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Profiles Professional Training & Support

Elective module:
Estate Planning

This module will enable you to

Review and implement estate planning to help clients preserve and distribute their wealth

• Define estate assumptions
• Enter gifting strategies
• Model wills and revocable living trusts
• Model credit shelter trusts
• Model irrevocable life insurance trusts

Self Study Options	Cost	Time
View Video Clip	FREE	25 minutes
Download Self-study Guide	FREE	Self-paced

Instructor Led Options	Cost	Time
Register for a Live, Web-based session Upcoming sessions Thursday February 24 10:00 AM CT	$50 USD	90 minutes
Register for Classroom training	Contact us	1-2 days

 

Choose another module: -------------------------------- Start Planning : : Start Planning -------------------------------- Core Modules : : Incomes & Expenses : : Assets & Liabilities : : Retirement Accumulation Analysis : : Manage and Allocate Assets -------------------------------- Elective Modules : : Protection Planning : : Education and Accumulation Goal analysis : : Estate Planning : : Retirement Distribution