California Course Approval Number: 381575
An estate and succession plan, fully funded with life insurance, ensures security and peace of mind. Consider some of the advantages:
- Provides liquidity
- Minimizes estate shrinkage
- Equalizes inheritances
- Funds trusts and other asset management vehicles
- Creates wealth and income for survivors
Because most business owners are not well diversified, they have unique planning needs. Often the business is not only the largest estate asset, it’s the family’s primary source of income. That is why estate planning, succession planning, and life insurance are inseparable.
Please note that after successfully passing this Final Exam you will be required to complete a Student Attestation confirming that you are the enrolled student for this course. We are prohibited from submitting your credit hours unless this form is completed.
Copyright 2019, Pentera Group, Inc.
