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In this final course dedicated to the 25 IRA rules, students will explore critical IRA considerations for insurance professionals, focusing on life insurance ownership for estate planning purposes. The course examines numerous real-world court cases to illustrate challenges and outcomes faced by insurance professionals in their practices.

​Learning Objectives:

Upon successful completion of this course, you will confidently be able to:

• Identify when and how to split IRAs,
• Navigate spousal IRA rollovers, and
• Develop an action plan to avoid rollover mistakes.

Course Syllabus

To begin, click on Course Material below. As you move through the lessons, make sure to mark each lesson complete, and then click Next Lesson at the bottom of each page. Once you complete the entire course, the progress bar will show 100%.