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A Provider of AIB Products Life Insurance and Annuities |
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Course Description: Life Insurance and Annuities enhances the trust officer's value to clients as a credible source of insurance information. Participants will learn about life insurance and annuity products, review related policy issues and fiduciary responsibilities, and explore the uses of these products in serving client's financial- and estate-planning needs. Audience: This course is appropriate for trust officers who already have achieved a basic level of knowledge and expertise in the trust field. Learning Objectives: After successfully completing this program, you will be able to: • Describe the benefits of life insurance and annuities for estate and financial planning needs • Describe the features and characteristics of the different types of life insurance and annuities • Guide cost-effective insurance policy and annuity contract selections to meet clients' preferences, needs, and asset safety concerns • Assist clients with determining life insurance and income requirements and ensuring coverage adequacy and lifetime income protection • Advise clients of taxation considerations relevant to their insurance and annuity contracts • Describe the features and characteristics of hybrid life insurance policies that serve common trust client needs • Describe special investment features of annuity types • Manage life insurance and annuity contracts within a trust according to bank policy and fiduciary responsibility • Identify policy & contract issues that affect clients' estate and financial planning objectives • Identify additional uses for life insurance and annuity contracts Course Credits: AIB: 0 ; ICB: 10.0 (CTFA/PFI) ; CFP: 4.5 Prerequisites: NoneBasic knowledge/expertise in trust field Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $160 • NonMembers $215  Forms Page ... Registration ... Requests ... WithdrawalPBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com |
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