Sandi Kruise Insurance training Insurance CE - Course Details
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Charting Your Financial Future-NE $39

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Charting Your Financial Future-NE

License Type: Life/Health
Insurance Credits: 14
Course Format: Self-Study
Course Number: 30117

Due to regulations set forth by the Nebraska DOI, this course MUST be taken on paper and can not be taken online. We apologize for the inconvenience.

Note: A monitor must be present while taking this exam. Please click "Monitor" below for the form and more information.

Price: $39.00

Shipping Options: Shipped book & shipped exam



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 .