ABTrainingCenter.com provides CE (continuing education), professional development, and NASD and insurance licensing and designation study courses such as Series 7, CFP, CLU, and CPCU designations for brokers, agents, and financial service providers
Course/Product Description
Title:

HS 334: Estate Planning Applications (self-study supplement)

SKU:PA-1000767
Format: Self-Study Course
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Description:

Estate and gift tax principles with emphasis placed on life insurance planning applications are covered. Topics include forecasting the gross estate; life insurance trusts; valuation principles; the use of charitable contributions as an estate planning technique; planning opportunities stemming from the marital relationship; the taxation of trusts; implications of employee benefits; and estate freezes. Also included is a case study reflecting procedural aspects of the estate planning process.

Our Self-Study Bundle provides several study materials to help you earn your designation! You will receive:

  • Summary Digest
    This book provides explanations for educational objectives, definitions of key words and phrases, and answers and rationale to review questions following each chapter.
  • Practice Exam Databank
    Our Practice Exam Databank gives you the experience of testing on computer - just like the national exam. You can decide to test open book (when answers are shown), closed book, or random questions from all or specific chapters. You can even created timed exams!

Note: This course is an elective for the ChFC and CLU designation programs. It may be taken independently for professional development or in conjunction with other courses to earn the ChFC or CLU designations. Click on any of the hyperlinked designations for a full description of that designation program.

About The Provider: Since 1965, Keir Educational Resources has helped thousands of insurance and financial planning professionals obtain securities licenses and designations by creating a high-quality study media.

At KEIR, our expertise, commitment to quality and excellent customer services sets the stage for your success. Our clients consistently achieve a high pass ratio - reflecting KEIR's commitment to providing high-quality, professional study media.
Price: $110.00
More Info: Contact Us For More Information
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