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Estate Planning

It's a well-known fact that there are two aspects of life that all people must ultimately deal with – death and taxes. It is unfortunate that most people have heard this saying repeatedly, yet still don't take appropriate steps to ensure that their loved ones' interests are properly protected upon their passing.

Estate Planning is the process of planning for the orderly administration of one's affairs upon incapacity or death, such as:

  • Powers of Attorney – permitting others to make decisions on your behalf when you are unable to do so
  • Guardianship issues – who will care for your minor children
  • The appropriate disposition of assets – how will your property be divided
  • Mitigation of undue taxes – how can assets pass to your heirs with little or no estate tax imposed
It is a common misconception that estate planning is important for only those who are older or affluent. This is not accurate; everyone needs some degree of estate planning. If you do not have a formal written will or trust, decisions will be made on your behalf by default – by your state government.

Estate planning can be very complex in nature; Advisors should have a good understanding of estate planning to be able to properly advise their clients who have done little planning.

Let VendorPedia help you with additional resources to help you learn more about estate planning!

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Examination Requirements

Each exam varies, depending upon the course:
  • ARe 143/144, ARM 56, AIAF 114: Eighty-five computer-administered, objective (multiple-choice) questions. Time allotted: 2 hours.

  • ARe 145: Students must answer 5, 10, or 15 multiple-choice questions on each article, and one must correctly answer 150 questions to complete the course. There will be at least 40 articles available from which to choose.

  • CPCU 520 and 540: Computer-administered essay. Time allotted: 3 hours.
National exams are given at local testing centers during the following two-month windows:
  • January 15 - March 15
  • April 15 - June 15
  • July 15 - September 15
  • October 15 - December 15
Contact Prometric testing centers at 800-266-3232 for more information or to schedule your exam; Exam fees will apply.

Ethics Requirement

Those pursuing the ARe designation must pass a 50-question exam in the Ethical Guidelines For Insurance Professionals online module. This module is offered by the Institutes at no charge. If you wish to earn CE credits for passing the 50-question, objective, online exam included with it, there is a nominal $5 administrative fee.

Additional Requirements

Candidates are not required to meet experience or education requirements to attain this designation.

Continuing Education Requirements

A designee is not required to fulfill any annual continuing education requirements, nor are there any annual fees for a designee to maintain the designation.
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