Master the critical aspects of product knowledge for estate planning, from individual needs analysis and business insurance strategies to optimizing charitable donations.
Welcome to "Product Knowledge For Estate Planning," a professional development course from P and C Learning Inc. designed specifically for Canadian life insurance agents. This course provides essential continuing education, delving into the critical need for comprehensive estate planning and the pivotal role of life insurance products within it.
Effective estate planning is not just about managing assets after death; it's about safeguarding families, businesses, and legacies against unforeseen circumstances. This course will equip you with a deep understanding of various insurance policies and strategies, enabling you to guide clients through complex financial decisions with confidence and expertise. We will explore scenarios demonstrating the significant financial and emotional impact on families due to loss of income, taxes, and debts, underscoring the necessity of proper planning.
Upon completion of this course, you will be able to:
Through practical examples and detailed discussions, this course will enhance your ability to articulate the value of life insurance in estate planning, making you an even more invaluable resource for your clients.
2x Award Winning Commercial Insurance Broker
Founder and CEO of PNC Learning (a wholly owned LearnDay subsidiary), one of Canada’s leading independent providers of pre-licensing and accredited continuing education courses for insurance professionals. https://courses.pnclearning.com With programs currently in use by thousands of students and at some of the largest insurance brokerages across Canada, Jacques has deep experience in successfully launching and marketing new e-Learning programs for the fitness industry, financial services, and other regulated industries. With a technical background, his expertise in e-Learning includes content creation, sales & marketing, and everything required to bring a new e-Learning program to market from the ground up.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
