Life Insurance and Annuities: Exploring the Unknown

Session details

includedSession
false
created
2026-02-12T19:08:03.840Z
createdBy
Import
lastModified
2026-02-12T19:08:03.840Z
lastModifiedBy
Tech@westerncpe.com
id
b2b08aed-62d9-48ac-ad5c-6bc5c99c5d7e
virtual
false
event
{"id":"17ab56f9-8039-4634-a89c-e3ed30f8c7a3"}
title
Life Insurance and Annuities: Exploring the Unknown
code
26CTestEvent-LE59
category
{"id":"43a260bc-912a-42c4-ac42-dce049f98933","name":"Finance"}
type
{"id":"b2b08aed-62d9-48ac-ad5c-6bc5c99c5d7e","code":"26CTestEvent-LE59","name":"Session"}
location
{"id":"8f90367d-7d3e-48ab-bd5d-c578d82257f1","code":"Conference Room 3","name":"Conference Room 3"}
description
This insightful course unpacks the complexities of life insurance and annuity products, revealing their strategic roles in financial planning, tax management, and estate preservation. Many financial professionals find these areas challenging due to intricate policy features and evolving regulations. This session demystifies these products by providing clear explanations, practical case studies, and up-to-date regulatory insights.You will explore how life insurance and annuities can be leveraged to protect wealth, provide retirement income, and address clients’ unique financial goals. Whether advising individuals or business owners, this course equips you with the knowledge to confidently incorporate these tools into comprehensive financial strategies.Ideal for financial advisors, tax professionals, estate planners, and accountants seeking a deeper understanding of life insurance and annuities to enhance client service and expand advisory capabilities.
start
2026-02-17T18:30:00.000Z
end
2026-02-17T20:10:00.000Z
status
Active
enableWaitlist
false
capacity
120
capacityUnlimited
false
virtualCapacityUnlimited
true
timezone
America/Denver
displayOnAgenda
true
featured
false
openForRegistration
true
openForAttendeeHub
true
presentationType
Course
order
1

Registrations

0

No registrations returned for this session.