IAR 6 Hour Products & Practices CE
"Planning for Wealth, Legacy, and Business Continuity©️"
Course # C82216
This course helps financial professionals identify and explain common planning gaps in estate, legacy, business succession, and insurance-based planning. The course covers estate planning concerns that remain important even when a client is not currently exposed to federal estate tax, including asset titling, beneficiary designations, liquidity needs, family conflict, business ownership, and long-term care costs.
Students will review how life insurance may support estate liquidity, inheritance equalization, beneficiary protection, buy-sell planning, and business continuity. The course also addresses irrevocable life insurance trusts, premium finance, split-dollar planning, long-term care strategies, and the planning impact of Connelly v. United States on certain corporate-owned life insurance buy-sell arrangements.
The goal is practical: to help advisors recognize issues earlier, explain why those issues matter, and guide clients toward the right next step with their legal, tax, and insurance professionals.This course examines modern estate, life insurance, and business continuity planning after the 2026 tax law changes, with a practical focus on liquidity, beneficiary coordination, trusts, buy-sell planning, tax awareness, and family wealth transfer. Financial advisors and insurance professionals will learn how to identify planning gaps, ask better client questions, and coordinate effectively with attorneys, CPAs, and other professional advisors.
Students will review how life insurance may support estate liquidity, inheritance equalization, beneficiary protection, buy-sell planning, and business continuity. The course also addresses irrevocable life insurance trusts, premium finance, split-dollar planning, long-term care strategies, and the planning impact of Connelly v. United States on certain corporate-owned life insurance buy-sell arrangements.
The goal is practical: to help advisors recognize issues earlier, explain why those issues matter, and guide clients toward the right next step with their legal, tax, and insurance professionals.This course examines modern estate, life insurance, and business continuity planning after the 2026 tax law changes, with a practical focus on liquidity, beneficiary coordination, trusts, buy-sell planning, tax awareness, and family wealth transfer. Financial advisors and insurance professionals will learn how to identify planning gaps, ask better client questions, and coordinate effectively with attorneys, CPAs, and other professional advisors.
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