Estate Planning Basics
Total Credits: 2 including 2 CE Credit
- Average Rating:
- 30
- Categories:
- Life
- Faculty:
- Mark Ricklefs, CLU, ChFC, CFP
- Duration:
- 2 hrs
- License:
- Access for 90 day(s) after purchase.
Audience: Agent and Customer Service Training
Description
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!
Course Materials
| Estate Planning | Available after Purchase | ||
| PLEASE READ - VOD CE INSTRUCTIONS AND STATE REQUIRED FORMS (0.15 MB) | Available after Purchase | ||
State Specific Details
State Approval Information DetailsKS - 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
WV - This course is approved for 2 hrs CE - Course#106109
KY - This course is approved for 2 hrs CE - Course#C10006
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