Paul J Winn - Principles of Wealth Management

Overview

Americans need financial planning, whether done independently or with a professional, due to generally low saving rates. This course covers developing personalized financial plans for clients nearing retirement, addressing life insurance, long-term care costs, income tax planning, and funding children’s education. Financial professionals will learn to provide tailored planning and investment solutions for clients’ specific needs.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Objectives

  • Demonstrate an understanding of the critical issues in managing wealth
  • Define and differentiate the different types of long-term care
  • Explain the nature and extent of long-term care costs and the sources of long-term care funding
  • Demonstrate an understanding of the methods of minimizing estate transfer costs
  • Explain the characteristics and tax treatment of fixed and variable annuities
  • Cite the basic characteristics of long-term care insurance

Designed For:

Life and health insurance producers and finance professionals


WebCE® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding WebCE administrative policies such as refunds, cancellations and concerns, please contact Support Services at 877-488-9308.

Course Information

Adding additional credit may change exam requirements.

Advanced Preparation: None