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Bookstore: Legal and Regulatory Status of the Life Settlements Industry

Legal and Regulatory Status of the Life Settlements Industry

Properly advise your clients with an understanding of the life insurance industry and federal legislation.This topic will provide you with a window into a little understood and sometimes controversial asset class which...

Available as OnDemand Course, MP3 Download

CLE credit available

Bookstore: IRS Form 1099-B Reporting Update

IRS Form 1099-B Reporting Update

Find out what is required on the form 1099-B and how to properly report these requirements.This topic will help you understand the principles and rules that require brokers to report on a Form 1099-B, proceeds from...

Available as OnDemand Course, MP3 Download

CLE credit available

Bookstore: Estate Planning Ethics

Estate Planning Ethics

Understand your ethical rules and obligations as an estate planner to improve client relations and ensure ethical compliance.This topic provides a basic overview of the ethical rules that effect the estate planner in...

Available as OnDemand Course, MP3 Download

CLE credit available

Bookstore: Estate Planning Considerations Involving Cryptocurrency

Estate Planning Considerations Involving Cryptocurrency

Learn about cryptocurrency and how it is used in modern day estate planning.As interests in, and accumulation of, digital assets have expanded from intellectual property, communication, and other forms of technology,...

Available as OnDemand Course, MP3 Download

CLE credit available

Bookstore: Estate Planning Techniques Regarding Spousal Lifetime Access Trust

Estate Planning Techniques Regarding Spousal Lifetime Access Trust

Fundamentals of Spousal Lifetime Access Trust planning.Estate planning has progressed well beyond the basic will and powers of attorney. Use of trusts permit detailed and comprehensive planning.

Available as OnDemand Course, MP3 Download

Bookstore: Estate Planning Insurance Strategy for Life Insurance Settlements

Estate Planning Insurance Strategy for Life Insurance Settlements

Learn valuable strategies for life insurance settlements and how you can help your clients get maximum value for a life insurance policy.Many wealth advisors, though they have heard of life settlements, have no...

Available as OnDemand Course, MP3 Download

CLE credit available

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