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Where Life Insurance Makes or Breaks the Plan: An Attorney’s Field Guide for Advisors

Where Life Insurance Makes or Breaks the Plan: An Attorney’s Field Guide for Advisors

$99.00

Life insurance is often treated as a product decision that happens late in the planning process. In reality, it is a structural planning tool that affects estate liquidity, business succession outcomes, trust design, tax exposure, and agreement enforceability. When insurance enters the conversation too late, optionality is decreased. When it enters early, it becomes one of the most flexible instruments available in sophisticated planning.

In this session, attorney and life insurance strategist Eric Eklund will walk attendees through how insurance actually functions inside estate plans and business agreements. Topics include ownership sequencing, timing risks in irrevocable life insurance trusts, and realities of buy-sell implementation.

Attendees will leave with a clearer framework for when insurance belongs upstream in the planning process, how it should be coordinated with trusts and entity agreements, and the need to avoid the most common structural mistakes that occur when a plan’s design and underwriting execution are not aligned.

This session is designed to educate financial advisors on how to intentionally integrate life insurance into advanced planning strategies.

This course is eligible for 1.0 CFP credit. CFP credit approval will expire on 12/31/2026.

To receive certified financial planner (CFP) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent. 

Please note the following before you begin:

  • This on-demand program is not eligible for certified professional education (CPE) credit or continuing legal education (CLE) credit.
  • You will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.
  • Upon passing, you will receive an email with your attached certificate. Keep this email for your records.
  • After you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.
  • If you need to self-apply or submit information to an organization for other types of continuing education credit, contact shopcle@wealthcounsel.com for the agenda, speaker bio, and written materials.

Click here to start the quiz. 

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