Estate Planning CE Credit - Continuing Education

Estate Planning Advanced

CATEGORY:
Life

LEVEL:
Advanced

COURSE DESCRIPTION:
This course focuses on are the proper methods of holding legal title to property during your life, and passing your estate on to your heirs in a manner and timing of your choosing, all with minimum taxes and intervention by the legal system. It begins with a consideration of the estate planning process and the documents of transfer. The course then addresses the unified transfer tax system and the calculation of an individual’s estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of post-mortem tax planning.

LEARNING OBJECTIVES:

Outlines the need for and the elements of the estate planning process.
Establishes estate planning strategies.
Overview of the Federal Gift tax system.
Introduces gross estate and valuation techniques.
Explains the purpose and function of the Federal Estate Tax.
Explain the purpose and function of trusts.
Outlines marital deduction planning.
Outlines charitable deduction planning.
Addresses estate planning issues for business owners.
Outlines post-mortem estate planning.

TOPICS COVERED:

Introduction
LESSON 1: The Estate Planning Process And Documents Of Transfer
LESSON 2 : Unified Transfer Tax System And Generation Skipping Transfer Tax (GSTT)
LESSON 3: Gifts And Federal Gift Taxation
LESSON 4: The Gross Estate And Valuation Techniques
LESSON 5: Calculation Of Federal Estate Tax Liability
LESSON 6: Trusts
LESSON 7: Marital Deduction Planning
LESSON 8: Charitable Deduction Planning
LESSON 9: Intra-Family Business And Property Transfers
LESSON 10 Tax Planning for Estates of Varying Sizes
LESSON 11: Post-Mortem Estate Planning
LESSON 12: Conclusion

FINRA NASD Firm Element CE Online

Annuities CE Training

COURSE NAME:
Annuities

COURSE DESCRIPTION:

As the Baby Boomer generation reaches retirement age, the issue of how to prepare and safeguard that retirement is becoming an increasingly important topic in the insurance and financial industries. Clients planning for their retirement future often turn to annuities as a source of income and funding. This course explores the function of annuities as investment instruments, the characteristics of fixed and variable annuities, and the benefits and options available with both varieties.

LEARNING OBJECTIVES:
• Define the uses and purpose of an annuity.
• Recognize the investment function of an annuity.
• Discern the difference between an annuity and a retirement plan.
• Understand the differences between fixed and variable annuities, and the characteristics that distinguish them.
• Be familiar with settlement/payout options.
• Identify the benefits associated with annuities.


TOPICS COVERED:

Introduction
LESSON 1: Annuities – Fundamentals
LESSON 2: Fixed Annuities
LESSON 3: Variable Annuities

Firm Element CE Credit

Variable Annuity Plans