{"product_id":"where-life-insurance-makes-or-breaks-the-plan-an-attorney-s-field-guide-for-advisors-advisors-forum-webinar","title":"Where Life Insurance Makes or Breaks the Plan: An Attorney’s Field Guide for Advisors - Advisors Forum Webinar","description":"\u003cp\u003eLife 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.\u003c\/p\u003e\n\u003cp\u003eIn 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.\u003c\/p\u003e\n\u003cp\u003eAttendees 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.\u003c\/p\u003e\n\u003cp\u003eThis session is designed to educate financial advisors on how to intentionally integrate life insurance into advanced planning strategies.\u003c\/p\u003e\n\u003cp\u003eThis course is eligible for 1.0 credit.\u003c\/p\u003e\n\u003cp\u003eTo receive certified financial planner (CFP) or continuing education  (CE) 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. \u003c\/p\u003e\n\u003cp\u003ePlease note the following before you begin:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eYou 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.\u003c\/li\u003e\n\u003cli\u003eUpon passing, you will receive an email with your attached certificate. Keep this email for your records.\u003c\/li\u003e\n\u003cli\u003eAfter you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.\u003c\/li\u003e\n\u003cli\u003eThis on-demand program is not eligible for certified professional education (CPE) credit.\u003c\/li\u003e\n\u003cli\u003eIf you need to self-apply or submit information to an organization for other types of CE, you will find the agenda, bios, and other course materials under the Materials tab.\u003c\/li\u003e\n\u003cli\u003eYou will receive a link to a brief course evaluation after completing the quiz. \u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eClick \u003ca href=\"https:\/\/survey.alchemer.com\/s3\/8958467\/Quiz-Where-Life-Insurance-Makes-or-Breaks-the-Plan\" target=\"_blank\" rel=\"noopener\"\u003ehere\u003c\/a\u003e to start the quiz. \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":43166688706631,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/3680050924106695263_52b2fe78-8d09-49a0-bfe2-92c8d421c3f7.png?v=1788545238","url":"https:\/\/wcstore.wealthcounsel.com\/products\/where-life-insurance-makes-or-breaks-the-plan-an-attorney-s-field-guide-for-advisors-advisors-forum-webinar","provider":"WealthCounsel, LLC","version":"1.0","type":"link"}