Where
GoToWebinarMay 14, 2020 Webinar & Annual Meeting
Attend the May webinar to earn one-hour of CE!
FREE for Society of FSP Members & Guests
The Importance of Reviewing Life Insurance Policies
Presented by: Eryka Morehead, CAP, CLTC, LACP
How frequently should you be reviewing your clients’ life insurance policy with them? Are there hidden factors that your clients are not aware of in their financial plans that could cost them and those they care about drastic amounts of money? Although life insurance is sometimes erroneously portrayed as a “set it and forget it” type of investment, the reality is that there are a variety of variables that can change along the way. This one-hour program will reiterate the importance of reviewing policies on a regular basis to enhance policy performance and avoid MEC status and unexpected taxation.
This course offers one-hour of CE for NE life insurance, legal, accounting and CFP.