Income and Legacy Education Project (self study)
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Another example of the power of having an entity devoted to income planning! Imagine having full access to 18 “real life” vital income and legacy planning lessons contained in two separate classes of 9 complete lessons each – distribution planning and legacy planning.
Each lesson has been meticulously distilled to include only the most important information that a producer will need to assimilate the lesson and easily walk a client through the transaction.
Many lessons have flowcharts, in-depth examples, definitions, alternative courses of action to be considered and tax code references.
The goal for each lesson is ease-of-understanding – including:
- topical difficulty scale
- terms to know
- keys to success
- topic hazards
- reinforcement through related issues
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