Estate Planning for Advisors

Any time you discuss Life Insurance with a client, you are helping them with their Estate Plan. However, there is so much more to a complete Estate Plan than Life Insurance. This presentation gives you an overview of what is contained within an Estate Plan, and some of the areas you can easily address with your clients. In addition, this presentation will give you the opportunity to provide expert level Estate Planning advice for your clients into the future. Full presentation time: 1h 0m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Estate Planning for Advisors
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Lucky Rasappah

Luxmihaasan (Lucky) Rasappah, a Universal Financial Literacy Coach, is the founder and chief executive officer of Kabis & Associates Inc and Kabis Accounting & Financial Service Inc. His financial firm focused on wealth protection and financial retirement planning. With a vast knowledge base, strong integrity, and over 22 years of experience, he specializes in helping individuals and small businesses work towards pursuing their financial goals, while shedding light on tax, estate and succession planning, and developing risk mitigating strategies. Recognizing that each client has individual needs, Luxmihaasan Rasappah dedicates himself to understanding and appreciating each client's situation before making recommendations. He believes in educating clients and works diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their personal plans. Holder of a bachelor's degree from Carleton University with a major in Law, Luxmihaasan Rasappah also has attained certifications in the following areas: CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist), CEA (Certified Executor Advisor), CDFA (Certified Divorce Financial Analyst) and CFDS (Chartered Financial Divorce Specialist). He is licensed and practices in Alberta, British Columbia, Manitoba, Ontario, and Saskatchewan.