Thursday, May 16, 2024 10:00 AM - 11:00 AM Central Standard Time
Webcast Remote,
1 CE Hour
Free for Members
Instructor: Charles Archer
Understand the basics of types of life insurance including the various concepts for life insurance in retirement planning. This course will allow the students to discuss how the various retirement strategies work, how they compare with each other, and the benefits of using life insurance in retirement planning.
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Tuesday, May 21, 2024 1:00 PM - 2:00 PM Central Standard Time
Member $32 / Non-member $71
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Instructors: Tracy Alan Saxe, Partner at Saxe Doernberger & Vita, P.C., and Kelly A. Johnson, Partner at Saxe Doernberger & Vita, P.C.
Learn more about the concepts of vertical and horizontal policy limit exhaustion. When multiple policies are involved, the priority of coverage is relevant to determine whether vertical or horizontal policy limit exhaustion applies, as varied by jurisdictions.