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Charting Your Financial Future-KS $34


Charting Your Financial Future-KS

Credit Type: Life/Health/Variable
Insurance Credits: 12
Course Format: Online/Self Study
Course Number: 965971

This price includes state reporting fees.
List Price: $37.00
Price: $34.00

Course Format: » Learn More.
Online book and exam - included in price
Shipped book and online exam (+$5.00)
Shipped book and Shipped exam (+$10.00)

DetailsState InformationCourse FormatRedeem VouchersMonitor InformationOptional PACE or CFP Credit

Charting Your Financial Future 

This insurance continuing education course will lead agents through the continuum of Financial Planning for families from managing their credit and debts, to budgeting, to saving for college education for dependents and retirement, to planning for insurance needs in senior years and estate planning. They will learn about a variety of insurance products, investments and techniques designed to meet a wide range of financial objectives including: Debt Management, Budgeting, Roth IRAs and traditional IRAs, Education IRAs, and other ways to finance education, 401(k) plans, SIMPLE, SEPs, Health Insurance, Medicare, Social Security, Disability Income Insurance, Long Term Care Insurance, Various types of Life Insurance, Annuities, Wills, Trusts, Powers of Attorney, and more.

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Sandi Kruise Insurance Training is a nationwide provider for Insurance CE and California Pre License courses .