Life Insurance Planning

Date:
January 8, 2026
Time:
9:00 am to 1:00 pm
Location:
Virtual via Zoom
Credits:
4 Credits
Cost:
$89.00
Course Type:
Life
Instructor:
David Geistwite

Course Description

This course is designed for professionals who’d like to better understand the Life Insurance planning process. We’ll look at what needs Life Insurance fulfills, how to meet those needs and where the money comes from. We’ll work through a case study and then present the solutions, looking at several types of polices Term, Whole Life, Universal Life, and Variable. We’ll also discuss the riders, options and provisions found within these Life policies.