This course analyzes the difference between a probate estate and a federal gross estate, the methods of paying final estate taxes, the important elements of a trust, the reasons for purchasing life insurance to pay estate settlement costs.

This course covers the basic analytic tools of the trade, income tax planning, risk management planning, retirement planning, wealth accumulation planning, estate planning, and business planning, and concludes with a look at the profession.

This course contains the recommended core elements of an AML program for life insurance companies, as well as directions on how to integrate insurance agents and brokers into the insurance company's AML program, including those associated with independent agencies.

Earn your insurance license faster by preparing with online exam-focused prelicensing and exam prep study solutions.