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California Estate Planning I

Course Description
Estate Planning Volume I is an insurance continuing education study-an introduction to the process of estate planning approved for Life/Accident/Health/Sickness licenses. 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.



License Type
  Life / Health

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