New York Course Approval Number: NYCR-267796
This course represents 4 Credit Hours of General Training State Certified Continuing Education.
Life Insurance Basics Part 2
In Part 2 (4 hours) of this course agents will dive deeper into more complex life insurance and investment products. Agents will be introduced to financial planning and estate planning concepts, business uses of life insurance, underwriting, and general tax provisions and considerations. For new agents this course serves as an excellent introduction to financial planning concepts. This will serve as a refresher course for more seasoned agents and financial advisors.
- The application of life insurance in financial and business planning
- The implications of life insurance in personal and business taxation
- How the life insurance industry is organized, and its regulation by the state and federal government
About the Instructor
Linda McHenry is a writer, speaker, and trainer who specializes in developing, writing, and teaching insurance continuing education courses. Her extensive background as an insurance agency owner and licensed producer allows her to bring real-life experience into the classroom–whether the setting is live or virtual. Linda doesn’t lecture, she tells stories … and enjoys a reputation for actively engaging her students.