Succession Planning

This course covers how life insurance is used to transfer wealth between generations.

How single premium life polices combined with fiduciary structures and legal declarations can be used to legitimately defer, manage or avoid inheritance and similar taxes.

There is a 15-question knowledge check at the end of the course which selects random questions from a bank to provide a formal test of subject understanding. When participants reach the 80% pass mark they will receive a certificate.

To order your licenses at the price of 60 EUR / license, please send a request to the Customer Service. You will receive the steps to follow.