Funding Buy-Sell Agreements with Life Insurance – Classroom Equivalent

The purpose of this course is to provide you with the tools to better inform your clients about Funding Buy-Sell Agreements with Life Insurance. In Module One, we review how Buy and Sell Agreements work in general. In Module Two, we delve into Buy-Sell Agreements; please refer to Appendix A when reviewing this Module. In Module Three we will discuss Funding Buy-Sell Agreements with Life Insurance. Finally, we will conclude with Module Four “working-definitions” of Buy-Sell Agreements, Life Insurance, and Investments in general.

This course makes a few assumptions about you the student:

• You are a currently licensed Insurance Agent or Adjuster.
• You are interested in additional information, resources, and knowledge regarding the life insurance.

This course consists of four Modules; each Module concludes with a Key Takeaway section; these are important and are the basis of the Module Quizzes and Final Exam.

• Module One: Buy and Sell Agreement Overview
• Module Two: Buy and Sell Agreements
• Module Three: Funding a Buy-Sell Agreement
• Module Four: Working Definitions

The state of Texas requires 50% of your Continuing Education hours to be either Classroom or Classroom Equivalent. Our Classroom Equivalent courses do not have a Final Exam - they are completed by reviewing online content and then answering simple interactive questions spaced throughout the course modules.