1 CE credit
Description
This training explores strategies that help you support clients in building, preserving, and transferring wealth across generations.
At the end of of this course, you will be able to identify:
- Planning opportunities involving intergenerational life insurance ownership
- Critical illness insurance
- Family business succession strategies
- Retirement income planning
- Tax-efficient wealth transfer
Date: Tuesday, November 17, 2026
Time: 1:30 p.m. ET
Duration: 1 hour
Presenters: Jos Herman, Wealth, Tax & Estate Planning Advisor
Jonathan Schonewille, Sales Director, Beneva
