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Event
Financial Skills for the Real World: Insurance & Your Estate (Webinar)
Which type of insurance is most appropriate for you? If you are already insured, do you have sufficient coverage? What are some of the key considerations when planning your estate? Why is it important to create a will? This webinar will address these and many other questions relating to insurance, tax-efficient ways to earn income during retirement, as well as reviewing some of the key tools for planning your estate such as wills and trusts.
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Learning Outcomes:
- Know the basics of the main types of life insurance policies (term, whole-life, and universal).
- Familiarize yourself with the main costs and benefits of each insurance sub-type.
- Learn about the various types of wills and their features.
- Review the basic features of trusts and how they can be used in estate planning.
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