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Managing Life Insurance Policies

Managing Life Insurance Policies

SELF-PACED ONLINE COURSE: ABA ELEARNING

Price: $175 members; $225 non-members

Member Online Enrollment | Non-Member Online Enrollment
This course is also available at discounted prices under an annual license. Call or email for details.
Created: July 2014
Managing Life Insurance Policiesdescribes the use of life insurance as a financial tool.  It explains how to determine if a cash value policy is right for a client, and discusses the appropriate use of policy illustrations. This course also outlines how to manage the death benefit option in a universal life policy, and the type of expenses associated with variable universal life policies. This course describes how wealth accumulates in variable universal life policies. 
Objectives:
  • Explain the responsibilities a fiduciary needs to consider when managing life insurance
  • Describe the management of universal life policies including expenses and wealth accumulation
  • Explain the expenses associated with life insurance policies and how contracts are funded 
Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.
 
The Nebraska Bankers Association is a Local ABA Training Provider.
For More Information Contact:

Joanne Smith
Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008