Succession Planning

Duration

1,00 hours(s)

Language(s) of service

Next session

Who is organizing this training?

Fondation créée en 2015 par la Chambre de Commerce et l’Association des Banques et Banquiers Luxembourg (ABBL), la House of Training est un organisme agréé de formation professionnelle continue qui s'engage à contribuer activement à la compétitivité et à l'attractivité du Luxembourg en développant les compétences de ceux qui font vivre son économie.

Who is the training for?

All users working in the life insurance industry.

Goals

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.

Additional information

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.