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Southeast RegionalCenter for Financial Training
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Tel. 904-354-4830Fax 904-354-1834 Website: www.cft-flsc.org |
Life Insurance and AnnuitiesThis 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.
Life Insurance and Annuities |
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AIB Course # |
AIB-8417 |
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Credit Hours |
1/2 |
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Availability: (See website for details) |
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:
(Download and print from SER-CFT website, complete and fax to 904-354-1834)