WFG EI

Beyond Estate Planning: A Funeral Concierge plus Final Expense Life Insurance to Complete a Safety Net


Course Title: Beyond Estate Planning: A Funeral Concierge plus Final Expense Life Insurance to Complete a Safety Net
Details:

Beyond Estate Planning: A Funeral Concierge plus Final Expense Life Insurance to Complete a Safety Net is a free CE credit course sponsored by Everest Financial Services, for WFG associates only.

Learn how the new insurance category of Funeral Expense Insurance with Counselling Services,

  • Meets a specific, growing Canadian need
  • Provides you with the "need to know" information and background for you to discuss intelligently about final expense funding and funeral insurance
  • Opens doors—especially within diverse cultural communities who want information about this coverage
  • Provides an opportunity for another sale to existing clients
  • Helps you remain competitive in a competitive, product expanding market

This course will expand your knowledge of final expense funding options including funeral insurance. It will help prepare you to present options to clients in face-to-face interviews. Beyond Estate Planning explains how to calculate the final expense need from the many options and services that are available. It emphasizes communicating the value of sound advice, first at the time of planning and later at the time of need.

Table of Contents

  • Introduction
  • Death and Society
  • Funerals
  • Final Expenses
  • Death and Its Impact on the Family
  • Preplanning and Prepaying a Funeral
  • Life Insurance Solutions for Final Expenses
  • Advantages of Life Insurance with Funeral Counselling Service
Format: Online
Price: Free add_to_cart.gif
BC CE Credits: 2.0 hour
Alberta CE Credits: 1 hr - Life
SK CE Credits: 2.0 hours
MB CE Credits: 2.0 hours
ON CE Credits: 2.0 hours
QC CE Credits: 0
CFP™ 2.0 verifiable

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