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Continuing Education – Asset Transfer: A Pathway to Legacy Planning
August 13, 2020 @ 12:00 pm - 1:00 pm
“Asset Transfer: A Pathway to Legacy Planning – Virtual Class”
DATE: August 13, 2020
TIME: Noon
HOURS: One (1)
INSTRUCTOR: Joe Chalom
FORMAT: Virtual/Website/Online
PROVIDER#: 654 (NAIFA-Florida)
DFS COURSE #: 113556
COURSE OFFERING ID#: 1127374
AUTHORITY LINE(s): Life, Health, Variable Products
Description
This one-hour virtual DFS-approved Continuing Education class educates insurance advisors about beneficiary designations in terms of asset transfer, and how that interacts with wills and testaments. The class also reviews claim options and tax registration.