Total Credits: 2 including 2 CE Credit
Audience: Agent and Customer Service Training
Course Description:
Learn the basics of wills, trusts, and probate avoidance in the ever-changing estate planning environment.
Mark Ricklefs, CLU ChFC CFP, Certified Financial Planner Professional, will make sense of these complicated legal documents!
Estate Planning | Available after Purchase |
PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (ABEN) (0.59 MB) | Available after Purchase |
KS - This course is approved for 2 hrs - Life and Health CE - 984535 - Note - KAIA will file your earned CE electronically within 10 business day after course completions
NC - This course is approved for 2 hrs CE - Course# C99595
NJ - This course is approved for 2 hrs CE - Course# 88892937
KY - This course is approved for 2 hrs CE - Course# C10006
WV - This course is approved for 2 hrs CE - Course#106109
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