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Life Insurance Course

Summary
When it comes to helping donors determine the best assets from which to make a generous gift to your organization, life insurance is a) great, and b) totally underutilized. This course will review the ins and outs of how life insurance makes a great gift source for donors of all ages.
CFRE Credit
Completion of this course is applicable for 1.5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
- Introduction
- Overview of Life Insurance
- Who, Why, When
- How to Value
- Tax Issues
- Things to Know
- Questions to Ask
- How to Accept
- Wealth Replacement Life Insurance
Take the Course
Guided Learning Courses are available to PW members.