AIB Life Insurance and Annuities (AIB-8417)
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This course enhances the Trust Officer’s value to clients
as a credible source of insurance information. Participants will learn about
life insurance and annuity products, review related policy issues and fiduciary
responsibilities, and explore the uses of these products in serving clients’
financial- and estate-planning needs.
Delivery Options
Self-Paced Online
Audience
Trust
Officers who have already achieved a basic level of knowledge and expertise in
the trust field.
Learning Objectives
At the conclusion of the
program participants will be able to:
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Describe the benefits of life insurance and annuities for estate and
financial planning needs
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Describe the features and characteristics of the different types of life
insurance and annuities
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Guide
cost-effective insurance policy and annuity contract selections to meet
clients’ preferences, needs, and asset safety concerns
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Assist clients with determining life insurance and income requirements and
ensuring coverage adequacy and lifetime income protection
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Advise clients of taxation considerations relevant to their insurance and
annuity contracts
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Describe the features and characteristics of hybrid life insurance policies
and serve common trust client needs
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Describe special investment features of annuity types
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Manage life insurance and annuity contracts within a trust according to bank
policy and fiduciary responsibility
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Identify policy and contract issues that affect clients’ estate and
financial planning objectives
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Identify additional uses for life insurance and annuity contracts
Enrollment Form
Download and print an
enrollment form from here,
complete and fax to 904-354-1834