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On-Site Group
Individual Viewer
Estate Planning Techniques: Gifts, Trusts and Life Insurance
Length: 2 hours
CE Credit: 2
Course Description:
The term “Estate Planning” has numerous meaningsTo some it may mean having a written willFor others, it may be the formation and use of one or more TrustsFor still others, it may be implementing various techniques for the reduction or elimination of estate taxesThis two hour webcast will focus on these items and various areas that individuals can consider for their estate planning needsIn addition to specific planning techniques – that will probably require the use of a competent attorney – the proper issuance of life insurance (ownership, beneficiary, etc.) will also be discussed.
Instructor: Jerry Rhinehart, CIC, CLU, ChFC, RHU
State Specific Details:
SC-This course is approved for 2 hours CE-L&H (Intermediate level) Course # 125325
NC - This course is approved for 2 hours CE - Course#C98246
NJ - This course is approved for 2 hours CE - Course # 88892508
Produced By:
Faculty
- Jerry Rhinehart, CIC, CLU, ChFC, RHU
Course Materials
- Important CE Credit Information

- FL VIEWERS ONLY -Acknowledgement Form

- MS VIEWERS ONLY-Group Viewing Course Roster

- SC VIEWERS ONLY - CE Statement

- TX VIEWERS ONLY-Group Viewing Course Roster

- Estate Planning Techniques Course Materials



High quality continuing education for independent insurance agents,
brought to you via live streaming video.