklefs, CLU, ChFC, CFP
- Duration:
- 2 hrs
Audience: Agent and Customer Service Training
Description
Course Description:
Learn the basics of wills, trusts, and probate avoidance in the ever-changing estate planning environment.
Mark Ricklefs, CLU ChFC CFP, Certified Financial Planner Professional, will make sense of these complicated legal documents!
Course Materials
| Estate Planning | Available after Purchase | ||
| PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (ABEN) (0.59 MB) | Available after Purchase | ||
State Specific Details
State Approval Information DetailsKS - This course is approved for 2 hrs - Life and Health CE - 984535 - Note - KAIA will file your earned CE electronically within 10 business day after course completions
NC - This course is approved for 2 hrs CE - Course# C99595
NJ - This course is approved for 2 hrs CE - Course# 88892937
KY - This course is approved for 2 hrs CE - Course# C10006
WV - This course is approved for 2 hrs CE - Course#106109
Reviews
| 5 |
|
| 4 |
|
| 3 |
|
| 2 |
|
| 1 |
|