Matching the Life Policy to the Client HYBRID Seminar w/ Lyle Rupp
Date and Time
Tuesday Feb 2, 2021
8:30 AM - 11:30 AM EST
2/2/21 8:30 am - 11:30 am
Location
HYBRID -
CLASSROOM @ CIB (Limit 8)
VIRTUAL CLASS - links and instructions sent before class
Fees/Admission
Members: $35
Non-Members: $50
Contact Information
Michelle Wagner
(513) 533-1200
Send Email
Description
This seminar will teach the students about the different life insurance policies and how to identify which product best fits the needs of the client. Topics included are: life products, how they work, when are they appropriate, comparison to other life products, loans, tax issues, investment risks, market risks, tax advantages and disadvantages.
Filed for 3 credit hours in KY and OH. Concentration: Life
