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This course provides an overview on estate and life insurance planning with IRAs. Students explore using life insurance as a planning solution to replace the stretch IRA, how to plan for estate tax uncertainty, and the application of IRA strategies to increase insurance and annuity sales.

​Learning Objectives:

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

• Advise your clients on IRA estate planning strategies tied to the SECURE Act,
• Use life insurance to protect IRA values,
• Identify the two biggest tax breaks in the tax code, and
• Utilize these tax breaks to create a robust IRA estate plan.

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%.