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. 

1. Introduction 
2. Overview of Life Insurance 
3. Who, Why, When 
4. How to Value
5. Tax Issues 
6. Things to Know 
7. Questions to Ask
8. How to Accept 
9. Wealth Replacement Life Insurance 

Take the Course

 

Guided Learning Courses are available to PW members.  

Join Now