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Estate Planning Volume I is an insurance continuing education study-an introduction to the process of estate planning plus 3 hours of Ethics training. Examines the tax aspects of the topic. Discover that the big task in estate planning is the reduction or avoidance of taxes. Find that outside the tax aspect, Estate Planning is subjective in nature. Fair to one heir may seem unfair to another. Uncover how life insurance can play an important role in intergenerational asset transfer.

Ethics and rules are necessary for a society to function. Examine the basic values that bring continuity to a society and are embodied in its laws and customs. Discover why law cannot cover every aspect of human relationships. Learn how ethics goes further than law in determining everyday conduct. Ethical conduct has been a concern of the insurance industry for a long time. Review the guidelines for agent compliance with ethical standards.