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This course provides an overview of some of the most common types of estate assets, as applicable to United States regulations.
Objectives:
- Identify different types of life insurance and the benefits of each
- Choose the insurance policy that best suits his or her situation
- Compare the options available with pension plans
- Recognize the saving options available other than pension plans
- Distinguish between the different types of business entities
- Determine the goals for the future of his or her business
Topics:
- Life Insurance
- Determining Coverage
- Pension Plans
- Other Ways to Save
- Your Business and Your Estate
- Other Business Considerations
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Minimum 500MHz Processor; 128 MB RAM; Minimum display resolution 800x600; Windows 2000, XP, Vista, 7 or Mac OS X v10.4+; Internet Explorer 6.0+ or Firefox 3.0+ or Chrome 3.0+ or Safari 4.0+. 56K minimum connection; Adobe Flash Player 9.0+ or Windows Media Player 9.0+ for IE users who do not have Adobe Flash Player; JavaScript, popup windows and cookies enabled; Sound card with speakers or headphones strongly recommended.
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Product names mentioned in this catalog may be trademarks/servicemarks or registered trademarks/servicemarks of their respective companies and are hereby acknowledged. All product names that are known to be trademarks or service marks have been appropriately capitalized. Use of a name in this catalog is for identification purposes only, and should not be regarded as affecting the validity of any trademark or service mark, or as suggesting any affiliation between MindLeaders, Inc. and the trademark/servicemark proprietor.
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